Use cases for cross-app receiving workflows
This discussion concerns https://folio-org.atlassian.net/browse/UXPROD-1547 . It was requested in the RM SIG that we identify specific use cases for receiving electronic and Mixed format packages of material. These will be used to walkthrough ideal workflows for receiving that include information from applications other than Orders/receiving (Eg. Agreements, eHoldings).
Comments
Levant Pack
We subscribe through Harrassowitz.
Publisher is Taylor & Francis on behalf of the Council for British Research in the Levant
three titles: Bulletin of the Council for British Research in the Levant ; Contemporary Levant ; Levant: Journal of the British School of Archaeology in Jerusalem
In this case, we would receive the physical issues of the print. We would have inventory records for print and electronic. We would have the e-journals be part of our Taylor & Francis Agreement, with all three tied to the same PO. There is one PO, paid on our middle eastern serials fund.
In this case, I created an Agreement record with the first title Bulletin of the Council for British Research in the Levant. I added the title via eHoldings, since it is not in eResources, and I don't have a way to add an individual title. Then I created an inventory record for the print, for the online (and it is not associated with the Agreement/eHoldings, since as far as I know there is no way to associate them). Then I added all to the POL. Then I added both the Inventory records to receiving, even though I don't actually want to receive the online? Not sure if this is right.
I did an alternative version of the Levant Package modelled with a Levant Package (loaded to the agreements internal KB), which contains the three titles, and the POL attached to that single Agreement line. The other aspects of the situation I think remain the same as Kristin describes
Mini-Bundle Type Use Case Example with ALL e-journals:
We subscribe to the Adelphi Series IISS Package (ignore the word package, it is a “mini-bundle”)
Via EBSCO (Vendor) (Agent;s unique sub ref #: A9855918)
1 PO & POL, 1 Fund Code
The titles in the Adelphi Series IISS mini-bundle are published by Taylor & Francis
The mini-bundle includes: Adelphi Series IISS Package A9855918: incls: Adelphi Series 1944-558X (& prev. title Adelphi Papers 0567-932X [2009-49-411 -- 1997-37-308]); Armed Conflict Survey 2374-0981, Military balance 0459-7222; Strategic survey 0459-7230; Survival 0039-6338; Strategic Comments [OO] 1356-7888
Now in Agreements …
How to handle when using eHoldings (and not Inventory) AND the Agreement is just for the mini-bundle specifically?
How to handle when using eHoldings (and not Inventory) AND the Agreement is for all the various (non-package) Journal Subscriptions for that Vendor OR that Provider, of which the mini-bundle is just one subscription (Agreement LineS ?)? --- NB following light testing: Appears conceptually to be completely mad: e.g., all notes are for the Agreement and not possible at the Agreement Line; list of Agreement Lines quickly becomes overwhelming, esp. when in editing mode
How to handle when using Inventory AND the Agreement is just for the mini-bundle specifically?
How to handle when using Inventory AND the Agreement is for all the various (non-package) Journal Subscriptions for that Vendor OR that Provider, of which the mini-bundle is just one subscription (Agreement LineS ?)? --- NB following light testing: Appears conceptually to be completely mad: e.g., all notes are for the Agreement and not possible at the Agreement Line; list of Agreement Lines quickly becomes overwhelming, esp. when in editing mode