2022-01-26 - ERM meeting
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 SIG Folio Wiki: https://folio-org.atlassian.net/wiki/display/ERMSIG/
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 Jan 26th 2022
Convener: Martina T.
Notetaker: Martina S.
Housekeeping
- All: Please edit the attendees list below and indicate when you are there!
- Next ERM meeting: Feb 2nd
- all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://folio-org.atlassian.net/wiki/x/SABS
- Open discuss posts: right now no new posts regarding erm
- PC minutes Jan 13th
- PC minutes Jan 20th
Agenda items
- Development progress - ERM Sprint 132
- Presentation on eUsage reports functionality (Annika)
Minutes
Development progress
- moving towards feature freeze for Lotus - outstanding functionality will be wrapped up
- main piece of work on local KB and matching processes for PTIs and PCIs
- move IDs between title instances - will at least have an API; hopefully UI as well
- primary route: corrections in external source
- would be a supplementary option on a title by title basis
- possible as bulk edit via API
- Benjamin A. in chat: very excited absolut KB corrections!!! .... I alone have accumulated a couple of awkward errors
- Peter M. in chat: It needs to be title-by-title, and also at database-by-database level. Because not every database has the same regular mistakes to be fixed. At Serials Solutions we built a Rules Management Module to address this core problem. It was, in my opinion, what people were ACTUALLY paying for, even if they didn’t realize it. And package-by-package, at times, as Owen points out
eUsage reports
- extension for eUsage and agreements that combines data from the two and sometimes invoices
- project funded by SLUB Dresden, implemented by Index Data
- released for the Kiwi release
- if libraies have plug-in running in their system there is an eUsage reports accordion on the agreement
- there are statistics
- several reports are implemented
- more reports can be added in the future; the ones that are there were identified as the most important ones
- use over time
- use over time, grouped by publication year
- use over publication year, grouped by time
- cost per use (including conversion to system currency)
- period of use: start and end month
- different scales possible, different stacks
- can download reports as csv
- there is a documentation of all the different reports; done by the PO Kristen Wilson; including e.g. parameters
- where does the data come from: everything needs to start with the usage data
- need agreement and usage data provider connected to it
- harvesting configuration in eUsage
- plug-in needs counter 5
- best to configure the harvester
- needs data inside local KB; agreement lines need to be configured
- new accordion in eUsage app: Matching summary; for seeing results of matching resources of counter statistic with titles in Local KB
- matches can be viewed, edited or ignored
- when editing: a new title can be selected from the ersources in the internal KB
- for cost per use: cost data is needed; taken from POL that is linked from the agreement line; linked to the POL is the invoice line
- users can choose whether Open Access should be included or not in reports
- Analyse agreement button to manually reload the report:
- because most data is quite unstatic; titles can change, invoices can be paid it made no sense to set a specific timeframe to reload
- Felix in chat: For Annika: From your experiences, what is the spread between matches and non-matches?
- Annika: can't really answer this; did not test with real data; it is a Kiwi feature and in Leipzig Kiwi is not used yet
- only working with test system so far
- seems to match quite well
- feedback from Eric: really impressive functionality
- will this work with eholdings as well?
- Annika can't asnwer that because that would need technical input from eholdings side
- Annika loves to hear about feedback when people start testing
- technical work as done by Index Data and KristenWilson as PO can give answers as well
- Here's the eUsage Reports documentation page I showed briefly, if anybody is interested in the details: eUsage Reports Documentation
The functionality is available since Kiwi.
Chat
Von Benjamin Ahlborn an alle 02:08 PM
very excited absolut KB corrections!!!
Von Peter McCracken an alle 02:10 PM
It needs to be title-by-title, and also at database-by-database level. Because not every database has the same regular mistakes to be fixed. At Serials Solutions we built a Rules Management Module to address this core problem. It was, in my opinion, what people were ACTUALLY paying for, even if they didn’t realize it.
And package-by-package, at times, as Owen points out
Von Benjamin Ahlborn an alle 02:11 PM
.... I alone have accumulated a couple of awkward errors
Von Felix Hemme (ZBW) an alle 02:33 PM
For Annika: From your experiences, what is the spread between matches and non-matches?
Von Jack Mulvaney an alle 02:39 PM
This looks really great, I'm very jealous of the internal KB users right now
Von Martina Schildt an alle 02:39 PM
Great functionality!
Von Julie Brannon (she/her) an alle 02:40 PM
Exciting!
Von Sabrina Bayer an alle 02:40 PM
It looks very great :)
Attendees list
Present | Name | Home Organization |
Aaron Neslin | UMass | |
Abigail Wickes | Duke University Libraries | |
Alaina Deane | Duke | |
Alice Daugherty | University of Alabama | |
Alissa Hafele | Stanford University | |
Alistair Morrison | Johns Hopkins University Libraries | |
Amanda Cornwell | Johns Hopkins University Libraries | |
Amelia Sutton | UMass | |
Andrea Meindl | UB Regensburg | |
Ann-Marie Breaux | EBSCO | |
x | Annika Schröer | UB Leipzig |
x | Annika Zierhut | |
Anu Moorthy | Duke | |
Anya Arnold | EBSCO | |
x | Beate Aretz | |
x | Benjamin Ahlborn | SuUB Bremen |
Birgit Neumann | ||
Björn Muschall | UB Leipzig | |
Carole Godfrey | EBSCO | |
Catherine Tuohy | Emmanuel College | |
Charlotte Whitt | Index Data | |
Claudia Malzer | ULB Darmstadt, Developer | |
Dennis Bridges | EBSCO | |
Dwayne Swigert | Missouri State University | |
x | Emma Raub | Cornell |
x | Eric Hartnett | Texas A&M University |
x | Felix Hemme | ZBW Kiel |
Frances Webb | Cornell, Developer | |
Gang Zhou | Shanghai Library | |
Gill Osguthorpe | UX/UI Designer - K-Int | |
x | Gisela Weinerth | SUB Hamburg |
Heather MacFarlane | ||
Heather Thoele | Texas A&M University | |
Ian Ibbotson | Developer Lead - K-Int | |
x | Jack Mulvaney | UMass |
Jag Goraya | K-Int | |
Janet Ewing | Five Colleges / Mount Holyoke College Library | |
Jenna Lantermann | Five Colleges / Smith College | |
Jenna Strawbridge | Duke | |
x | Jessica Harris | Chicago |
Jir Shin Boey | Missouri State University | |
Joe Sikowitz | Fenway Library Organization | |
Johann Rolschewski | ZDB, Berlin | |
Johanna Radding | Five Colleges / Amherst College | |
x | Julie Brannon | Duke |
Kathleen Berry | UMass Amherst | |
x | Kathleen Norton | Five Colleges / Mount Holyoke College Library |
Katrin Brüggemann | UB Leipzig | |
Khalilah Gambrell | EBSCO | |
Kirstin Kemner-Heek | VZG, Göttingen | |
Kristen Wilson | Index Data | |
x | Kristin Martin | Chicago |
Kyle Banerjee | EBSCO | |
x | Lars-Hakan Herbertsson | Chalmers |
Laura Wright | Cornell University | |
x | Laurenz Kern | Stabi Berlin |
Lindsey Lowry | University of Alabama | |
Luca Lanzillo | Sapienza Library System - Sapienza University of Rome | |
Maike Osters | hbz, Cologne | |
Mara Egherman | EBSCO | |
Marie Widigson | Chalmers | |
Mariyam Thorhira | Johns Hopkins University Libraries | |
Marjorie Snyder | ||
Mark Arnold | Missouri State University | |
Mark Deutsch | Duke | |
x | Martin Scholz | |
x | Martina Karlsson | Chalmers |
x | Martina Schildt | VZG, Göttingen |
x | Martina Tumulla | hbz, Cologne |
Mary O’Brien | ||
Matthieu Bordet | DMCultura, Ravenna, Italy | |
Mohammad Alhamad | Missouri State University | |
x | Molly Driscoll | EBSCO |
Moritz Horn | VZG, Göttingen | |
Nancy Finn | ||
Nancy Pelis | Five Colleges / Mount Holyoke College Library | |
Norma Flores | Texas A&M University | |
Olga Harder | TIB Hannover | |
x | Owen Stephens | Product Owner - Owen Stephens Consulting |
Paul Trumble | Amherst | |
Peter Böhm | HeBIS, Frankfurt | |
x | Peter McCracken | Cornell |
x | Robert Scheier | College of the Holy Cross |
Rüdiger Stratmann | IAI SPK Berlin | |
| Sabine Howahl | ULB Darmstadt |
Sabrina Bayer | UB Regensburg | |
x | Sara Colglazier | Five Colleges / Mount Holyoke College Library |
Sarah Dennis | Texas A&M University | |
Sarah Morgenstern-Einenkel | UB Leipzig | |
Scott Stangroom | UMass | |
Siobhan McManamon | Five Colleges / Smith College | |
Sobha Duvvuri | EBSCO | |
Stephani Kaceli | Cairn University | |
Stew MacLehose | University of New England | |
Susanne Schuster | BSZ Konstanz | |
x | Tatjana Clemens | UB Frankfurt |
Theodor Tolstoi | Chalmers, EBSCO | |
Tracy Patton | Missouri State University | |
Virginia Martin | Duke University Libraries | |
Xiaoyan (Yan) Song | NCSU | |
Yvonne Mönkediek | SuUB Bremen |