NEW OA implementation topics, questions or issues
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| Topic | Description/Use Case | Date added | Provided by Name, Institution | Has been discussed in meeting Link to minutes | Actions / Jira ticket | Status | ||||||||
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| charges - currency | When adding a charge in a foreign currency, only the overall amount is stated both in the foreign currency and the system currency. The remaining amount to be split between payers is only stated in foreign currency. As a common use case is the distribution of amounts between payers on the basis of fixed funding limits in the domestic currency, showing the amount in system currency here, as well, would facilitate the input. | 11.05.2023 | Martin Bauschmann | 13th July Current work flow is to pay whole bill, then re-bill the author (or other party) in local currency | OS: Investigate option to split amount by system currency using stated exchange rate (as per charge) OS: Investigate other methods by which re-billing of invoiced charges can be supported in Folio OS: Invite ACQ expert to future meeting to cover aspects of invoicing and disbursement |
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| duplicate request | Functionality to duplicate a request with posibility to check/uncheck which sections to duplicate (see functionality in agreements app). Use cases: transfer of manuscript to other journal; new funding request that has extensive overlap with existing request. | 11.05.2023 | Martin Bauschmann | 13th July 2023 | OS: Write Jira for duplication of request with options on which parts of request are duplicated |
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OPEN OA implementation topics, questions or issues
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| Topic | Description/Use Case | Date added | Provided by Name, Institution | Has been discussed in meeting Link to minutes | Actions / Jira ticket | Status | ||||||||||||||||
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| Publisher data | Why don't we automatically see the publisher in Journal Details right next to the ISSN? Why do I have to manually chose a publisher in the publication type/subtype/publisher field row above? |
| Christina Prell via Slack | Minutes 2022-11-17 |
Feature created
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| Dashboard widgets | Can we develop dashboard widgets for the OA requests app? | Christina Prell | Minutes 2023-01-12 |
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| journal data import/KB | when adding a new request I would like to add the journal information via the ISSN. With the ISSN the OA app could then get the standard name of the journal from the crossref API (e.g.: https://api.crossref.org/journals/2045-2322). | 08.02.2023 | Clemens Engelhardt | Minutes 2023-04-13 |
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| journal data import/KB | in case of Gold-OA-journals the OA app could display information like "found in DOAJ" or the mean APC values of the journal via the DOAJ API (e.g. https://doaj.org/api/v2/search/journals/issn:2045-2322). | 08.02.2023 | Clemens Engelhardt | Minutes 2023-04-13 |
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| Final costs | It's great to have the exchange rate function BUT this value (whether it comes from the current exchange rate button or is indicated manually) probably won't be the same as on the actual payment date. So we wondered if it would be possible to add another field for the costs really paid. We usually see the amount on the bank statement and would like to record that in FOLIO as well... |
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| Christina Prell | Owen to ask Dennis how this is accomplished in Invoices - done
Following discussion on 11th May 2023, Owen to talk to Acq SIG / Dennis about support for calculating invoice line amounts based on disbursement recorded at Invoice level |
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CLOSED OA implementation topics, questions or issues
Status
Topic is discussed, ticket is created and development is completedStatus colour Green title DONE
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| Topic | Description/Use Case | Date added | Provided by Name, Institution | Has been discussed in meeting Link to minutes | Actions / Jira ticket | Status | |||||||||||||||||||
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| Link an invoice / line | I didn't know anymore how to link an invoice line to the request. Is that possible from within the OA app or do I have to change to the invoice app first? |
| Christina Prell via Slack |
| Final costs | It's great to have the exchange rate function BUT this value (whether it comes from the current exchange rate button or is indicated manually) probably won't be the same as on the actual payment date. So we wondered if it would be possible to add another field for the costs really paid. We usually see the amount on the bank statement and would like to record that in FOLIO as well... |
| Christina Prell | Owen to ask Dennis how this is accomplished in Invoices - done discussed to add field in OA, but new discussion around Invoice Voucher 'disbursement amount' |
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Collection of ideas / requirements for further development
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| Topic | Description/Use Case | Date added | Provided by Name, Institution | Has been discussed in meeting Link to minutes | Actions / Jira ticket | Status | ||||||||||||||
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| Journal data source(s) | KB import for OA journal data |
| Minutes 2022-11-17 |
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| Tags | Support for tags in OA | Minutes 2023-01-12 | Support for funder reference (e.g. DFG project number):
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