Agreements (UXPROD-573)

[UXPROD-2262] Manage resources joining/leaving an Agreement - Support EBSCO KB customers Created: 11/Feb/20  Updated: 10/Dec/21

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Agreements

Type: New Feature Priority: P3
Reporter: Khalilah Gambrell Assignee: Owen Stephens
Resolution: Unresolved Votes: 0
Labels: erm, resourcemanagement, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Epic Link: Agreements
Development Team: None
Kiwi Planning Points (DO NOT CHANGE): 16
Rank: Chalmers (Impl Aut 2019): R2
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R5
Rank: 5Colleges (Full Jul 2021): R1
Rank: 5Colleges (ERM Jun 2020): R2
Rank: GBV (MVP Sum 2020): R5
Rank: Grand Valley (Full Sum 2021): R2
Rank: hbz (TBD): R5
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R2

 Description   

Agreements has functionality that supports managing a resource activation date. At this time this functionality is only available to customers using the eResources tab in Agreements. This feature makes this functionality available to EBSCO KB/eholdings app customers.

In addition, functionality should be flexible enough to support changing active dates per eResource.



 Comments   
Comment by Khalilah Gambrell [ 11/Feb/20 ]

cc: Anya

Comment by jmulvaney@library.umass.edu [ 12/Feb/20 ]

This is not /required/ for the use of FOLIO ERM but things like this are really important in terms of Link Resolver management. This sort of reporting is not currently available in EBSCO Admin and it is difficult to tell why things disappear. FOLIO being clearer on this would be a huge improvement on my work life and relationship with teaching librarians who discover things that dissapear.

Comment by Owen Stephens [ 14/Feb/20 ]

Just for clarification - note that whether using the Agreements internal KB or eHoldings, at the Agreement line level you can manage resources joining/leaving the agreement by setting the "active from" and "active to" dates on the Agreement line. This can refer to either a Title or a Package of titles.

Comment by Khalilah Gambrell [ 14/Feb/20 ]

Owen Stephens - I agree but the resources do not display when you use the Current/Dropped /Future/All toggle. We should probably discuss if we should display eholdings - resources. And with that said, I should probably change the description and title of this feature. My bad.

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