Agenda Oct 18th 2023

Convener: Martina S.

Notetaker: Martina T.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 01 Nov 2023
All questions and ERM implementers' topics can be posted on: ERM implementers.
Tri-Council Meeting Oct 12th

Agenda items

Development progress - ERM sprint 176
Presentation of Poppy ERM features (Owen Stephens)

Minutes

Development progress - ERM sprint 176
- Thanks to all who have claimed Bug fest test cases, some tickets for Licences are not claimed, yet - please claim / please claim test tickets regarding eHoldings as well
- Started work on features for Quesnelia – picking up what was done for Agreements in Poppy and develop it for Licenses for Quesnelia
- Other development will start after Poppy Bug fest period
Presentation of Poppy ERM features (Owen Stephens)
Release notes includes high level system admins type information about changes and notes on functionality and links to PO presentations – long page, but searching for ERM or Agreements in this page possible
- UXPROD-3886 Support 'push' based mechanism for populating Agreements Local KB
  - Adding a new process to populate the Agreements local KB
  - For showing this we have to run the agreement module either enable this new process or use the old mechanisms - All test installations are set to the old method right now
  - In future the new approach will be default - with the option to use the old method instead
  - New mechanism – smaller amount like 5000 instead of the whole package
- UXPROD-3885 Allow external data sources to be authoritative about works in the Agreements Local KB
  - Work with external data source – configuration to be set for the system - Use the old title matching process or the new one (using a work source ID)
  - Import the data from a single source – same ISSN can be assigned to different journals - then it is not a unique ID and challenging
  - Matching a source ID – GOKb UUID will be used instead – unique ID
  - Starting with a new system using the new process is straight forward, but already data included in the system - bring in new ID and not do changes not wished for
  - For Poppy and Quesnelia it will be an optional setting
- UXPROD-4271 Support date created and updated metadata for resources in the Agreements Local KB
  - Added date created and updated metadata for resources in Agreements Local KB
  - For each resource a metadata accordion is displayed when it is created and last updated – data in FOLIO
  - Fields “Source created” and “Source last updated” – data in GOKb
  - For display at the moment – in future releases offer search functionality for recently updated resources for tracking things that changed
- UXPROD-4413 Add filters for documents in Agreements
  - In Agreements there is pagination for result 25 at a time similar to other apps
  - All search results in agreements, local KB admin, erm comparison and log display in ingest
  - Not in licenses, but will be in Quesnelia
  - Filter for documents in Agreements – “Document filter builder” with attribute, operator, value
  - Combine multiple through AND for a single document in one filter
  - Add multiple filters with OR
  - Attributes: Name, Note, Category, Physical location, URL, content type, file name
  - Attribute Name + Operator does not contain + value a word = has a document, but does not contain the word – not finding agreements without documents
- UXPROD-4436 Support has/has not filter for Agreements
  - Searching for agreement content using the filter “Agreement content”
  - Agreement content: has not + supplementary documents
  - Multiple options into the box --> OR
  - Add another filter and select AND or OR
  - Filters for documents and filter has/has in agreements in Poppy – for Licenses in Quesnelia
  - Licenses can have core documents and supplementary documents - slightly different
- UXPROD-3732 Support categorising Agreements by content type
  - Content type: adding multiple content types
  - List is configurable in Settings > Licenses > pick list values “SubscriptionAgreement.ContentType”
  - Agreements content type filter in the search & filter pane
- UXPROD-4333 Display agreement lines on a dashboard
  - New widget definition: Widget for Agreement line
  - Now drag and drop the widgets to the size you want
  - Rearrange the screen and arrange the widgets with drag and drop e.g. enlarge the widget
  - possible with Keyboard shortcut
- UXPROD-3861 UX improvements for Agreements R2 2023
- UXPROD-4504 Support License Amendment Search and Filter
  - Added an Amendments search as tab in the search & filter pane
- worked on the Performance – previously sometimes you cannot edit the agreement if it has many agreement lines / editing an Agreement is faster now – view agreement lines in a separate view

Chat

Martina Schildt | VZG 14:01
Hi all, here is the Agenda for today: https://folio-org.atlassian.net/wiki/display/ERMSIG//2023-10-18+-+ERM+meeting
scolglaz 14:37
Very very cool!
Sabrina Bayer 14:47
Thank you!
Jessica Harris (she/her) 14:50
That is great! Thanks, Owen!
scolglaz 14:51
Soooo so happy ,aking

Attendees list

Present	Name	Home Organization
	Aaron Neslin	UMass
	Alice Daugherty	University of Alabama
	Alissa Hafele	Stanford University
	Amelia Sutton	UMass
x	Andrea Meindl	UB Regensburg
	Annika Schröer	UB Leipzig
x	Annika Zierhut
	Anya Arnold	EBSCO
x	Beate Aretz	SBB
	Becca Banach	Smith College
x	Benjamin Ahlborn	SuUB Bremen
x	Bernd Oberknapp	UB Freiburg / ReDI
	Beverly Geckle	MTSU
	Birgit Neumann
	Carol Sterenberg
x	Carola Bauch-Schuster	UB Eichstätt-Ingolstadt
	Carole Godfrey	EBSCO
x	Catherine Tuohy	Emmanuel College
	Charlotte Whitt	Index Data
x	Clara Marino
x	Claudia Malzer	ULB Darmstadt, Developer
	Constantin Lehenmeier
	Dorothe Kugler	UB Mainz
x	Dwayne Swigert	Missouri State University
x	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
	Felix Hemme	ZBW Kiel
x	Gail Murray	Five Colleges / Smith College
	Gang Zhou	Shanghai Library
	Gill Osguthorpe	UX/UI Designer - K-Int
x	Gisela Weinerth	SUB Hamburg
x	Gregory Edwards	Lehigh University
	Heather MacFarlane
	Heather Thoele	Texas A&M University
	Ian Ibbotson	Developer Lead - K-Int
	Jag Goraya	K-Int
	Janet Ewing	Five Colleges / Mount Holyoke College Library
	Jenna Lantermann	Five Colleges / Smith College
x	Jessica Harris	Chicago
	Jir Shin Boey	Missouri State University
	Joe Sikowitz	Fenway Library Organization
	Johanna Radding	Five Colleges / Amherst College
	Julie Brannon	Duke
	Kathleen Berry	UMass Amherst
	Kathleen Norton	Five Colleges / Mount Holyoke College Library
	Katrin Brüggemann	UB Leipzig
	Khalilah Gambrell	EBSCO
	Kristin Martin	Chicago
	Kyle Banerjee	EBSCO
x	Lars-Hakan Herbertsson	Chalmers
	Laurenz Kern	Stabi Berlin
x	Leonie Bodinus	UB Erlangen-Nürnberg
	Lilly Zirngibl
	Lindsey Lowry	University of Alabama
	Lisa Hartlmüller	UB Regensburg
	Lisa Schneeberger
	Lola Estelle	EBSCO
	Luca Lanzillo	Sapienza Library System - Sapienza University of Rome
x	Lucas Moder	UB Regensburg
	Lucia McBride	Lehigh University
	Mara Egherman	EBSCO
	Maria Taylor
	Marie Widigson	Chalmers
	Mariyam Thorhira	Johns Hopkins University Libraries
	Marjorie Snyder
	Mark Arnold	Missouri State University
	Martin Scholz
x	Martina Karlsson	Chalmers
x	Martina Schildt	VZG, Göttingen
x	Martina Tumulla	hbz, Cologne
	Mary O’Brien
	Marya Kovalenko
	Matthieu Bordet	DMCultura, Ravenna, Italy
	Mohammad Alhamad	Missouri State University
	Molly Driscoll	EBSCO
	Nancy Finn
x	Nancy Pelis	Five Colleges / Mount Holyoke College Library
	Nicole Trujillo
	Nina Stellmann	VZG, Göttingen
	Norma Flores	Texas A&M University
x	Owen Stephens	Product Owner - Owen Stephens Consulting
	Paul Trumble	Amherst
x	Paivi Rentz	Texas State University
	Peter Böhm	HeBIS, Frankfurt
	Peter McCracken	Cornell
x	Phil Adams	De Montfort University
	Ray Murray
	Robert Heaton	EBSCO
	Robert Scheier	College 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
	Sarah Dennis	Texas A&M University
	Sarah Morgenstern-Einenkel	UB Leipzig
	Scott Perry
	Scott Stangroom	UMass
	Sharon Beltaine
	Siobhan McManamon	Five Colleges / Smith College
	Sobha Duvvuri	EBSCO
	Stephani Kaceli	Cairn University
	Stephanie Larrison	Texas State University
	Stew MacLehose	University of New England
x	Susanne Gill	BVB
	Susanne Schuster	BSZ Konstanz
	Susie Skowronek
	Tara Barnett
x	Tatjana Clemens	UB Frankfurt
	Tracy Patton	Missouri State University
	Valerie Cervantes
	Xiaoyan (Yan) Song	NCSU
x	Zorian Sasyk	EBSCO

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