2023-05-11 - OA SIG meeting

Meeting time: Monthly meetings, every second Thursday of the month, EST/EDT: 8:30 AM

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

• 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

• Announcement: OA sample data now integrated in LDP/metadb test environment
  • how to proceed with OA reporting?
• New field for actual bank payment amount (request from CP) / Invoice Voucher Disbursement amount - update
• Progress implementer topic: Include publisher in journal metadata https://folio-org.atlassian.net/browse/UXPROD-4133
• New OA Implementers' topics from Martin (postponed)
• Use cases on Tags
• Use cases on Notes/custom fields/supplementary properties

Minutes

• Reporting
  • OA sample data now integrated in LDP/metadb test environment
  • How do we proceed with reporting? What interest exists in the group?
  • group consensus that we should proceed with that topic
  • Question: What is LDP?
    • a reporting solution from Index Data which replicates FOLIO data in a relational data base scheme within LDP/metadb 
    • metadb sort of second version of LDP 
  • There are other reporting solutions from Bywater Solutions, EBSCO and others, see FOLIO Reporting Options
  • group aim for introduction/demo of LDP/metadb with OA context
  • Björn to approach Index Data for this

• New field for actual bank payment amount / Invoice Voucher Disbursement amount
  • Björn shows and explains how Disbursement amout can be used to record this information in Invoices
  • once an Invoice is approved a Voucher record is added to this invoice; can be viewed on invoice level

• • viewing and editing this Voucher allows the input of Disbursement number, Disbursement date and Disbursement amount

• • according to Bavarian team this seems to be a possible solution
  • however, LB want to have the embursement amount in the OA app as well
  • discussion that this bank amount must also be mapped to individual APCs, not just total invoice level
  • LB and others: calculate disbursment amount per APC by hand and allocate to each article
  • bank statemant itself is on the total invoice amount level
  • CS: calculates single bank amount for publication based on percentages of the total bank amount
  • OS: we should discuss this with ACQ SIG to see whether this is a requirement for other acquisition use cases as well (maybe generally a good idea)
  • Owen to take this to the ACQ group for discussion

• Notes/custom fields/supplementary properties use cases :
  • DFG project number; there is a field "Local reference" but not sure if that's the right place
  • OS: suggests to add a new (third) field 'Funding reference' on Funding level
    • group agreed; Owen to add new Jira for this

From the chat

Attendees