OA Implementers' topics

OA Implementers' topics

NEW OA implementation topics, questions or issues

Please add questions and topics here. Topics or questions posted in slack will be added here as well.

Status

NEW Open topic that is not yet discussed with the SIG

Topic

Description/Use Case

Date added

Provided by

Name, Institution

Has been discussed in meeting

Link to minutes

Actions / Jira ticket

Status

Topic

Description/Use Case

Date added

Provided by

Name, Institution

Has been discussed in meeting

Link to minutes

Actions / Jira ticket

Status

charges - currency

When adding a charge in a foreign currency, only the overall amount is stated both in the foreign currency and the system currency. The remaining amount to be split between payers is only stated in foreign currency. As a common use case is the distribution of amounts between payers on the basis of fixed funding limits in the domestic currency, showing the amount in system currency here, as well, would facilitate the input.

11.05.2023

@Martin Bauschmann 

13th July

Current work flow is to pay whole bill, then re-bill the author (or other party) in local currency

OS: Investigate option to split amount by system currency using stated exchange rate (as per charge)

OS: Investigate other methods by which re-billing of invoiced charges can be supported in Folio

OS: Invite ACQ expert to future meeting to cover aspects of invoicing and disbursement

DISCUSSED

duplicate request

Functionality to duplicate a request with posibility to check/uncheck which sections to duplicate (see functionality in agreements app). Use cases: transfer of manuscript to other journal; new funding request that has extensive overlap with existing request.

11.05.2023

@Martin Bauschmann 

13th July 2023

OS: Write Jira for duplication of request with options on which parts of request are duplicated

Discussed

























































OPEN OA implementation topics, questions or issues

Status

IN JIRA JIRA ticket created, work outstanding or in progress

DISCUSSED Topic is discussed in SIG, needs JIRA ticket to be created

Topic

Description/Use Case

Date added

Provided by

Name, Institution

Has been discussed in meeting

Link to minutes

Actions / Jira ticket

Status

Topic

Description/Use Case

Date added

Provided by

Name, Institution

Has been discussed in meeting

Link to minutes

Actions / Jira ticket

Status

Publisher data

Why don't we automatically see the publisher in Journal Details right next to the ISSN? Why do I have to manually chose a publisher in the publication type/subtype/publisher field row above?

Nov 17, 2022 

@Christina Prell via Slack

Minutes 2022-11-17

@Owen Stephens will check with dev team whether publisher can be part of the journal record

Feature created https://folio-org.atlassian.net/browse/UXPROD-4133

IN JIRA

Dashboard widgets

Can we develop dashboard widgets for the OA requests app?

Jan 12, 2023

@Christina Prell 

Minutes 2023-01-12

@Owen Stephens to ask K-Int for development costs; create Jira ticket

DISCUSSED

journal data import/KB

when adding a new request I would like to add the journal information via the ISSN. With the ISSN the OA app could then get the standard name of the journal from the crossref API (e.g.: https://api.crossref.org/journals/2045-2322).

08.02.2023

@Clemens Engelhardt 

Minutes 2023-04-13

@Owen Stephens to provide some options and considerations; including ORCID integration; when should updates automatic or manual
  • follow up needed

https://folio-org.atlassian.net/browse/UXPROD-4296

In progress

journal data import/KB

in case of Gold-OA-journals the OA app could display information like "found in DOAJ" or the mean APC values of the journal via the DOAJ API (e.g. https://doaj.org/api/v2/search/journals/issn:2045-2322). 

08.02.2023

@Clemens Engelhardt 

Minutes 2023-04-13

  • need more considerations

  • follow up needed

https://folio-org.atlassian.net/browse/UXPROD-4296



Final costs

It's great to have the exchange rate function BUT this value (whether it comes from the current exchange rate button or is indicated manually) probably won't be the same as on the actual payment date. So we wondered if it would be possible to add another field for the costs really paid. We usually see the amount on the bank statement and would like to record that in FOLIO as well...

Feb 1, 2023 

@Christina Prell 

Minutes 2023-02-09

Minutes 2023-04-13

Minutes 2023-05-11

Owen to ask Dennis how this is accomplished in Invoices - done

  • discussed to add field in OA, but new discussion around Invoice Voucher 'disbursement amount'

Following discussion on 11th May 2023, Owen to talk to Acq SIG / Dennis about support for calculating invoice line amounts based on disbursement recorded at Invoice level

FORWARDED















CLOSED OA implementation topics, questions or issues

Status

DONE Topic is discussed, ticket is created and development is completed

WON'T DO Topic is discussed in SIG, won't be developed, no further actions to follow

FORWARDED Topic will be picked up by another group (please add which one)

Topic

Description/Use Case

Date added

Provided by

Name, Institution

Has been discussed in meeting

Link to minutes

Actions / Jira ticket

Status

Topic

Description/Use Case

Date added

Provided by

Name, Institution

Has been discussed in meeting

Link to minutes

Actions / Jira ticket

Status

Link an invoice / line

I didn't know anymore how to link an invoice line to the request. Is that possible from within the OA app or do I have to change to the invoice app first?

Nov 17, 2022 

@Christina Prell via Slack

Minutes 2022-11-17



DONE















Collection of ideas / requirements for further development



Topic

Description/Use Case

Date added

Provided by

Name, Institution

Has been discussed in meeting

Link to minutes

Actions / Jira ticket

Status

Topic

Description/Use Case

Date added

Provided by

Name, Institution

Has been discussed in meeting

Link to minutes

Actions / Jira ticket

Status

Journal data source(s)

KB import for OA journal data

Nov 17, 2022 

@Christina Prell 

Minutes 2022-11-17



DEV IDEA

Tags

Support for tags in OA

Jan 12, 2023

@Christina Prell 

Minutes 2023-01-12

Support for funder reference (e.g. DFG project number):https://folio-org.atlassian.net/browse/UXPROD-4299

DEV IDEA