2020-03-13 Resource Management Meeting Notes

2020-03-13 Resource Management Meeting Notes

Date

Mar 13, 2020

Attendees

  • @Kristin Martin

  • @Kathleen Norton

  • @Peter McCracken

  • @lmwillia

  • Mark Arnold

  • @Owen Stephens

  • @Julie Brannon (old account)

  • @Nicole Trujillo

  • @Former user (Deleted)

  • @Abby Baines

  • @Kristen Wilson

  • @Owen Stephens

  • @Peter McCracken

  • @Sara Colglazier

  • @Virginia Martin

  • @Ann Crowley

Discussion items

Item

Who

Notes

Item

Who

Notes

Minute taker?

@Martina Schildt



 Announcements/updates

@Kristin Martin

  • SIG convener meeting

  • People can volunteer to take part in bug fest

  • Request from TC and Cap planning team: looking for specific skills (slides in PC minutes)

  • After fameflower next release will be Goldenrod

  • request for someone to convene and invite to next week's meeting: we will do an ERM meeting, Owen and Martina and Martina will take care

  • ERM: please add to Gill'S questions in Slack channel or in last meeting's minutes: https://docs.google.com/document/d/1OJ03Gg4mAgklodUEq5aTlGIaWSRE7Jp2wv9T15nTAXA/edit

  • possible future RM topic. walk through renewal in Agreements and Orders

Receiving examples:

  • Levant Pack

  • American Political Science Association Membership

@Kristin Martin @Virginia Martin @Dennis Bridges

  • 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 elementDraft

  • 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 POLClosed; This is the relevant feature you can rank if you want UXPROD-2141: Navigating from orders to connected agreementsClosed


  • 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

Action items