[Wactclc-alma] question from Claire at Shoreline

[Guidry, Wade]

Claire and all, thoughts below.

Additional info and document links can be found in the August 20, 2019 Alma / Primo Call Notes<https://docs.google.com/document/d/1H0DayCYgXUmQruPhbpUTKicOIRI8TUUlq_0E8V1mlWs/edit?usp=sharing>, under GOBI Acquisitions Options.

Would it be worth it to set up EDI for payment to Amazon and B&T and Ebsco?

EDI doesn't support payment. The EDI workflow supports sending order records directly from Alma to the vendor, receiving invoices from the vendor, and receiving catalog records for titles ordered. Or, some combination of these.

I know that Ebsco GOBI supports EDI. I know that Amazon does not. I don't know about B & T.

Just FYI, the available payment to vendors workflow involves exporting invoices out of Alma, and sending them to your financial system (such as ctcLink). At which point, Alma considers the invoices paid, and your financial system is then the platform responsible for getting checks to the vendor.

Is it possible for our librarians to order books directly from Alma?  Right now, our selectors order from Gobi and we have temporarily stopped ordering from Amazon because it's a lot to reconcile the credit card.

The GOBI EDI workflow involves:


1.       Creating an order in GOBI

2.       Configuring GOBI to send brief order records in Alma in batch

3.       Alma creates full order records from those brief order records, and sends them back to GOBI as an order. Alma also creates brief title records.

4.       After the order is shipped, GOBI delivers invoice information to Alma, so that Alma can create the invoice

5.       If you are participating in the catalog record delivery service with WorldCat, Alma can also receive full cataloged records for the ordered titles, and overlay brief records.

The EDI workflow requires account configuration and coordination with GOBi, along with some configuration setup on the Alma side. There may be additional costs involved with GOBI, depending on which portions of the workflow you want implement

A good place to start is a discussion with your GOBI rep, who will have up-to-date info on current GOBI EDI capabilities and costs. This  Alma + GOBI workflow options<https://drive.google.com/file/d/1gLIPVMhm1meVY4eZnG3wB7q2KA7Mbgx9/view?usp=sharing> document from 2017 has some info, but is probably stale.

Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474

Pronouns: he/him/his


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Murata, Claire
Sent: Thursday, February 6, 2020 10:31 AM
To: wactclc-alma at lists.ctc.edu
Subject: [Wactclc-alma] question from Claire at Shoreline

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Hi all,

I have a couple of questions, and apologies in advance if they are super basic!

1)      Would it be worth it to set up EDI for payment to Amazon and B&T and Ebsco?
2)      Is it possible for our librarians to order books directly from Alma?  Right now, our selectors order from Gobi and we have temporarily stopped ordering from Amazon because it's a lot to reconcile the credit card.


My objectives are: librarians easily request books or other resources. Tech services easily updates the budget. Librarians have up-to-date information on the fund budget.

I've read the section on EDI and on Purchase Requests.

Would you point me in the right direction on this? Thanks for considering!

Claire Murata
Collection Development Librarian
Ray Howard Library
pronouns: she/her

Shoreline Community College
16101 Greenwood Avenue North
Shoreline, Washington 98133-5696
library.shoreline.edu  |  206.546.5820

[203113D]<https://shoreline.edu/>

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