As an electronic resource librarian with a lot of agreements, I like to set up at least the initial agreement details AND attach resources to it. 

Ability to assign multiple names to an agreement record AND search on those names. (Example: Directory of Open Access Journals agreement should also have a field to record "DOAJ" as a searchable title.) We see this as being similar to what has already been done in Organizations.

Edit Annika: Being able to search for alternate agreement names seems crucial to us, especially since there is no standard/normalized way of naming agreements. In our experience with our old system, there are alternative names for the majority of agreements and many of the colleagues use different forms actively.

Jack Mulvaney (UMass + Five Colleges)

+1 Annika Schröer, UB Leipzig

+1 Felix Hemme, ZBW

Ability to filter Licenses by Organization Role.

At Duke, we've created some licenses linked to organizations where role = Consortium.  We'd like to be able to filter on Organization Role = Consortium, but we first have to filter by a specific Organization and then filter by role within that set of results. Is there another way we could see a list of all licenses that are linked to any organization with a role = Consortium? 

1/20/2021 meeting minutes

1/27/2021 meeting minutes

Ability to duplicate licenses including their connected amendments

Use case: a library creates a license record for the general license contract and adds amendments for the resource-specific appendixes. If a few years later there is a new general license with resource-specific amendments, the library wants to be able to duplicate all existing records

When titles from the EKB are attached as Agreement Lines their count in the AGL Accordions Multi Column List is always displayed as "1" regardless of selection status. This is the opposite of when a package is connected as an AGL - the count displays as however many titles are selected out of all possible titles in the package.

This has led to some confusion over whether or not EKB titles attached as AGLs are selected or not when looking at the Agreements Accordion. The only way to tell is to click into each title AGL and view the placard of eHoldings data. It would be helpful for titles and packages to display their count in the same/or similar ways.

2021-10-06: OS to write story for displaying 0/1 or 1/1 for individual titles from eHoldings depending on selection status

OS to present two options for populating 'count' for agreement lines that not attached to resources (either leave blank, or label 'n/a') to see the preference of the users

OS & GO to look at how the Agreement Line MCL in the agreement and the full display can be improved to bring more clarity

2021-10-27 OS: Action write story for this

11/18/2020 ERM meeting minutes

11/20/2020 RM meeting minutes

Annika Schröer, UB Leipzig

Agreements

Licenses

Settings for Licenses - License terms

License terms: Looking at the list of terms in the right pane
It would be helpful to have the button "New" freezed, to be able to start creating a new license term even if the user is at the end of the existing list

It would be helpful to have the ability to search for terms (in addition to the browser search)

See possible option in Settings - Data Import - Profiles as an example

Currently, only very rudimentary metadata is available in Folio package:

1. Name
2. Provider

Discussion: data from GOKb package needed in Folio package:

1. Alternate/variant names
2. Content type (journals, monographs, databases, mixed)
3. Package IDs (ISIL, provider ID, etc.)
4. Scope (Global, consortial, regional, local, other) and values from free text field "Region/consortium"
5. Status (Current, retired, expected, deleted)
6. Edit status (Approved, in progress, rejected)
7. Descriptive URL
8. Description
9. Date created
10. Date updated
11. Link to GOKb record
12. GOKb ID(s) - package UID or package UUID

2021-10-20: OS to collect package metadata fields from across common KBs and propose list for store/display in Folio Agreements

HLM ID - use cases for both displaying in the agreement (line?) but also for search as if you are told "Package ID: 8234 has been deleted" then finding the correct agreement is useful - current work around is to store as an alternative title

Review package metadata from:

• GOKb
• HLM
• SFX
• 360
• Coral?

Document started in https://docs.google.com/spreadsheets/d/1U9y3lsreKbw0o5CXXyf_IjhPuL_kIFz5slpKeiX2igs/edit?usp=sharing

We're using notes tentatively on Licenses in our Production instance and find them to be slightly confusing. We would find it helpful to see an overview of Notes to confirm our understanding of notes behavior to ensure that we're using them optimally and perhaps other institutions could share examples of how they are using notes? 

• We find it frustrating that we need to click into an "assigned" note to see the details of the note - would it be possible to display the details directly within the accordion? 
• When we click "Assign/Unassign" the window displays the list of available notes, but without seeing the details of the note we have to rely on the Note Title to be descriptive enough to know that we'd want to assign the same note to this record.  Would it be possible to view the details within that window or maybe be able to hover over the row and display the details?

This is our understanding of notes characteristics - are these descriptions correct and is there documentation of this anywhere?

• Up to 10 note types can be created. The types are shared across a tenant for all apps. - fixed in Honeysuckle
• Notes are not shared or assignable to records across apps -they are isolated within a specific app. So a note created in Licenses can't be assigned to an Agreement. - now that notes are available on different apps we can look at sharing notes across apps - rather later than Iris release
• Editing a note will update it on all the records to which it was assigned. 
• Note types and titles are not searchable/filterable - answer: true, but there is already a feature for it
• There isn't a way to access a note except through a record it is assigned to, so if we need to edit a note we need to find a record to which it is assigned. -  yes, it is like that until we have more discussions on different use cases
• Notes can't be deleted if they are assigned to any records - notes need to be assigned to a record; user needs permission to delete notes; if user has permissions, they can be deleted

MS based on a comment by Sara Colglazier in the ERM implementers meeting

When a user is in the Agreements app and navigates to the tab "E-resources" the first 100 e-resources are loaded and displayed.

When you navigate to the e-resources tab it will take a few seconds until the first records have been fetched. Until then, the text "... Loading" is displayed and could potentially distract the user. I have received feedback from users that they always scan the results first. But of course the list offers no added value in most cases, because the records are displayed sorted by title 0-9, A-Z.

I would suggest to not display any results until the user has performed a search or filter operation.

They will display the text "Choose a filter or enter a search query to show results." 

(paraphrased from https://folio-project.slack.com/archives/C9ER2HCRY/p1603355512014400)