2022-11-17 - OA SIG meeting

Meeting time: 8:30 AM (US Eastern Time) / 1:30 PM (BST) / 2:30 PM (CEST)

Meeting URL: https://openlibraryfoundation.zoom.us/j/82643780981 (Password required)

OA Working Group Wiki: Open Access SIG Home

Google Drive Folder: https://drive.google.com/drive/folders/1HR1JyDkUeRE0kL1eBKcu6uIvcNcnn352?usp=sharing

Slack channel: #open-access-management

Mailing list: folio-rm-oa@ole-lists.openlibraryfoundation.org (Subscribe here selecting 'folio-rm-oa' list)

Housekeeping and major community updates

• As we slowly approach the end of this development phase, it would help us for planning purposes if we knew a little more about your plans for using the Open Access app. Therefore, we would appreciate if you could participate in the following (optionally anonymous) survey:
  https://forms.gle/RLnC7aMfGL5JpPtQ7
• Please add questions and topics to the OA Implementers' topics page. Topics or questions posted in slack will be added here as well.

Agenda items

• OA Implementers' topics page

  • Where does the journal data come from? Is it an import from EZB data? How often is it updated?
  • 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?
  • 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?
• demo of the 'filter by checklists' functionality

Minutes

• When will release be available?
  • with Orchid release; but we release the module and we're not dependent on a Flower release/package; it "just" needs to be installed from hosting provider

Questions from OA Implementers' list:

• Where does the journal data come from? Is it an import from EZB data? How often is it updated?
  • OA comes without any journal data; at Snapshot an the moment just dummy data not for production
  • there is no import mechanism from UI directly
  • one option for import is to use the API (see #learning-api Slack channel)
  • Owen will provide a "first steps" document that cover this issues
  • important future topic; which KB would be apropriate to integrate
  • CP: import button not nessesary; yearly import via API is ok
• 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?
  • at the moment publisher is linked to the request, not journal; because you can have a request without any journal; in favor of more flexiblity
  • DOAJ and OA status are automatically populated from journal; info is recorded on request because status can change over time (on the journal); info on request is "fixed"
  • CP: why is publisher not populated also? 
  • ISSN is displayed from journal record (directly); same with person data
  • Owen will check with dev team whether publisher can be part of the journal record
• 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?
  • a charge is needed; it is possible to link an existing invoice / line or create new ones from charge record directly; which is then created in Invoices app
  • budget linking and paying have to be done in Invoicesapp
  • at the moment Invoices does not support

Demo of task list filter functionality

• checklist is intended to record whether particular checks in the workflow have been done; not to replicate the data within the request
• button to edit checklist filters
• hidden tasks are not required
• filter builder consists of (multiple) filters and within filters (multiple) rules can be set
• filter include attributes of outcome and status, comperator and value
• multiple filters can be combined; default with AND query
• rules within a filter is applied as OR query
• discussion around terminology 'hidden' in check list and 'required' in filter option; which is actually the same
  • filter on "status" will be renamed to "visibility" with values "hidden" and "visible/or not hidden"
• AO: if DOAJ field is manually entered, does check list item "Checked DOAJ" populated automatically; Owen: not at the moment, because check list items are freely configurable and check list items and request fields are not connected

From the chat

Attendees