Order Integration with External Systems (Misc) (UXPROD-1580)

[UXPROD-190] Create/Renew orders in FOLIO from EBSCONET Created: 20/Jan/18  Updated: 28/Dec/21  Resolved: 19/Aug/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R2 2021
Parent: Order Integration with External Systems (Misc)

Type: New Feature Priority: P4
Reporter: Cate Boerema (Inactive) Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: Q3fromQ2, acquisitions, ebsco, post-v1, r1-2021-at-risk
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-2588 Prep for Create/Renew orders in FOLIO... Closed
Defines
is defined by MODEBSNET-9 Attempts to renew through EBSCONET ar... Closed
is defined by MODEBSNET-10 Handling mixed orders for ebsconet Closed
is defined by EDGORDERS-5 API Tests Closed
is defined by EDGORDERS-6 End-to-end tests Closed
is defined by EDGORDERS-40 Add routing definition to mod-ebsconet Closed
is defined by FOLIO-2985 Create mod-ebsconet github repository... Closed
is defined by MODEBSNET-1 Project setup in GitHub: mod-ebsconet Closed
is defined by MODEBSNET-2 Define order lines EBSCONET schema Closed
is defined by MODEBSNET-3 Implement retrieve ebsconet order lin... Closed
is defined by MODEBSNET-4 Implement update ebsconet order line ... Closed
is defined by MODEBSNET-5 Define retrieve and update ebsconet ... Closed
is defined by MODEBSNET-7 Add /ebsconet/validate endpoint confi... Closed
is defined by MODGOBI-100 Update the logic of checking the avai... Closed
is defined by MODORDERS-521 Allow updating quantity and location ... Closed
Gantt End to End
has to be finished together with UXPROD-2361 Simplify implementation of order API ... Closed
Relates
relates to UXPROD-1019 Vendor agnostic integration API with ... Open
relates to MODORDERS-548 Publisher could not be updated by EBS... Closed
relates to UXPROD-195 Import invoice in EDIFACT format (Fol... Closed
relates to MODORDSTOR-136 Title, PoLine schema updates Closed
Epic Link: Order Integration with External Systems (Misc)
Analysis Estimate: Medium < 5 days
Front End Estimate: Medium < 5 days
Front-End Confidence factor: Low
Back End Estimate: XXL < 30 days
Development Team: Thunderjet
PO Rank: 75.95
Cap Plan Fix Version (DO NOT CHANGE): R2 2021
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R5
Rank: hbz (TBD): R5
Rank: Hungary (MVP End 2020): R4
Rank: Lehigh (MVP Summer 2020): R4
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R4

 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



 Comments   
Comment by Cate Boerema (Inactive) [ 24/Apr/18 ]

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

Comment by Dennis Bridges [ 25/Mar/20 ]

Just moving this comment out of the description Note from 2018 Ann-Marie Breaux: 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.

Comment by Cate Boerema (Inactive) [ 14/Jul/20 ]

Dennis Bridges, per our discussion and a subsequent discussion with Former user, 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 UXPROD-195 Closed (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.

Comment by Dennis Bridges [ 19/Aug/21 ]

All stories deployed and tested.

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