Receiving examples: - Levant Pack
- American Political Science Association Membership
| | - Taylor and Francis Journals:
- 3 online titles in p&e package
- as agreement lines individual titles were added
- all associated with the same PO
- in addition you can add further individual journal titles as agreement lines
- in the e-resources covered by this agreement section you can sort the resources to see which ones belong to the mini-bundle
- EBSCO is not tracking titles as a package; that's why you would add them as individual lines
- alternative: agreement line could represent the package as mini-bundle: indvidual titles will be listed as covered e-resources then the titles from the mini-bundle will mix up with the other agreement line titles
- would be good to take advantage i.e. of Harrassowitz' (Fokus) subscription data
- can create custom packages only by importing them as structured data
- question arises whether we need a manual option to create a custom package in the system
- that is not possible and but maybe KBART import is easier
- some prefer to have both options
- export functionality of Fokus creates a spreadsheet that would be good to be able to upload
- it doesn't seem to be a huge effort to have an import either, as K-Int develops for LAS:eR (License admin system in Germany)
- dev progress there is good
- PO numbers that you import out of fokus need to be searched and retrieved on the agreement line to include the link to the POL
- POL linked to agreement lines is has order format P&E
- inventory record is not to be created because this is a package
- in inventory: manual creation of records, one for print, one for online
- to associate records with package in orders (POL): from POL → actions: receive
- then in receiving the according titles related to the POL will be displayed if there are any
- click new
- there you can link titles in inventory
- but how can I see that there are electronic resources linked
- if I do not receive the electronic resources, do I need a note on the POL to describe that ther is the physical title with link to inventory and in addition an online title that does not display
- you would have 2 instances in inventory: one e one p
- a title in receiving cannot relate to 2 titles in inventory
- so you would need to have 2 receiving titles, although you do not receive the electronic
- people would like to link the inventory record to the agreement line respectively resource in agreements
- Felix in chat: The related instances has not made the CAP-MVP.
UXPROD-1892
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STATUS
- Owen in chat: I want to re-state - there is nothing fleeting about the internal KB in agreements - it is local to Folio, and controlled in Folio - that’s part of the point of having it
- being independant from external KBs is important to people
- libararies can use both, the internal KB and eholdings
- Owen in chat: I should say - if you use both internal and eHoldings it does complicate the UX a bit - but those are also things we can work at resolving if that way of working is going to be important
- after saving the first receiving title, if you want to add a second title, click new again
- then you need to look-up the POL manually, it is not preset and you cannot type it in
- how do users see that they have the agreement lines from the receiving app
- only from the POL (this is not yet seeable, but will be, is in development)
- Owen in chat: There is a Jira issue to add the Agreement info into the POL display
UIOR-445
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Getting issue details...
STATUS
; This is the relevant feature you can rank if you want
UXPROD-2141
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Getting issue details...
STATUS
- there seems to be value to see the titles on the PO
- Dennis: we could easily display the titles on the order; and you could create a POL for each
- you would need to either double down on agreements or on inventory; contradicts with ethos of FOLIO, but then there is the reality of workflows
- it is not ideal to receive something that I would normally not receive
- Kristen: do we need the container?
- container would be independant of receiving
- package POL would be a hotlink to the container
- Martina: container solution still seems like the best approach for the package scenario
- Sara: it is crucial to be able to record what you have in your package
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