List App Resource Management Implementation Topics
- Jennifer Eustis
- Dung-Lan Chen
- Sara Colglazier
List App Resource Management implementation topics, questions, or issues.
Please add questions and topics here. If these are posted in Slack, please copy those here.
Topic Status Legend:
OPEN - To be discussed
BLOCKED - The group is waiting for further information or some specific action to be completed before progress can continue.
IN PROGRESS - Discussion is ongoing and work is potentially in progress.
CLOSED - Discussion resolved and required actions completed
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To contribute to an existing topic. Add a new paragraph to the description column.
@mention yourself at the beginning of the paragraph
How to indicate you are also interested in a topic:
@mention yourself in the "Interested parties" column and add your institution name
How are topics archived:
When a topic status is set to closed by it's "Owner". The topic must also be moved to the "Acquisitions/Resource Management implementers Archive" page.
Copy the topic and paste it at the top of the Archived topics page that is nested under this page
Delete the topic from this page
Topic | Status | Description/Use case | Date Added | Discussed On | Provided by Name, Institution | Interested Parties | Has been discussed in meeting: Link to agenda/meeting | Link to Jira Issue | Action required | |
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| 1 | Add indicator when waiting for additional data to display | OPEN | With the introduction of dynamic queries, provide an indicator to inform users about potential delay | 2023-12-17 | @Kathleen Moore | ALL | There is a need for this. Refresh to be added to shortcuts and perhaps an action icon next to query Revise language from test query to preview query and remove pen/pencil icon | |||
| 2 | Display enum and chron & Volume with effective call number for items and holdings | OPEN | when we run Lists to find Serials and Periodicals , the Item effective call number does not display what we see in Inventory and think of as the Item effective call number. That is, it does NOT include the enum, chron, or volume info. It displays the Call Number and if there is a call number Prefix then that as well, and it does display the copy number, but not that other info, which is really important when dealing with Serials and Periodicals. I just checked, and it looks like we're still defining the item effective call number as prefix + call number + suffix + copy number. I'm not sure if they were available in Poppy, but it looks like Ramsons will have | 2024-07-11 |
| @Sara Colglazier | ALL | Add year, caption This is a HIGH priority Check with App Interaction on how to handle Inventory not generating full (ie all these elements) with effective item call number | ||
| 3 | Create a list of orders that don’t have any invoices for a given fiscal year [query build: includes fiscal year] | OPEN | An acquisitions staff person needs to know what orders don’t have an invoice by fiscal year to be able to pay for them or reach out to the vendor to get the invoice. | 2024-07-12 |
| @Jennifer Eustis Five Colleges | ALL |
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| 4 | Create a list of orders, funds, budgets, invoices, and associated inventory information | OPEN | As an acquisitions staff member, ERM or collection development person, a list of all open orders by order type, order format, with information on title, fund code/expense class, material type, vendor code, POL, total cost by fiscal year (based on actual payment amounts and credits), internal note, receiving note, vendor reference numbers, tags is needed for collection review | 2024-07-12 |
| @Jennifer Eustis & Sara Colglazier | @Peter Sbrzesny for GBV @Dung-Lan Chen |
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| 5 | Budget overview | OPEN | As an acquisitions staff member, there is need of a budget overview including encumbrances for a fiscal year that includes information on allocations, expenditures, in process invoices, free balances, transfers by fund | 2024-07-12 |
| @Jennifer Eustis | @Peter Sbrzesny for GBV |
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| 6 | Information from the fields in the Electronic Access for Holdings/Item/Instance | OPEN | As a metadata staff, a list of information in the Electronic Access field is needed including the ability to search for any empty/null values such as there is no URI for an eResource or specified URL Relationship or Link text. | 2024-07-12 |
| @Jennifer Eustis & Sara Colglazier |
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| 7 | List of regular items that are coded as Government documents | OPEN | As a metadata staff it is necessary to find items that are coded as government documents and that aren’t (typically univ. presses) |
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| @Jennifer Eustis |
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| 8 | List of item formats and types and item material type | OPEN | As a metadata staff it is necessary to find items that are coded as a serial, continuing resources, monograph, etc (from the LDR) and if it is print or electronic (008) along with the item material type and holdings type | 2024-07-12 |
| @Jennifer Eustis |
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| 9 | List of agreements | OPEN | As an ERM librarian, it is necessary to have a list of agreements that being with a particular prefix and include the required and base FOLIO fields (period dates, etc.) |
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| @Jennifer Eustis
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| 10 | List of notes in agreements, eHoldings, organizations | OPEN | As an ERM librarian, it is necessary to have a list of notes and the associated AGL’s or notes from the eHoldings assets, organizations | 2024-07-12 |
| @Jennifer Eustis |
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| 11 | Item Record Display Summary field | OPEN | As a serials librarian, I need to update the Display Summary field in the item record. | 2024-08-05 |
| @Jennifer Eustis @Sara Colglazier | ALL |
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