2018-08-31 Meeting notes

Minute taker

@Bethany Greene (Deactivated)

ERM Update

• Review minutes from PC Meeting

@Kirstin Kemner-Heek

• Kirstin gave an update on the ERM Project Plan:

  • GOKb is fully integrated in FOLIO for v1 - you download the metadata from GOKb into FOLIO and use it with other FOLIO services - the problem with eHoldings is that it only contains data from EBSCO's kb - if you don't use the EBSCO kb you won't have any data in FOLIO

  • Tricky situation for institutions that don't use GOKb as their kb provider. Those institutions can still pull in bibliographic data from GOKb to link up to ERM functionality, but they will have to activate the resource within their external kb as well.

  • Consortial and reporting features are integrated

  • Discussion of integrating other kbs will be necessary moving forward
    
    

• Peter is going to investigate whether or not the ProQuest/SerialsSolutions kb data can be integrated into FOLIO

• Followup

  Subscribers can download files showing their specific e-resource entitlements from their link resolver/data management vendor. These files could then be used to populate a local instance of the FOLIO ERM tool, after the library has modified the knowledgebase output to meet FOLIO input requirements. Customers are not harvesting all the data that’s available from a knowledgebase vendor; they are only collecting data that reflects the holdings at their institution.

  Here are some specific instructions for several common knowledgebases:

  EBSCO Holdings Management: Follow instructions at this link.

  ExLibris SFX: (can someone fill in specifics here?)

  OCLC WorldCat e-resources knowledgebase: (can someone fill in specifics here?)

  ProQuest 360 Knowledgebase tools (former Serials Solutions): Go to Reports, then Management Reports. Select the “Tracked eJournals” dropdown option, name the output, and click the “Request Report” button. Very large files may take up to 10-15 minutes to be generated.

  PMc, 8/31/18

  Clarification

  Clarification Re "Customers are not harvesting all the data that’s available from a knowledgebase vendor; they are only collecting data that reflects the holdings at their institution." . The starting point for Folio ERM is harvesting the entire knowledgebase. The point I (badly) tried to make in the meeting was that this was information the library would have access to through existing access to the KB, and there was no intention for that data to be shared outside the subscribing library.

  
  
  

  I can see us looking at the possibility of only harvesting Local holdings from a KB, but that isn't the initial approach we are taking.

  Owen Stephens 4th Sept 2018

  
  
  

• Bjorn gave an update on the eUsage app:

  • Enter your SUSHI credentials and the app will automatically harvest COUNTER statistics on a monthly basis

  • The stats are stored and will be made available to other FOLIO apps like ERM through APIs

  • Aim to finish the UI and harvesting process by October 2018; will then start working on allowing for manual upload of non-COUNTER statistics

  • In-app reporting in the ERM app using eUsage app data

  • Link to eUsage app Project Plan: https://docs.google.com/document/d/1idybVzkap6b7cu4h8_o5e9MLPXLl1mZsUsDLERJOrc0/edit?usp=sharing

Announcements/PC Updates

• No PC Meeting this week

• Acquisitions update

@Kristin Martin and @Dennis Bridges

• Proof of concept for workflow functionality going up to PC soon
  
  

• Acquisitions small group update:

  • Finance sample data will be populated next week

  • Orders module is being integrated into testing environment next week as well - able to create POs and PO lines

  • In queue: handful of issues enhancements from UAT for Vendors app, Acquisitions units/teams in the works

Current State of Batch Loading

@Ann-Marie Breaux (Deactivated)

• Nine developers assigned to batch loading

• Types of records: MARC bib data, EDI invoicing, MARC holdings, MARC authority, delimited/flat files (interim solution: convert to MARC before loading), order API data (not via Batch Loader)

• MARC details: binary and XML, JSON is out of scope for v1

• Miscellaneous: loading single records into FOLIO, rollback the load, scheduler, queuing the loads, exporting files from FOLIO, full bib/holdings/item data migration from previous library system

• Starting with one use case and fitting it against the wireframes to make sure the design works

• User stories: only research spikes so far, no UI stories yet, no backend stories yet

• Next steps: finalize UI and requirements, understand MARC loader development done to date, outline backend architecture, write backend stories, write UI stories

• Timeline: prelim release in mid-October 2018 - live in January 2019

• Stuck on a name for the batch loader

FOLIO Data Migration Subgroup Survey

• Report on needs for migrating historical data

• Deadline Sept. 14

@Kristin Martin

• Put your notes directly into the Google document.

• Institutional needs for migrating historical data - we should think about it in terms of acquisitions data (ERM data too if you have an integrated ERM)