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- Description:
- There is no functionality in Folio to manage periodical subscriptions and claimings. claiming.
- Terminology
- Subscription plan: A list of expected issues of a periodicals with defined values such as issue name, sort count, expected publication date.
- Claiming plan: A list of claiming information about each expected issue.
- In this analysis, both plans are combined.
- Proposals:
- The management of the subscription and its claiming should be located in the app Order (André Hohmann : or partly in the app serials).
- In each Purchase order (PO), the elements to manage the subscription and claiming are necessary.
- It could look like this in the app orders:
General description
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- Subscription:
- In the PO, it should be possible to define standard values to facilitate the check-in of issues by automatically writing the standard values in the defined fields
- In each PO, the accordion “Subscription standard values” should be implemented.
- It must be possible to assess the most applied parameters in the settings as for example the location, loan types, statistical codes, … Thus, each institution can define its own set of parameters for the standard values. This could be configurable in the settings.
- It must be possible to enter basic information to create the issue caption automatically. This includes the number of volume, the number of issue, the first date of issuance, … It must be possible to agree on a specific set, which can be applied by all institutions, because specific functions need to be implemented.
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