2025-12-10 ERM SIG meeting

2025-12-10 ERM SIG meeting

 Meeting information

Date: Dec 10, 2025

Meeting Time:  8am ET | 1pm UK | 2pm CET

Meeting URL: Join our Cloud HD Video Meeting - password needed: please see link

Housekeeping

  • Convener and notes: @Martina Schildt

  • Next meeting: Jan 7, 2026 / Feb 4, 2026 ?

  • ERM implementers: Please add questions, requirements and ERM implementers' topics.

 Homework

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 Discussion topics

  1. ERM development update

  2. Recording Perpetual Access details for agreements

    1. Recording Perpetual Access for an agreement

Minutes

Time

Item

Presenter

Notes

Time

Item

Presenter

Notes

5min

Development progress update

Owen Stephens

  • currently in sprint 232

  • main work: backports for fixes related to some issues and security issues

  • backports for Sunflower → will be in next CSP (planned for January 2026)

  • working on backports for Ramsons → next Ramsons CSP is no known yet

  • needed to revisit work on implemented ACQ units

  • realised in testing phase that AGLs where not being handled in the expected way

  • acq units are assigend to agreements - AGLs obey acq units on parent

  • want to treat as follows: adding or removing or editing AGL count as an edit of agreement

  • happing instead: actions of create and delete an AGL only protected if protected on agreement as well

  • UAT might start next week

  •  

5min

UAT GOKB search integration

Owen Stephens

  • UAT ends today

  • but no feedback until today

  • team is discussing to delay release of functionality and thereby being able to extend the UAT over Christmas

  • UAT stays open until team has discussed delay of development

50min

Recording Perpetual Access details for agreements

Owen Stephens

Recording Perpetual Access for an agreement

  • ERM SIG discusses Heiko’s comment in the doc: According to Robert’s common scenario above, or in an EBA model – where you can often access all, or at least many, titles from a publisher for a certain period of time (during which data is collected) – let’s call this the information phase. In the information phase, no title is perpetual; only after this period do the chosen ones become perpetual.

    It’s good to keep that in mind. Usually, nobody notices as long as the titles are available – but when they’re gone… ;)
    How could this be represented?

  • Sara: You could have AGLs for those EBA Titles that become Perpetual

  • Felix: I think in Heiko's scenario I'd work with 2 agreements, one during the running phase of the EBA and the other one for recording the acquired titles. But it's easy for me to say that, given at ZBW we have canceled our EBA stuff.

  • Sara would do it differently from Felix. Same Agreement, but multiple AGLs

  • Margaret: This is also what I would do (am currently doing!) with a custom package in HLM

  • Sara: would manage in the way the data is managed in orders and Inventory

    • would have multiple representations in Inventory, that’s why multiple AGLs make sense

  • Felix: The reason why I'd go with different agreements is that I want to know that the linked license is always representing the valid terms during acquiring the single titles. Maybe we would end up with n AGR over time for the single e-resources. But that depends on the licensing details of the vendor.

    • Margaret: Can you make a distinction with multiple licenses attached to one agreement? One is current, one is historical?

    • Felix: You can have one current license, but what if this new license only applies to the large EBA catalog, not the titles that you've acquired 5 years ago? You can't have a license on AGRLine level.

  • Margaret: would probably put not perpetual until first individual title is purchased; depends on what ACQ team decides to do with the POL

  • Sara would mark it perpetual right from the beginning

  • Becca: At Smith we’d create a separate agreement for the EBA itself and for the perpetual titles and then link them and then mark them accordingly (perpetual/non). So basically what Sara is saying!

  • Heiko: all described ways of dealing with EBA make sense and can be worked with

Mechanisms

  • = mechanics by which perpetual access is granted under an agreement

  • Felix suggests: type

  • Sara suggests either type or basis

  • Owen prefers basis

  • Felix: 'Basis' would work as well for me.

  • Margaret: maybe ownership model or access model (to avoid the term ”ownership”)

  • Heiko: like this ownership and access model terms

  • Philip: I would want to record the access model to help with troubleshooting when things go wrong. - Sara and Becca agree

  • Becca: I agree with Philip, and it also helps us audit our metadata and ensure everything is tracked over time (if there is migration or staff turnover for example) - Sara agrees

  • Philip: I think I am committed to buying something as a result of starting an EBA. So it could be perpetual Access Agreement with zero titles during the information Phase. - Sara and Heiko agree

  • Maybe need to reverse mechanism and perpetual access

  • List of mechanisms could be configurable - but then no logic can be build around it

  • Alternative: make the list as complete as possible and adjust if necessary over time - but make it a hardcoded list

  • Sara: streaming video related terms are missing

    • Owen: would streaming video either be a EBA od PDA model?

    • Sara: it’s about titles that are not part of packages; provided on a platform (hosted model) or via a file; but term outright purchase doesn’t sound right; especially when library is responible for the file and hosts file themselves → indicating responsibility of this perpetual access is important; but Sara sees it as perpetual access as they do not need to re-purchase

    • Bernd: wonders whether it’s really worth making it hardcoded for a workflow that we might never agree on

    • Felix: We distinguish between archiving and, if applicable, subsequent hosting in the trigger event and perpetual access.

    • Philip: We are members of the Global LOCKSS Alliance and so have perpetual access to some subscribed content, but this would not fit under the current list of perpetual access mechanisms. How about Digital Preservation (DP)?

    • Sara: & Portico

    • Becca: And vendors are always trying to find new ways to sell things to us! (‘Enhanced’ content, etc)

    • Philip: They are different: I might want to log my EBA purchases as being backed up by my Digital Preservation system.

Chat

 

 Action items

 Decisions