2024-07-11 - OA SIG meeting

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

Meeting URL: Join our Cloud HD Video Meeting (Password required)

OA Working Group Wiki: Open Access SIG Home

Google Drive Folder: Open Access Working Group - Google Drive

Meeting recordings: SIG Meeting Recordings

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

• Further discussion of Bavarian gap log

Minutes

• @Christina Prell guides the group through a Gaplog created by Bavarian libraries, prioritization has reduced the list two 3 crucial gaps (must-haves):

1. Search for invoice number

• user scenario 1 -> search for invoice number directly in Open Access app

• user scenario 2 -> search for invoice number in invoice app, then follow link to related request

• both scenarios should be possible

• @Owen Stephens shows search options for order lines in Serials app as an example -> pop up with full search interface that allows for richer searches

• the alternative is a simple search for invoice number which shows every request related to this invoice number → this would be fine for most participants (@Bernd Oberknapp seconds this view)

• @Owen Stephens will examine the best (effective and most cost-efficient) search option for the OA app

• @Christina Prell: sa working solution for user scenario 1 would render scenario 2 less urgent -> this would involve cooperation with Invoice App/ Product Owner: Dennis Bridges -> Dennis should be invited to a future meeting to discuss the need, @Owen Stephens will ask @Björn Muschall to arrange for a further meeting with Dennis in one of the next SIG meetings

2. Change of prices in Invoice/Finance App after approval of invoice

• basic problem: invoices only trigger reportable finance transactions when set to status “approved” but then those invoices can no longer be edited in a comprehensive way, e.g. change of splitting between budgets

• @Owen Stephens recalls demonstration of University of Chicago that deal with corrections automatically – this could be a temporary workaround

• idea to include intermediary status in Invoice App which allows for changes of amounts and splitting of amounts between funds after approval of an invoice → has been raised via D-Erwerbung SIG, status unclear

• topic will be part of the agenda for the envisaged meeting with Dennis Bridges

• Cornelia Lang mentions another old request: Splitting of amounts between payers in system currency as opposed to original invoice currency → @Owen Stephens will examine the possibilities with the developers

3. Reporting of comprehensive Request data

• mainly concerns data from OA app + 3 data point from Invoice App: invoice number, invoice date and vendor

• @Owen Stephens will have a look at this, as well

From the chat

Attendees