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 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 Nov 16th 2022
Convener: Martina S.
Notetaker: Martina T.
Housekeeping
- All: Please edit the attendees list below and indicate when you are there!
- Next ERM meeting:
- 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 meeting Nov 3
- PC meeting Nov 10
Agenda items
- Development progress - ERM sprint 153
- Implementer topic: Transferring agreement lines between agreements
- 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
Thank you to all ERM Bugfest Tester
Overall doing well in Bugfest / Still a few unassigned test cases in KB section and permissions / failures in Agreements, one in Dashboard, one in eHoldings, none in Licenses
Issues seems to be connected / already working on a number of bug fixes / some are ready for deployment to bugfest environment
- Starting to work on Orchid
- 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 Hafele | Stanford 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 | |
x | Carol Sterenberg | Texas State |
Carole Godfrey | EBSCO | |
x | Catherine Tuohy | Emmanuel College |
Charlotte Whitt | Index Data | |
x | Claudia Malzer | ULB Darmstadt, Developer |
Dennis Bridges | EBSCO | |
Dorothe Kugler | UB 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 Zhou | Shanghai 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 Radding | Five 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 Kern | Stabi Berlin | |
x | Leonie Bodinus | UB Erlangen-Nürnberg |
Lindsey Lowry | University of Alabama | |
Luca Lanzillo | Sapienza Library System - Sapienza University of Rome | |
x | Lucas Moder | UB 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 Alhamad | Missouri State University | |
Molly Driscoll | EBSCO | |
Moritz Horn | VZG, Göttingen | |
Nancy Finn | ||
x | Nancy Pelis | Five Colleges / Mount Holyoke College Library |
x | Nicole Trujillo | University of Colorado Boulder |
x | Nina Stellmann | VZG, 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 Murray | LOC | |
Robert Heaton | ||
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 | |
x | Susanne Schuster | BSZ Konstanz |
Tara Barnett | Index Data | |
x | Tatjana Clemens | UB Frankfurt |
Theodor Tolstoi | Chalmers, EBSCO | |
Tracy Patton | Missouri State University | |
Virginia Martin | Duke University Libraries | |
Xiaoyan (Yan) Song | NCSU | |
x | Zorian Sasyk | EBSCO |