2021-11-17 - ERM meeting
Meeting Time: 8 am EST / 2 pm CET / 1 pm UK
Call in Number: https://zoom.us/j/995679876
Meeting URL: https://zoom.us/j/995679876 Password needed: please see link below
https://folio-org.atlassian.net/wiki/display/COMMUNITY/FOLIO+Meetings+with+Zoom
ERM Sub SIG Folio Wiki: https://folio-org.atlassian.net/wiki/display/ERMSIG/
Google Folder: https://drive.google.com/drive/folders/17X3tr6siZH8iS07kGcjAqUNl01zVrJmB
Terms and definitions: https://docs.google.com/document/d/1vue-mbcULpZivWu69a7nAZEdC-H2yXPQqSblbL_0J6U
Slack Channel: # erm-team
Agenda Nov 17th 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 24th?
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
Support SIG - Request for representatives from other SIGs - meetings Mondays at 10:00 Eastern U.S. time
Agenda items:
Development progress - ERM Sprint 127
Implementers topics actions update
Minutes
Development progress - ERM Sprint 127
Entitlement log
changes to dashboard widgets
there is one column that is added automatically
there cannot be 2 columns that are the same
new display for people using the internal KB
settings for internal KB → sync status is displayed; cursor (most up to date records from external source), last checked
question by Sara in chat: Q: tangentially related to the first thing you were talking about: in Agreements > Supp Props > Note ... about Public or Internal ... Public so far for us seems to only mean for the View view, rather than Edit mode. But is it to mean true Public if/when we have FOLIO linked up to a Discover layer? Or, to some other system like an ILL system?
Owen: the intention is that the discovery layer gets back the terms that are entered as publicly visible
Sara: the public note is only viewable in view mode when the term/property visibility is set to public;
user does not see the public note in view mode when property set to internal visibility → yes, that is correct
do we need to change this behaviour
no one disagrees - so this behaviour will be changed
Jack in chat: An example of how we're using supp. properties is for recording Resource URLs - if the resource has
This is where I'm running into some of the limitations with how the supp. properties were configured based on the license terms
It's definitely a last resort sort of thing for me to use the public fieldOwen has set up a new Epic in Jira for supplementary properties (UXPROD-3405)
there are 6 issues in this Epic at the moment
bugfixes and additional releases for Kiwi to try and fix some issues; the team was able to do this before the close of the Kiwi release
small UX improvements
extra keyboard shortcuts documented - standard list across apps, that can be modified within the apps
Adi, a frontend dev, is leaving his current position and will no longer be working on the ERM apps from the end of this month
Implementers topics actions update
line 40: settings for licenses and license terms
series of stories created
freeze new button, so that it is always visible
new epic form ERM custom properties - work continues
line 42: term status - inactive or deprecated
same for suppl. property
there is a feature now for it
line 43: Agreement Lines: Count column for titles versus packages
request to show the selected out of the total for single titles (0/1 or 1/1); was available for the number of selected titles within a package already; so display is now the same
for agreements without content/without linked agreement lines there is no count needed
the plan is to leave it empty of display a dash ("-")or a label such as n/a
preference of the group is a dash
Kristin in chat: It's multi-lingual
being able to control it as a user would not be trivial
would need to disconnect from EKB updates
are there use cases where eholdings users want to disconnect from updates from the EKB? → needs more discussion
Jack will add the request to the implementers topics
Julie in chat: Does anyone know whether we should still add an institution ranking value to newly created UXPROD jiras such as
UXPROD-3407: Licenses and Agreements | Ability to deprecate license terms/agreement supplementary propertiesClosed?
Kristin: there is a working group that tries to find out a different process to prioritize features
maybe roadmap will help
discussions in SIGs
Owen: until we have a new process, institutions can rank; rankings will be a flag for the POs
positive rankings especially; there is no difference between no rank and a low rank
line 44 - package metadata schema:
GOKb
HLM
SFX
360
Coral?Review package metadata from:
Document started in https://docs.google.com/spreadsheets/d/1U9y3lsreKbw0o5CXXyf_IjhPuL_kIFz5slpKeiX2igs/edit?usp=sharing
Chat
Von Owen Stephens an alle: 02:03 PM
The agenda for you to
Von Felix Hemme (ZBW) an alle: 02:06 PM
\o/
Von Sara Colglazier (MHC/5C) an alle: 02:08 PM
Q: tangentially related to the first thing you were talking about: in Agreements > Supp Props > Note ... about Public or Internal ... Public so far for us seems to only mean for the View view, rather than Edit mode. But is it to mean true Public if/when we have FOLIO linked up to a Discover layer? Or, to some other system like an ILL system?
Von Jack Mulvaney an alle: 02:18 PM
An example of how we're using supp. properties is for recording Resource URLs - if the resource has
This is where I'm running into some of the limitations with how the supp. properties were configured based on the license terms
It's definitely a last resort sort of thing for me to use the public field
25 is from us for this reason ^ :)
Von Jack Mulvaney an alle: 02:41 PM
(Which would be a nice change actually....)
Von Julie Brannon (she/her) an alle: 02:47 PM
Does anyone know whether we should still add an institution ranking value to newly created UXPROD jiras such as UXPROD-3407: Licenses and Agreements | Ability to deprecate license terms/agreement supplementary propertiesClosed?
Thanks, Kristin!
Von Sara Colglazier (MHC/5C) an alle: 02:53 PM
I vote: dash ;-)
Von Bob Scheier (Holy Cross) an alle: 02:53 PM
I vote dash
Von Jack Mulvaney an alle: 02:53 PM
Dash as well
Von Julie Brannon (she/her) an alle: 02:53 PM
Dash
Von Felix Hemme (ZBW) an alle: 02:54 PM
+1
Von Kristin Martin an alle: 02:54 PM
It's multi-lingual
Von Jack Mulvaney an alle: 02:57 PM
There's also the Target Service
Von Sara Colglazier (MHC/5C) an alle: 03:00 PM
includes whether Proxy
& Texas& AM, right? using SFX
Attendees list
Present | Name | Home Organization | Available Nov 24th? yes / no |
| Aaron Neslin | UMass |
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| Abigail Wickes | Duke University Libraries |
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| Alaina Deane | Duke |
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| Alice Daugherty | University of Alabama |
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| Alissa Hafele | Stanford University |
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| Alistair Morrison | Johns Hopkins University Libraries |
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| Amanda Cornwell | Johns Hopkins University Libraries |
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| Amelia Sutton | UMass |
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| Andrea Meindl | UB Regensburg |
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| Ann-Marie Breaux | EBSCO |
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| Annika Schröer | UB Leipzig |
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| Anu Moorthy | Duke |
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| Anya Arnold | EBSCO |
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x | Beate Aretz |
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x | Benjamin Ahlborn | SuUB Bremen | yes |
| Birgit Neumann |
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| Björn Muschall | UB Leipzig |
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| Carole Godfrey | EBSCO |
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| Catherine Tuohy | Emmanuel College |
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| Charlotte Whitt | Index Data |
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x | Claudia Malzer | ULB Darmstadt, Developer | yes |
| Dennis Bridges | EBSCO |
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x | Dwayne Swigert | Missouri State University |
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x | Emma Raub | Cornell |
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| Eric Hartnett | Texas A&M University |
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x | Felix Hemme | ZBW Kiel | yes |
| Frances Webb | Cornell, Developer |
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| Gill Osguthorpe | UX/UI Designer - K-Int |
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| Gisela Weinerth | SUB Hamburg |
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| Heather Thoele | Texas A&M University |
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| Ian Ibbotson | Developer Lead - K-Int |
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x | Jack Mulvaney | UMass | No |
| Jag Goraya | K-Int |
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x | Janet Ewing | Five Colleges / Mount Holyoke College Library |
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| Jenna Lantermann | Five Colleges / Smith College |
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| Jenna Strawbridge | Duke |
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x | Jessica Harris | Chicago |
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| Jir Shin Boey | Missouri State University |
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| Joe Sikowitz | Fenway Library Organization |
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| Johann Rolschewski | ZDB, Berlin |
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| Johanna Radding | Five Colleges / Amherst College |
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x | Julie Brannon | Duke | Yes |
| Kathleen Berry | UMass Amherst |
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x | Kathleen Norton | Five Colleges / Mount Holyoke College Library |
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| Katrin Brüggemann | UB Leipzig |
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| Khalilah Gambrell | EBSCO |
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| Kirstin Kemner-Heek | VZG, Göttingen |
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| Kristen Wilson | Index Data |
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X | Kristin Martin | Chicago | no |
| Kyle Banerjee | EBSCO |
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| Lars-Hakan Herbertsson | Chalmers | no |
| Laura Wright | Cornell University |
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x | Laurenz Kern | Stabi Berlin |
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| Lindsey Lowry | University of Alabama |
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| Luca Lanzillo | Sapienza Library System - Sapienza University of Rome |
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| Maike Osters | hbz, Cologne |
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| Mara Egherman | EBSCO |
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| Marie Widigson | Chalmers |