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 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

Convener: Martina T.

Notetaker: Felix H. / Martina T.

• All: Please edit the attendees list below and indicate when you are there!

• Next ERM meeting:  May 4, 2022 

• 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

• PC minutes March 24th

• PC minutes March 31st

1. Development progress -  ERM Sprint 137

2. Searching in Agreements (Continuation of the discussion from last meeting):

   1. Please add your use cases for searches you need supported in Agreements in this homework document: https://docs.google.com/spreadsheets/d/1-p5VtUGqUYuac3LtOWanBbPK-4IkPixtoeB6JkD41vs/edit#gid=0

Development progress update:

• Dev team has done bug fixes for things that very discovered during Lotus bugfest. The ERM apps have been bundled up and released for Lotus.

• Ongoing work re. move of identifiers between titleInstances in the local KB, but paused due to absence of developer

• Initial work for enhanced package metadata has started. 

• Continuing with implementation of additional custom propery types for Agreements and Licenses, e.g. date data type, and deprecated properties

  • Open

    
  • Open

    
  • Open

    

Search use cases:

• Package search in Agreements > E-resources

  • Open

    

• Some of the filters only apply to titles

• Should we refine the search&filter pane and group the filters accordingly or split them into "packages" and "titles" like in eHoldings

Open

• Felix: quite difficult to using the search if you do not have experience with searching in Agreements and may interpret the filters in a different way and don’t get the expected results.
  Adding a fourth tab to (Agreements / E-resources / Platforms) would be too large for the display, it does not resize well 
  you cannot mix the search if split up into "packages" and "titles"

• Owen: a combined results list was an advantage as discussed long time ago
  Better option for grouping filters package filters and title filters? 

• Felix: to group would be possible or is it possible to have a sub-tab two set of filters?
  Under the “reset all” – two tabs for packages and for titles for organizing the filters and its display? depending how many filters we have - in orders there are to many filters, but it is powerful

• Owen: approach with the “supplementary property filter builder” is powerful - could support a filter builder across lots of fields 

• Felix: feedback on filter builder: it is powerful – not all of the staff is using it because it is kind of hidden and they don’t know how to use it, until there is a training and in addition there are a lot of clicks

• Owen: can improve the filter builder

• Sara: What is disturbing across FOLIO: you cannot move the modal – it sits on top of information 
  Filter builder could be for deep searching needs and a few filters left could be in the search & filter pane for occasional searches
  5C would like the acq units across all apps

• Owen: like in eHoldings the tabs (providers / packages / titles) - separating out - can be disadvantage or advantage

• Sara: split in eHoldings is useful 

  look-up the package and go through all the titles instead of look-up every title, but look up an eBook instead of package (too many titles)

• Felix: not about search, but a questions/feedback on the icons next to each search result (e.g. green icon with 3 dots), this is static in every row – what is the reason for this icon? Could there be a different icon e.g. ebook, ejournal, title or package? 

• Owen: Searching across apps – having those icons in the results at Codex Search

• Sara: don’t use the internal KB, but it makes sense to have two icons for package and title; other depending on your data

• Owen: use case line 18 - agreement line level - Agreement line search is needed
  If you are not using the internal KB you only have one tab for agreements in the search&filter pane and if we include another tab for Agreement line it would not be overwhelming 
  If you are using the internal KB we would have 5 tabs and it would be too many for display 

• Felix: Is it possible to have tabs on two rows?   

  Agreement and Agreement lines
  E-resources / Platforms

• Owen to work with Gill and developers on possible solutions

• Sara: Navigation between PO and POL is not always user friendly - and AG and AGL depending what you are doing 

• Owen: navigation between AG and AGL improvable as well - will write it up

• Owen: use case line 19 Which fields does the search box search in? How can we bring consistency? How does it works in other apps?

Von Jessica Harris an alle 02:30 PM
I agree! Being able to move that screen would be helpful!
Von Julie Brannon (she/her) an alle 02:30 PM
+1 to Sara about wanting to move those!!
Von Felix Hemme (ZBW) an alle 02:30 PM
+1
Von Martina Tumulla an alle 02:30 PM
+1
Von Dwayne Swigert an alle 02:31 PM
+1
Von Tatjana Clemens (UB FFM) an alle 02:38 PM
I like the idea of having different icons!