Housekeeping:

Convener: Martina S.
Notetaker: Martina T.
All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: April 21st
- all questions and topics for the ERM implementers meeting can be posted on the ERM Implementers page
Open discuss posts: -

Agenda items:

Development progress - ERM sprint 112 planning
ERM Implementers Issues from https://folio-org.atlassian.net/wiki/display/RM/ERM+implementers
1. 25. Enhancements for Supplemental Properties in Agreements (SEE HOMEWORK in this document (ERM meeting agenda 2021/03/17))
2. 33. E-resources: Change the display behaviour when a title is no longer available in a package
3. 38. Agreements/Licenses: Allow sort options for documents
4. 39. Agreements: provide Filter for Supplementary Documents

Homework

On the ERM implementers topics wiki page there is a request to enhance the Supplementary Properties in Agreements. Agreement Supplementary Properties use the same underlying approach as the license Terms, so we can consider enhancements to the Supplementary Properties / Terms together (and if they need to work differently, we need to highlight where they should diverge).

Potential enhancements for the properties/terms include:

Ability to have multi-value pick lists for a single property/term
Ability to assign multiple values (with associated notes) to a property/term
The ability to use the same property/term multiple times on a single agreement/license
Support for property/term types for recording dates
Enhanced editor functions similar to the Notes Helper app (specifically hyperlinking)

Please consider and respond to the questions in this document (ERM meeting agenda 2021/03/17)

Minutes

Development progress - ERM sprint 112 planning
- Working on Dashboard and it will be soon available on environments
- Other work – few bugs from bugfest – no major bugs – some regarding permissions and display
- Tags – issue with over 100 tags – in bugfest 260 tags – plan increasing to 1000 tags for Iris
- Change how it works would be better – avoiding a hard limit
- How many tags do you use in the system? Total number of tags - right now up to 50 tags
ERM Implementers Issues from https://folio-org.atlassian.net/wiki/display/RM/ERM+implementers
- 25. Enhancements for Supplemental Properties in Agreements (SEE HOMEWORK in this document (ERM meeting agenda 2021/03/17))
  - Are there additional requirements? nothing was added in the homework
  - Owen to write up some stories
- 33. E-resources: Change the display behaviour when a title is no longer available in a package
  - internal KB users
  - Display of searching the internal KB – resources can join and leave packages
  - Even after the resources left the package – it is still displayed
  - What is PCI? (package content item) title is in a package – we are not using the term PCI in the UI of FOLIO, but in the underlying software
  - (Current / future / dropped / all) or something similar - Filter like this to the list of "options for acquiring e-resource"
  - You might still want to add it to an agreement for documentation purpose, you don’t want to hide it completely, but you could filter
- 38. Agreements/Licenses: Allow sort options for documents
  - We have discussed it before – sort options for documents – we currently don’t have a default sort for documents
  - Most of the time the order is in which they are attached, but it is not given
  - In No 38 asked for sort options –e.g. alphabetical (document name), date added, document category
  - Revisit ERM-214 Sort order of supplementary documents on licenses - We didn’t come to a conclusion how they should sort / maybe technical issues
  - Sara: it is a problem – careful about naming the document hoping they would sort - randomly they are displayed – Agreement lines are sorting randomly as well
  - Agreement line is another layer of complexity – because with Agreement lines you do not see all of the lines at once on screen – from technical perspective - first sort and then display
  - With Documents – display and then sort
  - Sara: it should be predictable - knowing some sort of order to browse them and find things quickly -
    Just added new agreement line through add agreement line button (not eholdings) – first find it to add other data - frequently but not always the last added are at the top - It is inconsistent in which order it is
  - Jack: not ERM thing – in other parts of FOLIO sorting is lacking – in organizations contact sort alphabetically / interfaces do not - Maybe talk about it more broadly
    Alphabetically would be good for many sort orders, but e.g. Note helper app – would be good to sort by date
  - Gill: No exiting UX guidelines / I don’t think there are apps who sort embedded tables MCLs
  - two different things:
    - List of cards in supplementary documents (question no.38 implementers topic)
    - Agreement lines – MCLs (expectations: click on a heading – than sort MCL)
  - Sara: Different “display” in detailed view (more condense) and edit mode (here in a different place), Sort in edit mode as well – should be the same order in detailed view and edit mode
  - Any existing mechanism for filtering this list of cards (supplementary documents)?Gill didn't see any
  - Gill: in edit screen – drag it around – not a sort, but manual reordering?
  - Jack: default – I don’t need to set the order – alphabetically by name is enough
  - Other aspect – you looking it in view – “doc one” is in wrong location – would like to edit it – need to find it in edit mode - Whether having an edit button in a card to open up the edit screen at this card you would like to change
  - Sara: need a systematic way to browse a list / it is not only about editing
  - picklists- What makes sense in terms of sorting? - most common value to be at the top of the picklist
  - two aspects:
    1. focus on sort consistently – in consistency order
    2. navigate from view and edit - not higher priority than 1
  - will be discussed in App Interaction
  - What would be the best sort order can be diffrent - documents by name, amendments by date
  - Owen to do a full review of places where we show sortable things and to do a matrix what we would like to sort
- 39. Agreements: provide Filter for Supplementary Documents
  - The list of agreements by those that have or have not supplementary documents makes sense

Chat

Von Jack Mulvaney an alle: 02:08 PM
So far I've had at most 2 or 3 on a single record at a time
Von Emma Raub an alle: 02:09 PM
We have a handful of tags, but we're afraid to use them because you can't delete them.
Yep
Von Martina Karlsson an alle: 02:09 PM
Chalmers have about 45. We feel limitied to use them as they can't be deleted
Von Julie Brannon (she/her) an alle: 02:10 PM
At Duke we are using only one tag value and it's attached to only 45 records. We're using them only in Licenses.
Von Jack Mulvaney an alle: 02:11 PM
We have exactly 50 so far
We'll be live a year in August if that gives context to how robustly we use them
Von Kristin Martin (she/her) an alle: 02:18 PM
What does PCI stand for?
Von Jack Mulvaney an alle: 02:45 PM
Yeah I think this is why for me, as long as they sorted in a predictable way in view & edit (hopefully alphabetically) I would be happy. Going further than that I think would end up being more cumbersome if you aren't using FOLIO in a way where you have many documents attached
Von Molly Driscoll an alle: 02:48 PM
to expand on Jack's comment about predictable sort (e.g. alphabetical), it would be great if this applied to pickling values as well. I'm not in front of a computer but I believe pick list values sort alphabetically in settings but appear to be random when applying in a record.
I think it's a separate but related issue
Von Peter McCracken an alle: 02:52 PM
in Licenses -> Agreements linked to this license, the agreements also don’t appear in any obvious order, tho I haven’t found one in our instance that has more than four linked agreements, so finding the right one is not a huge issue. I dunno how many agreements may eventually be linked to a license in other instances or over time
Von Molly Driscoll an alle: 03:00 PM
have to run, but thanks for a great conversation about this!

Attendees list

Present	Name	Home Organization
	Aaron Neslin	UMass
x	Abigail Wickes	Duke University Libraries
	Alaina Jones	Duke
	Alice Daugherty	University of Alabama
	Amanda Cornwell	Johns Hopkins University Libraries
	Amelia Sutton	UMass
	Andrea Meindl	UB Regensburg
	Annika Schröer	UB Leipzig
x	Anu Moorthy	Duke
	Anya Arnold	EBSCO
	Beate Aretz	Stabi Berlin
	Benjamin Ahlborn	SuUB Bremen
	Birgit Neumann
	Björn Muschall	UB Leipzig
	Catherine Tuohy	Emmanuel College
x	Claudia Malzer	ULB Darmstadt, Developer
x	Dwayne Swigert	Missouri State University
x	Emma Raub	Cornell
x	Eric Hartnett	Texas A&M University
	Felix Hemme	ZBW Kiel
x	Gill Osguthorpe	UX/UI Designer - K-Int
	Gisela Weinerth	SUB Hamburg
	Heather Thoele	Texas A&M University
	Ian Ibbotson	Developer Lead - K-Int
x	Jack Mulvaney	UMass
	Jag Goraya	K-Int
x	Janet Ewing	Five Colleges / Mount Holyoke College Library
x	Jenna Lantermann	Five Colleges / Smith College
	Jenna Strawbridge	Duke
x	Jessica Harris	Chicago
	Jir Shin Boey	Missouri State University
	Joe Sikowitz	Fenway Library Organization
	Johann Rolschewski	ZDB, Berlin
x	Julie Brannon	Duke
	Kathleen Berry	UMass Amherst
x	Kathleen Norton	Five Colleges / Mount Holyoke College Library
	Katrin Brüggemann	UB Leipzig
	Khalilah Gambrell	EBSCO
	Kirstin Kemner-Heek	VZG, Göttingen
	Kristen Wilson	Index Data
x	Kristin Martin	Chicago
	Kyle Banerjee
x	Lars-Hakan Herbertsson	Chalmers
	Laura Wright	Cornell University
	Lindsey Lowry	University of Alabama
	Lindsey Taggert	Missouri State University
	Luca Lanzillo	Sapienza Library System - Sapienza University of Rome
	Mara Egherman	EBSCO
	Marie Widigson	Chalmers
	Mariyam Thorhira	Johns Hopkins University Libraries
	Marjorie Snyder
	Mark Arnold	Missouri State University
	Mark Deutsch	Duke
x	Martina Karlsson	Chalmers
x	Martina Schildt	VZG, Göttingen
x	Martina Tumulla	hbz, Cologne
x	Mary O’Brien
	Matthieu Bordet	DMCultura, Ravenna, Italy
x	Molly Driscoll	EBSCO
	Moritz Horn	VZG, Göttingen
x	Nancy Finn
	Nancy Pelis	Five Colleges / Mount Holyoke College Library
x	Norma Flores
	Olga Harder	TIB Hannover
x	Owen Stephens	Product Owner - Owen Stephens Consulting
x	Paul Trumble	Amherst
x	Peter Böhm	HeBIS, Frankfurt
x	Peter McCracken	Cornell
x	Robert Scheier	College 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
x	Sarah Dennis	Texas A&M University
	Sarah Morgenstern-Einenkel	UB Leipzig
	Scott Stangroom	UMass
	Siobhan McManamon	Five Colleges / Smith College
	Sobha Duvvuri	EBSCO
	Stew MacLehose	University of New England
	Susanne Schuster	BSZ Konstanz
x	Tatjana Clemens	UB Frankfurt
	Theodor Tolstoi	Chalmers, EBSCO
	Tracy Patton	Missouri State University
	Virginia Martin	Duke University Libraries
	Xiaoyan (Yan) Song	NCSU
	Yvonne Mönkediek	SuUB Bremen
x	sm41supo

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