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: 26 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 29th

Agenda items

Development progress - ERM sprint 168 / ERM sprint 169
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

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
	Annika Zierhut
	Anu Moorthy	Duke
	Anya Arnold	EBSCO
x	Beate Aretz	SBB
x	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
	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
x	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
	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
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
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
	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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