Taylor and Francis Journals:
3 online titles in p&e package
as agreement lines individual titles were added
all associated with the same PO
in addition you can add further individual journal titles as agreement lines
in the e-resources covered by this agreement section you can sort the resources to see which ones belong to the mini-bundle
EBSCO is not tracking titles as a package; that's why you would add them as individual lines
alternative: agreement line could represent the package as mini-bundle: indvidual titles will be listed as covered e-resources then the titles from the mini-bundle will mix up with the other agreement line titles
would be good to take advantage i.e. of Harrassowitz' (Fokus) subscription data
can create custom packages only by importing them as structured data
question arises whether we need a manual option to create a custom package in the system
that is not possible and but maybe KBART import is easier
some prefer to have both options
export functionality of Fokus creates a spreadsheet that would be good to be able to upload
it doesn't seem to be a huge effort to have an import either, as K-Int develops for LAS:eR (License admin system in Germany)
dev progress there is good
PO numbers that you import out of fokus need to be searched and retrieved on the agreement line to include the link to the POL
POL linked to agreement lines is has order format P&E
inventory record is not to be created because this is a package
in inventory: manual creation of records, one for print, one for online
to associate records with package in orders (POL): from POL → actions: receive
then in receiving the according titles related to the POL will be displayed if there are any
click new
there you can link titles in inventory
but how can I see that there are electronic resources linked
if I do not receive the electronic resources, do I need a note on the POL to describe that ther is the physical title with link to inventory and in addition an online title that does not display
you would have 2 instances in inventory: one e one p
a title in receiving cannot relate to 2 titles in inventory
so you would need to have 2 receiving titles, although you do not receive the electronic
people would like to link the inventory record to the agreement line respectively resource in agreements
Felix in chat: The related instances has not made the CAP-MVP.
UXPROD-1892: Instance: Add related instances data elementDraftPreview
Owen in chat: I want to re-state - there is nothing fleeting about the internal KB in agreements - it is local to Folio, and controlled in Folio - that’s part of the point of having it
being independant from external KBs is important to people
libararies can use both, the internal KB and eholdings
Owen in chat: I should say - if you use both internal and eHoldings it does complicate the UX a bit - but those are also things we can work at resolving if that way of working is going to be important
after saving the first receiving title, if you want to add a second title, click new again
then you need to look-up the POL manually, it is not preset and you cannot type it in
how do users see that they have the agreement lines from the receiving app
only from the POL (this is not yet seeable, but will be, is in development)
Owen in chat: There is a Jira issue to add the Agreement info into the POL display
UIOR-445: Add linked agreement lines accordion to the POLClosedPreview; This is the relevant feature you can rank if you want
UXPROD-2141: Navigating from orders to connected agreementsClosedPreview
there seems to be value to see the titles on the PO
Dennis: we could easily display the titles on the order; and you could create a POL for each
you would need to either double down on agreements or on inventory; contradicts with ethos of FOLIO, but then there is the reality of workflows
it is not ideal to receive something that I would normally not receive
Kristen: do we need the container?
container would be independant of receiving
package POL would be a hotlink to the container
Martina: container solution still seems like the best approach for the package scenario
Sara: it is crucial to be able to record what you have in your package