2025-01-31 Acquisitions Meeting notes

Ann Crowley

Kimberly Pamplin

Scott Perry

Daniel Welch

Kimberly Wiljanen

Susanne Gill

Dung-Lan Chen

Lauren Seney

Sven Thomsen

Dwayne Swigert

Lisa Smith

Timothy Nelson

Heather McMillan

Martina Schildt

Victoria Anderson

Heiko Schorde

Masayo Uchiyama

Jackie Magagnosc

Okay Okonkwo

Jean Pajerek

Owen Stephens

Joe Reimers

Peter Breternitz

John Banionis

Sara Colglazier

:02

Housekeeping

Dung-Lan

• Dung-Lan’s last day as convener

• Next scheduled meeting - Tuesday, February 4th, at 1 pm EST

• Reporting SIG looking for people to share experience with AI Applications

  • Past meeting Dennis was also talking about AI use

• Kristin not available today for PC updates

:06

Claiming UAT Review

Joe Reimers

• Average time - 45 min. or so to run the test, long time for a UAT

• UAT Summary

  • 15 participants

  • Mostly CSV, a couple EDI

  • Most people able to complete the test

• :08 - Interface feedback

• Feedback on how questions were asked would be appreciated

Open

• Additional interface feedback

  • Interface is “busy”

  • POLs should be hyperlinks

  • Suggested added fields: Internal note, claim cycle

  • Sort by organization desirable

• Functionality feedback

  Open

  

• Additional functionality feedback

  • Does what it’s supposed to do

  • Acq unit development may be needed

  • “Reset all” doesn’t reset to default (“Late” + “Claim active”)

  • “Expected date” and notes should be added to the CSV

  • Can we generate a csv of pieces set to Claim Delay?

• “Does the functionality meet the requirements to do your day-to-day job?”

  • Nobody said “no”

  • A handful said “yes, with caveats”

• No potential showstoppers, a couple of minor fixes. Okay to release the claiming app.

• :16 - Upcoming enhancements:

  • Add expected date and eternal note to CSV file

    • Already completed and will be included in the release

  • Group by organization

    • Already completed and will be included in the release

  • Claim cycles

    • Currently being planned by SLUB Dresden/UB Leipzig

  • E-mail claiming

    • Currently being planned by SLUB Dresden/UB Leipzig

• :19 - Additional suggested enhancements

  • Acquisition units support

  • Internal notes on claims app display

  • Hyperlink to POL

  • Mark late from within Claiming app

    • Would like feedback from SIG on how many people find that valuable

  • Download CSV of selected receiving pieces (e.g. when delaying a claim)

• :22 - Next Steps

  • End user documentation

  • Internal documentation

  • Test EDI export with EDIFACT-enabled vendor

    • EBSCOnet will validate EDI format as initial format tester

  • Technical Council review

  • Alignment with SLUB Dresden/UB Leipzig on development path

• Questions:

  • Can manually mark a claim late even if piece not past expected arrival date?

    • From receiving you can mark it late to get it to show up in the default claiming list

    • Feedback that it might be desirable that items must be in late status to send claim

    • Expected date / claim delay

      • Expected on this date, but how many days after does it become late

    • With certain types of academic journals those can be generous claim delays 60-90 days.

    • Maybe December comes, but November not received yet, may go in and manually mark as late

    • Or if there is no expected date on it, can also manually mark late

:34

• Many thanks to Dung-Lan for serving as convener! 🎉