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

Convener: Martina T.

Notetaker: Martina S.

• All: Please edit the attendees list below and indicate when you are there!

• Next ERM meeting:  Oct 19, 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 Sep 22

• PC meeting Sep 29

• Martina & Martina will prepare "homework" on some PC  and project questions that will be provided prior to next meeting

1. Development progress - ERM sprint 150

2. Feedback on e-resource search options (local KB only): https://docs.google.com/document/d/16u3RkXSbUyqbvPqqJX1Kwv7O8uV-faF-1LO7Jrdt_UU/edit#heading=h.fyru4d92h4zq

3. Checklist functionality developed in the Open Access request management

   1. Would similar functionality be useful for ERM and if so would it need to have any changes/additions to be effective?

• Last sprint before feature freeze for Nolana

• focus is to make sure that everything is finished of that has been developed for Nolana so far

• work is mainly around

  • dashboard sharing work and

  • changes to GOKb harvesting and

  • agreement line searching

• The group is in favour of having separate panes/tabs for packages and titles

• rule for multiple selections in a single filter: combine selections as "OR"

• applies to check-box selection and multi-select selection such as for tags

• there are some single select filters such as the organizations filter

• the group agrees on keeping selections as they are at the moment

• Jack in chat: I can see wanting to combine my subscription agent org. and a content provider org. but that could be a report instead of a feature request

• difference between

  • type: type on publications on the title - everything that came in was sorted as monograph or serial from the beginning | KBART view | very simplistic

  • publication type: can be richer | no controlled vocabulary | external sources can include whatever publication type they want | cannot be predicted | but internally publications need to be sorted as monograph or serial (to know whether e.g. we have an ISBN or ISSN)

  • Content type: conten type of the package | no controled vocabulary | take any label from external sources

• there may be some overlap

• we might think about the labels and improve labelling

• Requirements:

  • ensure that all work is completed

  • workflows and requirements vary across institutions

  • not all things require the same work to be done 

  • work does not necessarily happen in the same order

  • Ability to record notes is important

• Implementation:

  • no pre-defined lists

  • every request has own checklist

  • items can be hidden where they do not apply

  • possible outcomes:

    • not set (default)

    • yes

    • no

    • other

  • each checklist item can have multiple notes | most recently updated one always displaying in checklist

  • currently implementing options to filter on status of checklist items

• Checklist items can be managed in settings area of individual app (so far OA)

• Checklist items have a label, name (system generated), description, weight, actions (edit, delete)

• Ideas for further development

  • would be nice if some items could automatically update

• Julie in chat: Exciting to see this and wishing we could use it in other apps 🙂 | Jack agrees

• Jack mentions the To Do App | does not know whether it still exists | Jack sees a lot more promise out of this presented checklist functionality (OA)

• Questions for ERM

  • would similar checklist functionality be useful in Agreements and/or Licenses?

  • What differences would you see for their use in ERM?

    • Jack: it would be good to be able to reset the status of a checklist | when starting new for the next year | annual checklists

    • Martina S.: do we need checklists that cross apps Agreements and Licenses?

      • User creates an agreements |sets item on checklist to create LIcense

      • if license is created in LIcenses app and it can be checked of there

    • reactions in chat:

Von mir an alle 02:10 PM
GBV implementers gave feedback on the new navigation, they really liked it
Von Jack Mulvaney an alle 02:22 PM
I can see wanting to combine my subscription agent org. and a content provider org. but that could be a report instead of a feature request
Von Julie Brannon (she/her) an alle 02:45 PM
Exciting to see this and wishing we could use it in other apps 🙂
Von Jack Mulvaney an alle 02:45 PM
Definitely

Von Zorian Sasyk (he/him) an alle 02:52 PM
It would be nice to do the thing Jack just said with a bulk update option in Agreements too
Von Robert Heaton an alle 02:53 PM
Can sets of checklist items be applied at once? E.g., a monographs processing checklist vs. a serials checklist.
Von Sabrina Bayer an alle 02:53 PM
Our ERM-Group think, that this checklist functionality would be very useful in Agreements and Licenses. We would love to see this functionality there.
Von Jack Mulvaney an alle 02:53 PM
^^ This would be helpful - especially in a shared tenant, Mount Holyoke and UMass would have different checklists based on staffing, role, etc.
Von Zorian Sasyk (he/him) an alle 02:54 PM
^^yes! Making sure this worked for shared tenants/consortia setups
Von Robert Heaton an alle 02:54 PM
Any possibility of assigning tasks by role? Of sending notifications?

Von Jack Mulvaney an alle 02:59 PM
Pay the invoice, check the proxy server, update URLs, etc. - year over year proactive maintenance
Von Sabrina Bayer an alle 02:59 PM
Would it be possible to have a checklist per Agreement line (not only on Agreement Level)? This would be very useful, e.g. for every new purchased single ebook its own checklist.
Von Jack Mulvaney an alle 03:01 PM
Yes
The alterative to a notification could be the dashboards being able to key in on checklists