2022-11-16 - 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 Nov 16th 2022

Convener: Martina S.

Notetaker: Martina T.


Housekeeping

Agenda items

  1. Development progress - ERM sprint 153
  2. Implementer topic: Transferring agreement lines between agreements
    1. Please read and add your scenarios to the document at: https://docs.google.com/document/d/1hGDR2v6JOP2zOO2J8_REFG6b0ndfPyOgV3hUpkDL5hg/edit?usp=sharing

Minutes

  • Development progress - ERM sprint 153
  • Implementer topic: Transferring agreement lines between agreements: https://docs.google.com/document/d/1hGDR2v6JOP2zOO2J8_REFG6b0ndfPyOgV3hUpkDL5hg/edit?usp=sharing
    • Have discussed this before a while ago – talked about coping agreement line data and agreements and post cancellation access

    • Gathering together examples and understanding what is happening and what is the outcome

    • One scenario well described in SLACK: Move Oxford Research Encyclopedias (ORE) to their own agreement

    • Example from Slack: Transfer of a resource from subscribed to perpetual access

      • Change of purchase option or whether getting perpetual access as a result of having subscribed previously?

      • Nicole: Transferring the Agreement from “newspaper subscripted” to Agreement “newspapers perpetual” / Update our arrangement with the vendor to make the collection perpetual

      • Subscribed: only access while payment of annual fees / perpetual: made a payment and get access to it forever (with small ongoing fee for hosting)

      • Sara: example eBooks or streaming videos / subscribe to a whole package for a year and then at the end of the year you can choose some of them for perpetual / We note which one are used or a Professor requests for a class /  want to move to the perpetual one (see example in row #7)

      • EBA – how you use the evidence to make a decision - sometimes most used or you can decide

      • Access to a package for a period of time and some of them turn into perpetual
      • Sara: streaming video – it will be used again e.g. by professor for class next year
      • Kristin: thinking about Nicol’s example / we create a new purchase order - maybe copy instead of move make sense / because payment has changed, purchase order has changed

      • Sara (chat): But you can more than one POL with one AGL.

      • Jessica (chat): In this situation, I would create a new agreement line as well. Any new PO would have a new line

      • Owen: could decide keep the Agreement line and add a POL and both POLs would reference to the same AGL

      • Sara: is there a decision for developing copy or move, or both? In some cases copy would be good and at others cases moving make sense 

      • Owen: copy or transferring - no decision, yet – scenarios copy makes more sense or some scenarios transferring makes sense

      • To understand the use cases better to suggest a good solution for a couple of steps which occur when e.g. a journal moves to a new publisher and maybe group steps together

      • Sara (chat): And just so that I am understanding correctly: part of all this is being able to retain an AGL but being able to disassociate the eHoldings resource link … right??

      • Owen: example in the list – will be discussed

      • Nicole (chat): I see it as more wanting to regroup a AGL or collection of AGL under a different Agreement, and we might want to preserve the resource link with the AGL data (and maybe even the eHoldings data.

      • Owen: to understand use cases – not always the same thing you want to achieve 

      • Scenario: Agl for a package, but perpetual access is to the individual resource within that package

      • access to a certain streaming video collection and certain videos with perpetual access, but you don’t want an AGL per video – another layer there

    • Example #2 Group of previously separate resources gets bundled together during a renewal process
      • Kristin: Link the Agreements? Jessica: there is a way to link related agreements

      • Jessica: previous AG inactive – link the new PO to the bundle agreement / would link the inactive because for history

      • Sara: unlink the resource with eHoldings not possible / Want to retain the history, but no longer want it attached to the resource / Individual subscription then data base subscription model - Don’t want to lose history – retain but unlinked them
      • Owen: perhaps good example: scenario hundreds of titles / agl for each of those / preserve the fact that it is payed for / now a collection based subscription

      • with an end date on them – either by ending the ag and a new ag and linking them together or at the agl level and putting an end date

      • Suggesting “Active to date” - indication it is an archived agreement line / Instead of unlinking it, it is inactive due to “Active to date”

      • Active from and active to date – KB often don’t have historical information

      • Felix (chat): Could we have a more explicit indication in the MCL of AGRLines? For suppressed instances in Inventory we have a large "!" next to the record

      • Display could be optimized – rather difficult to see the 0/1

    • Example #3 bundle resource get split apart
      • Jessica: make previous AG inactive - would not move an agl

      • Zorian (chat): An example of this would be breaking a Big Deal?

      • Zorian: would the single subs be under one po?

      • Jessica: separate po for individual journals - adding as agreement lines

      • Kristin: different PO – many mini bundles in there

      • Sara: memberships – not everything is in one package

      • Owen: agl for each of those – point to the same POL but in agreements you don’t see it as a membership

    • Please add additional examples – feel free to add notes to the example if you handle it differently (comment or maybe different color)

Chat

Von Felix Hemme (ZBW) an alle 02:04 PM
There were quite a few cases around permissions still unassigned
Von Jessica Harris an alle 02:22 PM
In this situation, I would create a new agreement line as well. Any new PO would have a new line
Von Sara Colglazier (MHC/5C) an alle 02:23 PM
But you can more than one POL with one AGL.
Von Jessica Harris an alle 02:25 PM
That's true. We just aren't doing that with ours. I think I would just link the agreements rather than wanting to copy an agreement line or add a duplicate.
Von Sara Colglazier (MHC/5C) an alle 02:27 PM
And just so that I am understanding correctly: part of all this is being able to retain an AGL but being able to disassociate the eHoldings resource link … right??
Von Nicole Trujillo an alle 02:29 PM
I see it as more wanting to regroup a AGL or collection of AGL under a different Agreement, and we might want to preserve the resource link with the AGL data (and maybe even the eHoldings data.
Von Felix Hemme (ZBW) an alle 02:41 PM
Could you add an access end date to the AGRLine?
Oh, the field is "Active to"
Could we have a more explicit indication in the MCL of AGRLines?
For suppressed instances in Inventory we have a large "!" next to the record
Von Zorian Sasyk (he/him) an alle 02:51 PM
An example of this would be breaking a Big Deal?

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

Amelia Sutton

UMass

x

Andrea Meindl

UB Regensburg


Ann-Marie Breaux

EBSCO


Annika Schröer

UB Leipzig


Annika Zierhut

Anu Moorthy

Duke


Anya Arnold

EBSCO

x

Beate Aretz


x

Benjamin Ahlborn

SuUB Bremen


Birgit Neumann

Björn Muschall

UB Leipzig

xCarol SterenbergTexas State

Carole Godfrey

EBSCO

x

Catherine Tuohy

Emmanuel College 


Charlotte Whitt

Index Data

x

Claudia Malzer

ULB Darmstadt, Developer


Dennis Bridges

EBSCO


Dorothe KuglerUB Mainz
x

Dwayne Swigert

Missouri State University

x

Emma Raub 

Cornell


Eric Hartnett

Texas A&M University

x

Felix Hemme

ZBW Kiel


Frances Webb

Cornell, Developer


Gang ZhouShanghai Library
x

Gill Osguthorpe

UX/UI Designer - K-Int


Gisela Weinerth

SUB Hamburg


Heather MacFarlane

Heather Thoele

Texas A&M University


Ian Ibbotson

Developer Lead - K-Int


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


Johanna RaddingFive Colleges / Amherst College
x

Julie Brannon

Duke


Kathleen Berry

UMass Amherst


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

Lars-Hakan Herbertsson

Chalmers


Laura Wright

Cornell University


Laurenz KernStabi Berlin
xLeonie BodinusUB Erlangen-Nürnberg

Lindsey Lowry

University of Alabama


Luca Lanzillo

Sapienza Library System - Sapienza University of Rome

xLucas ModerUB Regensburg

Mara Egherman

EBSCO


Maria Taylor

Marie Widigson

Chalmers


Mariyam Thorhira

Johns Hopkins University Libraries


Marjorie Snyder



Mark Arnold

Missouri State University


Mark Deutsch

Duke


Martin Scholz

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

Molly Driscoll

EBSCO


Moritz Horn

VZG, Göttingen


Nancy Finn


x

Nancy Pelis

Five Colleges / Mount Holyoke College Library

xNicole TrujilloUniversity of Colorado Boulder
xNina StellmannVZG, Göttingen

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


Peter McCracken

Cornell


Ray MurrayLOC

Robert Heaton

Robert 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

x

Susanne Schuster

BSZ Konstanz


Tara BarnettIndex Data
x

Tatjana Clemens

UB Frankfurt


Theodor Tolstoi

Chalmers, EBSCO


Tracy Patton

Missouri State University


Virginia Martin

Duke University Libraries


Xiaoyan (Yan) Song

NCSU

xZorian SasykEBSCO