Acquisitions Activities: - GOBI API Integration
- Proposed workflow for ordering and checking in "containers"
| | - FOLIO Order API; Ann-Marie showed GOBI example; once you place an order in GOBI, GOBI will send order information to FOLIO to automatically create an order
- Ordering and checking in "containers": revisited conversation about structuring orders
- "Container" could be a package; would enter "container" for Order Format in order to mirror what is happening in Inventory
- Populate the details in the Container in the "Container Details" section, where you would see "Item Details" if the order was for an item rather than a package of some sort
- The system will create a Container record in Inventory
- Question about using Inventory material types in Order records, we discussed not wanting to use Inventory material types in Orders - might make sense to have a field "Container or Instance"?
- The package isn't physical or electronic, the things within the package could be physical or electronic
- Discussion of check in and how to associate titles with Containers; periodicals often don't come with PO numbers so you have to search around the ILS to find the order record in order to check in; wouldn't know what Container to put it in without PO number
- For reporting purposes, how to indicate if a Container is a mix of physical/electronic; need to do at the PO level; need physical, electronic, and P+E
- Containers could also be used for P+E items
- Format information (physical, electronic, both) available at the Order level
- Further discussion needed; walk through use cases for next week on Ordering side
- Plan is to start UAT for Finance on Monday
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