2024-07-11 - 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
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):
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
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
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
Present | Name | Home Organization |
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| Owen Stephens | K-Int |
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| Ian Ibbotson | K-Int |
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| Gill Osguthorpe | K-Int |
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| Björn Muschall | UL Leipzig |
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| Christina Prell | UL Regensburg |
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| Caroline Ziegler | UL LMU Munich |
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| Volker Schallehn | UL LMU Munich |
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| Vanessa Gabriel | UL LMU Munich |
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| Eloisa Deola Schennerlein | SLUB Dresden |
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| Lisa Schäfer | ZBW |
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| Martin Bauschmann | UL Leipzig |
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| Peter Sbrzesny | VZG Göttingen |
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| Mona Orloff | ZBW |
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| Astrid Orth | SUB Göttingen |
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| Cornelia Lang | UL Regensburg (proxy Christina Prell) |
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| Peter McCracken | Cornell University |
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| Ethan Freestone | K-Int Dev |
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| Sam Hepburn | K-Int Dev |
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| Frank Manista | JISC UK |
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| Simone Gruner | SLUB Dresden |
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| Michael Wolgemuth | SLUB Dresden |
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| Michael Kozyba | UL Braunschweig |
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| Davide Del Duca | UL Chemnitz |
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| Jack Golding | K-Int |
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| Jasmin Heuer | UL Frankfurt |
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| Claudia Schwanhold | UL Greifswald |
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| Veronika Reinertshofer | UL LMU Munich |
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| Jessica Harris | U Chicago |
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| Lukas Burkhardt | FHWS |
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| Katrin Gärtner | UL Mainz |
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| Regine Ries | UL Mainz |
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| Lara Moch | BSZ Library Network Konstanz (bwFOLIO-Project) |
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| Bernd Oberknapp | UL Freiburg (bwFOLIO-Project) |
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| Tatjana Clemens | UL Frankfurt |
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| Wilhemina Randtke | Georgia Southern University |
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| Sandra Wilhelm |
|
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| Stefan Dombek | UL Leipzig |
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| Yuliia Tykhomyrova | UL Greifswald |
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| Jennifer Franke | SLUB Dresden |
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| Nina Stellmann | VZG Göttingen |
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| Robert Heaton | EBSCO |
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| Paivi Rentz | Texas State University |
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| Lilly Zirngibl |
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| Marya Kovalenko |
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| Paivi Rentz | Texas State U |
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| Mathias Meier |
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| Sven Marcus |
|
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| Susanne Janning | UL Mainz |
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