Independent acquisitions units for ordering and receiving

Owned by Joseph Reimers
Jun 29, 2023

UXPROD-4242 - Getting issue details... STATUS

Problem(s) to be solved

Acquisitions units exist to allow for independent and isolated ordering, receiving and financial management in FOLIO instances involving multiple organizations that require fiscal autonomy (e.g. independent main and law libraries on a single campus). Currently, an order placed within an acquisitions unit can only be received within that same acquisitions unit. Occasionally, a single acquisitions unit may order on behalf of multiple acquisitions units, and there needs to be a mechanism for retaining the financial and ordering isolation while allowing designated other units to receive.

Example: University maintains separate acquisitions units for Main and Law libraries. Main library orders and pays for 2 copies of a journal, one of which is designated for Law. Currently, the Law library is unable to receive its copy in FOLIO because it is in the wrong acquisitions unit. Main wants to order from within its own unit but allow Law to receive its own copy within FOLIO.

Requirements & Use cases

RequirementStatusUse cases
Ordering acquisitions unit (AU) should be able to designate an eligible receiving point/unit outside the ordering AU

PENDING

University Main library orders print subscriptions on behalf of Main, Law and Medical libraries. Main library wants Law and Medical subscriptions sent directly to Law and Medicine, where library staff can receive them. 
Ordering AU should be able to process claims for all issues based on receiving status

PENDING

Some but not all copies of a given material arrive. Regardless of which locations did or did not receive the material, the AU owning the order should be aware of and able to handle any claims.






Questions

QuestionStatusConclusionComments
Is it better to designate by location or by AU?

OPEN



Should receiving by location or AU be strict or lax?

OPEN


"Strict" means if my location/AU is assigned 1 copy, I can only receive that 1 copy. Lax means I have unrestrained receiving ability.