2023-06-28 - ERM meeting

Meeting Time:    8 am EST /  2 pm CET / 1 pm UK

Call in Number:     https://zoom.us/j/995679876 

Meeting URLhttps://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 June 28th 2023

Convener: Martina S.

Notetaker: Martina T.

Housekeeping

Agenda items

  1. Development progress - ERM sprint 167 / ERM sprint 168
  2. 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 HafeleStanford University

Amelia Sutton

UMass


Andrea Meindl

UB Regensburg


Ann-Marie Breaux

EBSCO


Annika Schröer

UB Leipzig

xAnnika Zierhut

Anu Moorthy

Duke


Anya Arnold

EBSCO

x

Beate Aretz

SBB

Benjamin Ahlborn

SuUB Bremen

xBernd OberknappUB Freiburg / ReDI

Beverly GeckleMTSU

Birgit Neumann
xCarol Sterenberg

Carole Godfrey

EBSCO


Catherine Tuohy

Emmanuel College 


Charlotte Whitt

Index Data

x

Claudia Malzer

ULB Darmstadt, Developer


Dorothe KuglerUB Mainz

Dwayne Swigert

Missouri State University


Emma Raub 

Cornell


Eric Hartnett

Texas A&M University

x

Felix Hemme

ZBW Kiel


Gang ZhouShanghai 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 RaddingFive 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 KernStabi Berlin

Leonie BodinusUB Erlangen-Nürnberg

Lindsey Lowry

University of Alabama


Lisa Schneeberger

Lola EstelleEBSCO

Luca Lanzillo

Sapienza Library System - Sapienza University of Rome

xLucas ModerUB 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 AlhamadMissouri State University

Molly Driscoll

EBSCO


Nancy Finn


x

Nancy Pelis

Five Colleges / Mount Holyoke College Library


Nicole Trujillo
xNina StellmannVZG, 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 AdamsDe Montfort University

Ray Murray

Robert Heaton

Robert ScheierCollege 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 KaceliCairn University

Tephanie Larrison

Stew MacLehose

University of New England


Susanne Schuster

BSZ Konstanz

xSusie Skowronek

Tara Barnett
x

Tatjana Clemens

UB Frankfurt


Tracy Patton

Missouri State University


Valerie Cervantes

Xiaoyan (Yan) Song

NCSU


Zorian SasykEBSCO