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eholdings - Order Integration : Automatically select a title/package in KB and add to library's holdings

Description

To streamline workflow, if an order contains a electronic resource then automatically activate electronic resource in KB based on an order status.

Integration should handle

  • User manually associate an electronic resource to a POL AND matching an eResource on POL generated via an order feed to an electronic resource in KB

  • Select title and/or package in the KB and add to the library's eholdings

  • Send applicable order detail to eholdings

  • Check coverage date on order matches KB managed coverage date. If no match then populate custom coverage in the eholdings app

  • Provide details to eHoldings when title or package orders has lapsed or been cancelled.

  • no clashes between order integrations that already existing with KB used by library

For EBSCO KB customers, note that ESS already supports AND GOBI capability should be in place before fall.

Priority

Labels

Fix versions

None

Development Team

Spitfire

Assignee

Solution Architect

Parent

Parent Field Value

None

Parent Status

None

Checklist

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TestRail: Results

Activity

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Anya October 16, 2019 at 5:33 PM

FC Question: is this saying that if I purchase via EBSCOnet will this send an order record the same as gobi does?

Khalilah Gambrell June 9, 2019 at 1:21 PM
Edited

and , If a GOBI and EBSCO KB customer then automatic activation of a resource will happen and the dev effort is not tied to any additional FOLIO work. It is the same for a EBSCO Subscription Service and EBSCO KB customer. I am revising this feature with more details.

patty.wanninger April 10, 2019 at 9:17 PM

, do you have enough information to split this ticket?

Anya March 29, 2019 at 10:09 PM

Comment from March Meeting : UA will re rank once rewritten:this is getting broken into two separate lines for gobi and for subscription services integraton

Khalilah Gambrell October 9, 2018 at 2:37 PM

, yes it relates to a direct integration between Acquisitions and eholdings.

Details

Reporter

PO Rank

85

Estimation Notes and Assumptions

Dependency - Orders app work

Analysis Estimate

Medium < 5 days

Front End Estimate

Large < 10 days

Front-End Confidence factor

Low

Back End Estimate

Small < 3 days

Rank: FLO (MVP Sum 2020)

R5

Rank: 5Colleges (ERM Jun 2020)

R4

Rank: 5Colleges (Full Jul 2021)

R2

Rank: Cornell (Full Sum 2021)

R4

Rank: Chalmers (Impl Aut 2019)

R4

Rank: GBV (MVP Sum 2020)

R4

Rank: hbz (TBD)

R4

Rank: Hungary (MVP End 2020)

R1

Rank: Grand Valley (Full Sum 2021)

R2

Rank: TAMU (MVP Jan 2021)

R4

Rank: Chicago (MVP Sum 2020)

R4

Rank: MO State (MVP June 2020)

R1

Rank: U of AL (MVP Oct 2020)

R4

Rank: Lehigh (MVP Summer 2020)

R2

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Created June 22, 2018 at 4:47 PM
Updated March 10, 2025 at 11:25 PM
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