KB+ Workshop: Financials Development

​We are running a workshop to gather feedback on a new development for KB+ R5 which is intended to manage estimated and actual subscription costs at a variety of levels.

This requirements review workshop will take place on Wednesday 6th May at the Jisc offices in London, Brettenham House, 5 Lancaster Place, London, WC2E 7EN (10.30-15.30). To book a place please email us at knowledgebaseplus@jisc.ac.uk

Background

From the start , libraries have flagged the potential for KB+ to include an appropriate level of financial data relating to subscriptions. Having established the baseline operational service and significant integration with JUSP, in 2014 Jisc Collections worked with the user community to revisit the potential for delivering the ‘magic triangle’ of subscribed entitlement, usage and cost data in one place.

The Workshop

This workshop will provide opportunity for user input to the initial Release 5 development, which is intended to manage estimated and actual subscription costs at a variety of levels.

In order to help libraries in identifying likely workflows, related issues and further requirements, the development team will have a prototype cost management interface to demonstrate using real library data.

The sessions will cover

  • Scope of the KB+ Financials project
  • Prototype demonstration
  • Do we have the right data items, categories and filters?
  • When and how will libraries use this application?
  • Integration with existing KB+ forms
  • What review forms, reports and exports will be valued?
  • Potential and priorities for integration with Jisc Collections and local systems
  • Next steps

To book a place please send an email to knowledgebaseplus@jisc.ac.uk

 

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