Use cases for cross-app receiving workflows

Mini-Bundle Type Use Case Example with ALL e-journals:

We subscribe to the Adelphi Series IISS Package (ignore the word package, it is a “mini-bundle”)

Via EBSCO (Vendor) (Agent;s unique sub ref #: A9855918)

1 PO & POL, 1 Fund Code

The titles in the Adelphi Series IISS mini-bundle are published by Taylor & Francis

The mini-bundle includes: Adelphi Series IISS Package A9855918: incls: Adelphi Series 1944-558X (& prev. title Adelphi Papers 0567-932X [2009-49-411 -- 1997-37-308]); Armed Conflict Survey 2374-0981, Military balance 0459-7222; Strategic survey 0459-7230;  Survival 0039-6338; Strategic Comments [OO] 1356-7888

Now in Agreements … 

1. How to handle when using eHoldings (and not Inventory) AND the Agreement is just for the mini-bundle specifically?
2. How to handle when using eHoldings (and not Inventory) AND the Agreement is for all the various (non-package) Journal Subscriptions for that Vendor OR that Provider, of which the mini-bundle is just one subscription (Agreement LineS ?)? --- NB following light testing: Appears conceptually to be completely mad: e.g., all notes are for the Agreement and not possible at the Agreement Line; list of Agreement Lines quickly becomes overwhelming, esp. when in editing mode
3. How to handle when using Inventory AND the Agreement is just for the mini-bundle specifically?
4. How to handle when using Inventory AND the Agreement is for all the various (non-package) Journal Subscriptions for that Vendor OR that Provider, of which the mini-bundle is just one subscription (Agreement LineS ?)? --- NB following light testing: Appears conceptually to be completely mad: e.g., all notes are for the Agreement and not possible at the Agreement Line; list of Agreement Lines quickly becomes overwhelming, esp. when in editing mode

Levant Pack

We subscribe through Harrassowitz.

Publisher is Taylor & Francis on behalf of the Council for British Research in the Levant

three titles: Bulletin of the Council for British Research in the Levant ; Contemporary Levant ; Levant: Journal of the British School of Archaeology in Jerusalem

In this case, we would receive the physical issues of the print. We would have inventory records for print and electronic. We would have the e-journals be part of our Taylor & Francis Agreement, with all three tied to the same PO. There is one PO, paid on our middle eastern serials fund.

In this case, I created an Agreement record with the first title Bulletin of the Council for British Research in the Levant. I added the title via eHoldings, since it is not in eResources, and I don't have a way to add an individual title. Then I created an inventory record for the print, for the online (and it is not associated with the Agreement/eHoldings, since as far as I know there is no way to associate them). Then I added all to the POL. Then I added both the Inventory records to receiving, even though I don't actually want to receive the online? Not sure if this is right.

I did an alternative version of the Levant Package modelled with a Levant Package (loaded to the agreements internal KB), which contains the three titles, and the POL attached to that single Agreement line. The other aspects of the situation I think remain the same as Kristin describes

An example similar to Levant Pack is the College Art Association of America Pack, suggested on the last RM SIG call. The pack includes Art Bulletin and Art Journal. Both are published by Taylor & Francis on behalf of the College Art Association of America, hosted on the Taylor & Francis platform, and covered under a Taylor & Francis license agreement. If we want to work through a full example with details, we can use the following additional information:

• Covered under Taylor & Francis license
• Covered under Taylor & Francis agreement with set title list of individual subscriptions and packs with 3% inflation caps and the details (title lists, prices, caps, etc.) laid out in T&F license
• CAAA Pack is print + online
• CAAA pack is be paid on one PO with one POL; the order is ongoing and paid on PXXUXXXARXXX612
• We will have inventory records for both the print and online versions of the titles; we will only have items for the print
• We want the pack and the individual titles connected back to the PO and/or POL
• We want to receive individual print issues of Art Bulletin and Art Journal

I thought I'd also provide a membership example. DUL currently pays for an annual Instrumentum-European Working Group Membership using EBSCO as an agent. The publisher is Instrumentum and we get Bulletin : Instrumentum and Nouvelle d'Instrumentum in print with the membership. The membership is paid on one ongoing PO with one POL on our fund PXXUXXXHUXXX612. It is not covered under any agreement and has no associated license. We want to receive issues of both titles that come with the membership.

It also may be useful to work through a scenario where we discard one of the titles - where and how would we note that information?

One more example that's not Taylor & Francis:

• American Political Science Association Membership
  • American Political Science Review (print + online)
  • Perspectives on Politics (print + online)
  • PS: Political Science and Politics (print + online)
• Published by Cambridge University Press
• Vended with EBSCO with one PO and POL for the membership
• Covered under Cambridge University Press license
• No formal agreement with Cambridge University Press except for what is in license (i.e., just year to year renewal of individually subscribed titles/bundles with no special term

I suggest we work through an example where we want to discard one, two, or all 3 of the print versions. It may also be good to pretend that one of these titles is print only and another is online only (I know we have cases like that but couldn't hunt down a real-life example quickly).