Meeting Time: 8 am EST / 2 pm CET / 1 pm UK
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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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- All: Please edit the attendees list below and indicate when you are there!
- Next ERM meeting:
- All questions and topics for the ERM implementers meeting can be posted on this confluence page: https://wikifolio-org.folioatlassian.orgnet/wiki/x/MAEGAgSABS
- PC meeting June 29th
Agenda items
- Development progress - ERM sprint 168 / ERM sprint 169
- Implementers topics (ERM implementers):
- Adding a specific Organization contact for each Agreement / License (Jhanani Munuswamy (EBSCO)) | ERM-2944 - Adding Organization's contacts specific for each Agreement. Draft
- Ability to search/filter eRessources from the local KB in the Dashboard and display them in the widget (Sabrina Bayer (TP-ERM/BVB))
Minutes
Development progress update
- ERM sprint 169 page has not been set up due to illness of a team member - will follow asap
- new dashboard widget on AGLs will be available soon
- work is going on to add alternative filter to agreements (has been an implementers requirement
- the "does not contain" Operator cannot be used for alt names
- reason: it is more complex then using the operator for the title, as the alternative name is not obligatory and you can have multiple
- applies to all porperties where you have multiple properties of the same type
- To Do ERM team to revisit
- we now have data on record last updated and record created for reocrds in the internal KB UI
- in QA: AGLs no longer appear in Agreements edit screen (solve performance issues when many AGLs per agreement)
- when new agreements are created from the basket, there is a modal where the user needs to enter title, status and start date to create the agreement now (as the UI works differently now)
- question by Jessica in chat: Is the agreement line fix still anticipated to be released in Poppy?
- the one mentioned will be, there were other issues that will be solved by a critical service patch for Orchid (and Nolana)
- Owen will post more information in the Slack channel
- comment by Sara: include information/link to AGLS from agreement edit view - Owen will discuss with Gill
Implementers topics - Adding a specific Organization contact for each Agreement / License
- this relates to contact people that can be linked to organization records
- will apply equally to licenses
- comment by Jessica Harris in chat: I think that would be very helpful. Even just a spot there for job title would help.
- Bernd: just the contact would not be sufficient, would need roles
- Sabrina in chat: In our Organisation App we use the contact Information accordion with categories (same as contact persons). If we want sent an email, it saves some clicks because the email-address is shown in the Agreements Accordion.
- Felix in chat: Would it make sense to add the "Add contacts" Plugin to the Agreements/Licenses edit screen? Could be Independent from the organization accordion or within it... A user could look up a contact and link it to the Agreement or License.
- Martina Schildt: I had the same thought could be part of a general contact accordion
- Owen: it should be straightforward to add more information from the organization record
- Martina S.: contact people is an app developed in the early days, not all institutions are using them, especially as linking contact people to organizations is not straightforward
- Owen and Gill will discuss and come back to the group with ideas
Implementers topics - Ability to search/filter eRessources from the local KB in the Dashboard and display them in the widget
- use cases: which ebooks are new or have status current
- want to see in widget: is new or status has changed
- e-resources tagged with a specific tag
- display them in a widget
- Sara uses tags for titles with open tickets
- we could come back to for eholdings
- Owen will write a story for the requirement
Chat
14:01:20 Von Martina Tumulla an Alle:
Today's Agenda: 2023-07-12 - ERM meeting
14:06:25 Von Felix Hemme an Alle:
Can we use the "does not contain" Operator for alt names?
14:07:55 Von Felix Hemme an Alle:
Replying to "Can we use the "does..."
All good
14:20:20 Von Jessica Harris an Alle:
Is the agreement line fix still anticipated to be released in Poppy?
14:23:50 Von Jessica Harris an Alle:
Thanks, Owen!
14:28:05 Von scolglaz an Alle:
Thanks, Felix, FYRO took over my brain and I forgot about that discussion! Thanks for reminding me/us!
14:29:21 Von Felix Hemme an Alle:
Replying to "Thanks, Felix, FYRO ..."
You are rolling over mid-year? All the best for the remaining work.
14:31:24 Von Jessica Harris an Alle:
I think that would be very helpful. Even just a spot there for job title would help.
14:33:24 Von scolglaz an Alle:
Replying to "Thanks, Felix, FYRO ..."
Yes, our FY is July-June. & It has been even more stressful this year than usual. sigh …. But we are in FY24 finally now!
14:33:47 Von Sabrina Bayer an Alle:
In our Organisation App we use the contact Information accordion with categories (same as contact persons). If we want sent an email, it saves some clicks because the email-address is shown in the Agreements Accordion.
14:36:25 Von Felix Hemme an Alle:
Would it make sense to add the "Add contacts" Plugin to the Agreements/Licenses edit screen? Could be Independent from the organization accordion or within it... A user could look up a contact and link it to the Agreement or License.
14:37:08 Von Martina Schildt | VZG an Alle:
Replying to "Would it make sense ..."
I had the same thought could be part of a general contact accordion
14:37:18 Von Felix Hemme an Alle:
Reacted to "I had the same thoug..." with 👍
14:37:21 Von Martina Schildt | VZG an Alle:
Reacted to "Would it make sense ..." with 💯
14:41:45 Von Jessica Harris an Alle:
We just use the contact person field. The addresses are used by our payment folks
14:43:12 Von Lars-Håkan Herbertsson an Alle:
If we have more than one contact we use "Contact People"
14:45:05 Von Jessica Harris an Alle:
Reacted to "Would it make sense ..." with 👍
14:45:19 Von scolglaz an Alle:
That would be more useful. Linking Contact people separately, on its own!
14:45:30 Von Jessica Harris an Alle:
I love that idea
14:56:05 Von Felix Hemme an Alle:
These are great use cases Sabrina.
15:01:42 Von Zorian Sasyk - EBSCO FOLIO Implementation an Alle:
A lot of libraries use agreement lines to link packages from eholdings as opposed to titles
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 | SBB |
x | Benjamin Ahlborn | SuUB Bremen |
x | Bernd Oberknapp | UB Freiburg / ReDI |
Beverly Geckle | MTSU | |
Birgit Neumann | ||
x | Carol Sterenberg | |
Carole Godfrey | EBSCO | |
Catherine Tuohy | Emmanuel College | |
Charlotte Whitt | Index Data | |
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 |
Gang Zhou | Shanghai Library | |
x | Gill Osguthorpe | UX/UI Designer - K-Int |
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 | |
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 | |
x | 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 | |
x | 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 | ||
x | 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 | Peter Böhm | HeBIS, Frankfurt |
Peter McCracken | Cornell | |
Phil Adams | De Montfort University | |
x | 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 | |
Susie Skowronek | ||
Tara Barnett | ||
x | Tatjana Clemens | UB Frankfurt |
Tracy Patton | Missouri State University | |
Valerie Cervantes | ||
Xiaoyan (Yan) Song | NCSU | |
Zorian Sasyk | EBSCO |
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