Agenda May 4th 2022

Convener: Martina S.

Notetaker: Martina T.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 18 May 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 April 7th
PC minutes April 28th
Question: Do you need more field based permissions in ERM? Which fields would be needed?
Question: What ERM sessions would the ERM SIG like to plan for Wolfcon (Aug 31st - Sep 2nd, Hamburg) - https://openlibraryfoundation.org/about/wolfcon/upcoming/
- please let us know via Slack
- One submitted session: "Leveraging FOLIO ERM with GOKb data" (Community sharing meeting)
- who will be attending? - if you already know, please indicate in attendees list below

Agenda items

Development progress - ERM Sprint 138 / 139
Update on latest ERM development

Minutes

Field based permissions in ERM
- Topic raised in App Interaction
- Owen: Users has view and edit permissions in Agreements, but the user should not edit/update one specific field - so they can edit the agreement, but not field "A" - requirement for more granular permissions?
- Martina S.: example Organizations app – credentials for interface
- Owen (chat): Either in agreements or licenses
- Please let Martina, Martina and Owen know or post it in the ERM team Slack channel
- Emma (chat): For field based permissions, we (at Cornell) had been thinking it would be nice if our selectors could edit "renewal priority" in Agreements, but nothing else, since they are the ones who decide whether they want to renew an item, but otherwise we don't want them messing around in our agreements :)
- Owen: good example and interesting one, one way could be to offer a kind of action to change the renewal priority and not have the edit screen with only one field to change
- Emma: even better with this action and if they do not have to open the edit screen
Development progress
- ERM-2045 Extend Package data model to store additional information
  - continue to work on extending the metadata we record for packages in Agreement local KB
  - adding fields to model and next we will start to populate those fields – aim is for Morning Glory
- ERM-1986 Move identifiers between title instances
  - Support moving identifiers between title instances - using the local Kb – incorrect Identifier assigned to a title, there is not a real way to fixing this right now
- Another hotfix for Kiwi and for Lotus
  - Bug in dashboard regarding the links from dashboard into other app
  - Kristin (chat): What does the Kiwi hotfix cover?
    - searching for “Kiwi (R3 2021) Hot Fix #3” in Jira
Update on latest ERM development
- in Settings: Supplementary properties in Agreements and Terms in Licenses
  - Is going to QA now – ready for the next release morning glory
  - Better interface for interacting with the terms and supplementary properties e.g. searching
  - Option to make terms/supplementary properties deprecated à e.g. used to record it, but not any longer
  - Deprecated Terms/Supplementary properties will not show up when you are trying to add new terms to License or supplementary properties to Agreements
  - It cannot be primary term and deprecated at the same time – “A term cannot be both primary and deprecated”
  - If you set a term to deprecated – the term is still displayed in Licenses, but it is marked with DEPRECATED
  - You cannot add it to any licenses, since it is not in the pick list any longer
  - Julie (chat): Excited to see the term deprecation feature!
- Licenses terms and supplementary properties: Creating a new term – new type “Date”
  - When filtering by terms choosing a date based one – date based comparators can be chosen
- Looking at the multiple value issue
  - e.g. if you would like to record more than one authentication method - no way of having single term where you can chose both IP and SAML
  - You cannot select two options on a list
  - Questions and presenting some options in a future meeting

Chat

Von Owen Stephens an alle 02:05 PM
Either in agreements or licenses
Von Emma Raub an alle 02:10 PM
For field based permissions, we (at Cornell) had been thinking it would be nice if our selectors could edit "renewal priority" in Agreements, but nothing else, since they are the ones who decide whether they want to renew an item, but otherwise we don't want them messing around in our agreements :)
Von Martina Schildt | VZG an alle 02:10 PM
Thanks Emma, is noted :)
Von Jessica Harris (she/her) an alle 02:11 PM
@Emma, I like that idea!
Von Kristin Martin an alle 02:11 PM
What does the Kiwi hotfix cover?
Von Julie Brannon (she/her) an alle 02:18 PM
Excited to see the term deprecation feature!

Attendees list

Present	Name	Home Organization	Attending Wolfcon
	Aaron Neslin	UMass
x	Abigail Wickes	Duke University Libraries
	Alaina Deane	Duke
	Alice Daugherty	University of Alabama
	Alissa Hafele	Stanford University
	Amelia Sutton	UMass
	Andrea Meindl	UB Regensburg
	Ann-Marie Breaux	EBSCO
	Annika Schröer	UB Leipzig
x	Annika Zierhut
	Anu Moorthy	Duke
	Anya Arnold	EBSCO
x	Beate Aretz
	Benjamin Ahlborn	SuUB Bremen
	Birgit Neumann
	Björn Muschall	UB Leipzig
x	Carol Sterenberg
	Carole Godfrey	EBSCO
	Catherine Tuohy	Emmanuel College
	Charlotte Whitt	Index Data
x	Claudia Malzer	ULB Darmstadt, Developer
	Dennis Bridges	EBSCO
	Dorothe Kugler	UB Mainz
x	Dwayne Swigert	Missouri State University
x	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
	Felix Hemme	ZBW Kiel
	Frances Webb	Cornell, Developer
	Gang Zhou	Shanghai Library
x	Gill Osguthorpe	UX/UI Designer - K-Int
x	Gisela Weinerth	SUB Hamburg
	Heather MacFarlane
	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
	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
	Laurenz Kern	Stabi Berlin
	Lindsey Lowry	University of Alabama
	Luca Lanzillo	Sapienza Library System - Sapienza University of Rome
	Mara Egherman	EBSCO
	Maria Taylor
	Marie Widigson	Chalmers
	Mariyam Thorhira	Johns Hopkins University Libraries
	Marjorie Snyder
	Mark Arnold	Missouri State University
	Mark Deutsch	Duke
	Martin Scholz
x	Martina Karlsson	Chalmers
x	Martina Schildt	VZG, Göttingen	x
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
	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
	Peter McCracken	Cornell
	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
	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
x	Susanne Schuster	BSZ Konstanz
x	Tatjana Clemens	UB Frankfurt
	Theodor Tolstoi	Chalmers, EBSCO
	Tracy Patton	Missouri State University
	Virginia Martin	Duke University Libraries
	Xiaoyan (Yan) Song	NCSU
	Yvonne Mönkediek	SuUB Bremen

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