Agenda Oct 27th 2021

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: Nov 3rd - due to time changing → one hour earlier than usual for the Europeans
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 126
Discuss ERM implementers topics:
1. Improvements to display of resources that are subscribed through an agreement (line 45)
2. ERM comparisons: Make Comparison points hyperlinks (line 46)
3. ERM comparisons: Freeze table heading (line 48)
4. ERM comparisons: Sort by (line 49)

Minutes

Development progress update

work on entitlement log; for the internal KB
- addition of new fields
work on migration of code test
small UX improvements
settings for Local KB Admin: Synchronization status is displayed for external data source

Implementers topics

Owen started to act on some of the topics that were discussed in previous meetings
Freeze NEW button in settings - if time work will be picked up in this sprint
Owen is wrriting up a story for line 43 today → count column
New topics:
Line 45: Improvements to display of resources that are subscribed through an agreement
- if coverage needs to be checked or the user wants to know the URL to the platform → in case user searches in e-resources tab
- options: put more information in the agreements for this e-resource accordion that gives information on URL or coverage
- or add link to PCI
- in eholdings: link from individual title or package to agreement is existing - instead of link to agreement line
  - display full agreement line record or highlight the relevant agreement line on the agreement
  - Jack in chat: I'd prefer the full agreement line record - Then in the cases where I only have 1 it takes me directly there instead of highlighting just the 1 attached AGL
  - Owen: display full agreement line might be easier
  - possible: link to agreement and agreement line
- Felix: same with Orders: the POL display related "Agreement lines" in the accordion header, but in fact points to the agreement instead
- Martina S. raised that issue with Dennis Bridges as PO for orders; this should be changed
- Sara: it makes more sense to link to the Agreement line as this is what is ordered
- Martina S. in chat: +1 Sara
- Kristin: in Inventory the search matches are highlighted in yellow; e.g. if user searches for barcode
- Search for instances with title "Journal of" or "mode of issuance" = serial
- copy a barcode and search for an item using the barcode search → the item with the matching barcode is highlighted → but the record is not displayed with full information, and the user still needs to scroll down if there is a list of multiple items on the relevant instance
- Jack in chat: I think this reinforces Kristin's comment that this is helpful but maybe we could find something better for Agreements....
- Owen notes 2 actions:
  - Talk to KB about link on eHoldings screen - suggest link to Agreement Line rather than agreement? (or both). Esp. applies to eHoldings screen for title (vs package)
  - Investigate options for better display on eResource screen "Agreements for this resource" where AL is for package - need more specific information - preferred approach to have link to the relevant PCI
- being able to sort the list of agreement lines and e-resources would be a huge benefit
- Sage example:
- Given: An active agreement with an agreement line for the package "Sage: E-Journals"
  1. Load this JSON file into the internal KB
  2. Create an agreement and link the package "Sage: E-Journals"
  3. Open Agreements > E-resources
  4. Search for eISSN 1552-3039 and open the record in the third pane (details)
  There is no way to tell from this page that this journal is no longer accessible via the agreement. It has the active end date "2020-12-31". The user has to open the agreement, switch to the tab with dropped resources and perform a search with the browsers search tools (CTRL + F) for the name of the journal.
- wish to display more information, e.g. that title has left the package
- or wish to not display the title
- Kristin in chat: I like the exclamation mark
- suggestion: add accordion for "previous agreements" for this e-resource
- Owen will investigate on options to display information on dropped/future PCIs
Line 46: ERM comparisons: Make Comparison points hyperlinks
- straightforward suggestion; Owen will write a ticket
Line 48: ERM comparisons: Freeze table heading
- might be complex
- Owen will investigate
- Sara: freezing table heading is useful across the board → added as another line (50)
- Martina S. will take the request to the App Interaction SIG → Sara this is needed especially for less familiar users of the system
ERM comparisons: Sort by (line 49)
- Owen will investigate and report back to the group
The discussed implementers topics will be added as an agenda item in a few weeks time again → Owen will then report back

Chat

Von Jack Mulvaney an alle: 02:24 PM
I was also just thinking about what Sara is describing
I finished adding around 230 titles to my Taylor & Francis eJournal agreement and now I'm wondering how to actually show people how to get to the info they need without loading 10 more 23 times
Von Martina Schildt an alle: 02:24 PM
resource" accordion

Von Jack Mulvaney an alle: 02:28 PM
I'd prefer the full agreement line record

Then in the cases where I only have 1 it takes me directly there instead of highlighting just the 1 attached AGL

Von Jack Mulvaney an alle: 02:41 PM
I think this reinforces Kristin's comment that this is helpful but maybe we could find something better for Agreements....

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
	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
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
x	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
x	Felix Hemme	ZBW Kiel
	Frances Webb	Cornell, Developer
	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
	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
x	Laurenz Kern	Stabi Berlin
	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
	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
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
	Stephani Kaceli	Cairn University
	Stew MacLehose	University of New England
	Susanne Schuster	BSZ Konstanz
x	Tatjana Clemens	UB Frankfurt
x	Theodor Tolstoi	Chalmers, EBSCO
	Tracy Patton	Missouri State University
	Virginia Martin	Duke University Libraries
	Xiaoyan (Yan) Song	NCSU
	Yvonne Mönkediek	SuUB Bremen

Browser not supported