Archived: Completed or closed ERM implementation topics, questions or issues
COMPLETED or CLOSED ERM implementation topics, questions or issues
Status
Done Topic is discussed, ticket is created and development is completed
won't do Topic is discussed in SIG, won't be developed, no further actions to follow
Forwarded Topic will be picked up by another group (please add which one)
App | Topic | Description/ use case | Date added | Provided by Name, Institution | Has been discussed in meeting: Link to minutes | Actions / JIRA ticket | Status |
|---|---|---|---|---|---|---|---|
Auto-generate Agreements via import | As an electronic resource librarian with a lot of agreements, I like to set up at least the initial agreement details AND attach resources to it. | 2020-12-03 | Khalilah Gambrell | ||||
ERM apps ' ref data updates/additions | How best to manage/be notified of updates/additions. | 2020-01-14 | Khalilah Gambrell | ||||
eholdings + Agreements integration | What Agreement features/functionality is not readily available to a customer using the eholdings app? | 2020-02-07 | Khalilah Gambrell | ||||
Tags/descriptive data at e-resource level | Ability to attach fine-grained information to any given agreement line / e-resource line to answer questions like: core title vs. non-core title, add statistical codes or subject codes. Collection of use cases. | 2020-02-11 | Felix Hemme, ZBW | Tags implemented on e-resources in https://folio-org.atlassian.net/browse/ERM-896 Tags implemented on Agreement Lines in https://folio-org.atlassian.net/browse/ERM-920 | Done | ||
Alternate Names/Titles for Agreements | Ability to assign multiple names to an agreement record AND search on those names. (Example: Directory of Open Access Journals agreement should also have a field to record "DOAJ" as a searchable title.) We see this as being similar to what has already been done in Organizations. Edit Annika: Being able to search for alternate agreement names seems crucial to us, especially since there is no standard/normalized way of naming agreements. In our experience with our old system, there are alternative names for the majority of agreements and many of the colleagues use different forms actively. | 2020-02-18 | Jack Mulvaney (UMass + Five Colleges) +1 Annika Schröer, UB Leipzig +1 Felix Hemme, ZBW | Done | |||
What additional eholdings + Agreement app integration capabilities do you expect? | 2020-02-26 | Khalilah Gambrell | work in progress | ||||
Make agreement lines independent from connected resources | At the moment, agreement lines can only be created by linking a resource from either eHoldings or the internal KB. It would be very useful for several use cases to be able to create an agreement line without a connected e-resource. | 2020-03-04 | Annika Schröer, UB Leipzig | done | |||
Display of number of set terms (licenses) or supplementary properities (agreements) | Currently the number of set terms/properties does not display in the license/agreement view pane accordions. It would be desirable for users to see how properties are set | 2020-06-03 | ERM Subgroup | done | |||
License Permissions: Restrict Downloads | Ability to allow some users to search/view license records without having the ability to download documents. Needed as a reasonable effort to protect confidentiality around pricing information which is included in the full text license documents. | 2020-06-18 | Virginia Martin and Julie Brannon, Duke | done | |||
Licenses: Filter by Organization Role | Ability to filter Licenses by Organization Role. At Duke, we've created some licenses linked to organizations where role = Consortium. We'd like to be able to filter on Organization Role = Consortium, but we first have to filter by a specific Organization and then filter by role within that set of results. Is there another way we could see a list of all licenses that are linked to any organization with a role = Consortium? | 2020-07-15 | Virginia Martin and Julie Brannon, Duke | done | |||
Duplicate Amendment | Duplicate license feature was added in Goldenrod and as we tested it we realized it would be very helpful to have a way to duplicate an amendment within an existing License (rather than duplicating the entire license record). This might be a more common use case for us at Duke - adding a new amendment year after year to the same license. | Aug 25, 2020 | Virginia Martin and Julie Brannon, Duke | done | |||
Allow Multiple Vendors per agreement | Similar to Duke's circumstances where there might be more than 1 licensor for a license, we have found a need for multiple vendors. PCA agreements might include content purchases from a vendor direct alongside a subscription agent. A general agreement for Wiley eBooks might have a vendor of GOBI/YBP as well as Wiley. (We recognize that this has implications on the vendor UI feature at the top of the agreement. | 2020-09-30 | Jack M. (UMass / Five Colleges) | https://folio-org.atlassian.net/browse/ERM-1540 | Done | ||
Add filtering by Tags to Agreements / E-resources | Currently it is possible to filter agreement records by tags:  For some workflows at ZBW it would be useful to also filter e-resources by tags. Is it possible to introduce the tag filter also in the e-resource screen? | 2020-11-09 | Felix, ZBW | done | |||
Current agreement period data | When looking at a Folio agreement in detail view some data is displayed at the top of the record (period start, period end). Below the agreement name heading the cancellation deadline and agreement period note is displayed. This is data from the agreement period(s). When the end date of an agreement period is in the past (has expired) AND there is no subsequent agreement period, the start and end dates will still display at the top of the record. The cancellation deadline and the agreement period note will only display in the "other periods" accordion. What do other folks thing about this behaviour? I think that the period note can contain important information that the staff needs to see at a glance even if its end date is in the past and there is no subsequent period. Therefore I propose to display the period note of the last period if there is no subsequent period. By a comment of Owen, however, I was made aware that this could lead to inconsistencies
If there is a subsequent agreement period the period start date from the first period and the period end date from the latest agreement period will display. In addition, the cancellation deadline and the agreement period note from the current period are displayed below the agreement name. I think that is absolutely fine and should not be changed. Periods in edit mode: Data in agreement "head": Accordion "Other periods" Periods in edit mode: Data in agreement "head": Accordion "Other periods" | 2020-11-12 | Felix Hemme, ZBW | done | |||
Agreement: Organization Role Values | The values for SubscriptionAgreementOrg.role aren't configurable by tenant, so we'd like to request that the community consider adding the value"Consortium", or perhaps make this list configurable. | 2020-11-24 | Virginia Martin and Julie Brannon, Duke | done | |||
Duplicate Licenses including connected Amendments | Ability to duplicate licenses including their connected amendments Use case: a library creates a license record for the general license contract and adds amendments for the resource-specific appendixes. If a few years later there is a new general license with resource-specific amendments, the library wants to be able to duplicate all existing records | Sep 7, 2021 | @Martina Schildt | 2021-10-06: discussed and agreed no action for now as not high priority across the community | won't do | ||
Agreement Lines: Count column for titles versus packages | When titles from the EKB are attached as Agreement Lines their count in the AGL Accordions Multi Column List is always displayed as "1" regardless of selection status. This is the opposite of when a package is connected as an AGL - the count displays as however many titles are selected out of all possible titles in the package. This has led to some confusion over whether or not EKB titles attached as AGLs are selected or not when looking at the Agreements Accordion. The only way to tell is to click into each title AGL and view the placard of eHoldings data. It would be helpful for titles and packages to display their count in the same/or similar ways. | Sep 13, 2021 | @jmulvaney@library.umass.edu | 2021-10-06: OS to write story for displaying 0/1 or 1/1 for individual titles from eHoldings depending on selection status
| done | ||
ERM comparisons: Freeze table heading | Lists in ERM comparisons can become quite long, depending on the types of records that got compared. When scrolling, the user can easily lose track of the meaning of the individual columns. This could be fixed by freezing the column header like you can do e.g. in Excel. Top: Bottom: | Oct 5, 2021 | @Felix Hemme | 2021-10-27 OS: Action write story for this | done | ||
Organizations | Date stamps | We would be interested in seeing automatic date stamps added to the username and password fields and/or the notes field within the interface add-on (that's a part of ERM Organizations). I believe this notes field is separate from the notes add-on that appears in eHoldings and Agreements. Because the interfaces include log-in information that frequently changes, it would be useful if we could know the last time someone used that particular interface and log-in credentials to access a site. | 2020-10-01 | Emma R. (Cornell) | won't do in ERM but discussed and forwarded via discussion in RM Nov 20th 2020 | ||
ERM Comparisons | ERM comparisons: Make Comparison points hyperlinks | In ERM comparisons, the user can select packages or agreements and compare them against each other. It would be convinient if the entries in the accordion "Comparison points" would be links back to the records in the Agreements app. | Sep 30, 2021 | @Felix Hemme | 2021-10-27: OS Action: write story to implement hyperlink | done | |
eHoldings | eHoldings/HLM Package Content Types | HLM has new package content types in the EBSCO Admin that FOLIO does not currently reflect in the eHoldings filters. Could these just be added to filtering in future releases? @Khalilah Gambrell | @jmulvaney@library.umass.edu (UMass/Five Colleges) | done | |||
Agreements | Additional Relationship types needed to optimally make use of the Related Agreements section | In Agreements in the Related Agreements section more different types need to be added and then offered in the dropdown for "Linked agreement's relationship to the agreement being edited". The functionality (automatic bi-way linking) is super cool! but so far the relationship type options are too limited. In the example test-type agreements I talked about in the RM SIG on 2020-02-28, I would have liked to have been able to select 'backfile to'/'backfile of' or 'AAF to'/'Buy In Purchase of' or some such wording etc. I am sure there are other needed relationship types ... | 2020-02-28 | Sara Colglazier. MHC/Five Colleges | done | ||
Licenses | Multi-value pick-lists in license terms | Ability to record multiple values for pick-list license terms, e.g.: Authorized user groups: staff, students, walk-ins. | 2020-02-12 | Annika Schröer, UB Leipzig | done | ||
Agreements Licenses | Sort "cards" in Agreements and Licenses app in logical or alphabetical order | Cards are sorted differently earch time a user visits a page in both apps. Order: j, e, k, e Order: e, k, j, e | 2020-06-17 | Felix, ZBW | Forwarded App Interaction | ||
Agreements | Review tables across ERM to have frozen headings on MCLs | e.g. Agreement Lines - if you scroll you lose the headings on the MCL | Oct 27, 2021 | @Sara Colglazier | 2021-10-27 OS: Review MCLs across apps with Gill and write up stories | Forwarded App Interaction | |
Licenses | License Term status | It could be helpful to have a License term status in the Settings for Licenses → License terms | Sep 7, 2021 | @Martina Schildt | 2021-10-06: OS to include requirement for "Inactive" terms as part of wider set of improvements for terms (esp. multi-value terms) | DONE | |
Licenses | License term settings screen re-design | Settings for Licenses - License terms License terms: Looking at the list of terms in the right pane It would be helpful to have the ability to search for terms (in addition to the browser search) See possible option in Settings - Data Import - Profiles as an example | Sep 2, 2021 | @Martina Schildt | 2021-10-06: OS Create stories for moving New button to top bar across various Settings screens for Licenses , Agreements, Local KB Admin For search GO to create some screen designs that could be considered as part of wider set of improvements for terms esp. multi-value terms (EPIC: https://folio-org.atlassian.net/browse/UXPROD-3405) | https://folio-org.atlassian.net/browse/ERM-1906 https://folio-org.atlassian.net/browse/ERM-1907 https://folio-org.atlassian.net/browse/ERM-1908 https://folio-org.atlassian.net/browse/ERM-1909 https://folio-org.atlassian.net/browse/ERM-1910 | DONE |
Agreements | Internal KB: Enhance package metadata schema | Currently, only very rudimentary metadata is available in Folio package:
Discussion: data from GOKb package needed in Folio package:
| Sep 20, 2021 | @Felix Hemme | 2021-10-20: OS to collect package metadata fields from across common KBs and propose list for store/display in Folio Agreements HLM ID - use cases for both displaying in the agreement (line?) but also for search as if you are told "Package ID: 8234 has been deleted" then finding the correct agreement is useful - current work around is to store as an alternative title Review package metadata from:
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