Agenda August 9th 2023

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 06 Sep 2023 (after WOLFcon)
Sessions at WOLFcon in Chicago (Aug 22-24):
- Using Licenses app in practice: Wednesday August 23, 2023 11:30am - 12:30pm CDT
- ERM – connecting KBs as metadata sources: Wednesday August 23, 2023 1:30pm - 3:00pm CDT
- Dashboard app and how it is used in practice: Thursday August 24, 2023 3:30pm - 5:00pm CDT
- From KBs to KBARTs: ERM data migration into FOLIO: https://wolfcon2023.sched.com/event/1OldC/from-kbs-to-kbarts-erm-data-migration-into-folio
All questions and topics for the ERM implementers meeting can be posted on this confluence page: https://folio-org.atlassian.net/wiki/x/SABS
PC meeting July 27th

Agenda items

Development progress - ERM sprint 171
In agreements app, enhance search for agreement lines for eHoldings resources (postponed from last meeting) Owen Stephens
Options for displaying Agreement Line information in the Agreement edit pane - please give feedback to the document
Searching for Agreements / Licenses by whether certain things are there/not there (e.g. find all agreements with no internal contacts)

Minutes

Development progress - ERM sprint 171

Framework updates
work related to removing AGLs from Agreement edit screen
edit agreement pane crashes when slow (multi-line) query is cancelled → status: awaiting deployment → should be in Orchid critical service patch 5
add amendments search in licenses app → in progress

In agreements app, enhance search for agreement lines for eHoldings resources (postponed from last meeting)

there is an Agreement with an AGL from eHoldings → in the "AGL search" the reference number is displayed, not a title (number consists of number for: provider - package - title, e.g. 19-1054-183631)
by searching 19-1054 user finds all titles within a package
possible approach via look-up: similar to POL search, where the user searches via a modal in eholdings - then search by title is possible
- question: would that be a useful approach?
- Sara: that would be very useful - would be valuable to be able to stay in agreements and not needing to go to eholdings
- would be a solution that would be quite quick to do and would mean an improvement
- requirement: limit AGL search to AGLs from a specific school - in cases where users do not want to see all AGLs, e.g. at 5C (single tenant with 5 KBs)

Options for displaying Agreement Line information in the Agreement edit pane - please give feedback to the document

1st question: generally preference for option 4
2nd question: option 2

Searching for Agreements / Licenses by whether certain things are there/not there (e.g. find all agreements with no internal contacts)

Owen presents some initial ideas that have been mocked up by Gill
ERM SIG very much spproves
Jessica: I see this primarily as a quick way to find licenses/agreements missing data, so has/has not would be very helpful
Sara: Also for Related Agreements
required options:
- has no
- has one
- has more than one

Chat

14:02:54 From Martina Tumulla To Everyone:
Today's Agenda: https://folio-org.atlassian.net/wiki/display/ERMSIG//2023-08-09+-+ERM+meeting
14:04:00 From Martina Tumulla To Everyone:
https://wolfcon2023.sched.com/
14:04:19 From Zorian Sasyk - EBSCO FOLIO Implementation To Everyone:
I have a session on ERM as well: https://wolfcon2023.sched.com/event/1OldC/from-kbs-to-kbarts-erm-data-migration-into-folio
14:04:39 From Martina Schildt To Everyone:
Replying to "I have a session on ..."

I will add it ot the Agenda 🙂
14:04:53 From Zorian Sasyk - EBSCO FOLIO Implementation To Everyone:
👍🏻no worries!
14:08:49 From Zorian Sasyk - EBSCO FOLIO Implementation To Everyone:
Reacted to "I will add it ot the..." with 👍🏻
14:34:04 From Martina Schildt To Everyone:
FYI: we will have a cross-app discussion on search requirements and truncation at WOLFcon
14:42:24 From Gail Murray To Everyone:
We're using eHoldings at Smith College, part of Five Colleges like Sara/Mt. Holyoke. I'm very new in my position so I don't have a lot to add yet, sorry!
14:44:57 From Owen Stephens To Everyone:
No problem Gail!
14:45:09 From Zorian Sasyk - EBSCO FOLIO Implementation To Everyone:
Replying to "We're using eHolding..."

Thanks for being here!
14:45:14 From Gail Murray To Everyone:
Reacted to "Thanks for being her..." with ❤️
14:52:43 From Felix Hemme To Everyone:
Having the description field expand related to the Content would be helpful
14:53:36 From Felix Hemme To Everyone:
yes two lines only
14:54:26 From scolglaz To Everyone:
It would be great for Period note, too!
14:56:12 From scolglaz To Everyone:
More than one Org?
14:56:43 From scolglaz To Everyone:
👏 Love it!
14:56:52 From Jessica Harris (she/her) To Everyone:
Me too - that would be so helpful!
14:58:27 From scolglaz To Everyone:
I would love both, but more common AND
14:58:38 From Jessica Harris (she/her) To Everyone:
Reacted to "I would love both, b..." with 👍
14:59:31 From scolglaz To Everyone:
Has no, Has 1, Has more than !
14:59:35 From scolglaz To Everyone:
1
14:59:47 From Gill Osguthorpe To Everyone:
Reacted to "Has no, Has 1, Has m..." with 👍🏼
15:00:00 From Martina Schildt To Everyone:
Reacted to "Has no, Has 1, Has m..." with 👍🏼
15:00:11 From Jessica Harris (she/her) To Everyone:
I see this primarily as a quick way to find licenses/agreements missing data, so has/has not would be very helpful
15:01:09 From scolglaz To Everyone:
Also for Related Agreements
15:04:52 From scolglaz To Everyone:
True! Now I get it. Thanks!

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
	Annika Schröer	UB Leipzig
	Annika Zierhut
	Anu Moorthy	Duke
	Anya Arnold	EBSCO
x	Beate Aretz	SBB
x	Benjamin Ahlborn	SuUB Bremen
x	Bernd Oberknapp	UB Freiburg / ReDI
	Beverly Geckle	MTSU
	Birgit Neumann
	Carol Sterenberg
	Carole Godfrey	EBSCO
x	Catherine Tuohy	Emmanuel College
	Charlotte Whitt	Index Data
x	Claudia Malzer	ULB Darmstadt, Developer
	Dorothe Kugler	UB Mainz
	Dwayne Swigert	Missouri State University
	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
x	Felix Hemme	ZBW Kiel
*x	Gail Murray	Five Colleges / Smith College
	Gang Zhou	Shanghai Library
x	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
	Jag Goraya	K-Int
	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
x	Julie Brannon	Duke
	Kathleen Berry	UMass Amherst
	Kathleen Norton	Five Colleges / Mount Holyoke College Library
	Katrin Brüggemann	UB Leipzig
	Khalilah Gambrell	EBSCO
	Kirstin Kemner-Heek	VZG, Göttingen
	Kristin Martin	Chicago
	Kyle Banerjee	EBSCO
	Lars-Hakan Herbertsson	Chalmers
	Laurenz Kern	Stabi Berlin
	Leonie Bodinus	UB Erlangen-Nürnberg
	Lindsey Lowry	University of Alabama
	Lisa Schneeberger
	Lola Estelle	EBSCO
	Luca Lanzillo	Sapienza Library System - Sapienza University of Rome
	Lucas Moder	UB Regensburg
	Mara Egherman	EBSCO
	Maria Taylor
	Marie Widigson	Chalmers
	Mariyam Thorhira	Johns Hopkins University Libraries
	Marjorie Snyder
	Mark Arnold	Missouri State University
	Martin Scholz
	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
	Nancy Finn
	Nancy Pelis	Five Colleges / Mount Holyoke College Library
	Nicole Trujillo
x	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
	Phil Adams	De Montfort University
	Ray Murray
	Robert Heaton
	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 Stangroom	UMass
	Siobhan McManamon	Five Colleges / Smith College
	Sobha Duvvuri	EBSCO
	Stephani Kaceli	Cairn University
	Tephanie Larrison
	Stew MacLehose	University of New England
	Susanne Schuster	BSZ Konstanz
x	Susie Skowronek
	Tara Barnett
	Tatjana Clemens	UB Frankfurt
	Tracy Patton	Missouri State University
	Valerie Cervantes
	Xiaoyan (Yan) Song	NCSU
	Zorian Sasyk	xEBSCO

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