Housekeeping:

Convener: Martina T.
Notetaker: Martina S.
All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: May 5th
- 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 113 planning
Dashboard and Widget sharing and copying options proposal
1. Please read and add your responses to this proposal document
Widget configuration - date and date offset UX
1. Please read and add your responses to this document about the UX for date and date offsets in widget configuration

Minutes

Development Udpdate

Limited capacity still due to some absences
a lot of time spent for Iris release - some minor tweaks were neceassary that are done now
work on dashboard - application now appears on hosted refence environments - but cannot be used currently because the widgets are missing
after this issue is resolved people can start testing the functionality
changes to the way organizations work in agreements are not completed - will be as soon as possible - team will focus on those

Dashboard and Widget sharing and copying options proposal

proposal document
this proposal is following this group's feedback and input from the last meeting's discussion
terminology definitions
- "sharing" - the ERM group agrees to this term
  - "Sharing" will mean making it possible for multiple users to get access to a single thing. Changes to the one thing will affect all users who are using it. Different users may have different levels of access to the thing (i.e. edit vs view-only)
- "copying" - the ERM group agrees to this term
  - "Copying" will mean making a copy of an existing thing. Once a copy has been made there is no link between the original and the copy
initial approach in the proposal
- widgets can be copied
- dashboards including its widgets can be shared
question by Eric: if I am sharing someone else created can I add widgets to it
- Owen's answer: you will be able to share and decide which privileges the person the dashboard is shared with (as in Google docs) - e.g. view only or edit
widget search modal: description field shows what the widgets does
the group agrees that the correct priorities are developed for dashboard functionalities
default for copying widgets options
- should be controllable but default to public is what most members of the group would expect
- there is a discussion about lists of widgets getting quite long if the defaukt is "public", e.g. in the 5C example
- Martina Karlsson in chat: I don't think our list would be that long for us, it wouldn't be a problem, so I still like to have them public as default. Default to private it's so easy to forget to make it public.
- templates are proposed - Owen will discuss the idea of a template with the ERM team
Sara asks about widget deletions
- as widgets will not be shared but copied this is no issue
would it be more important to be able to add users to a dashboard (A) or should users be able to search for public dashboards (B)
- the group agrees on being able to add users to a dashboard as being the preferred option (A)
question by Sara: can users have multiple dashboards - answer by Owen: yes
- Eric in chat: That answers my initial question. I had in mind that there'd only be one dashboard per account.
coming back to deletions: the deletion of a shared dashboard will only be possible if it is not used
for widgets this is different, because they are copied, not shared
suggestion: maybe deleted dashboards can change ownership and will be moved to a shard place if one user deletes them - as in Google drive
- worries: this requires someone who takes car of that
- there have been situations were it did not work - comment by Jack in chat: We've had that exact issue multiple times with Google Drive :)
Owen asks the group to add additional feedback to this document
Owen will let people know on the ERM-team slack channel when the dashboard functionality can be tested on the hosted reference environments

Chat

Von Jack Mulvaney an alle: 02:19 PM
I just realized that the term "Duplicate" is used for Agreements and I think also in licenses.

Von Jack Mulvaney an alle: 02:36 PM
That's how I've been imagining this tenant list

Von Martina Karlsson an alle: 02:38 PM
I don't think our list would be that long for us, it wouldn't be a problem, so I still like to have them public as default. Default to private it's so easy to forget to make it public.

Von Eric Hartnett an alle: 02:51 PM
That answers my initial question. I had in mind that there'd only be one dashboard per account.

Von NELA Zoom2 an alle: 02:52 PM
Maybe it becomes public if you delete a shared dashboard but allows you to remove it.

Von Jack Mulvaney an alle: 02:56 PM
We've had that exact issue multiple times with Google Drive :)

Von Gill Osguthorpe an alle: 02:59 PM
I am, thanks for all the feedback so far :)

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
x	Annika Schröer	UB Leipzig
x	Anu Moorthy	Duke
	Anya Arnold	EBSCO
x	Beate Aretz	Stabi Berlin
x	Benjamin Ahlborn	SuUB Bremen
	Birgit Neumann
	Björn Muschall	UB Leipzig
	Catherine Tuohy	Emmanuel College
	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
x	Gisela Weinerth	SUB Hamburg
	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
	Johann Rolschewski	ZDB, Berlin
	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
	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
	Molly Driscoll	EBSCO
	Moritz Horn	VZG, Göttingen
x	Nancy Finn
x	Nancy Pelis	Five Colleges / Mount Holyoke College Library
x	Norma Flores
	Olga Harder	TIB Hannover
x	Owen Stephens	Product Owner - Owen Stephens Consulting
	Paul Trumble	Amherst
	Peter Böhm	HeBIS, Frankfurt
x	Peter McCracken	Cornell
	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
x	Sarah Dennis	Texas A&M University
	Sarah Morgenstern-Einenkel	UB Leipzig
x	Scott Stangroom	UMass
	Siobhan McManamon	Five Colleges / Smith College
	Sobha Duvvuri	EBSCO
	Stew MacLehose	University of New England
	Susanne Schuster	BSZ Konstanz
	Tatjana Clemens	UB Frankfurt
	Theodor Tolstoi	Chalmers, EBSCO
x	Tracy Patton	Missouri State University
	Virginia Martin	Duke University Libraries
	Xiaoyan (Yan) Song	NCSU
x	Yvonne Mönkediek	SuUB Bremen

Browser not supported