2019-08-07 Consortia SIG Meeting Notes

Acquisitions, ERM, and Consortia 

• discussion with App Integrations Team 

Khalilah: want to avoid developing ourselves into a corner; keep consortia in mind during development of ERM and acq apps

What setups are planned for consortia

• single-tenant: Five Colleges
• cross-tenant: FLO

Q: is this two different ways of doing the same thing or is there a driving difference behind each setup

• probably largely a philosophical difference in starting places; depends on the degree of integration shared between libraries in consortium

eHoldings

• initial release - only need access to a library's own eholdings
• link resolver needs to indicate if an item is available at a consortial member
• 5Colleges - would be useful to see other libraries' eholdings for collection development purposes (i.e. reporting rather than access)

Agreements

• FLO: each library has its own agreements (and can only see their own agreements)
• long term needs
  • ability for central office (i.e. consortial staff) to create/edit/view licenses for all members; probably needs to be configurable as to which can/can't be viewed by others
  • ability to share licenses between member libraries
• 5Colleges: ideally, each library can only see its own agreements; no business need, currently, to see other libraries' agreements
  • some agreements are negotiated by 5Colleges (legal entity for contract is 5Colleges). This is a minority of agreements, and each library can make its own copy of agreement

Licenses - similar data separation/sharing needs as for Agreements

• Terms: are separate lists of terms needed within a single tenant environment? Probably
  • multi-tenant implementations may have a challenge to manage shared/uniform terms
  • there are at least some consortia that have moved toward standardizing license terms

Q: next steps? what's the plan for moving forward and involving consortia in development of these features?

• Khalilah: spike for dev team working on single tenant management right now; making sure resources/agreements are tied to correct library
  • multi-tenant should be fairly straightforward at first since sharing between libraries isn't needed
• some libraries that don't consider themselves consortia have the need for some of the same features in a single-tenant environment (i.e. Duke)
• who owns requirements?
  • probably both consortia SIG and cross-apps group (and user management)
  • seems like it might need more of a top-down, architectural solution rather than a ground-up solution

Notes by Martina S.

David, Kelly, Steve B., and Apps Interaction Group will discuss offline plan for continuing conversation around single-tenant model and data sharing/restrictions for apps like Acquisitions, etc.