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: 16 Nov 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 Oct 20
PC meeting Oct 27

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
	Paul Trumble	Amherst
x	Peter Böhm	HeBIS, Frankfurt
	Peter McCracken	Cornell
	Robert Heaton
	Robert Scheier	College of the Holy Cross
	Rüdiger Stratmann	IAI SPK Berlin
	Sabine Howahl	ULB Darmstadt
x	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 Kaceli	Cairn University
	Stew MacLehose	University of New England
x	Susanne Schuster	BSZ Konstanz
	Tara Barnett
x	Tatjana Clemens	UB Frankfurt
	Theodor Tolstoi	Chalmers, EBSCO
	Tracy Patton	Missouri State University
	Virginia Martin	Duke University Libraries
	Xiaoyan (Yan) Song	NCSU
x	Zorian Sasyk	EBSCO

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