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Meeting Time:    8 am EST /  2 pm CET / 1 pm UK

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Meeting URLhttps://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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Agenda items

  1. Development progress - ERM sprint 175
  2. Discuss what other knowledge bases could or should be integrated with Agreements local knowledge base

Minutes

Development progress update

  • moving to paginated search results in contrast to "load more" (brings us in line with common FOLIO UI)
    • for Agreements and AGLs in Poppy; Licenses will be done for Quesnelia
  • work is in progress for options to filter gareements by document → is in code review
  • in code review: new filter for looking for agreements with specific information missing
  • changes to how data from GOKb is snchronized → not automatically switch, but there is the option to switch
    • will be tested on testsystems e.g. at VZG/GBV after release
    • changes will be applied to any data source, not only GOKb (ERM-3018 and UXPROD-3886)
    • both changes are switched off by default | can be activated via the code
    • external app will not be part of Poppy | is not tied to a release 

Discuss what other knowledge bases could or should be integrated with Agreements local knowledge base

  • there are different ways to link resources with agreements
    • local KB imports
    • GOKb as external source
    • eHoldings | EBSCO KB
  • e.g. Sara uses suppl. docs: an entry with a link to inventory
    • possibility: use suppl. documents to store title lists
    • Sara in chat: But then I cannot look them up by title in AGREEMENTS at least … a drawback
    • Scott in chat: That’s correct
  • Bremen: use detached AGLs - linking to Inventory via POLs
  • Inventory records can be linked via POLs to any AGL
  • Sara: would be good to directly link to Inventory
  • are there resources people would like to see integrated with Agreements
    • SFX
      • we would need institutions willing to help (customers | Jessica would be willing to help)
    • Kanopy
      • we would need institutions willing to help (customers | Jessica would be willing to help)
    • LibGuides A-Z list
    • LibAnswers
    • OCLC WMS
  • using different options to linking resources is possible: configuration in Agreements settings
    • Robert Heaton in chat: Having a local KB alongside HLM would expose the local-kb settings in agreements, in some cases where they wouldn’t apply or might interfere with the connection to eHoldings.
  • Peter: KBART automation in addition to existing KBs such as HLM would be good | good metadata is needed
  • Robert in chat: Yes, I agree that KBART Automation would work with the knowledgebase directly rather than FOLIO
    • Owen thinks it could work directly
  • Jessica in chat: For institutions that don't have a KB integrated with FOLIO though, KBART automation would be helpful. We go title-by-title with Elsevier and it's a lot of manual work to add all those agreement lines.
    • Robert answers in chat: If the content provider is able to provide the automation files, at least in theory they could send them to the library instead of the KB supplier. But the automation part would benefit from something like FOLIO’s APIs re: a place for the data to go.

We will come back to this discussion in a future meeting.

Chat

14:02:07 From Martina Tumulla To Everyone:
    Today's Agenda: https://folio-org.atlassian.net/wiki/display/ERMSIG//2023-10-04+-+ERM+meeting
14:30:23 From scolglaz To Everyone:
    Or I was also using Supp Doc
14:36:01 From scolglaz To Everyone:
    But then I cannot look them up by title in AGREEMENTS at least … a drawback
14:37:10 From Scott Perry To Everyone:
    That’s correct
14:38:34 From scolglaz To Everyone:
    I would love if I could add a link in the AGL
14:40:22 From Catherine Tuohy To Everyone:
    So sorry I have to leave early, thanks Owen and all, will review notes.
14:41:36 From Owen Stephens To Everyone:
    Replying to "So sorry I have to l..."
    
    Thanks Catherine
14:41:51 From Felix Hemme To Everyone:
    Search performance has improved since we were upgraded to Orchid, so that is something at least :-)
14:43:12 From Martina Schildt | VZG To Everyone:
    Recording of last container discussion in App Interaction: https://recordings.openlibraryfoundation.org/folio/app-interaction-group-mondays/2023-09-25T12:00/
14:43:32 From Robert Heaton To Everyone:
    Reacted to "Recording of last co..." with 👏
14:45:19 From Robert Heaton To Everyone:
    I am on the KBART standing committee and am happy to bring any questions or suggestions back.
14:47:36 From Jessica (she/her/hers) To Everyone:
    I'd be happy to help!
14:50:29 From scolglaz To Everyone:
    Raising my hand
14:51:00 From Jessica (she/her/hers) To Everyone:
    Interesting - raised hand is missing from my Zoom controls too!
14:51:22 From Jessica (she/her/hers) To Everyone:
    Nm - they pulled it out. It's now next to the reactions
14:51:29 From Felix Hemme To Everyone:
    Reacted to "Nm - they pulled it ..." with 👍
14:53:50 From Robert Heaton To Everyone:
    Having a local KB alongside HLM would expose the local-kb settings in agreements, in some cases where they wouldn’t apply or might interfere with the connection to eHoldings.
14:55:31 From scolglaz To Everyone:
    Thanks, Jessica: I found it now! Thank you!
14:55:42 From Jessica (she/her/hers) To Everyone:
    Reacted to "Thanks, Jessica: I f..." with 👍
14:57:44 From Robert Heaton To Everyone:
    Yes, I agree that KBART Automation would work with the knowledgebase directly rather than FOLIO.
14:58:00 From Felix Hemme To Everyone:
    Replying to "Yes, I agree that KB..."
    
    Thanks Robert for confirming
14:58:40 From Robert Heaton To Everyone:
    Reacted to "Thanks Robert for co..." with 👍
14:58:51 From Jessica (she/her/hers) To Everyone:
    For institutions that don't have a KB integrated with FOLIO though, KBART automation would be helpful. We go title-by-title with Elsevier and it's a lot of manual work to add all those agreement lines.

Attendees list

Present

Name

Home Organization


Aaron Neslin

UMass


Abigail Wickes

Duke University Libraries


Alaina Deane

Duke


Alice Daugherty

University of Alabama


Alissa HafeleStanford University

Amelia Sutton

UMass


Andrea Meindl

UB Regensburg


Annika Schröer

UB Leipzig


Annika Zierhut

Anu Moorthy

Duke


Anya Arnold

EBSCO


Beate Aretz

SBB
xBecca BanachSmith College
x

Benjamin Ahlborn

SuUB Bremen

xBernd OberknappUB Freiburg / ReDI

Beverly GeckleMTSU

Birgit Neumann

Carol Sterenberg

Carole Godfrey

EBSCO

x

Catherine Tuohy

Emmanuel College 


Charlotte Whitt

Index Data

xClara Marino

Claudia Malzer

ULB Darmstadt, Developer


Constantin Lehenmeier

Dorothe KuglerUB Mainz
x

Dwayne Swigert

Missouri State University


Emma Raub 

Cornell


Eric Hartnett

Texas A&M University

x

Felix Hemme

ZBW Kiel

xGail MurrayFive Colleges / Smith College

Gang ZhouShanghai Library

Gill Osguthorpe

UX/UI Designer - K-Int


Gisela Weinerth

SUB Hamburg

xGregory EdwardsLehigh University

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 RaddingFive Colleges / Amherst College

Julie Brannon

Duke


Kathleen Berry

UMass Amherst


Kathleen Norton

Five Colleges / Mount Holyoke College Library


Katrin Brüggemann

UB Leipzig

x

Khalilah Gambrell

EBSCO


Kristin Martin

Chicago


Kyle Banerjee

EBSCO

Lars-Hakan Herbertsson

Chalmers


Laurenz KernStabi Berlin

Leonie BodinusUB Erlangen-Nürnberg
xLilly Zirngibl

Lindsey Lowry

University of Alabama


Lisa HartlmüllerUB Regensburg

Lisa Schneeberger

Lola EstelleEBSCO

Luca Lanzillo

Sapienza Library System - Sapienza University of Rome


Lucas ModerUB Regensburg

Lucia McBrideLehigh University

Mara Egherman

EBSCO


Maria Taylor

Marie Widigson

Chalmers


Mariyam Thorhira

Johns Hopkins University Libraries


Marjorie Snyder



Mark Arnold

Missouri State University


Martin Scholz
x

Martina Karlsson

Chalmers

x

Martina Schildt

VZG, Göttingen

x

Martina Tumulla

hbz, Cologne


Mary O’Brien


xMarya Kovalenko

Matthieu Bordet

DMCultura, Ravenna, Italy


Mohammad AlhamadMissouri State University

Molly Driscoll

EBSCO


Nancy Finn



Nancy Pelis

Five Colleges / Mount Holyoke College Library


Nicole Trujillo

Nina StellmannVZG, Göttingen

Norma Flores

Texas A&M University
x

Owen Stephens

Product Owner -  Owen Stephens Consulting


Paul Trumble

Amherst

xPaivi RentzTexas State University

Peter Böhm

HeBIS, Frankfurt

x

Peter McCracken

Cornell


Phil AdamsDe Montfort University
xRay Murray
xRobert HeatonEBSCO

Robert ScheierCollege of the Holy Cross

Rüdiger Stratmann

IAI SPK Berlin


Sabine Howahl

ULB Darmstadt


Sabrina Bayer

UB Regensburg

x

Sara Colglazier

Five Colleges / Mount Holyoke College Library


Sarah Dennis

Texas A&M University


Sarah Morgenstern-Einenkel

UB Leipzig

xScott Perry

Scott Stangroom

UMass

xSharon Beltaine

Siobhan McManamon

Five Colleges / Smith College


Sobha Duvvuri

EBSCO

xStephanie Larrison

Stephani KaceliCairn University

Tephanie Larrison

Stew MacLehose

University of New England


Susanne Schuster

BSZ Konstanz


Susie Skowronek

Tara Barnett

Tatjana Clemens

UB Frankfurt


Tracy Patton

Missouri State University


Valerie Cervantes

Xiaoyan (Yan) Song

NCSU

xZorian SasykEBSCO