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Minute taker?

 Announcements/Updates from the PC

 Kristin Martin

From PC:

Desire to get more documentation before there's a technical writer.

Deadline for submitting proposal for ER&L is September 23.

MVP is mostly completed. Still waiting on final, final responses from institutions. There needs to be some discussions with SIGs to make sure certain features are needed at go-live. If you want to have a conversation, it needs to happen at next weeks meeting - let Kristin know. Final responses need to be submitted by September 20th.

Chalmers Demos:

  • ERM: Agreements, Licenses, E-holdings, Organizations
  • Monographic acquisitions workflows: addresses, templates, and workflow to order, request, receive, fulfill.

Martina Karlsson Lars-Håkan Herbertsson Marie Widigson Ann-Marie Breaux

Chalmers uses EDS as their discovery system. They've populated their Knowledgebase eHoldings through EBSCO admin. Currently using 4 apps: Organizations, Agreement, eHoldings, and Licenses.

Currently migrating current and historical ERM data (but no financial or assessment data). It is a manual migration. Have migrated about 15% so far.

Agreements: Example - they've put all IOP ebooks in one agreement record with agreement lines for each package (ie, Release 1, 2, etc.). They are not using acquisitions so the agreement lines do not connect to POs. Licenses are connected so you can see the terms pulled from the License app. Organization records are also linked. They've added Project Place details (how they currently track workflows) in the Supplementary information section. It's common that they get journal packages through their consortium. They've added their consortia to records as a second organization so they can filter by their organization and quickly see which packages they get through their consortia. Example - in Notes they list all of the subject archives they've purchased from a publisher. Notes can easily be linked to other agreement records. They are using tags for workflows ("todo_task") and to help with filtering. Tags cannot be deleted yet.

Licenses: Link to the licenses, they're not uploaded in the system. Terms are being pulled and entered in the system.

Organizations: They've created separate vendor records for their different libraries. They've set up separate bill-to/ship-to for the different libraries.

Will not be using the Orders app. Their financials for acquisitions will not be handled through FOLIO (no Finances or Invoices apps). Their bibliographic data is in Libris, the National Library of Sweden's catalog. There may be a button in Inventory that will allow them to pull records from Libris into the Inventory app. They've created Order templates in the Settings/Orders. For print orders, example: In EDS, a patron sees a book they want but is unavailable. In FOLIO, Organizations

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