eHoldings subgroup
- Martina Schildt
- Zorian Sasyk
- Liisa Mobley
The subgroup is focused on topics related to the FOLIO eHoldings app.
Meetings
Meetings are held every 4 weeks on Wednesdays at 8:00 a.m. Eastern U.S. time, starting on March 13, 2024.
following daylight saving time rules for the Eastern U.S. timezone
Zoom
Join from PC, Mac, Linux, iOS or Android: eHoldings Subgroup Zoom link
The meeting password can be found here.
Invitation
Download the to add this meeting to your calendar.
Agenda/Minutes
Date | Link | Topic |
|---|---|---|
2024-03-13 | Introduction/kickoff of subgroup | |
2024-04-10 | Implementers Topics # 1 | |
2024-05-8 | Implementaters Topics # 6 | |
2024-06-5 | Implementers Topics # 2 and 5 | |
2024-07-31 | Implementers Topic #7 | |
2024-08-28 | Implementers Topic #6 and 8 |
Current/Possible topics:
Topic | Number | Description/use case | Date added | Provided by name/institution | Discussed in meeting | Actions/JIRA ticket | Status |
|---|---|---|---|---|---|---|---|
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. | 2024/04/8 | Zorian Sasyk | Discussed on 9/11/24 | Further discussion required | |
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 |
| In Progress, on track for Ransoms | |
Agreement line search for eHoldings packages: search by package or title name | 3 | See this discussion on Slack: https://folio-project.slack.com/archives/C9ER2HCRY/p1712087539800349 | 2024/3/8 | Zorian Sasyk | Discussed in meeting on 3/13 |
| Communications in progress |
Usage Consolidation integration: populating cost per use with information from Order or Invoice Line records | 2 |
| 2024/3/8 | Zorian Sasyk | Discussed on 6/5 | Discussed, more user stories required | |
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: https://folio-org.atlassian.net/browse/UIEH-1420 | Complete, included in Quesnalia |
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) |
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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) |
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| In progress, will require some backend work |
Should it be possible to have multiple AGLs for the same resource (title/package|platform combo entity linked from eHoldings) in the same/single Agreement | 8
| (Copied from ERM Implementers list, dates from 2020) After discovering that inadvertently an extra AGL had been added to an Agreement from eHoldings causing an unwanted dupe entry in the Agreement–but which is NOT obvious or in any way noticeable once it has been done from eHoldings and very difficult to detect in the Agreement since the entries do not show following each other and the Agreement has many many lines (+100)–I wondered whether this should even be possible (slack posting: https://folio-project.slack.com/archives/C9ER2HCRY/p1603474359024000 ) In response, Owen countered that one may want multiple AGLs for the same title entity when needing to link them to separate POLs over time (since AGLs may be date limited); but also suggested thinking about:
(see Owen's initial and following responses to Sara's slack query: https://folio-project.slack.com/archives/C9ER2HCRY/p1603710981024800?thread_ts=1603474359.024000&cid=C9ER2HCRY ) Question for discussion: to be able to dupe add or not? And if, to be able, then how to address making it obvious | 2024-08-27 (originally from 2020-10-26) | Zorian/Sara Colglazier |
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Within title list view of package record, show managed or custom coverage of titles | 9 | A title's coverage dates is one of the factors for librarians use to decide whether a package containing the title should be activated or not in knowledgebases. If a journal does not have coverage dates, librarians typically decide not to use the package as this usually indicates it is not updated properly. | 10/22/24 | Zorian from UIEH backlog |
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| To be discussed |
Within title list view of package record, ability to sort titles by selection status, a-z order | 10 | As a librarian Requirement
Acceptance criteriaGiven I am on a Package record When I view the titles accordion Given I am on a Package record | 10/22/24 | Zorian Sasyk from UIEH backlog |
| https://folio-org.atlassian.net/browse/UIEH-1036 |
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