2024-1-09 - Consortia SIG Notes

Consortial Reporting Needs

All

• Read/Publish Agreement report 

  • Discussion on inclusion of license terms & overall purpose of report

  • Conclusion — remove license terms

• Work activity report

  • Report helps track work done by individuals on behalf of the consortium

  • TAMU is working on the ‘Workflows’ module which automates tasks

    • Could there be confusion in using the term ‘workflows’ here?

    • Possibly, so 'Shared workflows' was changed to 'Shared procedures'

• Current assigned work items report

  • Rolled into the Work activity report by adding ‘Task/Activity assigned’ to the data elements / description section

• Cataloging statistics

  • Discussion on whether this too could be in included in the Work activity report

    • Left it separate after discussion of purpose

  • Added info on data loads performed to the data elements / description

• Initial pass of list is considered complete.

• If anyone has changes or adjustments, please feel free to update — it’s a living document

Consortial Reporting Needs : next steps

All

• Discussion of what to do with latest version of reporting needs.

• Actions : 

  • As Reporting PO, Corrie plans to take the list back to the LDP team for feedback

  • Post announcement on the Consortia SIG main Slack Channel ; tag Dennis

  • Post announcement on the Reporting SIG Slack Channel

  • Add note to upcoming PC update documentation

• Will continue discussion as situation evolves and new ideas emerge

Project updates

• Noah (PALNI)

  • Getting sandboxes set-up of various ILS for evaluation, including FOLIO with an eye to review single and multi-tenant options

  • Looking at various open source discovery services

  • Open to new internal structures which might vary from their current single set-up for all libraries

• Hedda (BSZ)

  • Planning for FOLIO testing by libraries later this spring 

• Lloyd (Marmot)

  • Planning to experiment with an OpenRS sandbox (when available)

  • Prospector (in Colorado) uses INN-Reach with ongoing discussions to potentially replace it with OpenRS

• Stephanie (MS&T)

  • Testing connection with OpenRS & INN-Reach; successful, but further FOLIO testing still needed 

  • Go-live date is May 22, 2024

• Peter S. (GBV)

  • Go live with acquisitions apps this year ; testing migration scenarios

  • Only used the ERM apps thus far

  • Interested in testing the ECS functionality & cross-tenant unmediated requesting capabilities

Future meeting ideas

• Revisit presentation idea of ECS functionality related to inventory with new PO (now that AMB has retired)

• Reach out to Ian I. about updates and extend invitation to a future meeting to present on OpenRS developments

• If appropriate, Corrie will present on LDP (LDP/Metadb) and how it might find into a consortial setting