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 14th 2022

Convener: Owen

Notetaker: Nina Stellmann

Housekeeping

• All: Please edit the attendees list below and indicate when you are there!
• Next ERM meeting:  05 Oct 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

Agenda items

1. Development progress - | ERM Sprint 148
   
2. Continuation: 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

• same sprint as last week: 148
• dashboard sharing work is now upon Folio-snapshot
• there are still some issues but basic functionality is there
• there is ability to create several dashboards, give them a name and change between them
• give other folio-users the rights to manage the dashboard, aministrate or view it
• it is expected that the new dashboard functionality will be included in the next release

Continuation: New search options for resources in the agreement and agreement lines (homework)

Homework document:  https://docs.google.com/document/d/1SCkPOlOF2KYtg3ZZ1Ga0Z72ypJbzzKBF_StNFV4Sp-Q/edit?usp=sharing

Agreement lines search

• Question: Are there any fields that we are not currently including that you would like to see included in the text search?

Sara C.: They put informations to old invoices and POLs that are not in Folio in Supplementary Documents, but currently can't search by Supplementary Document info

Owen:  If its easy possible right now, he rights a story for it, if its not completly strait forward in that sence he add it to the list for things they will review as they review the whole of search

Jack: Is there a reason why Supplementary Property is including in the agreement lines search?

Owen: You can search agreements with the agreement level properties and agreement lines with agreement line level properties. You can't search agreement lines based on that parent agreement properties

• Question: Would it be useful to be able to select exactly which fields are included in the text search (as we are currently implementing for Agreements)? If Yes, please give an example of why this would be useful

Jack and Sara answered in the homework-document with yes.

Owen: It's possible to do, I see no reason why shouldn't do it

• options for agreement line types:
  • detached: agreements lines that aren't attached with any resource
  • external: the resources are not in the internal knoledgebase
  • internal: the resources are from the internal knowledgebase
• The question is, is it useful to filter agreement lines by type in this way?
  • the answers are "yes" but questions from Felix and Jack are, if the option external could bie hidden if eHoldings is not configured and internal be hidden if checkbox "hide internal agreements kb" is selected.
• Question: If you think the filter is useful, what labels would you suggest we use for these different Agreement line types?
  • Suggestion from Felix; Sara agrees:
    • External
    • Internal
    • Unlinked

• Question: Would it be useful to be able to specify multiple agreements or POLs rather than just a single one in the search filter?
  • all agrees, that it would be usefull
• Question: Are there additional search or filter options we have not currently implemented that you would like to see supported?
  • Jessica: a search option for agreements that aren't linked to specific areas of Folio
  • Answer from Felix in chat: Agreements with no AGRLines -- that is available in Dashboard, just FYI Jessica. I'm using it.
  • Owen: I think it's a filter option for Agreements, not for agreement lines. If you start to use the agreement line search, than you find what you can`t do with it and tell me.

Owen: Next week we will discuss the other homework about local KBs. If you use the local KB please take a look at that homework end add any answers.

Chat

Von Zorian Sasyk

Sara, couldn't you double check with the vendor to verify back access and then enter in the Agreement?

Von Felix Hemme (ZBW) an alle 02:16 PM

Sounds like you could add a supp property in Agreements "Legacy POL number" and then use a text field.

You can search on supp props

Not docs, but props ;)

+1

Von Jack Mulvaney an alle 02:31 PM

+1 to Felix

Von Sara Colglazier (MHC/5C) an alle 02:32 PM

+1 to Felix's suggestion re: hiding

Von Zorian Sasyk (he/him) an alle 02:32 PM

+1 to above as well

Von Sara Colglazier (MHC/5C) an alle 02:38 PM

Sounds good to me! Thanks

Von Felix Hemme (ZBW) an alle 02:44 PM

Since ES

Von Molly Driscoll an alle 02:46 PM

it's available for invoice lines. you can select multiple POL.

Von Felix Hemme (ZBW) an alle 02:53 PM

Agreements with no AGRLines -- that is available in Dashboard, just FYI Jessica. I'm using it.

Von Jessica Harris an alle 02:53 PM

Thank you, Felix! I'll check that out.

Von Felix Hemme (ZBW) an alle 02:56 PM

Check on existence of linked org is new and in Dashboard as well.

Attendees list