Agenda July 21st 2021

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: July 28th
all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://folio-org.atlassian.net/wiki/display/RM/ERM+implementers
Open discuss posts: right now no new posts regarding erm

Agenda items

Development progress - ERM sprint 119
FOLIO Roadmap ideas (Roadmap development team)
1. Roadmap questions

Minutes

Development updates

we are in sprint 119
in Kiwi release the goal was to slow down and consolidate
in ERM there were smaller changes picked up - that would improve the system
Owen thanks people for picking up testcases in bug fest
Owen shows the testrail
there are only few test cases that have failed
- e.g. "add platform URL customization" - Owen will add information in the release notes for the edge case situations that led to this test case being failed
there are some incremental fixes:
- for Licenses or Agreements with documents/files attached - everyone is able to download the attached documents
  - a separate permission has been added that allows to download the files
  - this prevents users without the permission to be able to download documents that they should not have access to - e.g. the license contract that could be attached as core document tot the license
  - the permission is just for the download - users could still follow the URL or see the physical location
  - file upload is still managed via the "edit license permission"
- Amendment: on the amendment user can see whether it is applied to an agreements - what the status is of the amendment for the linked agreement
  - Virginia: on the amendment record it would be usefull to be able to see the other amendments of the license as well
  - this would help clarify if the user is on the right amendment
  - this request is noted and will be added to the development
- created and last updated date: user can see that on the license and the amendment
  - these dates are coming soon to agreements as well
- some keyboard shortcuts are supported by the ERM apps
- Agreements - on the Agreement lines - in the e-resources list: there is the e-resource icon displaying now

Folio Roadmap

The Roadmap development group is tasked with modelling a Release planning/Roadmap.
Members
- Jesse Koennecke, Chair - Cornell
- Kristin Martin - Chicago
- Karen Newbery - Duke
- Björn Muschall - Leipzig
- Tod Olson - Chicago
- Martina Schildt - VZG/GBV
- Brooks Travis - Missouri State
- Sharon Wiles-Young - Lehigh
- Tom Wilson - Alabama
To achieve that, the group gathered initiatives, ideas and open features and grouped those via themes.
List of revised themes: Roadmap Themes
The goal is to visualize the themes and related epics/features on a roadmap/timeline.

Questions:

Q1: Is an annual cycle appropriate and useful?

Sara Colglazier (MHC/5C) in chat: More, more like 3 years at least
Sarah Dennis in chat: more than a year
Jack Mulvaney in chat: I think what Kristin is saying makes sense. When I'm looking at documents like this for other systems I assume the things further out are not set in stone anyways so I wouldn't focus on much more than the first year

Q2: What should be included in the Roadmap?

Related to this question it might be helpful to look at the Kiwi pointing exercise priorities - Pointing results for Kiwi release

Additional answers:

More control by individual users to control what they see on the screen (UI)
Persistent URL generator
Container records in Inventory
Serials management in ACQ
ERM SIG would like to see functionality, that is no longer developed - would like to see the status of development
Codex is mentioned

Q3: How should the Roadmap be presented to help your group?

Q4: Do you have any plans or projected Epics/features that should or could be included?

What features or Epics are your highest priorities?
For which features are you currently working on specs?

Q5: What questions do you have?

How do you see the relationship between the roadmap and independent development teams?
What level does the roadmap aim at
Do you see the roadmap as setting a direction, or summarising the existing plans?
what happens to those items that get deprioritized, and how do we indicate that?
who ultimately is the audience for the roadmap
will we need multiple views for multiple audiences?

Chat

Von Jack Mulvaney an alle: 02:28 PM
I am also very excited for the UI changes in Iris

Von Sara Colglazier (MHC/5C) an alle: 02:36 PM
More, more like 3 years at least
Von Sarah Dennis an alle: 02:36 PM
more than a year
Von Jack Mulvaney an alle: 02:38 PM
I think what Kristin is saying makes sense. When I'm looking at documents like this for other systems I assume the things further out are not set in stone anyways so I wouldn't focus on much more than the first year
Von Owen Stephens an alle: 02:39 PM
How do you see the relationship between the roadmap and independent development teams?
Von Owen Stephens an alle: 02:48 PM
I think my concern is what level the roadmap is aimed at
Von Sara Colglazier (MHC/5C) an alle: 02:49 PM
More control by individual users to control what they see on the screen (UI)
Von Owen Stephens an alle: 02:51 PM
Perhaps related - do you see the roadmap as setting a direction, or summarising the existing plans?
Von Owen Stephens an alle: 02:58 PM
Thanks. Whatever the decisions I think that needs to be clear as the roadmap is developed and communicated

Attendees list

Present	Name	Home Organization
	Aaron Neslin	UMass
	Abigail Wickes	Duke University Libraries
	Alaina Jones	Duke
	Alice Daugherty	University of Alabama
	Alistair Morrison	Johns Hopkins University Libraries
	Amanda Cornwell	Johns Hopkins University Libraries
	Amelia Sutton	UMass
	Andrea Meindl	UB Regensburg
	Ann-Marie Breaux	EBSCO
	Annika Schröer	UB Leipzig
	Anu Moorthy	Duke
	Anya Arnold	EBSCO
	Beate Aretz	Stabi Berlin
x	Benjamin Ahlborn	SuUB Bremen
	Birgit Neumann
	Björn Muschall	UB Leipzig
	Carole Godfrey	EBSCO
	Catherine Tuohy	Emmanuel College
	Charlotte Whitt	Index Data
x	Claudia Malzer	ULB Darmstadt, Developer
	Dennis Bridges	EBSCO
x	Dwayne Swigert	Missouri State University
	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
	Felix Hemme	ZBW Kiel
	Frances Webb	Cornell, Developer
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
	Janet Ewing	Five Colleges / Mount Holyoke College Library
	Jenna Lantermann	Five Colleges / Smith College
	Jenna Strawbridge	Duke
x	Jesse Koennecke	Cornell
x	Jessica Harris	Chicago
	Jir Shin Boey	Missouri State University
	Joe Sikowitz	Fenway Library Organization
	Johann Rolschewski	ZDB, Berlin
	Johanna Radding	Five Colleges / Amherst College
	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
	Maike Osters	hbz, Cologne
	Mara Egherman	EBSCO
	Marie Widigson	Chalmers
	Mariyam Thorhira	Johns Hopkins University Libraries
	Marjorie Snyder
	Mark Arnold	Missouri State University
	Mark Deutsch	Duke
	Martina Karlsson	Chalmers
x	Martina Schildt	VZG, Göttingen
x	Martina Tumulla	hbz, Cologne
	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
x	Robert Schreier	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
x	Tracy Patton	Missouri State University
x	Virginia Martin	Duke University Libraries
	Xiaoyan (Yan) Song	NCSU
	Yvonne Mönkediek	SuUB Bremen

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