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  • eHoldings Notes: standardized, reusable notes (ex- "cancelled in 2018") were loaded into EBSCO, but don't seem to have made their way to FOLIO eHoldings, even though FOLIO eHoldings has functionality in place for creating an inventory of standardized notes
    • Decision (made by Liisa, and no one objected, 9/21/20): Add standardized notes to eHoldings in FOLIO; this can be done at the package, provider, or title level. 
  • A different notes menu appears for licenses, separate from the eHoldings notes. 
  • Organizations don't have a field for standardized notes.
  • Agreement notes also have their own standardized notes menu, separate from License or eHoldings notes.
  • Organizations don't have a field for standardized notes.
  • eHoldings Notes: would like to have free text notes in FOLIO at the e-holdings level

  • Agreements Notes:
    • The "description" field in an Agreement can be one place to add free-text notes - I think we decided this was okay?


       

    • Agreements also contain a standardized notes field, the same as the eHoldings Notes.  Question - are the Agreements Notes the same list of notes used in the eHoldings notes?
    • No free text notes seem to be available in Agreements, but maybe the Description field is good enough?
    • "Perpetual access" can be selected in the Agreement (field is checked or unchecked)

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