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 Sep 7th 2022

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

• All: Please edit the attendees list below and indicate when you are there!
• Next ERM meeting:  14 Sep 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 Aug 18th

Agenda items

1. Development progress - ERM Sprint 147 | ERM Sprint 148
   
2. New search options for Agreements and Agreement Lines - please complete the homework at https://docs.google.com/document/d/1SCkPOlOF2KYtg3ZZ1Ga0Z72ypJbzzKBF_StNFV4Sp-Q/edit?usp=sharing
3. Search options for resources in the Agreements local KB - if you use the local KB please complete the homework at https://docs.google.com/document/d/16u3RkXSbUyqbvPqqJX1Kwv7O8uV-faF-1LO7Jrdt_UU/edit?usp=sharing
   1. NB discussion of this topic maybe rolled forward to the next SIG if we do not have time to discuss this week

Minutes

Development progress

• start with Orchid release plans in next sprint
• there is a delay to Morning Glory release - maybe that means additional time for Nolana - Owen will clarify
• there is work in progress on ability to share dashboards
• team is working on aspects of GOKb harvesting - making it more efficient among other things
• question in chat by Felix: Can we postpone the topic "Feedback on changes to e-resources (local KB) search September 2022" till the next meeting? I did not have a change to work on the document and no one else did, as it is empty. But I can do it in the next 2 weeks.

  
  

• Yes, Owen is happy to do that

New search options for Agreements and Agreement Lines

• Homework document:  https://docs.google.com/document/d/1SCkPOlOF2KYtg3ZZ1Ga0Z72ypJbzzKBF_StNFV4Sp-Q/edit?usp=sharing
• initial implementation - now asking for feedback
• usually this goes the other way round; some parts have been discussed in different calls

Agreement text search option

• • option A: Responsive check-boxes
  • option B: Drop-down list
  • option C: Multi-select field
• in Inventory and Orders drop down lists are used to select search options - difference: earch options are no combinations
• in Agreements: offers different combinations - 
• Sara in chat: But you can search in combo with the Query Search. - Owen agrees
• Kristin: question is what combinations would be needed - is a fundamental question - some combinations look weird; votes against the drop-down lists
• Owen asks for use cases to learn about needed combinations
• Jack: that's why gravitating towards the check-boxes; to not miss combinations at some point in the future
• Option multi-select:
  • Jack: UI makes no sense to me - would take longer than check-boxes
  • Zorian in chat: +1 to what Jack just said
    
• Result: Preferred option is A
• question: what should the "reset all" button return to
  • opinions differ
  • customizable behaviour could solve the issue

Agreement lines search

• need ability to set options on behaviour
• question: If we assume that we can make changes to the current behaviour of automatically returning search results across all parts of the Agreements app, what would your preferred behaviour be?
  • different opinions and preferred behaviour
  • AGLs should not be consistent with Agreements; but with behaviour elsewhere
• Jack in chat: Is it possible that the header of the first column changes if we have the internal KB setting toggled off?
  • Owen: might be
  • we might come back to this question
• question in chat by Zorian: the Agreement line search tab will appear on the eHoldings app or the Agreements app?
  • Owen: it is in Agreements

Please have a look at the questions if you did not find the time so far.

ERM SIG will pick up in 2 weeks time.

Chat

Von Felix Hemme (ZBW) an alle 02:06 PM
Can we postpone the topic "Feedback on changes to e-resources (local KB) search September 2022" till the next meeting? I did not have a change to work on the document and no one else did, as it is empty. But I can do it in the next 2 weeks.

Von Zorian Sasyk (he/him) an alle 02:14 PM
What is the default for this kind of behavior in other parts of FOLIO?

Von Felix Hemme (ZBW) an alle 02:15 PM
But that's how the filters work in all aps right now.

Von Sara Colglazier (MHC/5C) an alle 02:17 PM
But you can search in combo with the Query Search.

I was not suggesting it for ERM but just saying ...

Von Felix Hemme (ZBW) an alle 02:19 PM
Owen, I have to leave shortly but do you also address "Agreements: Add ability to search over all indexed fields with one search" from ERM implementers?

Von Owen Stephens an alle 02:23 PM
The short answer is no - we aren't addressing that question here Felix

Von Zorian Sasyk (he/him) an alle 02:24 PM
+1 to what Jack just said

Von Jessica Harris (she/her) an alle 02:45 PM
That sounds good to me. Thank you!

Von Zorian Sasyk (he/him) an alle 02:54 PM
possibly dumb question: the Agreement line search tab will appear on the eHoldings app or the Agreements app?

Von Jack Mulvaney an alle 02:56 PM
Is it possible that the header of the first column changes if we have the internal KB setting toggled off?

Von Zorian Sasyk (he/him) an alle 03:01 PM
👍
I need to run to another meeting thanks Owen!

Attendees list