2022-06-29 - 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 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 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:
- 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
- Date: Example License Term that might be expressed at a date?
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 |