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 URLhttps://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

Agenda items

  1. Development progress -  ERM Sprint 132
  2. 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 HafeleStanford 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

xAnnika 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 ZhouShanghai 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 RaddingFive 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

xLaurenz KernStabi 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

xMartin Scholz
x

Martina Karlsson

Chalmers

x

Martina Schildt

VZG, Göttingen

x

Martina Tumulla

hbz, Cologne


Mary O’Brien



Matthieu Bordet

DMCultura, Ravenna, Italy


Mohammad AlhamadMissouri 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

xRobert ScheierCollege 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 KaceliCairn 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