2023-02-08 - ERM meeting
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 Feb 8th 2023
Convener: Martina S.
Notetaker: Martina T.
Housekeeping
- All: Please edit the attendees list below and indicate when you are there!
- Next ERM meeting:
- 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 Jan 26th
Agenda items
- Development progress - ERM sprint 158
- Implementers topics https://folio-org.atlassian.net/wiki/display/ERMSIG//ERM+implementers
Minutes
- Development progress - ERM sprint 158
ERM sprint 158 last sprint for Orchid
new persistent ID in GOKb – doing work to migrating from using older ID to the new ID
Felix (chat): Will this resolve the issue that when a package name changes in GOKb, a new package is created in Folio?
Yes, it will – reference changes when package name changes
Adding types of Agreements – a lot to consider, but the ability to add content types to Agreements seemed easy to consider
One or more content types can be added to an Agreement and you can define the list of types (SubscriptionAgreement.ContentType), will populate some defaults – defaults (Audio, Books, Database, Journals, Video) are added but you can delete and add your own
While implementing this a bug was identified in stripes software, once this is resolved by the stripes developers than content types can be displayed in the agreement screen
Content types can be filtered as well
Being asked by implementers to support a view only permissions for settings in Agreements and Licenses e.g. supplementary properties
Right now there is a general permission to view and edit the settings in Agreements and Licenses
Adding the permissions did not take long, but additional screens needs to be developed for the view only version of those screens
Right now if you have the view only permission you can still edit, but you cannot save the changes and an error is displayed – prefer the screens not to be editable in the first place - needs more work - maybe Orchid/Poppy
- Implementers topics https://folio-org.atlassian.net/wiki/display/ERMSIG//ERM+implementers
- Dashboard: Filter on agreements alternative names
New agreement widget – than you can do a search by name or alternative name or description
Filters (e.g. does not contain or exact matches) vs. Search (text search)
- Adding a filter based on the alternative name
Are there other use cases for filtering or searching? Supplementary property
Felix: in an ideal world all filters in Agreements can be selected in the widget as well including supplementary property
Felix: Licenses terms to the license widget definition is more important than supplementary properties
Owen will write up Jira tickets to add “Alternative title” and “Description” to available filters and investigate adding supplementary properties to the filters / license terms to the license widget
- Ability to intentionally disconnect link between e-resource from external KB and e-resource in local KB or block fields from being updated
Scenario: resource in the local KB that is tracking an external resource particular GOKb as that package is updated in GOKb those updates are automatically applied to the copy in local KB – sometimes you can want those to be diverse
Asked for prevent some fields to be updated or not updated at all
- Felix: use case - package title removal / Access end date in GOKb to make that field editable – you can overwrite, but than you need a notification method
Removing those IDs from the package in the local KB, so it won’t be updated due to no ID - new package would be created from the external resource
action to separate from external source or do local copy
Field level is more challenging – break connection – you might want to get some updates - than cutting it of completely – tracking those stuff is not easy
Owen will write up a story to allow for a local copy of a remote KB package for discussion with users whether it is a useful functionality
- Support e-resource search on ISBN regardless of presence of hypens in the query and the data
At the moment – searching in local KB search – you need to search with hyphen (or without hyphen) to get the exact match if the ISBN is entered with or without a hyphen.
Felix: users should not worry about hyphens when searching
Kristin (chat): What's the behavior in Inventory?
Felix (chat): In Inventory it does not matter what the user enters.
Storing ISBN without hyphen and users need to search without hyphens
But ISBN is included in search fields containing other fields as well - challenges is there is no one behavior for different fields
- Owen will write up a story to store ISBNs in consistent way and to support searching with or withot hyphens and will look at the solution in Inventory
- Allow license term note without a set term value
Value to be delivered to 3rd party system – 3 related terms and you want a value for one and a note for the other – not possible right now - want to put in a note and I have to put in a value
Felix: use case: 3 ILL related terms – 1. Is ILL allowed or not 2. Deliver in electronic or print way 3. domestic only or internationally / If the first one is not allowed than the other two are than not necessary and no content needs to be entered - Due to the 3 rd party system we cannot add other terms/value
- Described here – hierarchical relationship (terms and subterms)
- This topic will be discussed in a future ERM SIG meeting
Please add your topics to the implementers’ page https://folio-org.atlassian.net/wiki/display/ERMSIG//ERM+implementers
- Dashboard: Filter on agreements alternative names
Chat
Felix Hemme (ZBW) 14:06
Will this resolve the issue that when a package name changes in GOKb, a new package is created in Folio?
Excellent! :)
Kristin Martin 14:44
What's the behavior in Inventory?
Felix Hemme (ZBW) 14:44
In Inventory it does not matter what the user enters.
Felix Hemme (ZBW) 14:52
https://folio-snapshot.dev.folio.org/inventory/view/06ae6ece-7f2a-4be9-871e-bfab084c31ef?query=978-1-302-91293-2&sort=title
Carol Sterenberg 15:02
Thank you!
Felix Hemme (ZBW) 15:02
Thanks Owen
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 | |
x | Annika Zierhut | |
Anu Moorthy | Duke | |
Anya Arnold | EBSCO | |
x | Beate Aretz | |
x | 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 | |
Claudia Malzer | ULB Darmstadt, Developer | |
Dennis Bridges | EBSCO | |
Dorothe Kugler | UB Mainz | |
x | 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 | |
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 | |
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 | |
Leonie Bodinus | UB Erlangen-Nürnberg | |
Lindsey Lowry | University of Alabama | |
x | Lisa Schneeberger | |
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 | ||
regrets | 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 | ||
x | 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 | |
x | Sabrina Bayer | UB Regensburg |
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 | ||
x | Tatjana Clemens | UB Frankfurt |
Theodor Tolstoi | Chalmers, EBSCO | |
Tracy Patton | Missouri State University | |
x | Valerie Cervantes | |
Virginia Martin | Duke University Libraries | |
Xiaoyan (Yan) Song | NCSU | |
Zorian Sasyk | EBSCO |