Skip FOLIO Project Navigation

ERM Review process: Action/Record

Please see ERM Review/Renew/Cancel process for an overview of the ERM Review process being discussed here.

Action/Record represents the need for staff to take certain actions once a renewal or cancellation (or other decision like substitution) has been made in relation to a resource, and to record that this has happened. I understand that renewing Agreements maybe different to renewing Subscriptions, although there maybe overlapping or similar processes

  • On Renewal
    • What happens and what needs recording?
    • Agreements currently have “Renewal Priority” (Review, Renew, Cancel). Is this helpful at all?
  • On Cancellation
    • Subscription or Agreement?
    • PCA needs to be part of process
    • Communication to vendor and patrons?
    • What other actions/records are required?