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 URLhttps://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

Agenda items

  1. Development progress and updates - ERM Sprint 142 / ERM Sprint 143
  2. 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 HafeleStanford 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

xCarol Sterenberg

Carole Godfrey

EBSCO


Catherine Tuohy

Emmanuel College 


Charlotte Whitt

Index Data

x

Claudia Malzer

ULB Darmstadt, Developer


Dennis Bridges

EBSCO


Dorothe KuglerUB Mainz

Dwayne Swigert

Missouri State University

x

Emma Raub 

Cornell


Eric Hartnett

Texas A&M University


Felix Hemme

ZBW Kiel


Frances Webb

Cornell, Developer

xGang ZhouShanghai 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 RaddingFive 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 KernStabi 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 AlhamadMissouri 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 ScheierCollege 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 KaceliCairn 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

xZorian Sasyk