Date
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- Charlotte’s presentation from DC https://docs.google.com/presentation/d/17gjJOUCJbMPOw2ficYsLtiaKMHv3ivvRh7Kiwyhd7QI/edit#slide=id.p
- App Interaction: Modeled workflows with and without container record: https://docs.google.com/document/d/1r7olPeix2TaS-ZXJZtoW4a7w_-Qo79NancIV0LdlBXc/edit?usp=sharing (Martina)
- Google drive folder: https://drive.google.com/drive/folders/1Xn-agNxtZ83E9fmANqBUBRxiuwIMkJk1
- Local Package Record Subgroup | Wiki space
- Local Packages in Inventory (UIIN-155)
- Use cases for containers: https://docs.google.com/spreadsheets/d/1KZ3ejxrlw5TlP5mmBSHf3rJjmI_00VWpZwxqTywjgDU/edit#gid=0
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| # | Package | Provider | Notes | Description / Type of Resource | Subscription dates |
|---|---|---|---|---|---|
| 1 | Electronic - Vendor Managed Package of eBooks | ||||
| 1 | Springer eBook Collection: Psychology | Springer | vendor managed package of german Springer ebooks; local license | packages 2015; 2016; 2017 | |
| 2 | Hanser Bautechnik / engineering | Hanser | Local license; vendor managed package of e-resources | packages 2012; 2013; 2014; 2015; 2016; 2017 | |
| 3 | Electronic - Individual Package | ||||
| 3 | Beltz Pick & Choose | Beltz | order minimum of 30 titles; pick and choose your titles individually; ordering via prepaid account is possible | ||
| 4 | Physical - Monographic Series | ||||
| 4 | Handbooks of English and American studies: text and theory | De Gruyter | monographic series; print | 1.2015 - | |
| 5 | Print Journal Membership | ||||
| 5 | American Association of Variable Star Observers. Package | Package is 5 titles, 4 we discard and one we keep. | |||
| 7 | P/E Mix - Print & Electronic Journal Bundle | ||||
| 6 | Levant Pack Titles: Bulletin of the Council for British Research in the Levant (print and online) | Harrassowitz |
- Sara Colglazier demoes how she is using the package POL
- Proposal: rename package POL in container POL
- Owen in chat: I think “container” POL is a good term here based on seeing Sara present on how she uses it at the ACQ SIG last week
- Laura: So if we wanted to export data from all the titles associated with the Package POL, or if we wanted to make some update to all the associated titles, would there be a way to do that? I think I'm asking if we can easily get a list of UUIDs or hrids for all associated title instance records?
- Jennifer in chat: That would be great to get a title list with the uuids. I'm thinking this could be great for gifts where donors occasionally ask for a list of what has been cataloged.
- You can add titles to the package in the order, but you cannot remove a title once it has been added
- All titles can be brought up in Inventory and from there the title list can be exported
- The UUID is available in Receiving, though
- Laura in chat: FOLIO generating/storing those "hooks" for us is exactly the functionality I was hoping for from Container records.
- Jennifer in chat: It would be great to take actions on the container. Like for instance if all the streaming videos in the container have an end license date, that information can be put at the container level and then this could hook into a dashboard to alert the user when those videos' license end.
- Lisa in chat: I would really like to see a filter or search by package name in the POL, which would display all of the POL titles linked to the package.
- Martina: if we generally think the container POL / package POL solve the use cases, then we could start adding requirements
- titles that have been added cannot be deleted again - workaround: re-link title
- we need to think about: do we want to be able to delete? Shouldn't we record what has been ordered?
- on the other hand, there are use cases where a user needs the option to delete - e.g. if user made a mistake
- but we should be careful in the way we support it - we should record swappages
- Special collections might be an example where we still need containers
- Owen in chat: Its a bit of a shame that we couldn’t have the agreements and orders functionality overlap here
- Maura advocates for a gap analysis to maybe extend Agreements funtionality to orders | +1 Charlotte, +1 Martina
- definitely needed: keep implemented institutions in the loop to not "destroy" anything
- needed functionality: add data, make notes (as user can do in Agreements)
- To Do: come back and look at linking / realtionship options between Agreements and Orders
- Outcome so far:
- existing conatiner use cases are solved by package POL
- Special collections might be an example where we still need containers in Inventory
- extensions might be needed for package POL
- wish: rename package POL to conatiner POL
Next steps
- Martina Schildt creat a wiki page to collect missing package POL functionality / container functionality
- Martina Schildt Schedule meeting: Continuation on container records - needed: Owen Stephens to demo related Agreements functionality - not before
- Martina Schildt to list issues that are still open or in draft for the container or for enhancing the Order Package?
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