2025-05-09 Acquisitions Meeting notes - Serials Management App Ramsons & Sunflower

Aaron Neslin

Andrea Meindl

Ann Crowley

Daniel Welch

Dennis Bridges

Dung-Lan Chen

Dwayne Swigert

Heather McMillan

Heiko Schorde

Jackie Magagnosc

Jean Pajerek

Joe Reimers

John Banionis

Kimberly Pamplin

Kimberly Wiljanen

Kristin Martin

Linh Chang

Lisa Smith

Martina Schildt

Masayo Uchiyama

Michael Hobson

Okay Okonkwo

Owen Stephens

Peter Sbrzesny

Scott Perry

Susanna Skowronek

Susanne Gill

Sylvia Hamann

Victoria Anderson

:01

Housekeeping

Heather McMillan

• Heather and Kimberly will not be available Tuesday (May 13th) for the Acq Sig meeting. 

• Heather will be out May 18-June 13. 

  • Friday May 23rd

  • Tuesday May 28th - Dung Lan will moderate

  • Friday June 6th

  • Tuesday June 10th - Dung Lan will moderate

:04

Product Council

Kristin Martin

• Met 5/8 - topic of discussion mostly around Eureka migration

• Right now with current release of Ramsons there is an Okapi version and a Eureka version.

• Not aware of anyone already live who have migrated from Okapi to Eureka.

• Only EBSCO has run Eureka so far.

• Might need to adjust the Sunflower timeline to make sure Eureka is operational.

• Sunflower targeted to come out May 19.

• Not aware of any library currently running Ramsons.

  • Joe Reimers (EBSCO) 8:06 AM
    Some libraries are running Ramsons, but I'm dealing with a lot of "we just went live", so it's still pretty new

  • Ramsons uptake is still very much at the "just getting started" stage

• Once Trillium comes out, support for Ramsons will end.

• Self-hosted trying to test how to get Eureka running.

• Migrate to Ramsons Okapi → Ramsons Eureka → Sunflower Eureka

• Don’t want to hold up people migrating to Sunflower or release of Trillium, but some concerns that there will be a large section of community not ready to move to Eureka.

• Jeremy Huff (TAMU) working on feasibility plan to see how much it would cost to support Ramsons for longer.

• Permissions some of the most complicated part with Eureka vs Okapi.

:10

Serials Management App - Ramsons / Sunflower

Owen Stephens

• https://docs.google.com/presentation/d/1drc95j02428-DZxZDklHpJTCTf9_-tBWZg_I4uIFAZM

• Serials Management Features for Ramsons and Sunflower releases

RAMSONS

• :15 - UXPROD-5105 Serials Management: Support ECS central ordering for receiving piece creation

  • Works where order is done by central/main tenant. Does not yet support situation where that is mixed with other tenants also ordering for themselves.

Open

• :18 - UXPROD-4899 Serials Management: Improve the serials publication pattern template editor options

  • For template have had to remember special tokens for bringing in data

  • Can now copy tokens which are included every time something is added

Open

Open

• :21 - UXPROD-4895 Serials Management: Manage publication patterns

  • Previously, stuck with a publication pattern and couldn’t edit once created.

  • Now you can edit if it hasn’t already been used to create issues.

  • As long as it has a predicted piece set available, cannot delete, but if there is a minor change can use copy and deprecate option.

Open

• Patterns are not shared between Serials. Deleting one never effects another serial.

• Deprecated patterns remain in the system.

• Can delete predicted piece set as long as pieces have not been generated in receiving.

• :29 - UXPROD-4923 Serials Management: Avoid accidental creation of duplicate piece sets

Open

• UXPROD-4576 Serials Management: Manage predicted pieces

Open

• UXPROD-4894 Serials Management: Auto-populate starting values for predicted pieces

Open

SUNFLOWER

• :32 - UXPROD-5203 Support deleting serial records

Open

• UXPROD-4897 Support generating predicted pieces for multiple years or cycles at one time

  • Now can do multiple number of years/cycles.

  • For daily publications can be a large number of issues. - Can start to see performance issues, trouble with errors midway through, etc.

  • As long as total number of issues being generated does not extend beyond 365, can generate.

  • Might leave you with unwanted issues down the line if pattern changes.

Open

Open

• ~:38 - Discussion regarding funding and development.

• :41 - UXPROD-4894 Publication pattern templates

  • Creating publication patterns can be complicated.

  • Need some expertise to do it and even if you know what you’re doing, it still can be time consuming.

  • Templates can be set up on tenant by tenant basis.

  • At the moment have to add by API call, would like to see in UI.

  • Once populated, get a list:

Open

• :42 - Looked at datasets with reusable templates - For the most part, don’t get reused because of small differences.

• With template, select for example monthly template and it fills out everything for you.

• If that’s all that’s needed, can select save & close.

• If issue uses number, not issue, can make a minor change from what the template loads.

• :46 - Can have as many templates as you want, but 50 seems like high side.

• GBV ended up with 26 options to cover majority of their needs.

• Each template has a name (in bold), a description, and an example label

Open

• Can search for all of the monthly, weekly, etc.

• Also has a numbering scheme, so if you know what number it is, can go directly to it.

• All definable by library.

• Possibly, might make an even shorter process in the future where you can add from template and not even go into edit screen.