Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Last updated date for Agreements and Licenses (Please read and add your responses to this document - Homework)

Minutes

  • Development progress - ERM sprint 117 / ERM sprint 118
  • Started ERM sprint 118 this week

  • ERM sprint 117 and 118 our focus has been on user experience and user interface
  • Kiwi release - proposed and accepted by the PC to focus on quality of software already released rather than on new features

  • Kiwi - more about small incremental improvements to UX, small feature development and work on local KB
  • 117 – minor bugs and stories- increased Keyboard shortcuts support and adding to dashboard as well/ Preparation for Juniper bugfest 
  • 118 – accessibility and UX improvements - Small improvements e.g. for ERM-1694 Add list of linked agreements to Amendments view

  • Developing for a number of sprints - Changes to organizations relationships

    • On FOLIO snapshot – in the new agreement view – section Organizations – Add Organization

    • different options – link works like before, but now a note at the organizations level (could be a general note)

    • Can add multiple roles for the same organization and a note per role

    • Set as primary organization – each Agreement and each License can have one primary organization (it is optional)

    • You can define your own organization roles in Settings > Agreements > Pick list values > SubscriptionAgreementOrg.Role

    • Define a set for Agreements and a separate set for Licenses

    • Sara: Can we have more than one content provider?

    • No limit on that – 2 organizations as content provider if that is the case

    • Set as primary organization – is just one

    • If you are live with FOLIO – if you go to Juniper – relationships will be migrated to the new structure

    • At the moment in Agreements (Licenses) display in the header "Vendor" (Licensor)

    • if there is the vendor this will be the primary organization automatically marked - you may need to changes this afterwards – but it would stay like this in the display of the header
    • In the Agreement’s display 1 organization with 2 roles with notes next to the role and at the top the general note

    • Was quite complicated and complex to get this in place

  • Last updated date for Agreements and Licenses (Please read and add your responses to this document - Homework)
    • First Question: What should count as an update to the Agreement? In the database some of these things are separately managed

    • If I edit the Agreement line should that also reflect as an update to the Agreement in terms of the last updated date?

    • Feedback from homework: Yes by Kristin, Emma, Martina S.

    • Where would you draw the lines for what counts for the agreement as an update?

    • Martina S.: update to the POL should not appear as update, but update on Agreement line as a part of the agreement

    • homework comment by Felix: How far does this go in terms if there is an update to the order line which is linked to the agreement line which is linked to the agreement?

    • This is hard to achieve

    • Felix: reason for my comment in the homework – we have discussed maybe to remove from agreement line edit option form the agreement edit – separate edit option for the agreement line – if the edit option is remove, than it makes sense to have 2 separate last updated dates

    • Sara: Felix brought up the comparison PO and POL – discussion in Metadata management about Instance and item edit - Agreement line updated very often - log being huge – correcting typos - splitting the 2 makes sense in a way 

    • Kristin: example Agreement with 6 journals and then a journal leave – I would like to see the last updated date on the Agreement

    • Sara: Add Agreement line / delete agreement line – then it could be a trigger and could be reflected at agreement level – changes a note or edit that would remain at the agreement line

    • because of the way it works change of content in the agreement will happen on the active to date expiring, set date in the future – things can change without you editing (couple of ways where it could happen)

    • if I go to the edit screen – update the record and save&close - straight forward and could be done quite easily

    • Update for agreement line – also record this as last updated

    • If the content to this is different now to what it was before – whole other layer of complexity

    • Sara: agreement – hlm has removed things – link line in my agreement – how would this be reflected?

    • even more complicated / another layer of complexity

    • Last updated: what is it you use that for? – sorting by last updated date and filter

    • Martina S.: would like to see all the records updated e.g. yesterday – example vacation and would like to see what has changed – or what was updated yesterday – sort or filter or see it on the dashboard – in a specific period / could be a filter last updated or a separate column in the result list and be able to sort this

    • Sara: would like to see changes after I did change it - Both in edit mode – I saved and then my colleague saved and deleted my entry. Last updated date may help
    • proposed way forward:

      • if we would implement last updated date for agreement – made that update when you go into the agreement edit screen – this is useful

      • Agreement line update also update the agreement last updated date - that would be a plus
      • Consider separately – content changes – another level of detail

    • update of the note from the note app - only the note app knows about updates
    • Licenses is much simpler – same questions about Licenses and Amendments

    • Homework feedback: in favor of yes – update to amendment should be recorded

    • Use cases listed by Martina S. are very similar

    • Dashboard: You can find licenses that are being updated in the last day

    • We don’t currently display it in the licenses app, but Ethan is working on adding a display of that data

    • the reason/source why it changed is not important
    • won’t include updated by (sensitive data)
  • Update Open Access
    • New Open Access SIG looking at open access management - Owen is Product Owner

    • Wiki page: https://wiki.folio.org/display/OA/Open+Access+SIG+Home

    • Comments on how Agreements and or Licenses might include information on open access publications and particularly the read and publish agreements

    • Started to collect some information about this - homework and collecting feedback

    • If you are interested in what information is record regarding open access, please follow along with the work open access group

    • Aspects will be discussed here at this group as well

    • Even if you cannot attend the meeting please feel free to contribute: Open Access management - key data and types of agreements and volume of transactions 

    • Eric in chat: So you're not reinventing the wheel, you have looked at the OA Switchboard and Oable?
    • Looking at other services, but like to have a way in FOLIO with integrations

Chat

Virginia Martin an alle:  02:07 PM
I love all of the UI updates in Iris which we are about to have installed here!

Felix Hemme (ZBW) an alle:  02:30 PM
good point -- also one level below the AGR line in the PCI accessible_until.

Felix Hemme (ZBW) an alle:  02:37 PM
By the way: Editing a contact in the Organizations app will not update the date in the org record.

Owen Stephens an alle:  02:53 PM
Open Access SIG Home

Hartnett, Eric J an alle:  02:57 PM
So you're not reinventing the wheel, you have looked at the OA Switchboard and Oable?

Owen Stephens an alle:  02:59 PM

Open Access management - key data and types of agreements and volume of transactions 


Attendees list

Present

Name

Home Organization


Aaron Neslin

UMass

x

Abigail Wickes

Duke University Libraries


Alaina Jones 

Duke


Alice Daugherty

University of Alabama


Alistair Morrison

Johns Hopkins University Libraries


Amanda Cornwell

Johns Hopkins University Libraries


Amelia Sutton

UMass


Andrea Meindl

UB Regensburg


Ann-Marie Breaux

EBSCO


Annika Schröer

UB Leipzig


Anu Moorthy

Duke


Anya Arnold

EBSCO

x

Beate Aretz

Stabi Berlin

x

Benjamin Ahlborn

SuUB Bremen

xBirgit Neumann

Björn Muschall

UB Leipzig


Carole Godfrey

EBSCO


Catherine Tuohy

Emmanuel College 


Charlotte Whitt

Index Data

x

Claudia Malzer

ULB Darmstadt, Developer


Dennis Bridges

EBSCO

x

Dwayne Swigert

Missouri State University


Emma Raub 

Cornell

x

Eric Hartnett

Texas A&M University

x

Felix Hemme

ZBW Kiel


Frances Webb

Cornell, Developer

x

Gill Osguthorpe

UX/UI Designer - K-Int

x

Gisela Weinerth

SUB Hamburg


Heather Thoele

Texas A&M University


Ian Ibbotson

Developer Lead - K-Int


Jack Mulvaney

UMass


Jag Goraya

K-Int

x

Janet Ewing

Five Colleges / Mount Holyoke College Library


Jenna Lantermann

Five Colleges / Smith College 


Jenna Strawbridge

Duke


Jessica Harris

Chicago


Jir Shin Boey

Missouri State University


Joe Sikowitz

Fenway Library Organization


Johann Rolschewski

ZDB, Berlin


Johanna RaddingFive Colleges / Amherst College

Julie Brannon

Duke


Kathleen Berry

UMass Amherst

x

Kathleen Norton

Five Colleges / Mount Holyoke College Library

x

Katrin Brüggemann

UB Leipzig


Khalilah Gambrell

EBSCO


Kirstin Kemner-Heek  

VZG, Göttingen


Kristen Wilson

Index Data

x

Kristin Martin

Chicago


Kyle Banerjee


x

Lars-Hakan Herbertsson

Chalmers


Laura Wright

Cornell University


Lindsey Lowry

University of Alabama


Lindsey Taggert

Missouri State University


Luca Lanzillo

Sapienza Library System - Sapienza University of Rome


Maike Osters

hbz, Cologne


Mara Egherman

EBSCO


Marie Widigson

Chalmers


Mariyam Thorhira

Johns Hopkins University Libraries


Marjorie Snyder



Mark Arnold

Missouri State University


Mark Deutsch

Duke

x

Martina Karlsson

Chalmers

x

Martina Schildt

VZG, Göttingen

x

Martina Tumulla

hbz, Cologne

x

Mary O’Brien



Matthieu Bordet

DMCultura, Ravenna, Italy

x

Molly Driscoll

EBSCO

x

Moritz Horn

VZG, Göttingen

x

Nancy Finn


x

Nancy Pelis

Five Colleges / Mount Holyoke College Library

x

Norma Flores



Olga Harder

TIB Hannover

x

Owen Stephens

Product Owner -  Owen Stephens Consulting


Paul Trumble

Amherst


Peter Böhm

HeBIS, Frankfurt

x

Peter McCracken

Cornell


Robert SchreierCollege of the Holy Cross

Rüdiger Stratmann

IAI SPK Berlin

          

Sabine Howahl

ULB Darmstadt

x

Sabrina Bayer

UB Regensburg

x

Sara Colglazier

Five Colleges / Mount Holyoke College Library

x

Sarah Dennis

Texas A&M University

x

Sarah Morgenstern-Einenkel

UB Leipzig

x

Scott Stangroom

UMass


Siobhan McManamon

Five Colleges / Smith College


Sobha Duvvuri

EBSCO

x

Stew MacLehose

University of New England


Susanne Schuster

BSZ Konstanz


Tatjana Clemens

UB Frankfurt


Theodor Tolstoi

Chalmers, EBSCO

x

Tracy Patton

Missouri State University

x

Virginia Martin

Duke University Libraries


Xiaoyan (Yan) Song

NCSU


Yvonne Mönkediek

SuUB Bremen




...