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:  06 Sep 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