Renew orders in FOLIO from EBSCONET

Description

Overview: Establishing an integration with EBSCONET to manage ordering and renewals via an API integration. This will limit errors and save users time in managing order renewals with EBSCONET.

Order Requirements:

  • Ability to identify materials as renewing

  • Ability to maintain order number from year to year for ongoing orders

  • Ability to be able to continue to receive and invoice against ongoing orders year over year

  • Ability to capture start date and period for renewable material being ordered

  • Ability to capture Title number and vendor order number to explicitly identify material being ordered

  • Ability to add or remove material from ongoing orders year over year as some may not always renew

  • Ability to observe in the UI the most recent date the order was renewed.

  • Update the renewal date upon renewing the order

Out of scope:

  • Automated claiming workflow

Approach:

  • Build API integration through edge-orders that will route JSON file to a mod-EBSCONET module in FOLIO for mapping EBSCONET order data into FOLIO order data

  • Create MODEBSCONET module for retrieving UUIDs etc. for EBSCONET data and prepping data to be sent to mod orders

  • Communicating EBSCONET order data to mod-orders for order creation/editing

  • Returning Order number(s) and response EBSCONET system

Tech Design:

https://folio-org.atlassian.net/wiki/display/DD/Subscription+Orders+Integration

Priority

Fix versions

Development Team

Thunderjet

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

has to be finished together with

Checklist

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Activity

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Dennis BridgesAugust 19, 2021 at 4:28 PM

All stories deployed and tested.

Cate BoeremaJuly 14, 2020 at 11:37 AM

, per our discussion and a subsequent discussion with , I am changing the fix version on this from Q3 2020 to Q4 2020. This is because, as I understand it, this feature is blocked by (an perhaps other pre-reqs). I think you had planned to create a separate feature for prepping for this one which we would try to fit into Q3.

Dennis BridgesMarch 25, 2020 at 5:50 PM

Just moving this comment out of the description Note from 2018 : First thing that needs to happen is EDIFACT invoicing (UXPROD-526). I expect that having a more efficient integration between EBSCOnet and FOLIO may end up being post-v1.

Cate BoeremaApril 24, 2018 at 10:55 AM

Tagging as post-v1 per Ann-Marie's comment. We can always change back, if needed.

Done

Details

Reporter

PO Rank

75.95

Analysis Estimate

Medium < 5 days

Front End Estimate

Medium < 5 days

Front-End Confidence factor

Low

Back End Estimate

XXL < 30 days

Rank: FLO (MVP Sum 2020)

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Rank: 5Colleges (Full Jul 2021)

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Rank: Cornell (Full Sum 2021)

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Rank: Chalmers (Impl Aut 2019)

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Rank: GBV (MVP Sum 2020)

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Rank: hbz (TBD)

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Rank: Hungary (MVP End 2020)

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Rank: TAMU (MVP Jan 2021)

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Rank: Chicago (MVP Sum 2020)

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Rank: U of AL (MVP Oct 2020)

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Rank: Lehigh (MVP Summer 2020)

R4

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Created January 20, 2018 at 12:42 PM
Updated June 25, 2024 at 9:10 PM
Resolved August 19, 2021 at 4:28 PM
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