2022-11-02 - ERM meeting
Meeting Time: 8 am EST / 1 pm CET / 12 noon UK - 1 hour earlier for the Europeans due to time change
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 Nov 2nd 2022
Convener: Martina T.
Notetaker: Martina S.
Housekeeping
All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: Nov 16, 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
Development progress - ERM sprint 152
Nolana release - new feature summary
Orchid release - development plans
Minutes
Dev progress
sprint 152
new work is covered in presentation on next releases
Nolana ERM work and features
federation support for mod-agreements | fix for issues in multi-tenant production environment in GBV
done by K-Int | not core ERM dev team (Bienenvolk) | outside of normal work | not included in Flower release but released as mod-agreements 5.3.0 (intermediate release between MG and Nolana
Managed Dashboards
users can have multiple dashboards
other users can be granted view, edit or manage access to a another user's dashboard
there will be one tab for "My dashboard" and one for "My shared dashboard"
Extended information on packages and resources from GOKb
GOKb harvesting enhancements
Agreements UX enhancements
addition of properties to agreements search: Name, alternative name, description | more precise search possible
display of all identifiers
"Create another" option for creating or editing agreement lines
Agreement line search and filter | separate agreements and agreement lines search | searching by POL number for agreement lines is possible
Jessica Harris in chat: That is a great feature! I'm really looking forward to this release.
agreement lines can be viewed on a separate screen | there will be more discussion and work to improve working with loads of agreement lines in the course of the next releases | e.g. displaying agreement lines in edit view of an agreement → pros and cons
Sara: there were issues with editing agreements with several hundred agreement lines
Jessica Harris in chat: The issue that Sarah mentioned - not being to edit agreements with several (100+) agreement lines - do you think that a fix for it may be out by Orchid? I understand if this is hard to know since it needs to be worked on, but it would be a huge improvement to our workflow and allow us to get away from managing content on an outside database.
Owen: will be brought in development planning to schedule work
Orchid ERM work and features
Addressing technical debt | will help ensure fewer bugs in ERM software
Areas of work:
RTL Migration
Centralisation of test resources
Migration from Stripes-Connect
Integration Tests
End-to-End Tests
more reliable data sync with GOKb | is a complex process | as a result less time to spend investigating KB issues
authoritative source mode for Agreements local KB
tasklist/checklist support | will build on functionality developed for OA | lightweight "work flow" option for ERM
Maybe in Orchid or Poppy
support options for typifying or categorising Agreements | Trials, memberships, content based ...
Enhancements to e-resorce search and navigation (local KB) | quicker search response times for e-resources | simplified navigation
Implementers topics | currently identifying issues from previously discussed implementers topics
Chat
Von Zorian Sasyk (he/him) an alle 01:02 PM
Good TImezone to
Von Owen Stephens an alle 01:02 PM
Apologies in advance if I'm less coherent than usual as I'm a bit ill and have had covid and flu jabs in the last few days so immune system is having to work hard!
Von Jessica Harris (she/her) an alle 01:25 PM
That is a great feature! I'm really looking forward to this release.
Von Julie Brannon (she/her) an alle 01:34 PM
These summaries are very helpful - thanks, Owen!
Von Jessica Harris (she/her) an alle 01:39 PM
(Sorry, I'm typing this late, so please finish your presentation first!) The issue that Sarah mentioned - not being to edit agreements with several (100+) agreement lines - do you think that a fix for it may be out by Orchid? I understand if this is hard to know since it needs to be worked on, but it would be a huge improvement to our workflow and allow us to get away from managing content on an outside database.
Von Jessica Harris (she/her) an alle 01:53 PM
Thank you!
Von Kristin Martin (University of Chicago; she/her) an alle 01:53 PM
You sound like you've got more going on than vaccines! Sorry you are not feeling well
Von Sara Colglazier (MHC/5C) an alle 01:53 PM
+1
Von Jack Mulvaney an alle 01:54 PM
These meetings are always very helpful - thank you for giving these presentations in such detail
Von Molly Driscoll an alle 01:54 PM
Feel better soon, Owen! thanks for everything!
Von Carol Sterenberg an alle 01:54 PM
Thank you!
Von Emma Raub an alle 01:54 PM
Thanks, Owen! Super helpful Nolana updates!
Attendees list
Present | Name | Home Organization |
| Aaron Neslin | UMass |
| 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 |
|
| 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 |
x | Dwayne Swigert | Missouri State University |
x | Emma Raub | Cornell |
| Eric Hartnett | Texas A&M University |
| Felix Hemme | ZBW Kiel |
| Frances Webb | Cornell, Developer |
| 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 |
| Janet Ewing | Five Colleges / Mount Holyoke College Library |
| Jenna Lantermann | Five Colleges / Smith College |
| Jenna Strawbridge | Duke |
x | 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 |
x | 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 |
| Lucas Moder | UB Regensburg |
| 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 |
|
| 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 |
x | Nicole Trujillo |
|
| Nina Stellmann | VZG, Göttingen |
| Norma Flores | Texas A&M University |
| Olga Harder | TIB Hannover |
x | Owen Stephens | Product Owner - Owen Stephens Consulting |