Agenda Jan 25th 2023

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 08 Feb 2023
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
Tri-council meeting Jan 12th
PC meeting Jan 19th

Agenda items

Development progress - E RM sprint 157
Agreements types - please add your comments to the homework document.

Minutes

Dev progress

fewer developers
product is more mature, not as many new features as in earlier releases

Agreement types

trial represents a lifecycle status; so it is rather a status than a type
Tatjana: would use it as a status
Jessica: could trial be a checkbox?
- Owen: yes, it could be
Sara: trial shouldn't be mixed with content type
Are there other things like trial?
- Sara: requested | Owen will give this more thought
- Martina S: no, an agreement is a trial or final; trial” as one of two stages in the lifecycle of an agreement: trial + final
- 2 lifecycles: acquisition and trialing lifecycle
Gill: Are the dates of a trial important?
- Sara, Martina S and Felix: yes
- Jessica in chat: I think they are for sure, but depending how the trial field is set up, I could see just using period start & end dates for that.
another lifecycle type of thin - might that be an agreement that provides PCA
- Sara would love that
- Felix in chat: +1 Sara we also use a prefix in the agreement name; As long as no PCA case has occurred they have a status "draft"
- Sara has it as a suffix
another type that has been requested is membership | a way in which a resource is acquired
- other types OA, desideratum, license, one-off purchase; one-off hosting with hosting fee; one-off hosting with update fee; PDA/EBA; test (means trial)
Sara: membership can be a type of agreement in contrast to something that comes with a membership (that would be an acquisition type); there is nothing attached in the KB
- Owen sees that for the hosting fee
- Tatjana: but there can as well be specific resources tied to a membership
Agreement vs. agreement line
- allow connection between AGL and POL
- an agreement can have AGLs of different types: one-off purchase and subscription
- Zorian: JSTOR is a good example
- would it be helpful to have "types" at both levels → needs some thought; users might close an order but still need acquisition information on the AGL
- or when migrating to FOLIO without migrating all closed orders
- → then the info would be need on AGL level as well
OA is a specific type that can have subtypes
- is OA its own thing → yes, agreement
- Sara: more than acquisition method than content type; uses OA as suffix
Content type
- Sara: Now I am wondering whether content is not really format?
- users don't want to be tied to content from external KBs
- requirement for a configurable list
Zorian: could we use suppl. properties
- MartinaS. there are implementers who asked for a more direct way to filter for types than via the term builder
- Felix: Couldn't we think about making the filter more accessible?; like when a supp prop is not optional, include it as its own filter outside of the term filter builder
- Zoarina and Martina S like this idea

Chat

14:12:05 Von Jessica Harris an Alle:
Perhaps Trial could be a checkbox?
14:15:19 Von Gill Osguthorpe an Alle:
Are the dates of a trial important?
14:15:52 Von Sara Colglazier (MHC/5C) an Alle:
Different types of types
14:16:09 Von Sara Colglazier (MHC/5C) an Alle:
Requested
14:20:33 Von Jessica Harris an Alle:
+1 Owen
14:20:48 Von Martina Schildt | VZG an Alle:
+1 Owen
14:22:37 Von Martina Schildt | VZG an Alle:
Yes, it can have a start and end
14:22:54 Von Felix Hemme (ZBW) an Alle:
Yes, one could indicate the trial dates as periods in the agreement.
14:23:05 Von Jessica Harris an Alle:
I think they are for sure, but depending how the trial field is set up, I could see just using period start & end dates for that.
14:23:11 Von Felix Hemme (ZBW) an Alle:
That's my initial thought
14:24:07 Von Martina Schildt | VZG an Alle:
+1 to Jessica
14:27:42 Von Felix Hemme (ZBW) an Alle:
+1 Sara we also use a prefix in the agreement name
14:28:56 Von Felix Hemme (ZBW) an Alle:
As long as no PCA case has occurred they have a status "draft"
14:40:18 Von Zorian Sasyk (EBSCO FOLIO) (he/him) an Alle:
JSTOR is a good example
14:46:18 Von Martina Schildt | VZG an Alle:
true
14:51:28 Von Sara Colglazier (MHC/5C) an Alle:
Now I am wondering whether content is not really format?
14:52:51 Von Bernd Oberknapp an Alle:
Would the content types be a fixed list or configurable?
14:55:00 Von Felix Hemme (ZBW) an Alle:
Like the OA properties?
14:57:59 Von Felix Hemme (ZBW) an Alle:
Couldn't we think about making the filter more accessible?
14:58:10 Von Felix Hemme (ZBW) an Alle:
the term builder filter
14:58:45 Von Zorian Sasyk (EBSCO FOLIO) (he/him) an Alle:
Replying to "Couldn't we think ab..."

+1
14:58:46 Von Felix Hemme (ZBW) an Alle:
like when a supp prop is not optional, include it as its own filter outside of the term filter builder
14:59:00 Von Martina Schildt | VZG an Alle:
good idea
14:59:11 Von Zorian Sasyk (EBSCO FOLIO) (he/him) an Alle:
I like this as well

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
x	Andrea Meindl	UB Regensburg
	Ann-Marie Breaux	EBSCO
	Annika Schröer	UB Leipzig
	Annika Zierhut
	Anu Moorthy	Duke
	Anya Arnold	EBSCO
	Beate Aretz
	Benjamin Ahlborn	SuUB Bremen
x	Bernd Oberknapp	UB Freiburg / ReDI
	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
	Dwayne Swigert	Missouri State University
	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
x	Felix Hemme	ZBW Kiel
	Frances Webb	Cornell, Developer
	Gang Zhou	Shanghai Library
	Gill Osguthorpe	UX/UI Designer - K-Int
	Gisela Weinerth	SUB Hamburg
	Heather MacFarlane
	Heather Thoele	Texas A&M University
	Ian Ibbotson	Developer Lead - K-Int
	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
	Lars-Hakan Herbertsson	Chalmers
	Laura Wright	Cornell University
	Laurenz Kern	Stabi Berlin
	Leonie Bodinus	UB Erlangen-Nürnberg
	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
x	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
	Molly Driscoll	EBSCO
	Moritz Horn	VZG, Göttingen
	Nancy Finn
x	Nancy Pelis	Five Colleges / Mount Holyoke College Library
	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
x	Ray Murray
	Robert Heaton
	Robert Scheier	College of the Holy Cross
	Rüdiger Stratmann	IAI SPK Berlin
	Sabine Howahl	ULB Darmstadt
	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
	Susanne Schuster	BSZ Konstanz
	Tara Barnett
	Tatjana Clemens	UB Frankfurt
x	Theodor Tolstoi	Chalmers, EBSCO
	Tracy Patton	Missouri State University
	Valerie Cervantes
	Virginia Martin	Duke University Libraries
	Xiaoyan (Yan) Song	NCSU
	Zorian Sasyk	EBSCO

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