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Meeting URL:  https://zoom.us/j/995679876Password needed: please see link below

https://wikifolio-org.folioatlassian.orgnet/wiki/display/COMMUNITY/FOLIO+Meetings+with+Zoom

ERM SIG Folio Wiki: https://wikifolio-org.folioatlassian.orgnet/wiki/display/ERMSIG/

Google Folder: https://drive.google.com/drive/folders/17X3tr6siZH8iS07kGcjAqUNl01zVrJmB

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Convener: Martina T.

Notetaker: Felix H. / Martina T.

Housekeeping

• All: Please edit the attendees list below and indicate when you are there!
• Next ERM meeting:  20 Apr 04 May 2022 
  
• all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://wikifolio-org.folioatlassian.orgnet/wiki/x/MAEGAgSABS
• Open discuss posts: right now no new posts regarding erm
• PC minutes March 24th
• PC minutes March 31st

Agenda items

1. Development progress -  ERM Sprint 137
2. Searching in Agreements (Continuation of the discussion from last meeting):
   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

Development progress update:

• Dev team has done bug fixes for things that very discovered during Lotus bugfest. The ERM apps have been bundled up and released for Lotus.
• Ongoing work re. move of identifiers between titleInstances in the local KB, but paused due to absence of developer
• Initial work for enhanced package metadata has started. 
• Continuing with implementation of additional custom propery types for Agreements and Licenses, e.g. date data type, and deprecated properties
  • Image Added
  • Image Added
  • Image Added

Search use cases:

• Package search in Agreements > E-resources
  • Image Added
• Some of the filters only apply to titles
• Should we refine the search&filter pane and group the filters accordingly or split them into "packages" and "titles" like in eHoldings

Image Added

• Felix: quite difficult to using the search if you do not have experience with searching in Agreements and may interpret the filters in a different way and don’t get the expected results.
  Adding a fourth tab to (Agreements / E-resources / Platforms) would be too large for the display, it does not resize well 
  you cannot mix the search if split up into "packages" and "titles"

• Owen: a combined results list was an advantage as discussed long time ago
  Better option for grouping filters package filters and title filters? 

• Felix: to group would be possible or is it possible to have a sub-tab two set of filters?
  Under the “reset all” – two tabs for packages and for titles for organizing the filters and its display? depending how many filters we have - in orders there are to many filters, but it is powerful

• Owen: approach with the “supplementary property filter builder” is powerful - could support a filter builder across lots of fields 

• Felix: feedback on filter builder: it is powerful – not all of the staff is using it because it is kind of hidden and they don’t know how to use it, until there is a training and in addition there are a lot of clicks

• Owen: can improve the filter builder
• Sara: What is disturbing across FOLIO: you cannot move the modal – it sits on top of information 
  Filter builder could be for deep searching needs and a few filters left could be in the search & filter pane for occasional searches
  5C would like the acq units across all apps
• Owen: like in eHoldings the tabs (providers / packages / titles) - separating out - can be disadvantage or advantage
• Sara: split in eHoldings is useful 

  look-up the package and go through all the titles instead of look-up every title, but look up an eBook instead of package (too many titles)

• Felix: not about search, but a questions/feedback on the icons next to each search result (e.g. green icon with 3 dots), this is static in every row – what is the reason for this icon? Could there be a different icon e.g. ebook, ejournal, title or package? 

• Owen: Searching across apps – having those icons in the results at Codex Search

• Sara: don’t use the internal KB, but it makes sense to have two icons for package and title; other depending on your data

• Owen: use case line 18 - agreement line level - Agreement line search is needed
  If you are not using the internal KB you only have one tab for agreements in the search&filter pane and if we include another tab for Agreement line it would not be overwhelming 
  If you are using the internal KB we would have 5 tabs and it would be too many for display 
• Felix: Is it possible to have tabs on two rows?   

  Agreement and Agreement lines
  E-resources / Platforms

• Owen to work with Gill and developers on possible solutions

• Sara: Navigation between PO and POL is not always user friendly - and AG and AGL depending what you are doing 
• Owen: navigation between AG and AGL improvable as well - will write it up
• Owen: use case line 19 Which fields does the search box search in? How can we bring consistency? How does it works in other apps?

Chat

Von Jessica Harris an alle 02:30 PM
I agree! Being able to move that screen would be helpful!
Von Julie Brannon (she/her) an alle 02:30 PM
+1 to Sara about wanting to move those!!
Von Felix Hemme (ZBW) an alle 02:30 PM
+1
Von Martina Tumulla an alle 02:30 PM
+1
Von Dwayne Swigert an alle 02:31 PM
+1
Von Tatjana Clemens (UB FFM) an alle 02:38 PM
I like the idea of having different icons!

Attendees list

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