Agenda March 23rd 2022

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 06 Apr 2022
all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://folio-org.atlassian.net/wiki/x/SABS
Open discuss posts: right now no new posts regarding erm
PC minutes March 10th

Agenda items

Development progress - ERM Sprint 136
Searching in Agreements:
1. Please add your use cases for searches you need supported in Agreements in this homework document: https://docs.google.com/spreadsheets/d/1-p5VtUGqUYuac3LtOWanBbPK-4IkPixtoeB6JkD41vs/edit#gid=0

Minutes

search needs in Agreements
5C - searching for subsets of agreements for relevant school - would like to be able to find a set of agreements with a specific search term only for own school - using the abbreviations
5C uses naming conventions
Felix in chat: Do you use supp. properties with ref values for each 5C institution? You could apply this filter for each of your searches
5c does not; ; answer by Jack in chat: I use a tag of umagreement to group mine together, but for someone just coming into agreements (like a teaching librarian or ILL staff) they may not know how to work the supp. property filters; The tag & supp. prop also add a step to search if I have to filter down by some method to just show UMass agreements and then execute a search
would like to be able to see each others data because they do not want to drift apart too much; but at the same time would like to filter down
Felix in chat: A long time ago I had the wish to be able to save agreements and licenses term filters from the term builder and apply it with one click. So maybe if the software is enhanced you'd get a way to handle your situation.
Jessica in chat: I think that would be great if we could save searches/filters and apply them in one click
Sara: consistency across apps is desirable
Sara wishes to have acq units in ERM as well due to consistency
Owen: everything we do across apps is agreed by convention; there are a lot of things that vary across apps
acq units exist in ACQ; there are implications deciding for ERM to implement those
consistency with one app menas inconsistency with another at the moment
is a topic for App Interaction SIG as well Martina Schildt
Jack in chat: I would want it to behave similar to the other filters (like status) wherever that lands in this conversation
if wanting to filter for closed or trial agreements it would be easier to have no filters preselected at all
Felix in chat: You can reset all filters with 1 click ATM; So it's 2 clicks to see just the closed ones
Owen: would it be helpful to have closed more explicit?
Jack: no problem with the filters so far
Jessica in chat: For Chicago, it would be rare to want to view closed agreements
Sara: this all goes back to "we are all relatively new to FOLIO"; a lot of active records; this will change over time
intuitiveness needed for users not familar with a specific app - because they only need to view, but nevertheless need to be able t search and find records
Sara: either everything shows or nothing as a default
Kristin: Inventory has a suppress from discovery and suppress from staff
- suppress from staff: records will not appear on searches
- double suppression like in Inventory could be something to think about
Owen: there are already fields to mark from discovery; not suppress from staff yet
Owen will have discussions with other POs; have a discussion in App Interaction
another use case: looking at agreements that have a specific AGL
Jessica in chat: Searching AGL descriptions would be incredibly useful
+1 from Jack
Owen: this is something that we need to do
use case: being able to find agreements by suppl. documents - learning about the use case behind this requirement would be helpful
- Sara: if you have a lot of agreements this is one mechanism to filter down: e.g. where library has additionally bought the backfile (and having uploaded the invoice of the backfile)
- can save that as a category
similar use case: find agreements that have related agreements
use case: combine fikters for "is package" and "content type"
Owen: please add more use cases to the document if you have some
- try to describe what you are trying to do or trying to achieve

Chat

Von Felix Hemme (ZBW) an alle 01:16 PM
Do you use supp. properties
Von Jack Mulvaney an alle 01:17 PM
We do not
Von Felix Hemme (ZBW) an alle 01:17 PM
You could apply this filter for each of your searches
Von Jack Mulvaney an alle 01:17 PM
I use a tag of umagreement to group mine together, but for someone just coming into agreements (like a teaching librarian or ILL staff) they may not know how to work the supp. property filters

The tag & supp. prop also add a step to search if I have to filter down by some method to just show UMass agreements and then execute a search

Von Felix Hemme (ZBW) an alle 01:20 PM
A long time ago I had the wish to be able to save agreements and licenses term filters from the term builder and apply it with one click. So maybe if the software is enhanced you'd get a way to handle your situation.

Von Jessica Harris an alle 01:23 PM
I think that would be great if we could save searches/filters and apply them in one click
Von Jack Mulvaney an alle 01:23 PM
I would want it to behave similar to the other filters (like status) wherever that lands in this conversation

Von Jack Mulvaney an alle 01:28 PM
Closed and Trial

Von Felix Hemme (ZBW) an alle 01:29 PM
You can reset all filters with 1 click ATM
So it's 2 clicks to see just the closed ones

Von Jessica Harris an alle 01:33 PM
For Chicago, it would be rare to want to view closed agreements

Von Felix Hemme (ZBW) an alle 01:38 PM
One is view, the other is search

Von Jack Mulvaney an alle 01:39 PM
Same here

Von Jessica Harris an alle 01:45 PM
Searching AGL descriptions would be incredibly useful
Von Jack Mulvaney an alle 01:45 PM
+1

Attendees list

Present	Name	Home Organization
	Aaron Neslin	UMass
	Abigail Wickes	Duke University Libraries
	Alaina Deane	Duke
	Alice Daugherty	University of Alabama
	Alissa Hafele	Stanford University
	Amelia Sutton	UMass
	Andrea Meindl	UB Regensburg
	Ann-Marie Breaux	EBSCO
	Annika Schröer	UB Leipzig
	Annika Zierhut
	Anu Moorthy	Duke
	Anya Arnold	EBSCO
x	Beate Aretz
	Benjamin Ahlborn	SuUB Bremen
	Birgit Neumann
	Björn Muschall	UB Leipzig
	Carol Sterenberg
	Carole Godfrey	EBSCO
	Catherine Tuohy	Emmanuel College
	Charlotte Whitt	Index Data
x	Claudia Malzer	ULB Darmstadt, Developer
	Dennis Bridges	EBSCO
	Dorothe Kugler	UB Mainz
x	Dwayne Swigert	Missouri State University
x	Emma Raub	Cornell
x	Eric Hartnett	Texas A&M University
x	Felix Hemme	ZBW Kiel
	Frances Webb	Cornell, Developer
	Gang Zhou	Shanghai Library
	Gill Osguthorpe	UX/UI Designer - K-Int
x	Gisela Weinerth	SUB Hamburg
	Heather MacFarlane
	Heather Thoele	Texas A&M University
	Ian Ibbotson	Developer Lead - K-Int
x	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
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
x	Kathleen Norton	Five Colleges / Mount Holyoke College Library
	Katrin Brüggemann	UB Leipzig
	Khalilah Gambrell	EBSCO
	Kirstin Kemner-Heek	VZG, Göttingen
	Kristen Wilson	Index Data
x	Kristin Martin	Chicago
	Kyle Banerjee	EBSCO
x	Lars-Hakan Herbertsson	Chalmers
	Laura Wright	Cornell University
	Laurenz Kern	Stabi Berlin
	Lindsey Lowry	University of Alabama
	Luca Lanzillo	Sapienza Library System - Sapienza University of Rome
	Mara Egherman	EBSCO
	Maria Taylor
	Marie Widigson	Chalmers
	Mariyam Thorhira	Johns Hopkins University Libraries
	Marjorie Snyder
	Mark Arnold	Missouri State University
	Mark Deutsch	Duke
	Martin Scholz
x	Martina Karlsson	Chalmers
x	Martina Schildt	VZG, Göttingen
x	Martina Tumulla	hbz, Cologne
	Mary O’Brien
	Matthieu Bordet	DMCultura, Ravenna, Italy
	Mohammad Alhamad	Missouri State University
	Molly Driscoll	EBSCO
	Moritz Horn	VZG, Göttingen
x	Nancy Finn
x	Nancy Pelis	Five Colleges / Mount Holyoke College Library
	Norma Flores	Texas A&M University
	Olga Harder	TIB Hannover
x	Owen Stephens	Product Owner - Owen Stephens Consulting
	Paul Trumble	Amherst
	Peter Böhm	HeBIS, Frankfurt
x	Peter McCracken	Cornell
	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
x	Sarah Dennis	Texas A&M University
	Sarah Morgenstern-Einenkel	UB Leipzig
	Scott Stangroom	UMass
	Siobhan McManamon	Five Colleges / Smith College
	Sobha Duvvuri	EBSCO
	Stephani Kaceli	Cairn University
	Stew MacLehose	University of New England
	Susanne Schuster	BSZ Konstanz
x	Tatjana Clemens	UB Frankfurt
	Theodor Tolstoi	Chalmers, EBSCO
	Tracy Patton	Missouri State University
	Virginia Martin	Duke University Libraries
	Xiaoyan (Yan) Song	NCSU
	Yvonne Mönkediek	SuUB Bremen

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