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 August 9th 2023

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

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

• Next ERM meeting:  Sep 6, 2023 (after WOLFcon)

• Sessions at WOLFcon in Chicago (Aug 22-24):

  • Using Licenses app in practice: Wednesday August 23, 2023 11:30am - 12:30pm CDT

  • ERM – connecting KBs as metadata sources: Wednesday August 23, 2023 1:30pm - 3:00pm CDT

  • Dashboard app and how it is used in practice: Thursday August 24, 2023 3:30pm - 5:00pm CDT

  • From KBs to KBARTs: ERM data migration into FOLIO: https://wolfcon2023.sched.com/event/1OldC/from-kbs-to-kbarts-erm-data-migration-into-folio

• 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 July 27th

Agenda items

1. Development progress - ERM sprint 171

2. In agreements app, enhance search for agreement lines for eHoldings resources (postponed from last meeting) @Owen Stephens 

3. Options for displaying Agreement Line information in the Agreement edit pane - please give feedback to the document

4. Searching for Agreements / Licenses by whether certain things are there/not there (e.g. find all agreements with no internal contacts)

Minutes

Development progress - ERM sprint 171

• Framework updates

• work related to removing AGLs from Agreement edit screen

• edit agreement pane crashes when slow (multi-line) query is cancelled → status: awaiting deployment → should be in Orchid critical service patch 5

• add amendments search in licenses app → in progress

In agreements app, enhance search for agreement lines for eHoldings resources (postponed from last meeting) 

• there is an Agreement with an AGL from eHoldings → in the "AGL search" the reference number is displayed, not a title (number consists of number for: provider - package - title, e.g. 19-1054-183631)

• by searching 19-1054 user finds all titles within a package

• possible approach via look-up: similar to POL search, where the user searches via a modal in eholdings - then search by title is possible 

  • question: would that be a useful approach?

  • Sara: that would be very useful - would be valuable to be able to stay in agreements and not needing to go to eholdings

  • would be a solution that would be quite quick to do and would mean an improvement

  • requirement: limit AGL search to AGLs from a specific school - in cases where users do not want to see all AGLs, e.g. at 5C (single tenant with 5 KBs)

Options for displaying Agreement Line information in the Agreement edit pane - please give feedback to the document

• 1st question: generally preference for option 4

• 2nd question: option 2

Searching for Agreements / Licenses by whether certain things are there/not there (e.g. find all agreements with no internal contacts)

• Owen presents some initial ideas that have been mocked up by Gill

• ERM SIG very much spproves

• Jessica: I see this primarily as a quick way to find licenses/agreements missing data, so has/has not would be very helpful

• Sara: Also for Related Agreements

• required options: 

  • has no

  • has one

  • has more than one

Chat

14:02:54 From Martina Tumulla To Everyone:
    Today's Agenda: https://folio-org.atlassian.net/wiki/display/ERMSIG//2023-08-09+-+ERM+meeting
14:04:00 From Martina Tumulla To Everyone:
    https://wolfcon2023.sched.com/
14:04:19 From Zorian Sasyk - EBSCO FOLIO Implementation To Everyone:
    I have a session on ERM as well: https://wolfcon2023.sched.com/event/1OldC/from-kbs-to-kbarts-erm-data-migration-into-folio
14:04:39 From Martina Schildt To Everyone:
    Replying to "I have a session on ..."
    
    I will add it ot the Agenda 🙂
14:04:53 From Zorian Sasyk - EBSCO FOLIO Implementation To Everyone:
    👍🏻no worries!
14:08:49 From Zorian Sasyk - EBSCO FOLIO Implementation To Everyone:
    Reacted to "I will add it ot the..." with 👍🏻
14:34:04 From Martina Schildt To Everyone:
    FYI: we will have a cross-app discussion on search requirements and truncation at WOLFcon
14:42:24 From Gail Murray To Everyone:
    We're using eHoldings at Smith College, part of Five Colleges like Sara/Mt. Holyoke. I'm very new in my position so I don't have a lot to add yet, sorry!
14:44:57 From Owen Stephens To Everyone:
    No problem Gail!
14:45:09 From Zorian Sasyk - EBSCO FOLIO Implementation To Everyone:
    Replying to "We're using eHolding..."
    
    Thanks for being here!
14:45:14 From Gail Murray To Everyone:
    Reacted to "Thanks for being her..." with ❤️
14:52:43 From Felix Hemme To Everyone:
    Having the description field expand related to the Content would be helpful
14:53:36 From Felix Hemme To Everyone:
    yes two lines only
14:54:26 From scolglaz To Everyone:
    It would be great for Period note, too!
14:56:12 From scolglaz To Everyone:
    More than one Org?
14:56:43 From scolglaz To Everyone:
    👏 Love it!
14:56:52 From Jessica Harris (she/her) To Everyone:
    Me too - that would be so helpful!
14:58:27 From scolglaz To Everyone:
    I would love both, but more common AND
14:58:38 From Jessica Harris (she/her) To Everyone:
    Reacted to "I would love both, b..." with 👍
14:59:31 From scolglaz To Everyone:
    Has no, Has 1, Has more than !
14:59:35 From scolglaz To Everyone:
    1
14:59:47 From Gill Osguthorpe To Everyone:
    Reacted to "Has no, Has 1, Has m..." with 👍🏼
15:00:00 From Martina Schildt To Everyone:
    Reacted to "Has no, Has 1, Has m..." with 👍🏼
15:00:11 From Jessica Harris (she/her) To Everyone:
    I see this primarily as a quick way to find licenses/agreements missing data, so has/has not would be very helpful
15:01:09 From scolglaz To Everyone:
    Also for Related Agreements
15:04:52 From scolglaz To Everyone:
    True! Now I get it. Thanks!

Attendees list