Agenda June 28th 2023

Convener: Martina S.

Notetaker: Martina T.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 12 Jul 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
PC meeting June 15th

Agenda items

Development progress - ERM sprint 167 / ERM sprint 168
Implementers topics (ERM implementers):
1. Add a new functionality like to show warning incase where you link the same agreement line twice, to the same package (Kota Harshitha Lakshmi Prasanna)
2. Ability to sort AGLs by columns (Sabrina Bayer (TP-ERM/BVB))
3. Overview of results in the titles search in eHoldings (Martina Karlsson (Chalmers))
  1. There is already a response on implementers' page: Hey Martina Karlsson for the Poppy release, we have implemented a Packages facet on the Title search. We still need to tweak the requirements so that when clicking the title it takes you directly to the title+package record. We can also look into adding title to the results list and a way to show package selected and not selected counts.
4. Adding a specific Organization contact for each Agreement / License (Jhanani Munuswamy(EBSCO)) | ERM-2944 - Getting issue details... STATUS
5. Ability to search/filter eRessources from the local KB in the Dashboard and display them in the widget (Sabrina Bayer (TP-ERM/BVB))

Minutes

WOLFcon:

looking for volunteers to present dashboard use at WOLFcon
Felix (chat): I would be available to demo for a few minutes how we use/envision to use Dashboard.

Development progress:

Release date for poppy pushed back to November
Working on upgrades of underlying software libraries
Changes to the way we ingest data from GOKb
Sprint 168
- Work on grails upgrade – regression tests will follow
- Work on ERM-2956 Investigate issues on deploying agreements/license
Removing Agreement lines from the Agreement edit view
- no Agreement lines will be displayed in Agreement edit view, the accordeon is not displayed anymore
- way to get to the agreement lines: via the agreement line search or through accordeon Agreement lines in the Agreement view > Actions > view in agreement lines search
- can edit there and make changes to an agreement line
- it helped to improve performance
- We have discussed and agreed: Better to improve the performance instead of editing the AGL in one single screen
- Felix (chat): "What it is called" -- that would be the name of the linked e-resource?
  - internal KB - search by resource
  - eHolings - search by eHoldings reference number - this number is structured (provider-package-title)
- Sara: Truncation?
  - e.g. search for 28- or -52 (as part of the reference number
- note for the Implementers' list to look at enhancing the agreement line search for eHoldings resources
- Question: Would it be useful or desirable to put into the screen (agreement edit view) somewhere the option to jump to the Agreement line view in the same way as from the Actions > view in agreement lines search?
- Sara: button - open in another tab all the agreement lines belonging to this agreement
- Felix (chat): I'm fine with omitting the lines from the agreement edit. That's similar to PO-POL view where you don't have access to the POL's from the PO edit.
- Jessica (chat): +1 Felix. If we could make it like the POLs on the POs, that would be great
- Martina S.: you would not change the POL that often
- Sara: handy to have a button opening all Agreement lines in a new tab
- like the Actions > view in agreement lines search but in a new tab
- Felix: go to agreement line view from the agreement edit view - optimistic locking?
- Should not interfere with optimistic locking – would be a new tab! Then completely independent - you can edit the AG and the AGL in separate tabs
- Sara (chat): Including removal of a AGL?
- should work without problem / when you editing the agreement line is a separate object to the agreement.
new dashboard widget for searching and displaying new agreement lines – in QA

Implementers topics (ERM implementers):

Add a new functionality like to show warning incase where you link the same agreement line twice, to the same package
- question tba: there are multiple places to link an AGL to an agreement → where do we need this functionality - which is higher priority?
- Comes from an eHoldings perspective
- Question: at what point would it be useful to know or have a warning?
- Sara: you can keep attaching it, but there is no indication that it is attached more than once. At POL there is a warning functionality.
- Sara (chat): This has definitely been a problem for us here at MH & across 5C
- Owen will discuss this with Khalilah
Ability to sort AGLs by columns
- Only sorting on name/reference right now
- Sorting Active from and Active to would be useful
- Would not offer sorting by note, but description and parent agreement
- Sara (chat): Parent could be useful
- Jessica (chat): Yes, description would be helpful
- Felix (chat): Could you make sure to not sort separate A-Z and a-z? So please AabCd
- There is a ticket – Quite difficult to archive – significant piece of work – medium term improvement to search
Overview of results in the titles search in eHoldings
- Will be discussed with Khalilah and Zorian at a future ERM meeting
Adding a specific Organization contact for each Agreement / License
- Topic is postponed
Ability to search/filter eRessources from the local KB in the Dashboard and display them in the widget
- nice idea for another dashboard widget
- Owen will investigate the 2 use cases
- please add use cases in the cell in the implementers’ page
- Felix: there is an older excel sheet with use cases for dashboard widget. Should those use cases be added?
- Owen will review the document as well
- Update: There is now integrated the information about “record last updated” in the display – this might help as well

Chat

Felix Hemme 14:04
I would be available to demo for a few minutes how we use/envision to use Dashboard.
Felix Hemme 14:15
"What it is called" -- that would be the name of the linked e-resource?
Thanks
Felix Hemme 14:24
I'm fine with omitting the lines from the agreement edit. That's similar to PO-POL view where you don't have access to the POL's from the PO edit.
Jessica Harris 14:24
+1 Felix. If we could make it like the POLs on the POs, that would be great
+1 Sara
scolglaz an Alle 14:30
Yes please new tab
scolglaz an Alle 14:31
? Including removal if a AGL?
Of
scolglaz 14:41
This has definitely been a problem for us here at MH & across 5C
scolglaz an Alle 14:49
Parent could be useful
Jessica Harris 14:50
Yes, description would be helpful
Felix Hemme 14:50
Could you make sure to not sort separate A-Z and a-z?
So please AabCd
okay, and that is not needed for Sabrina's use case on dates.
Sabrina Bayer 14:58
Thank you, Owen!
Martina Schildt | VZG 15:01
… and we have some of the widget use cases on our "to do list" already
Carol Sterenberg 15:01
Thank you!

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	SBB
	Benjamin Ahlborn	SuUB Bremen
x	Bernd Oberknapp	UB Freiburg / ReDI
	Beverly Geckle	MTSU
	Birgit Neumann
x	Carol Sterenberg
	Carole Godfrey	EBSCO
	Catherine Tuohy	Emmanuel College
	Charlotte Whitt	Index Data
x	Claudia Malzer	ULB Darmstadt, Developer
	Dorothe Kugler	UB Mainz
	Dwayne Swigert	Missouri State University
	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
x	Felix Hemme	ZBW Kiel
	Gang Zhou	Shanghai Library
x	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
	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
	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
	Kristin Martin	Chicago
	Kyle Banerjee	EBSCO
	Lars-Hakan Herbertsson	Chalmers
	Laurenz Kern	Stabi Berlin
	Leonie Bodinus	UB Erlangen-Nürnberg
	Lindsey Lowry	University of Alabama
	Lisa Schneeberger
	Lola Estelle	EBSCO
	Luca Lanzillo	Sapienza Library System - Sapienza University of Rome
x	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
	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
	Nancy Finn
x	Nancy Pelis	Five Colleges / Mount Holyoke College Library
	Nicole Trujillo
x	Nina Stellmann	VZG, Göttingen
	Norma Flores	Texas A&M University
x	Owen Stephens	Product Owner - Owen Stephens Consulting
	Paul Trumble	Amherst
x	Peter Böhm	HeBIS, Frankfurt
	Peter McCracken	Cornell
	Phil Adams	De Montfort University
	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
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
	Tephanie Larrison
	Stew MacLehose	University of New England
	Susanne Schuster	BSZ Konstanz
x	Susie Skowronek
	Tara Barnett
x	Tatjana Clemens	UB Frankfurt
	Tracy Patton	Missouri State University
	Valerie Cervantes
	Xiaoyan (Yan) Song	NCSU
	Zorian Sasyk	EBSCO

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