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Minute taker?Kirstin Kemner-Heek

PC Updates

  • Minutes
  • Implementation timelines
  • Interest in ERM

Discuss posts of Interest:


  • FOLIO release "aster" is coming out in 01/2019. PC discusses implementation plans for FOLIO.
  • Go live is pushed from 2019 to summer 2020 by Chicago, Cornell, Texas, ... but ERM could work as partial implementation.
  • German libraries: Leipzig, Dresden, Freiberg, Bremen, ZBW, Lüneburg do plan to go llive with ERM as soon as possible
  • Stakeholders meeting on Tuesday next week for more information
  • ERM: clarification about requirements - work by Ian and Khalilah to be put in Jira
  • How to push development forward in the working groups? Martina, Martina, Kristin will work on that
  • ERM: new development: outcome of the Sheffield meeting are planned to be shared
  • Ian: more work and detailed requirements will be put into JIRA to have a better overview and full understanding
  • Ann-Marie: will give us an overview about the ISBN discussion next week - please view and participate in the discuss post in the left column
Acquisitions Progress report
  • http://folio-snapshot.aws.indexdata.com/
  • Vendor app:
    • contact information with multiple contact people
    • manage contact information in the vendor record
    • Do we need a contact module?
    • Bug fixes are in focus of developement  recently but analysis looks at the enhancement regarding "contact app"
    • wiki: "vendor module entities"
    • enhance managment of contact details, like emails, phone numbers
    • Vendors = organizations (content provider, platform or access provider): can we match the entries from ERM orgs and vendors?
    • Vendors will have this requirement regarding organizations to be used in other apps like ERM / eHoldings - shift for the module
    • Vendor organizations with different roles
    • Option: a vendor is not necessarily an institution sending invoices (paying / non-paying vendors) - needs to be indentified by a key (checkbox)
    • Validation check of vendor names before loading data
    • Reporting needs: show me open orders of exactly THIS vendor
    • Authority control for vendors?
    • But: vendor file shouldn't be the area for contact management - vendor will remain as is (no merging)
    • Contact app as second option
    • Contacts: information is technically not merely stored but referenced to
    • Store all contact data in one place with option to control the data (authority control / normalization) and assign  the data in the apps (like vendors in acq) where they are needed in th role that is assigned to the type of contact = reference to contacts apps from different other apps


Chat:

Von Ian Ibbotson an alle:  03:01 PM

Thanks dennis - is that included in the search by name?

- it's more about that function than the data I think - maybe I just didn't normalise the name or something?

Von Ann-Marie Breaux an alle:  03:04 PM

Hi Ian: aliases are included in the seach by "all" and search by "alias" but not (currently) search by "name". For a good example, try searching by ybp, which is an alias for GOBI Library Solutions

Von Ian Ibbotson an alle:  03:07 PM

Ok - we can definitely try the name search first and if that fails to match, an alias search second - do you think that would work?

actually that might be better for us as we then know we have a non-preferred term if we match on an alias



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