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Zoom link: https://folio-org.atlassian.net/wiki/spaces/ERMSIG/pages/47776470/eHoldings+subgroup#Zoom

\uD83D\uDDD3 Date

05 Jun

\uD83D\uDC65 Participants

\uD83E\uDD45 Agenda

  1. Housekeeping

    1. Updates on previous topics

    Implementers topic #5 -
    1. : UIEH-1419 complete and on track for Ransoms!

      1. Jira Legacy
        serverSystem Jira
        serverId01505d01-b853-3c2e-90f1-ee9b165564fc
        keyUIEH-1419

  2. Implementers topic #2 - #7 - Searching in eHoldings: issues and possible improvements?

  3. Misc (if time)

  4. Actions

\uD83D\uDDE3 Discussion topics

Time

Item

Presenter

Notes

10 mins

Agenda #!

Zorian

Provide update on work being done for Ransoms on UIEH-1424

30 mins

Agenda #2

Zorian

Introduced scope of UIEH-1419, adding proxy URL link to eHoldings package or title record display

Discussed pros/cons of two options presented

Settled on Option B (in Resource settings section) with following additions:

  • add copy clipboard icon

  • add open in new tab icon

  • Determine what happens/appears if URL has no proxy (OA/free materials, et)?

20 mins

Agenda #3

Zorian

Introduced UIEH-1388, incorporating FOLIO Acquisitions cost information in eHoldings Usage CPU calculation

Discussed where the best source of this cost info would be in FOLIO; settled on invoice line

Other considerations:

  • how to deal with multiple invoice lines for one usage period (ex. revisions to invoice, monthly or quartely invoicing etc). Add mechanism to sum all invoice lines per usage period?

  • How to tie invoice line fiscal/annual year to usage periods presented in eHoldings Usage.

  • Members of group generally do NOT try to tie usage periods to fiscal years in their current CPU calculations; rather they settle on standardized year periods that are used across all e-resoruces regardless of each resources actual renewal cycle

  • Possible method could involve using invoice lines subscription start/end dates fields for calculating which usage year the cost info applies to

  • Another method could utilize the linking POL’s fund fiscal year

    #1: Proxied URL display in eHoldings title records

    Zorian

    Zorian demoed to group Proxied URL display in eHoldings title-level records using Snapshot. At this time, Proxied URLs will only be displayed at the title level; package-level display will need to be a different User Story. A seperature User Story is being worked on for adding the Proxied URL to the eHoldings package-title export report.

    40 mins

    Agenda #2: eHoldings search issues (Clara Marino)

    Zorian

    Clara discussed and demonstrated issues with eHoldings search:

    -stemming is occuring inconsistently across searches (ex. mobilization returns titles with mobilizing, mobile, etc, while quantification returns quantification)

    -uncertain how asterisk functions as wildcard

    Group discussed need for search documentation for eHoldings, as well as fix for stemming issue

    Question: should eHoldings search follow how FOLIO inventory and users search works, or follow how the ERM apps search works? ERM apps do NOT use elastic/opensearch at this time, but there are long terms plans to switch
    This Jira might be related:

    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyMODKBEKBJ-599

    20 mins

    Agenda #3

    Zorian

    Did not discuss, meeting ended early

    Notes:

    Action items:

    • Zorian will

    ...

    Zorian will pass long feedback for agenda item #3 to Khalilah Gambrell /dev team

    ...