eHoldings subgroup

2024-3-13

https://folio-org.atlassian.net/wiki/spaces/ERMSIG/pages/86114393

Introduction/kickoff of subgroup

2024-4-10

https://folio-org.atlassian.net/wiki/spaces/ERMSIG/pages/136478722

Implementers Topics # 1

2024-5-8

https://folio-org.atlassian.net/wiki/spaces/ERMSIG/pages/187826177

Implementaters Topics # 6

2024-6-5

Implementers Topics # 2 and 5

Two additional agreements’ metadata fields to display on the eHoldings' app Agreements accordion

6

As an ERM librarian using the eHoldings app, I want to be able to see additional details about a selected Package or Title’s linked Agreement.
I would also want to see if the associated Agreement is perpetual access (is perpetual Agreement field) and if it has a linked License record (if yes, then include the name of the license and a link to that License record).
Knowing what titles or packages have perpetual access in eHoldings is helpful for knowing whether individual titles within need to have their coverage dates checked or customized to match what is entitled, Knowing if an agreement/eholdings package has a license attached to it and if so, being able to access it easily, provides a direct route to verifying perpetual access terms, and other relevant information such as entitlement lists, license terms, and license documents. It would also facilitate setting up and maintaining the license term integration between FOLIO and Publication Finder.

2024/4/8

Zorian Sasyk

eHoldings package/title view: display Proxied URL from HoldingsIQ/HLM

5

As an ERM librarian using the eHoldings app, I want to be able to see the proxied URL of a selected Package and/or Title as a label within the Package and/or Title record.

2024/4/8

Zorian Sasyk

Agreement line search for eHoldings packages: search by package or title name

3

See this discussion on Slack:

2024/3/8

Zorian Sasyk

Discussed in meeting on 3/13

Usage Consolidation integration: populating cost per use with information from Order or Invoice Line records

2

2024/3/8

Zorian Sasyk

FOLIO Agreements & AGLs - eHoldings - HLM: source of truth ?! / linking and unlinking

1

Working between 2 systems (FOLIO & HLM) and within FOLIO between 2 Apps, can lead to actions (manual and system-based) in one to have unintended consequences in the others (e.g, “zombie” AGLs are esp. frustrating, OR that you can unintentionally delete things entirely from one in the other). Also it is frustrating that one cannot UNlink an e-resource in an AGL and either not link it at all again or then link it to a different e-resource as needed.

2024/03/8

Sara Colglazier

Changing language of Align modal User Story:

EBSCO HLM functionality brought forward to FOLIO

4

Currently, we have to log into EBSCOadmin to select features such as Visibility Settings: Hide/exclude all titles in the Package

  In Publication Finder

  In Full Text Finder Resolver

  MARC Export

Possible to bring this feature into FOLIO?

2024/03/13

Liisa Mobley (Cornell)

Searching in eHoldings

7

Searching in eHoldings currently works fairly opaquely, and often search results do not match the same search performed in HLM. It is not entirely clear how results are sorted, and there is some amount of apparent lemmatization that happens, but exactly what are the triggers for it are not obvious.

Also, as far as I know, there is no way to do an exact search in eHoldings. This creates situations where I have to scroll through multiple pages to find a result that exactly matches what I searched, while records with much less in common with my search terms appear before it.

I do not know how much of this is an issue of development that needs to be done vs documentation that needs to be written to make things clearer.

2024/4/18

Clara Marino (Amherst College)