Agenda June 29th 2022

Convener: Martina S.

Notetaker: Martina T.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 13 Jul 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 meeting minutes May 26th
PC meeting minutes June 2nd
PC meeting minutes June 9th
PC meeting minutes June 16th
PC meeting minutes June 23rd
WOLFcon Update
- Link to Eventbrite page: https://openlibraryfoundation.org/about/wolfcon/upcoming/
- for registration and further information

Agenda items

Development progress and updates - ERM Sprint 142 / ERM Sprint 143
Morning Glory release update

Minutes

WOLFcon
- if you have topics to be discussed at WOLFcon please contact Martina, Martina und Owen
Development progress and updates - ERM Sprint 142 / ERM Sprint 143
- Current sprint focus on the morning glory releases and the release of the modules, after that there is testing period and bugfest
- Prior to this release there were a lot of testing
- minor issues in the user interface, counters on screen not immediately updated e.g. adding a tag
- solution was not simple, required reengineering, major changes in the front end without changing the functionality
- Thank you in advanced for those participating in bugfest
Morning Glory release update
- A lot of work on how the terms in Licenses and supplementary properties in Agreements work - based on the same underlying data structure and processes called custom properties
- Setting > Licenses > General > Terms
- New interface managing the terms including search
- Adding a new term - Reorganizing the screen was reorganized
- Type – two new option: Date and Pick list (multi-select)
  - Date: Example License Term that might be expressed at a date?
    - Martina Karlsson (chat): Date in a license - EBA for ebooks, no ILL during the evaluation period, ILL ok for purchased titles after the evaluation period is finished.
    - In edit mode you can set the date using the normal date picker
  - Multi value picklist e.g. Authentication method
    - Up till now each term can have a single value so several terms are needed with yes/no option e.g. IP authentication support? Access via proxy supported?
    - Now a single term: adding a new pick list e.g. authenticationMethods and add e.g. SAML, IP, Proxy, dedicated username/password
    - Set up a new term – choose Type Pick list (multi-select)
    - In the license multiple values can be selected - list of values is displayed in view mode – searchable, too
  - Either in licenses or agreements supplementary properties
- Supplementary properties
  - Option to deprecated a property – no longer appear in the edit form, but won’t delete any existing values
  - will still display in the view pane and it is labeled as DEPRECATED – you can remove it, if you need to
  - Edit mode – you don’t see the option to set it
  - Emma: are the deprecated ones still searchable/filterable?
  - yes in supplementary property filter builder: it shows “deprecated: … “ e.g. you can use it to tidy up the records
- Categories
  - Category – build for open access terms –included in default data in Lotus release
  - You can use category for other purposes e.g. renewalProperties
  - Supplementary properties (RenewalProperties) accordion will be displayed
  - Accordion will be displayed, if you have a category assigned to the supplementary property
  - Open Access property is a special case, displayed differently (accordion)
  - Are there other classes to support which we can agree on?
- internal KB
  - Reorganized the search for e-resource
  - Some options only apply to titles and some to packages in Agreements
  - Now clearer in search & filters
  - Option to move identifier(s) (Actions menu) e.g. ID are assigned to wrong journal - Move IDs: Select e-resources for Source title and Destination title
  - Package filters: extended the types of information that can be used to describe packages
- Planning Nolana release
- Please add your implementer’s topics to our list or mention them to Owen directly, so they can be discussed in our meetings

Chat

Von Martina Karlsson, Chalmers an alle 02:14 PM
Date in a license - EBA for ebooks, no ILL during the evaluation period, ILL ok for purchased titles after the evaluation period is finished.
Von Jack Mulvaney an alle 02:20 PM
This looks great
Von Emma Raub an alle 02:20 PM
BIG FAN
Von Abby Wickes (she/her/hers) an alle 02:20 PM
+1
Von Julie Brannon (she/her) an alle 02:23 PM
Excited about the deprecation option - thank you!
Von Benjamin Ahlborn an alle 02:41 PM
move identifiers = 👍👍👍
Von Martina Schildt an alle 02:46 PM
ERM implementers page: ERM implementers
Von Abby Wickes (she/her/hers) an alle 02:47 PM
thanks all :)
Von Jack Mulvaney an alle 02:47 PM
Have a nice week!
Von Carol Sterenberg an alle 02:47 PM
Thank you!

Attendees list

Present	Name	Home Organization
	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
	Annika Zierhut
	Anu Moorthy	Duke
	Anya Arnold	EBSCO
x	Beate Aretz
x	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
	Dwayne Swigert	Missouri State University
x	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
	Felix Hemme	ZBW Kiel
	Frances Webb	Cornell, Developer
x	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
	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
	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
	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	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
	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
x	Zorian Sasyk

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