2023-05-03 - 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 May 3rd 2023
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
- PC meeting April 20
- PC meeting April 27
Agenda items
- Development progress - ERM sprint 164
- Implementers topics relating to Licenses (ERM implementers)
- Make amendments searchable (Beverly Geckle)
- Ability to apply amendments or terms at a resource level (Beverly Geckle)
- Ability to open a PDF document in a separate browser window, rather than downloading it (Irina Trapido)
- Continue on feedback for implementers topic: Finding details of titles that are part of an agreement
Minutes
- Development progress - ERM sprint 164
Grails software framework update
- two more sprints before feature freeze for poppy
work done for Orchid to improve the performance of searching of items in the kb in Agreements.
For performance improvements the plugin for e.g. eComparison, eUsage will be worked on as well.
- Implementers topics relating to Licenses (ERM implementers)
- Looking for volunteers to share their experience with the License App for a future ERM meeting. If you would like to volunteer please contact the conveners.
- Make amendments searchable
What are the search criteria? What are the use cases?
Is it about a second tab in the search & filter pane? Tabs Licenses and Amendment or one search bringing back both?
Beverly: thinking about same box/same search - Name in Amendment – Amendment are for specific things – main purpose to upload the documents, master license with amendments, name could be the resource, buying e.g. an archive – each addendum has its own contract number – consider an amendment and not a supplementary document
Right now you can search the name of the master license, but not the name of the amendments
- Jessica (chat): I agree. The description field would be a useful thing to search for too.
Jessica: yes, description field of amendment / Name structure = vendor amendment date – in the description is a list of resources, which are covered by the amendment
Owen: we decided to call them amendments - part of functions they can amend the term on the license – we calculate the terms outcome - the amendment does overwrite the first one e.g. the license – there are limitations
Martina S.: In trainings the librarians express the wish for using the term filter builder for amendments as well
Jessica: agree and make clear when an amendment differs from the license regarding the terms
In Agreement: if License Amendment Status current then outcome values both from the controlling master license and the current amendment – list of Licenses and business terms – additive and when contradict the amendment applies – in licenses it should indicate when it contradicts or add terms
Julie (chat): Only slightly related to search: Would it be possible to "select all" licenses in the results list so we don't have to click each one to export to .csv?
We have discussed this a long time ago - never had a good way of select all – select unlimited licenses could have a performance impact
How many licenses do you have in total? → Julie: 707
Performance check needed for increments of 100
- Felix (chat): Often times librarians want to export all licenses, or at least all that match a search criteria / It would be nice if the export could include the license term lables rather than the names. / Will that Option to Export all work on multiple pagination sites?
Duke example – 100 per page – 7 pages in Duke example – need to check performance - default maximum in the list
Felix: it would not be good to combine 8 export files manually after export
Beverly (chat): How are the Orders and Invoices Apps different? I can export over 1000.
Export works differently
In Orders a modal with two separate options is displayed – all fields and select fields
Inventory: deals with performance issue – data export modul in the background – export in Marc
- Ability to apply amendments or terms at a resource level
- Cannot offer it at the moment
License applies at the level of the agreement
Specific resources with specific terms applied to them
Both scenarios are valid
Does it happen – agreement – individual resource have different terms applied?
- Beverly: more using agreement as an umbrella – a lot of agreement lines / Need to connect more than one controlling license and then split the agreement example: backfiles
- Multiple agreements to model it – way it’s designed - Idea to have a single license with multi amendments
Separate agreements and would like to group agreements e.g. by supplier
Find way to group agreements – umbrella concept to group agreements
Kind of ways of doing it: Organizations or tags or link agreements together in an umbrella fashion
Phil: University expanding it range of campuses worldwide – licenses terms issues – license for UK based and extra licenses with different terms abroad (different regions with own licenses) - separate Agreements
Are there commonalities?
Phil: Main difference number of students – scale is different – other terms likely the same
Sara (chat): That example from Phil sounds like we need additional Related agreements terms ??
Good to collecting examples
Sara: using related agreements way to often – “related to” – managing e-resources need to group by platform – end up with chunks in different agreements, because of the way e.g. with platform changes
- Cannot offer it at the moment
- Ability to open a PDF document in a separate browser window, rather than downloading it → postponed
- Make amendments searchable
- Continue on feedback for implementers topic: Finding details of titles that are part of an agreement → postponed
Chat
Jessica Harris (she/her) 14:13
I agree. The description field would be a useful thing to search for too.
Julie Brannon (she/her) 14:23
Only slightly related to search: Would it be possible to "select all" licenses in the results list so we don't have to click each one to export to .csv?
Jessica Harris (she/her) 14:25
That would be great!
Chicago has about 400 licenses
Julie Brannon (she/her) 14:29
707
Sara Colglazier (MHC/5C) 14:29
:-)
Felix Hemme 14:30
Often times librarians want to export all licenses, or at least all that match a search criteria.
Phil Adams 14:30
67 at De Montfort University so far. Adding since jan. 2023.
Felix Hemme 14:30
Will that Option to Export all work on multiple pagination sites?
Jessica Harris (she/her) 14:30
Our ILL staff in particular would be thrilled if we could export license terms
Felix Hemme 14:31
It would be nice if the export could include the license term lables rather than the names.
Beverly Geckle 14:35
How are the Orders and Invoices Apps different? I can export over 1000.
Sara Colglazier (MHC/5C) 14:35
That is also what I was going to bring up
Orders is really nice! I just used it
Felix Hemme 14:44
This has not yet occurred in the model of how we build our agreements.
Sara Colglazier (MHC/5C) 14:46
And could be via different entities, like the publisher directly one time, and then another time via a consortia like NERL or such, etc
Julie Brannon (she/her) 14:53
I need to drop off now - thanks for this discussion focused on Licenses :)
Sara Colglazier (MHC/5C) 14:53
That example from Phil sounds like we need additional Related agreements terms ??
Phil Adams 14:57
Got to go I am afraid. Thanks all.
Owen Stephens 14:57
Thanks for that input Phil
Beverly Geckle 15:02
Thanks!
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 | |
x | Annika Zierhut | |
Anu Moorthy | Duke | |
Anya Arnold | EBSCO | |
Beate Aretz | ||
x | Benjamin Ahlborn | SuUB Bremen |
x | Bernd Oberknapp | UB Freiburg / ReDI |
x | Beverly Geckle | MTSU |
Birgit Neumann | ||
x | Carol Sterenberg | |
Carole Godfrey | EBSCO | |
x | Catherine Tuohy | Emmanuel College |
Charlotte Whitt | Index Data | |
Claudia Malzer | ULB Darmstadt, Developer | |
Dorothe Kugler | UB Mainz | |
x | Dwayne Swigert | Missouri State University |
Emma Raub | Cornell | |
Eric Hartnett | Texas A&M University | |
x | Felix Hemme | ZBW Kiel |
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 | |
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 | |
Kristin Martin | Chicago | |
Kyle Banerjee | EBSCO | |
Lars-Hakan Herbertsson | Chalmers | |
Laurenz Kern | Stabi Berlin | |
x | Leonie Bodinus | UB Erlangen-Nürnberg |
Lindsey Lowry | University of Alabama | |
Lisa Schneeberger | ||
Lola Estelle | EBSCO | |
Luca Lanzillo | Sapienza Library System - Sapienza University of Rome | |
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 | |
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 | |
Molly Driscoll | EBSCO | |
Nancy Finn | ||
x | Nancy Pelis | Five Colleges / Mount Holyoke College Library |
Nicole Trujillo | ||
x | Nina Stellmann | VZG, Göttingen |
Norma Flores | Texas A&M University | |
x | Owen Stephens | Product Owner - Owen Stephens Consulting |
Paul Trumble | Amherst | |
x | Peter Böhm | HeBIS, Frankfurt |
Peter McCracken | Cornell | |
x | Phil Adams | De Montfort University |
Ray Murray | ||
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 | |
Tephanie Larrison | ||
Stew MacLehose | University of New England | |
Susanne Schuster | BSZ Konstanz | |
Tara Barnett | ||
x | Tatjana Clemens | UB Frankfurt |
Tracy Patton | Missouri State University | |
Valerie Cervantes | ||
Xiaoyan (Yan) Song | NCSU | |
Zorian Sasyk | EBSCO |