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 July 12th 2023

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

• All: Please edit the attendees list below and indicate when you are there!

• Next ERM meeting:  Jul 26, 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 29th

Agenda items

1. Development progress - ERM sprint 168 / ERM sprint 169

2. Implementers topics (ERM implementers):

   1. Adding a specific Organization contact for each Agreement / License (@Jhanani Munuswamy (EBSCO)) |

      
      ERM-2944 - Adding Organization's contacts specific for each Agreement. Draft

   2. Ability to search/filter eRessources from the local KB in the Dashboard and display them in the widget (@Sabrina Bayer (TP-ERM/BVB))

Minutes

Development progress update

• ERM sprint 169 page has not been set up due to illness of a team member - will follow asap

• new dashboard widget on AGLs will be available soon

• work is going on to add alternative filter to agreements (has been an implementers requirement

  • the "does not contain" Operator cannot be used for alt names

  • reason: it is more complex then using the operator for the title, as the alternative name is not obligatory and you can have multiple

  • applies to all porperties where you have multiple properties of the same type

  • To Do ERM team to revisit

• we now have data on record last updated and record created for reocrds in the internal KB UI

• in QA: AGLs no longer appear in Agreements edit screen (solve performance issues when many AGLs per agreement)

  • when new agreements are created from the basket, there is a modal where the user needs to enter title, status and start date to create the agreement now (as the UI works differently now)

• question by Jessica in chat: Is the agreement line fix still anticipated to be released in Poppy?

  • the one mentioned will be, there were other issues that will be solved by a critical service patch for Orchid (and Nolana)

  • Owen will post more information in the Slack channel

  • comment by Sara: include information/link to AGLS from agreement edit view - Owen will discuss with Gill

Implementers topics - Adding a specific Organization contact for each Agreement / License

• this relates to contact people that can be linked to organization records

• will apply equally to licenses

• comment by Jessica Harris in chat: I think that would be very helpful. Even just a spot there for job title would help.

• Bernd: just the contact would not be sufficient, would need roles

• Sabrina in chat: In our Organisation App we use the contact Information accordion with categories (same as contact persons). If we want sent an email, it saves some clicks because the email-address is shown in the Agreements Accordion.

• Felix in chat: Would it make sense to add the "Add contacts" Plugin to the Agreements/Licenses edit screen? Could be Independent from the organization accordion or within it... A user could look up a contact and link it to the Agreement or License.

• Martina Schildt: I had the same thought could be part of a general contact accordion

• Owen: it should be straightforward to add more information from the organization record

• Martina S.: contact people is an app developed in the early days, not all institutions are using them, especially as linking contact people to organizations is not straightforward

• Owen and Gill will discuss and come back to the group with ideas

Implementers topics - Ability to search/filter eRessources from the local KB in the Dashboard and display them in the widget

• use cases: which ebooks are new or have status current

  • want to see in widget: is new or status has changed

• e-resources tagged with a specific tag

  • display them in a widget

  • Sara uses tags for titles with open tickets

  • we could come back to for eholdings

  • Owen will write a story for the requirement

Chat

14:01:20 Von  Martina Tumulla  an  Alle:
    Today's Agenda: 2023-07-12 - ERM meeting
14:06:25 Von  Felix Hemme  an  Alle:
    Can we use the "does not contain" Operator for alt names?
14:07:55 Von  Felix Hemme  an  Alle:
    Replying to "Can we use the "does..."
    
    All good
14:20:20 Von  Jessica Harris  an  Alle:
    Is the agreement line fix still anticipated to be released in Poppy?
14:23:50 Von  Jessica Harris  an  Alle:
    Thanks, Owen!
14:28:05 Von  scolglaz  an  Alle:
    Thanks, Felix, FYRO took over my brain and I forgot about that discussion! Thanks for reminding me/us!
14:29:21 Von  Felix Hemme  an  Alle:
    Replying to "Thanks, Felix, FYRO ..."
    
    You are rolling over mid-year? All the best for the remaining work.
14:31:24 Von  Jessica Harris  an  Alle:
    I think that would be very helpful. Even just a spot there for job title would help.
14:33:24 Von  scolglaz  an  Alle:
    Replying to "Thanks, Felix, FYRO ..."
    
    Yes, our FY is July-June. & It has been even more stressful this year than usual. sigh …. But we are in FY24 finally now!
14:33:47 Von  Sabrina Bayer  an  Alle:
    In our Organisation App we use the contact Information accordion with categories (same as contact persons). If we want sent an email, it saves some clicks because the email-address is shown in the Agreements Accordion.
14:36:25 Von  Felix Hemme  an  Alle:
    Would it make sense to add the "Add contacts" Plugin to the Agreements/Licenses edit screen? Could be Independent from the organization accordion or within it... A user could look up a contact and link it to the Agreement or License.
14:37:08 Von  Martina Schildt | VZG  an  Alle:
    Replying to "Would it make sense ..."
    
    I had the same thought could be part of a general contact accordion
14:37:18 Von  Felix Hemme  an  Alle:
    Reacted to "I had the same thoug..." with 👍
14:37:21 Von  Martina Schildt | VZG  an  Alle:
    Reacted to "Would it make sense ..." with 💯
14:41:45 Von  Jessica Harris  an  Alle:
    We just use the contact person field. The addresses are used by our payment folks
14:43:12 Von  Lars-Håkan Herbertsson  an  Alle:
    If we have more than one contact we use "Contact People"
14:45:05 Von  Jessica Harris  an  Alle:
    Reacted to "Would it make sense ..." with 👍
14:45:19 Von  scolglaz  an  Alle:
    That would be more useful. Linking Contact people separately, on its own!
14:45:30 Von  Jessica Harris  an  Alle:
    I love that idea
14:56:05 Von  Felix Hemme  an  Alle:
    These are great use cases Sabrina.
15:01:42 Von  Zorian Sasyk - EBSCO FOLIO Implementation  an  Alle:
    A lot of libraries use agreement lines to link packages from eholdings as opposed to titles

Attendees list