Meeting Time:    8 am EST /  2 pm CET / 1 pm UK

Call in Number:     https://zoom.us/j/995679876 

Meeting URL:  https://zoom.us/j/995679876 Password needed: please see link below

https://folio-org.atlassian.net/wiki/display/COMMUNITY/FOLIO+Meetings+with+Zoom

ERM Sub SIG Folio Wiki: https://folio-org.atlassian.net/wiki/display/RM/ERM+Sub+Group 

Google Folder: https://drive.google.com/drive/folders/17X3tr6siZH8iS07kGcjAqUNl01zVrJmB

Terms and definitions: https://docs.google.com/document/d/1vue-mbcULpZivWu69a7nAZEdC-H2yXPQqSblbL_0J6U

Slack Channel: # erm-team

Agenda August 4th 2021

Convener: Martina S.

Notetaker: Martina S.

Housekeeping

• All: Please edit the attendees list below and indicate when you are there!
• Next ERM meeting:  Sep 1st - next meetings will be cancelled
  • looking for volunteers to describe how Agreements vs. Agreement Lines are used to handle different use cases
• all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://folio-org.atlassian.net/wiki/display/RM/ERM+implementers 
• Open discuss posts: right now no new posts regarding erm

Agenda items:

1. Development progress - ERM sprint 120
   
2. Open Access and other additional Agreement types and properties -- Homework: please see below

Homework

Please have a look at this document with questions related to "Open Access and other additional Agreement types and properties". 

Minutes

Development progress update - ERM sprint 120

• some improvements have been added to existing functionality
• some bugfixes have been coded, but not many; should be on the bugfest system today to be tested
• UX/UI imrprovements
• one improvemnets that was raised some weeks ago: you can see a list of amendments that are on the same license on amendment view
• work in background: update ERM tests to align with Folio tests; quite a lot of tests to change; will be done across multiple sprints to not put all other work to a halt
• at the moment, the ERM team experiments with different ways of loading data to local KB → existing and new way will be compared to make sure it is a real improvement; eholdings is not impacted

Open Access and other additional Agreement types and properties

• all questions and further feedback are to be found in this document: "Open Access and other additional Agreement types and properties"

• OA App will sit alongside all other Folio apps
• but there may be relationships between Agreements and OA
• how do OA properties connect with existing agreement properties
• apart from OA, are there other needs 
• are there situations where there are similar requirements
• there are article processing charges (APCs)
  • properties can define APC exemptions, APC discounts and/or billing options
• Types of OA
  • Read and Publish
  • Subscribe to Open
  • Pre-pay/Membership
• there is a need to express the benefits to the institutions
  • Access to content
  • Content made available open access
  • Gold journal publication/support
  • Hybrid journal publication/support
  • Infrasturcture support
• General comment by Virginia: it was challenging to answer the questions and to know what will be needed in future
• Jack agrees in chat: I tend to agree with Virginia on this - I've found Agreements alone good enough for managing the relatively small amount of open content we pay to support
• we do not want silos or diferent places to take care of the same content
• Jack in chat: We just purchased a handful of eBooks because the subscribe to open failed for this year but we'd put money down

Question: Do you manage any Open Access agreements in your institution? If so what type of agreements are they? (Read and Publish, Subscribe to Open, Membership, Pre-pay, something else?)

• Virginia mentions "OpenEdition" which is OA and payment for additional functionality (e.g. download pdf)
• Jessica in chat: we just paid for a portion of OpenEdition to allow us to download chapters, rather than view online only
• Jessica in chat: We do through CRL
• Abby in chat: I think we have a license (or some kind of form) through CRL also
• modular/subject collections

• OA SIG will most probably not care about OpenEdition, so it is good to have raised it in this group

• another example is Global Press Archive where libraries contribute to digitisation efforts
• Sara in chat: Some of us at 5C also have the Global Press Archives thing
• Philpapers is addded as an example:
  • "Philpapers": OA but with encouragement to contribute; acces could be made more difficult in order to encourage further contribution
• "KnowledgeUnlatched": libraries contribute money to one pot to make things free for everyone; titles will be unlatched regularly
  • it is challenging to keep track of what your money went for
  • libraries need some mechanism for evaluation
  • question: what is the value-add
• Benjamin in chat: (Library-)Crowd Funding of complete topical Copyright years (e.g. Transcript Political Science CY 2021) from non-OA Publishers (de Gruyter, Transcript)
• Sara in chat: "BioMed Central"
• Sara in chat: SCOAP3 credits that you then donate back or elsewhere?
• Sara in chat Independent Voices--an OA Initiative--we made a one time payment, got access, and then at some point it became OA ... and now I think it may be part of JSTOR??
  • Virginia in chat: yes it became Reveal Digital and was purchased by Ithaka
    its parent company was NA Publishing, I believe, so had to find someone else after NA Publishing went out  of business

Question: Do you think that the idea of recording an outcome to an agreement, beyond the licensed content, is a useful concept? Do you think it has applications outside the Open Access agreement outcomes described above?

• Are there any other situations where libraries get added value:
  • yes: API access, MARC records, maybe access to particular statistics
• is that important for libraries or don't they care?
  • for MARC records libraries do care
  • at the moment you could add that to an agreement as a note or to a license as an additional license term
  • Sara: we upload MARC records as a supplementary document; helps keep track of them

Question: As described above for Open Access agreements we see the need to record properties relating to:

• • APC exemptions

• • APC discount 

• • Billing options

Do you see any of these properties as having applicability outside open access?

Are there types of agreement properties (not necessarily related to open access) that you could see being added to the agreement?  If so, which properties and what sort of values/options do you need to record?

• Benjamin sees these as license (custom) terms, not as agreement properties
• Sara agrees and sees them as license terms as well; but thinks there will be issues for those not using the License app
• another example by Sara: library receives a discount for multi-year agreements

Chat

Von Owen Stephens an alle:  02:21 PM
I completely feel you Virginia - my first professional post (about 25 yrs ago) I regularly had to fish print journal envelopes out of bins to find codes to enable access online versions of the journal!
Von Jack Mulvaney an alle:  02:21 PM
I tend to agree with Virginia on this - I've found Agreements alone good enough for managing the relatively small amount of open content we pay to support

Von Jack Mulvaney an alle:  02:28 PM
We just purchased a handful of eBooks because the subscribe to open failed for this year but we'd put money down

Von Jessica Harris (she/her) an alle:  02:29 PM
That's correct - we just paid for a portion of OpenEdition to allow us to download chapters, rather than view online only
Von Virginia Martin an alle:  02:29 PM
thanks for confirming, Jessica!

Von Jessica Harris (she/her) an alle:  02:30 PM
We do through CRL

Von Abby Wickes (she/her/hers) an alle:  02:32 PM
I think we have a license (or some kind of form) through CRL also
Von Virginia Martin an alle:  02:32 PM
Yes, that's right

Von Sara Colglazier (MHC/5C) an alle:  02:38 PM
Some of us at 5C also have the Global Press Archives thing

Von Abby Wickes (she/her/hers) an alle:  02:39 PM
we're still at the throwing spaghetti at the wall phase of OA publishing
Von Sara Colglazier (MHC/5C) an alle:  02:39 PM
Philpapers ... is a weird ine

Von Jessica Harris (she/her) an alle:  02:40 PM
+1 Abby - we are too!
+1 Kristin - that happened when I was at SCU
Von Benjamin Ahlborn an alle:  02:43 PM
(Library-)Crowd Funding of complete topical Copyright years (e.g. Transcript Political Science CY 2021) from non-OA Publishers (de Gruyter, Transcript)
Von Sara Colglazier (MHC/5C) an alle:  02:43 PM
BioMed Central -- membership??
Von Jack Mulvaney an alle:  02:44 PM
- not on the content side

Von Sara Colglazier (MHC/5C) an alle:  02:46 PM
What about SCOAP3 credits that you then donate back or elsewhere?
Von Virginia Martin an alle:  02:46 PM
oh man SCOAP3 is rough

Von Kristin Martin (she/her) an alle:  02:46 PM
SCOAP3 brings back some billing nightmares with Springe a few years ago!

Von Sara Colglazier (MHC/5C) an alle:  02:48 PM
Independent Voices--an OA Initiative--we made a one time payment, got access, and then at some point it became OA ... and now I think it may be part of JSTOR??

Von Virginia Martin an alle:  02:49 PM
yes it became Reveal Digital and was purchased by Ithaka
its parent company was NA Publishing, I believe, so had to find someone else after NA Publishing went out  of business

Von Jack Mulvaney an alle:  02:52 PM
MARC Records

Von Robert rscheier@nelib.org an alle:  03:00 PM
Should that be a configuration option. So those using license app you see this info in there but if you are not using license app you see additional fields in agreements.

Attendees list