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

Convener: Martina S.

Notetaker: Martina S.

• 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

1. Development progress - ERM sprint 120
   
   

2. Open Access and other additional Agreement types and properties -- Homework: please see below

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

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:

• 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.