Discussed "time zone inclusiveness" for PC meetings
Changes to authentication tokens coming
Release management: Quesnelia timeline and thoughts about number of releases per year
Origins - Licenses Terms
Different institutions wanted to record different terms
May be expected, but not required
Can change over time
Can be complex
Need to be searchable in combination
Some cannot be shared publicly
May need notes internally or publicly
Implemented code to support requirements
Terms → Supplementary Properties
Agreements had need for similar, but not completely identical functionality
Agreements & Licenses highly related.
Easy to re-use the "custom properties" code from Licenses in Agreements
Resulted in implementation of "Supplementary properties" for Agreements
~:18 - Where we are today
Developments for one available to other
Added more functionality since original definition
Some aspects make more sense for one app than the other
Could reconsider shared approach in future
Sometimes makes functionality look a bit strange, where something may not be needed in that case
~:20 - Demo - Orchid BugFest
Settings > Agreements > Supplementary Properties
Settings > Licenses > Terms
New Supplementary Property:
Decimal (up to two decimal places) - e.g. cost amount
Integer - e.g. number of seats
Pick List (single select from list of values)
Pick List (multi-select from list of values)
~:24 Setting up a new supplemetary property (Pick List) example
Description will appear under information icon to provide more information to staff about what it is
Can add multiple categories
Order weight - defines which order the properties will appear in on agreements. Higher the number, the lower down the list they will appear. Lightest (lower number) will float to the top. Can make a negative number if you need to float above zero.
Primary property - comes from license concept. Idea of terms that you would normally expect. All primary will display by default because they are expected to be set.
Deprecated - Can deprecate old properties
Default Visibility - In Licenses makes a difference. API that allows sharing publicly. Will only display license terms marked public
For agreements no specific functionality related to this at the moment.
~:29 Demo of creation of a few more supplementary properties
~:30 Viewing properties within agreement
~:33 Fitler builder demonstration
Can build more complex query
~:35 Deprecating a property
Once property is marked as deprecated will display with "DEPRECATED" in Agreements where assigned.
In creating a new agreement/editing agreement that did not have it, property will not be available to select
Can search by Deprecated properties, but they are clearly marked.
In Licenses capture as a term "Disability Compliance"
Commitments to adhere to WCAG/Accessibility standards
Internal note linking to section of the license
Not detailed, usually need VPAT for that
Did an accessibility audit to seek out VPAT for every product
Supplementary properties (Accessibility)
Internal note about when it was checked
Public note with URL
Goal is to eventually be able to display with users
~:45 Using Filter Builder
Can look at all where VPAT is available
Can see if there is a public statement available (on vendor's website) - included in internal note
Can see if nothing is set or some other format
Able to record vendor response and other internal notes, e.g. small not-for-profit that does not have resources to undertake VPAT
Another supplementary property: "Does this agreement support Open Access"
When and how much paid
~:52 discussion regarding having URLs linkable
Rich text not currently supported in the internal note
Maybe some combination of supplementary properties and supplementary documents
Will schedule another meeting for Zorian to present.