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: 22 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
PC meeting Jan 26th

Agenda items

Development progress - E RM sprint 15 8
Implementers topics https://folio-org.atlassian.net/wiki/display/ERMSIG//ERM+implementers

Minutes

Development progress - E RM sprint 15 8
- 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

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

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