Agenda Oct 5th 2022

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 19 Oct 2022
all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://folio-org.atlassian.net/wiki/x/SABS
Open discuss posts: right now no new posts regarding erm
PC meeting Sep 22
PC meeting Sep 29
Martina & Martina will prepare "homework" on some PC and project questions that will be provided prior to next meeting

Agenda items

Development progress - ERM sprint 150
Feedback on e-resource search options (local KB only): https://docs.google.com/document/d/16u3RkXSbUyqbvPqqJX1Kwv7O8uV-faF-1LO7Jrdt_UU/edit#heading=h.fyru4d92h4zq
Checklist functionality developed in the Open Access request management
1. Would similar functionality be useful for ERM and if so would it need to have any changes/additions to be effective?

Minutes

Development progress - ERM sprint 150

Last sprint before feature freeze for Nolana
focus is to make sure that everything is finished of that has been developed for Nolana so far
work is mainly around
- dashboard sharing work and
- changes to GOKb harvesting and
- agreement line searching

Feedback on e-resource search options (local KB only)

The group is in favour of having separate panes/tabs for packages and titles
rule for multiple selections in a single filter: combine selections as "OR"
applies to check-box selection and multi-select selection such as for tags
there are some single select filters such as the organizations filter
the group agrees on keeping selections as they are at the moment
Jack in chat: I can see wanting to combine my subscription agent org. and a content provider org. but that could be a report instead of a feature request
difference between
- type: type on publications on the title - everything that came in was sorted as monograph or serial from the beginning | KBART view | very simplistic
- publication type: can be richer | no controlled vocabulary | external sources can include whatever publication type they want | cannot be predicted | but internally publications need to be sorted as monograph or serial (to know whether e.g. we have an ISBN or ISSN)
- Content type: conten type of the package | no controled vocabulary | take any label from external sources
there may be some overlap
we might think about the labels and improve labelling

Checklist functionality developed in the Open Access request management

Requirements:
- ensure that all work is completed
- workflows and requirements vary across institutions
- not all things require the same work to be done
- work does not necessarily happen in the same order
- Ability to record notes is important
Implementation:
- no pre-defined lists
- every request has own checklist
- items can be hidden where they do not apply
- possible outcomes:
  - not set (default)
  - yes
  - no
  - other
- each checklist item can have multiple notes | most recently updated one always displaying in checklist
- currently implementing options to filter on status of checklist items
Checklist items can be managed in settings area of individual app (so far OA)
Checklist items have a label, name (system generated), description, weight, actions (edit, delete)
Ideas for further development
- would be nice if some items could automatically update
Julie in chat: Exciting to see this and wishing we could use it in other apps 🙂 | Jack agrees
Jack mentions the To Do App | does not know whether it still exists | Jack sees a lot more promise out of this presented checklist functionality (OA)
Questions for ERM
- would similar checklist functionality be useful in Agreements and/or Licenses?
- What differences would you see for their use in ERM?
  - Jack: it would be good to be able to reset the status of a checklist | when starting new for the next year | annual checklists
  - Martina S.: do we need checklists that cross apps Agreements and Licenses?
    - User creates an agreements |sets item on checklist to create LIcense
    - if license is created in LIcenses app and it can be checked of there
  - reactions in chat:

Von Zorian Sasyk (he/him) an alle 02:52 PM
It would be nice to do the thing Jack just said with a bulk update option in Agreements too

Von Robert Heaton an alle 02:53 PM
Can sets of checklist items be applied at once? E.g., a monographs processing checklist vs. a serials checklist.

Von Sabrina Bayer an alle 02:53 PM
Our ERM-Group think, that this checklist functionality would be very useful in Agreements and Licenses. We would love to see this functionality there.

Von Jack Mulvaney an alle 02:53 PM
different checklists based on staffing, role, etc.

Von Zorian Sasyk (he/him) an alle 02:54 PM
^^yes! Making sure this worked for shared tenants/consortia setups

Von Robert Heaton an alle 02:54 PM
Any possibility of assigning tasks by role? Of sending notifications?

Von Jack Mulvaney an alle 02:59 PM
Pay the invoice, check the proxy server, update URLs, etc. - year over year proactive maintenance

Von Sabrina Bayer an alle 02:59 PM
Would it be possible to have a checklist per Agreement line (not only on Agreement Level)? This would be very useful, e.g. for every new purchased single ebook its own checklist.

Von Jack Mulvaney an alle 03:01 PM
Yes
The alterative to a notification could be the dashboards being able to key in on checklists

- Any other questions?
Will come back to this in a future meeting
will try to walk the line between functioanlity and simplicity

Chat

Von mir an alle 02:10 PM
GBV implementers gave feedback on the new navigation, they really liked it
Von Jack Mulvaney an alle 02:22 PM
I can see wanting to combine my subscription agent org. and a content provider org. but that could be a report instead of a feature request
Von Julie Brannon (she/her) an alle 02:45 PM
Exciting to see this and wishing we could use it in other apps 🙂
Von Jack Mulvaney an alle 02:45 PM
Definitely

Von Zorian Sasyk (he/him) an alle 02:52 PM
It would be nice to do the thing Jack just said with a bulk update option in Agreements too
Von Robert Heaton an alle 02:53 PM
Can sets of checklist items be applied at once? E.g., a monographs processing checklist vs. a serials checklist.
Von Sabrina Bayer an alle 02:53 PM
Our ERM-Group think, that this checklist functionality would be very useful in Agreements and Licenses. We would love to see this functionality there.
Von Jack Mulvaney an alle 02:53 PM
^^ This would be helpful - especially in a shared tenant, Mount Holyoke and UMass would have different checklists based on staffing, role, etc.
Von Zorian Sasyk (he/him) an alle 02:54 PM
^^yes! Making sure this worked for shared tenants/consortia setups
Von Robert Heaton an alle 02:54 PM
Any possibility of assigning tasks by role? Of sending notifications?

Von Jack Mulvaney an alle 02:59 PM
Pay the invoice, check the proxy server, update URLs, etc. - year over year proactive maintenance
Von Sabrina Bayer an alle 02:59 PM
Would it be possible to have a checklist per Agreement line (not only on Agreement Level)? This would be very useful, e.g. for every new purchased single ebook its own checklist.
Von Jack Mulvaney an alle 03:01 PM
Yes
The alterative to a notification could be the dashboards being able to key in on checklists

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
	Benjamin Ahlborn	SuUB Bremen
	Birgit Neumann
	Björn Muschall	UB Leipzig
x	Carol Sterenberg
	Carole Godfrey	EBSCO
	Catherine Tuohy	Emmanuel College
	Charlotte Whitt	Index Data
	Claudia Malzer	ULB Darmstadt, Developer
	Dennis Bridges	EBSCO
	Dorothe Kugler	UB Mainz
x	Dwayne Swigert	Missouri State University
	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
	Felix Hemme	ZBW Kiel
	Frances Webb	Cornell, Developer
	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
x	Jack Mulvaney	UMass
	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
x	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
	Kristen Wilson	Index Data
	Kristin Martin	Chicago
	Kyle Banerjee	EBSCO
	Lars-Hakan Herbertsson	Chalmers
	Laura Wright	Cornell University
	Laurenz Kern	Stabi Berlin
	Lindsey Lowry	University of Alabama
	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
	Mark Deutsch	Duke
	Martin Scholz
x	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
x	Molly Driscoll	EBSCO
	Moritz Horn	VZG, Göttingen
	Nancy Finn
	Nancy Pelis	Five Colleges / Mount Holyoke College Library
	Nina Stellmann	VZG, Göttingen
	Norma Flores	Texas A&M University
	Olga Harder	TIB Hannover
x	Owen Stephens	Product Owner - Owen Stephens Consulting
	Paul Trumble	Amherst
x	Peter Böhm	HeBIS, Frankfurt
	Peter McCracken	Cornell
x	Robert Heaton
	Robert Scheier	College of the Holy Cross
	Rüdiger Stratmann	IAI SPK Berlin
	Sabine Howahl	ULB Darmstadt
x	Sabrina Bayer	UB Regensburg
	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
x	Stew MacLehose	University of New England
	Susanne Schuster	BSZ Konstanz
	Tara Barnett
	Tatjana Clemens	UB Frankfurt
	Theodor Tolstoi	Chalmers, EBSCO
	Tracy Patton	Missouri State University
	Virginia Martin	Duke University Libraries
	Xiaoyan (Yan) Song	NCSU
x	Zorian Sasyk	EBSCO

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