RM SIG Parking Lot
Date Raised | Issue | Area | Comments/Questions | Entered By | Resolution |
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2017-09-01 | RM Events: Special Times of Year | Acquisitions | What are events that come up at specific times of year, related to the academic or calendar year? Add ideas to Discuss Post: https://discuss.folio.org/t/special-acquisitions-rm-issues-during-the-academic-year/1170. FOLIO will need to handle these kinds of events | @Ann-Marie Breaux (Deactivated) |
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2017-09-19 | Rights/permissions/contracts for archival materials | Licensing | Could FOLIO's license data structure/app be used not only for eresources but also other types of library materials that have usage details/permissions and contractual/legal language? E.g., archival material, DVDs | @Ann-Marie Breaux (Deactivated) | 2018-11-29: Licensing app should cover these scenarios |
2017-09-22 | Agreements/Licensing | Licensing | Likely will need a complete app for managing agreements and licenses. This will need to include relationships and status of licenses to indicate which are current. Considering agreements in the larger context of vendor service agreement and e-resources licenses. Initial work on vendor record will provide ability to attach licenses. | @Kristin Martin | 2018-11-29: Work on licensing has been incorporated into ERM work. Still need to work on relationship with vendor. |
2017-09-26 | ERM Data Model | Across the board | Within ERM, we expect to be able attach and manage acquisitions data at the package level, as well as at a holdings level. Many actions are taken at a package or e-resource level. ERM systems typically have a "resource" or "e-resource" record. The full data model to support ERM functionality has not been scoped out yet for FOLIO. This will need to be considered in the context of:
| @Kristin Martin | 2018-11-29: ERM subgroup mapped out new apps: Agreements, Licensing |
2017-09-26 | Coral Integration | ERM | Several OLE libraries use the open source CORAL for ERM management. How can FOLIO integrate with CORAL? | @Kristin Martin |
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2017-09-29 | Storing documents within FOLIO | Across the board | We would like to be able to upload and store documents directly within FOLIO. This functionality would be useful for RM (e.g., invoices, tax documents), ERM (e.g., licenses), as well as potentially other areas of FOLIO | @Kristin Martin | 2018-11-29: Files app (UXPROD-597), as of yet unassigned.Direct implications for Licenses/invoices/others? Files will be stored in the modules/apps for now. |
2017-09-29 | Platform/Interface | ERM | Currently there is a section for "interface" on vendor record. We may need to have to a separate platform record for ERM/access purposes. | @Kristin Martin |
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2017-09-29 | Statistics | ERM | We think about statistics in terms of usage statistics. What do we want FOLIO to do to support the collection and storage of usage data and COUNTER reports. Do we want to build in a SUSHI harvester? API to existing SUSHI harvester? | @Kristin Martin | 2018-11-29: Leipzig building e-Usage app, which will include SUSHI Harvester |
2019-03-27 | User Driven Ebooks Acquisition | Acquisitions | Provide for the ability for vendor to insert "shadow records" into OPAC and FOLIO generates purchase orders based on those shadow records. Vendor APIs deliver invoice and activation, while allowing for minimum librarian mediation of requests. Concurrently, presents dual format acquisition options, including GOBI, Ingram Print on Demand, and other methods. | @Dan Huang |
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2019-04-18 | Selection Workflow Support | Resource Management | Providing support for the selection process within FOLIO. There was an RM Selection Task Group that looked at this early on: RM Selection Task Group. This would be a wonderful feature to flesh out further to differentiate FOLIO from other ILSes and expand functionality | @Kristin Martin |
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2019-04-24 | Support Change management options for using an external KB | ERM | Packages and titles manages in the e-holdings app external to FOLIO can be linked as Agreement Lines in an Agreement. What happens when the external KB updates their data and some titles are deprecated, deleted, or changed? How should the changes be managed within FOLIO? | @Kristin Martin |
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2019-04-08 | Add progress bar / hourglass | ERM | Given you are in Agreements / E-Resources tab and you select an eJournal or an eBook from the list. An indication should be added to the "Options for acquiring e-resource" that content is beeing loaded. Current behavior: a) if you select an eResource the first time after login, the section "Options for acquiring e-resource" displays no content for ~ 2 seconds until the package data is loaded. b) If an eResource has already been clicked and another eResource is selected, the previous content is displayed for a few seconds. Either the performance should be improved or a progress bar / hourglass should be displayed. | @Felix Hemme |
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carried over from ERM Parking Lot | Find out what Acquisitions do to track missing invoices | ERM | In progress | Owen |
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carried over from ERM Parking Lot | Find out what will be supported in Acquisitions, regarding Budgets and their management | ERM | In progress | Owen |
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carried over from ERM Parking Lot | Comparison functionality | ERM | Not started - carry forward | Owen |
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carried over from ERM Parking Lot |
| ERM | I continue to try and find a use case for searching content that my institution has not acquired. If I’m interested discovering the content in a resource, why would I not go to the vendor for that information? In what case would I go to a knowledgebase of some sort? Of course I could do a Overlap Analysis, and I believe that’s a very useful application, but that’s a separate task from searching for content that we haven’t acquired. And the world of content that I can’t access is so many times larger than the content that I can access -- and probably more so for others. I just see no reason to want to search content we can’t access. - issue shall be discussed in a future meeting
| Owen (from Peters (Cornell) feedback)] |
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carried over from ERM Parking Lot | review the proposal for package fields in the document “Local Packages in Inventory (UIIN-115)” | ERM | https://docs.google.com/document/d/1DakHW6D5_09uKJPQzCSTwycP0gqkPs6E7k35_KpfCxg | Owen |
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carried over from ERM Parking Lot | License amendments | ERM | https://docs.google.com/document/d/1sb64U2DoahoD_NSmopG1_2xovxakxKe4giWsf77behg/edit |
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carried over from ERM Parking Lot | Examples of Joint Print and Electronic acquisition | ERM | https://docs.google.com/document/d/1n-aFcvUzw_edssTkLrvmnguqYXP0s1kiuy0eWcwb03Y/edit |
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2019-12-03 | Streamlined workflow for e-journal order and activation |
| How subscription agents could use FOLIO to streamline the order and activation of e-journal subscriptions: https://docs.google.com/document/d/1Ln40SlxFCISKrizbRwgV1ogMUbqqHZYiGeGIfU3UKWk/edit | @Eric Hartnett |
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2019-12-03 | Workflow for claiming missing print serials in conjunction with subscription agent |
| How subscription agents could communicate with FOLIO and claim missing print issues of serials: https://docs.google.com/document/d/1Upf6K3_Ag6-bp6oiqtP3ar1MGj9aTYJFt7qLDQpQ4fk/edit | @Eric Hartnett |
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