Package POLs | Container POLs | Container records: additional requirements
Status
open
Result
App Interaction SIG is trying to answer the question whether the need for a new record type - the so called container record - is still existing or whether all existing use cases are covered by the current package POL functionality.
This wiki page is to collect still open requirements related to container use cases. Some requirements may be solved through a Package POL extension, others may need a new record type, e.g. a container record.
Requirements
App | Requirement | Analysis Notes | Package POL extension vs. New record type | Notes from AI discussion | Proposed pattern | Submitted by OR has use case for institution / customers | Date added | |
|---|---|---|---|---|---|---|---|---|
| 1 | Receiving | Series / Monographic series: add field to record the volume number, that displays in the results list as a sortable column | User needs to get a quick overview over received vs. missing volumes Results list should be sortable by volume to get this overview easily (volumes may not be published and received in a logical order - so if the titles sort by date entered that would not be sufficient) | Package POL extension | open | Possible solution: have Piece Caption field display in 2nd pane Overview and make column sortable – Caption field already also displays in Inventory on Holdings record Receiving history. | @Martina Schildt (VZG/GBV) | Sep 14, 2023 |
| 2 | Receiving | Ability to link receiving title and relevant invoice line | User creates a package POL that stands for a series, the individual titles will be added as receiving titles - each receiving title will be linked to the relevant Inventory instance/holding/item The payment is against the individual title which should be linkable to the invoice line | Package POL extension | open | @Martina Schildt (VZG/GBV) | Sep 14, 2023 | |
| 3 | Rename Package POL | Suggestions:
| open | @Sara Colglazier Majority of AI SIG members Majority of MM SIG members → check with ACQ SIG | ||||
| 4 | Orders | Ability to edit Package POL Name, Subscription info (to, interval) Publication date, Publisher, Edition, Contributors (including being to add more, and delete any and all again), Product identifiers (including being to add more, and delete any and all again); ALSO: Order Format, & Account number, & Material Type | The Package POL as Container POL would be optimal if it could be edited/updated as needed as the Ongoing order morphs and evolves over time. Its name and other elements in the top accordion have their source of truth in itself–unlike when the POL title is linked to Inventory. And even then, I can change the info in Inventory, reconnect the Instance to the POL and get all that info to change. But now with the Package POL, once the POL has been saved, it is all locked down–for anachronistic reasons. ... The other fields mentioned also need to be able to be altered over time. | Package POL extension | @Sara Colglazier | 22 Sep 2023 | ||
| 5 | Orders | De-couple the Cost details Quantity from the Location Quantity–Or, possibly even also make the Location Quantity NOT required for Package POLs while enabling the adding of Locations Name (code)-s | In the case of Package POLs it can be that multiple Locations need to be specified, but since the Cost Quantity (1) and Location Quantities (! more than 1) are coupled and have to match, one is forced to find creative ways to have FOLIO allow one to save the POL. | Package POL extension | @Sara Colglazier | 22 Sep 2023 | ||
| 6 | Receiving OR Orders | Removal or disconnection of a Package Title | User adds a title in error and needs to be able to remove or disconnect it again to undo error | Package POL extension | open | In Orders: make Add button an Action button with options: Add, or, Remove | in Receiving: make Edit button on Receiving record an Action button with options: Edit, or, Delete–with 2nd step pop-up modal asking for confirmation that one wants to delete the record with mention of the consequences | @Sara Colglazier | 22 Sep 2023 |
| 7 | Inventory | Ability to manage a set of records for resources. It would be great if information could be managed at the container level such as: for eResources, an end date when these eResources won't be available. For eResources, ability to manage the prefix, link text, and public note for holdings records at the container level For any resources, ability to add information such as donor or gift history and bookplate information. |
Links | Documents | Use cases
Documents and links
App Interaction 2023-09-06 Meeting notes: Review discussion around container records
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
Use cases for containers: https://docs.google.com/spreadsheets/d/1KZ3ejxrlw5TlP5mmBSHf3rJjmI_00VWpZwxqTywjgDU/edit#gid=0
Use cases
Package | Provider | Notes | Description / Type of Resource | Subscription dates | |
|---|---|---|---|---|---|
| 1 | Electronic - Vendor Managed Package of eBooks | ||||
| 2 | Springer eBook Collection: Psychology | Springer | vendor managed package of german Springer ebooks; local license | packages 2015; 2016; 2017 | |
| 3 | Hanser Bautechnik / engineering | Hanser | Local license; vendor managed package of e-resources | packages 2012; 2013; 2014; 2015; 2016; 2017 | |
| 4 | Electronic - Individual Package | ||||
| 5 | Beltz Pick & Choose | Beltz | order minimum of 30 titles; pick and choose your titles individually; ordering via prepaid account is possible | ||
| 6 | Physical - Monographic Series | ||||
| 7 | Handbooks of English and American studies: text and theory | De Gruyter | monographic series; print | 1.2015 - | |
| 8 | Print Journal Membership | ||||
| 9 | American Association of Variable Star Observers. Package | Package is 5 titles, 4 we discard and one we keep. | |||
| 10 | P/E Mix - Print & Electronic Journal Bundle | ||||
| 11 | Levant Pack Titles: Bulletin of the Council for British Research in the Levant (print and online) | Harrassowitz |