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API, EDI, Oh My! Streamlining Ordering and Invoicing Through Integration Solutions

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Session Information

Acquisitions workflows are evolving rapidly, requiring libraries to adapt to new technologies like APIs and EDI integration, transforming ordering and invoicing processes. But how can you effectively set them up and ensure long-term success? This presentation explores configuring API and EDI solutions to streamline ordering and invoicing, covering step-by-step set-up-from defining system requirements to mapping data fields and establishing real-time connections with vendors. Equally important is maintaining these systems post-implementation. We'll discuss ongoing maintenance strategies, including monitoring data accuracy, troubleshooting errors, and updating configurations as vendor systems evolve. Whether you're considering these tools or refining current integrations, this session offers practical advice and lessons learned from collaboration between acquisitions and systems teams to advance efficient, sustainable solutions. Join us as we demystify these tools and advocate for their potential to reduce manual work, improve metadata quality, and enhance efficiency-ultimately transforming workflows.

Alma
Intermediate
Gain the skills to configure API and EDI solutions for library acquisitions workflows.
Explore strategies for the ongoing maintenance and troubleshooting of API and EDI systems.
Identify the benefits of API and EDI integrations in enhancing workflow efficiency and reducing manual tasks.
Jun 20, 2025 10:00 AM - 10:45 AM(America/New_York)
Venue : International 2
20250620T1000 20250620T1045 America/New_York API, EDI, Oh My! Streamlining Ordering and Invoicing Through Integration Solutions

Acquisitions workflows are evolving rapidly, requiring libraries to adapt to new technologies like APIs and EDI integration, transforming ordering and invoicing processes. But how can you effectively set them up and ensure long-term success? This presentation explores configuring API and EDI solutions to streamline ordering and invoicing, covering step-by-step set-up-from defining system requirements to mapping data fields and establishing real-time connections with vendors. Equally important is maintaining these systems post-implementation. We'll discuss ongoing maintenance strategies, including monitoring data accuracy, troubleshooting errors, and updating configurations as vendor systems evolve. Whether you're considering these tools or refining current integrations, this session offers practical advice and lessons learned from collaboration between acquisitions and systems teams to advance efficient, sustainable solutions. Join us as we demystify these tools and advocate for their potential to reduce manual work, improve metadata quality, and enhance efficiency-ultimately transforming workflows.

International 2 Ex Libris Knowledge Days and ELUNA Conference 2025 eluna-conf-planning@exlibrisusers.org
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Session speakers, moderators & attendees
Acquisitions Librarian
,
Loyola Marymount University
Systems Librarian
,
Loyola Marymount University
Systems Data and Integrations Librarian
,
Loyola Marymount University
 Patrick Cassidy
Systems & Discovery Librarian
,
Union College
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