Skip FOLIO Project Navigation

Trials and agreements


#1

We’ve touched on agreements for trials and so far have a simple flag for marking whether an agreement is a trial or not. So in the agreement listing (the search/filter screen) there will be a filter to support the use cases:

  • show me all agreements which are currently being trialled
  • show me all agreements, excluding trials

Is this too simple, do we need to support other use cases such as?

  • show me all agreements which we have ever trialled
  • show me all agreements which we trialled and decided not to acquire
  • show me all agreements which we trialled and decided to acquire

#2

Thoughts from Chalmers:
We would like to be able to filter trials that are current and those that have been trialed but not acquired.


#3

From Chicago’s perspective, we would like to see what is currently be trialed, but probably would not group that in with resources that we’ve purchased/licensed. We would also find it useful to get a record of resources trialed but not purchased, along with reasons why. Sometimes we also trial more than once, but I don’t think a history has to be more robust than notes. However, a date last trialed could be helpful. Finally, it doesn’t really matter, if we acquired a resource whether we did a trial or not. Once the resource is acquired, the trial becomes irrelevant.


#4

From VZG: We agree to this proposal:

show me all agreements which we have ever trialled
show me all agreements which we trialled and decided not to acquire
show me all agreements which we trialled and decided to acquire