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Table of Contents

Problem(s):

  1. It is difficult to identify orders that are collaborative purchases with other institutions

Use Cases & Requirements:

RequirementStatusUse cases
  • Allow users to identify Orders as a consortial purchase
  • Allow users to filter orders by this data point

Status
colourYellow
titlePending

  • We have numerous purchases that are shared among one or more libraries in a formal or informal consortium arrangement, but we may pay the vendor directly rather than having payment go through a third party. We need to be able to identify these types of orders as part of a consortium purchase in order to identify if we may have additional parties involved in decisions on renewal or cancellation.

Status
colourYellow
titlePending



Status
colourYellow
titlePending



Status
colourYellow
titlePending


Proposed workflow:

  •  Add a toggle to the order that identifies the Order as a joint purchase
  •  TBD

User

Questions for Users:

Question

Status

Conclusion

Comments

Does this detail overlap with Acquisitions method or Payment method?

Status
colourBlue
titleopen

Vendor








Questions for Vendors:

Question

Status

Conclusion

Comments


Status
colourGreen
titleCLOSED

Development



Questions for Developers:

Question

Status

Conclusion

Comments


Status
colourBlue
titleOpen



Work Breakdown Structure:

Features:




UI Stories

MOD Stories