Agenda Oct 20th 2021

Convener: Martina S.

Notetaker: Martina T.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: Oct 27th
- looking for volunteers to describe how Agreements vs. Agreement Lines are used to handle different use cases
- looking for volunteers for a FOLIO Forum: in a panel presentation on how FOLIO libraries are managing ERM & acquisitions, specifically:
  - walking through the acquisition of a new e-resource start to finish (ordering, invoicing, activation, and agreement tracking)
  - walking through a renewal from an orders/invoices/agreement perspective
  - maintaining changes in title lists year over year
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

Agenda items:

Development progress - ERM Sprint 125
Discuss ERM implementers topics:
1. Internal KB: Enhance package metadata schema (line 44)
2. Improvements to display of resources that are subscribed through an agreement (line 45)
3. ERM comparisons: Make Comparison points hyperlinks (line 46)
4. Agreements/agreement lines: Adjust placement of 'Add PO line' button on agreements edit screen (line 47)
5. ERM comparisons: Freeze table heading (line 48)
6. ERM comparisons: Sort by (line 49)

Minutes

Development progress - ERM Sprint 125
- Sprint 125 finishes on Friday
- Starting on work for Lotus
- Kiwi Bugfest started this Monday – Agreements release with bug fixes - soon in bugfest environment
- Testing is going well / halfway through the testing for ERM / Thanks to all testers
- Other development: progress on testing structure, layout of screens, usability of widget configurations in Dashboard
- Specific work looking at internal KB - Trying to improve logging process
Discuss ERM implementers topics:
- Internal KB: Enhance package metadata schema (line 44)
  - Felix: GOKb as KB is used and adding more and more packages to KB linking them as Agreement lines / Difficult to identify the package in the internal KB, because of the rudimentary metadata “name” and “provider” / Once the package name is harvested into FOLIO from GOKb is never changed. / We cannot see Identifiers or URLs back to the GOKb / Would like to see: Is it a current packages or was it deleted, is it retired, when was it last updated / Don’t need all of the 12 entries listed in the implementers topic page, but ID, status and alternative names are very important
  - Owen: some will also be using the internal KB with GOKb or without GOKb and some will use eHoldings / what will be displayed in agreements / What are the useful fields to be displayed? Regardless of the source of the package
  - Sara (chat): If info like that would be available to get from HLM via eHoldings, then to surface it would be wonderful too for me!!
  - eHoldings display: Provider + content type + package type
  - Felix: You have the option in eHoldings to view this information. For users of GOKb the information is not displayed in FOLIO at all – we don’t see it in the e-resources tab
  - Owen: source agnostic solution would be great, we can only report on information we have
  - eHoldings: Provider + content type + package type
  - e-resources: provider + source + reference (kind of ID)
  - Felix (chat): https://gokb.org/gokb-ui/#/package/9355221
  - GOKb: name + status + content type (slightly different: Books, Journals, Data bases, Mix)
  - Does HLM has concept of status? No it is deleted – all are active
  - HLM content type: E-Book, E-Journal, Print, Online Reference, Aggregated Full Text, Abstract and Index, Unknown
  - HLM Type of the package: complete, variable
  - Sara: complete is indicator – package complete in itself, more likely to turn the package on as a complete package / Variable: all the titles, but more pick and choose
  - Sara (chat): For Package Type: I am seeing: Custom, Variable, Selectable, Complete, & 7 Conent Types
  - GOKb check-boxes: content is consistent – content may be split – content is fixed
  - Also Scope: back file,
  - Different KB with FOLIO? – are there different fields? Or views?
  - Kristin: SFX / have to think about the data model - is not the same / SFX “target” – I am not seeing things are not covered
  - Owen: Two aspects: What is available from KBs and what are the key things to be displayed?
  - Is there is something we haven’t yet considered?
  - Sara: ID for a HLM package as an alternative name, because it may be deleted
  - HLM: 3 part identifier: supplier-package-title
  - Owen: ID is stored but not displayed. Question about displaying and then searching. specific use case
  - Owen to come up with a proposal - a list for the display in FOLIO
  - Owen: taking the GOKb ones and not be to specific / What are the commons things?
  - HLM, GOKb, 360, SFX / maybe coral?
  - Abby (chat) Database in 360 KB
  - Jack (chat): We never actually upgraded to the newer versions of CORAL which integrate with outside KBs
  - Bob (chat): TDNet? Anyone using that KB? We don’t just wondered
- Agreements/agreement lines: Adjust placement of 'Add PO line' button on agreements edit screen (line 47)
  - Michigan State University: Linking multiple POLs to a single agreement line because agreement line represents a package and a POL for each book in the package
  - Molly: add more POLs – button to add POL – need to scroll down a long way – suggestion to add it to the top of the accordion
  - general navigation - referring to the topic last week - usability of screens
  - Molly: dozens of POLs –agreements line to represent the eBook package and link to ACQ via the POL
  - Felix (chat): We're having a similar use case where we have one AGRLine for the Ebook Central purchases where we link all individual POLs to this one AGRLine.
  - Jack (chat): I assume we would do the same with the major eBook providers where we're doing one time purchases - I would select the individual titles in the knowledgebase but only attach the package and link the AGL to the POL
  - Maybe the scenario we are not dealing with well: multiple order lines for content in a single package within a single agreement
  - Worried about reporting and grouping costs
  - Felix: hoping match and merge via DOI and ISBN / They are linked via the POL
  - Sara (chat) re: scrolling away: the accordion heading bar where the Add agreement line button is, but if I am scrolling through my AGLs in Browse/View and load and load and load ....
  - Gill and Owen will investigate about the add POL button

Chat

Von Sara Colglazier (MHC/5C) an alle: 02:15 PM
If info like that would be available to get from HLM via eHoldings, then to surface it would be wonderful too for me!!
Just saying: source agnostic solution would be great .... ;-)
Von Felix Hemme (ZBW) an alle: 02:22 PM
https://gokb.org/gokb-ui/#/package/9355221
Von Sara Colglazier (MHC/5C) an alle: 02:28 PM
For Package Type: I am seeing: Custom, Variable, Selectable, Complete, & 7 Conent Types
Von Owen Stephens an alle: 02:28 PM
Thanks Sara
Von Sara Colglazier (MHC/5C) an alle: 02:32 PM
SFX Target = Package HLM
Von Abby Wickes (she/her/hers) an alle: 02:32 PM
= Database in 360 KB
Von Sara Colglazier (MHC/5C) an alle: 02:33 PM
in HLM Packages have an ID too
I have even started recording them in my Agreements
Von Felix Hemme (ZBW) an alle: 02:34 PM
eHoldings package id: { "data" : { "id" : "7048",
Von Peter McCracken an alle: 02:35 PM
I’ve seen 3 digit IDs in HLM, not long ones like the FOLIO ID
Von Jack Mulvaney an alle: 02:42 PM
We never actually upgraded to the newer versions of CORAL which integrate with outside KBs
We waited for FOLIO :)
Von Bob Scheier (Holy Cross) an alle: 02:43 PM
TDNet? Anyone using that KB?
We don’t just wondered
Von Peter McCracken an alle: 02:43 PM
not for many many years
Von Jack Mulvaney an alle: 02:46 PM
This seems directly related to last weeks SIG
Von Felix Hemme (ZBW) an alle: 02:49 PM
We're having a similar use case where we have one AGRLine for the Ebook Central purchases where we like all individual POLs to this one AGRLine.
*link
Von Jack Mulvaney an alle: 02:50 PM
I assume we would do the same with the major eBook providers where we're doing one time purchases - I would select the individual titles in the knowledgebase but only attach the package and link the AGL to the POL
Von Sara Colglazier (MHC/5C) an alle: 02:54 PM
ebooks and coming streaming video
re: scrolling away: the accordion heading bar where the Add agreement line button is, but if I am scrolling through my AGLs in Browse/View and load and load and load ....

Attendees list

Present	Name	Home Organization
	Aaron Neslin	UMass
x	Abigail Wickes	Duke University Libraries
	Alaina Jones	Duke
	Alice Daugherty	University of Alabama
x	Alissa Hafele	Stanford University
	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
x	Beate Aretz	Stabi Berlin
	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
	Dwayne Swigert	Missouri State University
x	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
x	Felix Hemme	ZBW Kiel
	Frances Webb	Cornell, Developer
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
x	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
	Johanna Radding	Five Colleges / Amherst College
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	EBSCO
x	Lars-Hakan Herbertsson	Chalmers
	Laura Wright	Cornell University
	Lindsey Lowry	University of Alabama
	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
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
x	Nancy Finn
x	Nancy Pelis	Five Colleges / Mount Holyoke College Library
x	Norma Flores	Texas A&M University
	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
	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
	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
	Virginia Martin	Duke University Libraries
	Xiaoyan (Yan) Song	NCSU
	Yvonne Mönkediek	SuUB Bremen

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