Agenda Sep 6th 2023

Convener: Martina S.

Notetaker: Martina T.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 20 Sep 2023
All questions and ERM implementers' topics can be posted on: ERM implementers.
PC meeting Aug 10th
PC meeting Aug 31st
App Interaction will discuss UI options for saving records (e.g. save & keep editing, save & create another, etc.) on September 11th at 12pm ET.
- Agenda
- Mock-ups by Gill Osguthorpe

Agenda items

Development progress - ERM sprint 173
WOLFcon update
1. Knowledge base session: Update on work related to GOKb sync
  1. ERM - connecting KBs as metadata sources: Session details and slides
    - Video of session: starting at 15:36.
2. Dashboard sessions: Update on dashboard use and extending dashboard session
  1. Expanding dashboard: Session details and slides
    - Video of session: starting at 14:43.
  2. Dashboard app and its benefits in daily life: library demos: Session details and slides
    - Video of session: starting at 07:40.
3. License session: feedback from real world use of licenses
  1. Managing Licenses using FOLIO Licenses App: library demos - Slides: Session details and slides
    - Video of session: starting at 07:25 (although delay before screen is shared at 15:18).
4. From Kbs to KBARTs: ERM data migration into FOLIO
  1. Slides: Session details and slides
Preliminary: discuss what other knowledge bases could or should be integrated with Agreements local knowledge base
1. This is a very preliminary discussion to see what knowledge bases are in use, or may be in use in future in the Folio community. It will be followed by a more in depth discussion in a future meeting (likely 4th October, tbc)

Minutes

Development progress - ERM sprint 173
ERM-3010 Add has/has not filter in Agreements
- New filter for agreements to search for agreements that have or have not special aspects of their metadata sets – new set of filters that can find all agreements which don’t have an organization yet – helpful for workflow – work in progress
- Gill has done some designs – ability to add to filter
- Right now has or has not as filter functionality
ERM-3018 Implement GOKb Title UUID as primary match ID where available
- Reliability of synchronization process
- Data from external source – representation as accurate as possible in FOLIO
- Working on using the GOKb Title Identifiers to make sure we have a work in FOLIO
- Aiming for poppy release
- Much more reliable one to one correspondence between a title in GOKb and the data in FOLIO
ERM-1795 Dashboard: apply a common set of drag and drop styles and behaviours
ERM-2979 Add agreement line summary information and navigation link to Agreement edit view
- Removed the Agreement lines from the agreement edit page, but now there is a link to the Agreement lines from the Agreement edit page – display the count as well and you can open it in a new page without performance issues
ERM-2993 Add amendments search in licenses app
- Additional Amendments’ tab to search and filter by status, start date, end date and terms
One piece of work I am hoping to start next sprint – search for Agreements based on documents attached – will start development
WOLFcon update
1. Knowledge base session: Update on work related to GOKb sync
  1. ERM - connecting KBs as metadata sources
    - Joined session: Martina S.: Using GOKb integrated with Agreements at GBV / Owen: description of the current options for integrating knowledgebases with FOLIO Agreements
2. Dashboard sessions: Update on dashboard use and extending dashboard session
  1. Expanding dashboard:
    - expanding the dashboard – technical aspects
    - Use cases for Dashboard development for ACQ
  2. Dashboard app and its benefits in daily life: library demos
    - Presentation from Daniel Kirst and Felix on their dashboard use
    - Daniel’s presentation included organizing information on dashboard – multiple dashboards, they tagged agreement by content type and one dashboard screen per content type
    - At the moment not yet the option to filter by the new agreement content type field - will be worked on
    - Felix mentioned some improvements for the dashboard maybe for additional development
3. License session: feedback from real world use of licenses
  1. Managing Licenses using FOLIO Licenses App: library demos
    - Julie (Duke) great to capture their workflow- raised some issues and requests for minor improvements
    - Better connecting organization and contact people
    - New Functionality in orders: edit history
4. From Kbs to KBARTs: ERM data migration into FOLIO
  - - Methods of loading bulk loading agreements and organization into FOLIO and maybe the need for more UI based methods in the future
Preliminary: discuss what other knowledge bases could or should be integrated with Agreements local knowledge base
- It would be good to watch the recording "ERM - connecting KBs as metadata sources" before discussing it
- Mechanic of how to get data from one to another
- Thinking about structuring your KB and how does this relate to the agreements you are creating?
- Titles and packages and packages contain titles
- Set up an agreement: could be a package (e.g. Jstor package) or individual subscriptions
- Zorian: Jstor agreement – each agreement line would represent a package assuming they have the same start date and license terms
- Explaining an Agreement: Set of content covered by the set of same license terms for a defined period of time
- Agreement line per package, per title or a mixture
- How does my external KB represent package - how do I link it to an agreement?
- If you are not using GOKb or EBSCO solutions: Are there other KB/metadata source where you wished to be integrated?
- Sara: You cannot have multiple resources – had previously SFX - integrating feeds automated KBART – found this valuable
- Vendor supplied data (KBART Automation → Springer, Wiley, Elsevier, T&F, Ovid, IEEE?)
- KBART Automation: Automated Retrieval of Customer Electronic Holdings
- Jessica (chat): Chicago's currently using SFX and would love for that to be integrated. That being said, we are conducting a review of KBs now that includes 360, OCLC's Worldshare, and EBSCO.
- Sources outside of traditional KB scopes auch as Kanopy streaming video ...
- Zorian: KB are tied to discovery tools - goals to decouple those
- Phil (chat): DMU are asking EBSCO about regular MARC imports for Kanopy data
- internally Inventory
- detailed discussion in one of the next meeting: include people who know about data, know about moving data around (export), technical knowledge, tech support, system librarians, metadata librarians

Chat

Martina Schildt | VZG 14:01
Hia all, here is the Agenda for today: https://folio-org.atlassian.net/wiki/display/ERMSIG//2023-09-06+-+ERM+meeting
Lucia McBride an Alle 14:05
Thank you! This is my first meeting 🙂
Gregory Edwards an Alle 14:05
thank you for the welcome Owen
Martina Schildt | VZG 14:05
Welcome 🙂
scolglaz 14:24
Martina, would it be possible to add links to our minutes for the recording of the sessions?
Martina Schildt | VZG 14:24
Sure, good idea :)
scolglaz 14:24
Thanks!
scolglaz 14:29
& Owen, FYI: Thank you for ERM-2979. I am really looking forward to having it along with ERM-2421!
Jessica Harris 14:46
Chicago's currently using SFX and would love for that to be integrated. That being said, we are conducting a review of KBs now that includes 360, OCLC's Worldshare, and EBSCO.
pka 14:52
DMU are asking EBSCO about regular MARC imports for Kanopy data
pka 14:56
I would like to see automatic updates of Vendor content.
pka 14:57
If the integration were two-way people could have FOLIO from an ERM and Summon/Primo for discovery, as Owen is saying
Phil from DMU
scolglaz 15:00
big kettle of fish ;-)
Martina Schildt | VZG 15:01
As soon as we have the final date we will reach out to ACQ and MM SIG as well and invite them to the call.
Zorian Sasyk - EBSCO FOLIO Implementation 15:00
Wouldn't this create a double entry situation, where you have to turn on for ERM and for discovery access?
In my mind, the ideal scenario and the one that many libraries want is ERM that involves both management and access
Lucia McBride 15:02
thank you! see you in two weeks!

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
	Annika Schröer	UB Leipzig
x	Annika Zierhut
	Anu Moorthy	Duke
	Anya Arnold	EBSCO
x	Beate Aretz	SBB
	Benjamin Ahlborn	SuUB Bremen
	Bernd Oberknapp	UB Freiburg / ReDI
	Beverly Geckle	MTSU
	Birgit Neumann
	Carol Sterenberg
	Carole Godfrey	EBSCO
x	Catherine Tuohy	Emmanuel College
	Charlotte Whitt	Index Data
x	Clara Marino
	Claudia Malzer	ULB Darmstadt, Developer
x	Constantin Lehenmeier
	Dorothe Kugler	UB Mainz
x	Dwayne Swigert	Missouri State University
x	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
	Felix Hemme	ZBW Kiel
x	Gail Murray	Five Colleges / Smith College
	Gang Zhou	Shanghai Library
x	Gill Osguthorpe	UX/UI Designer - K-Int
	Gisela Weinerth	SUB Hamburg
x	Gregory Edwards	Lehigh University
	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
	Lars-Hakan Herbertsson	Chalmers
	Laurenz Kern	Stabi Berlin
	Leonie Bodinus	UB Erlangen-Nürnberg
	Lindsey Lowry	University of Alabama
x	Lisa Hartlmüller	UB Regensburg
	Lisa Schneeberger
	Lola Estelle	EBSCO
	Luca Lanzillo	Sapienza Library System - Sapienza University of Rome
	Lucas Moder	UB Regensburg
x	Lucia McBride	Lehigh University
	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 Alhamad	Missouri State University
	Molly Driscoll	EBSCO
	Nancy Finn
	Nancy Pelis	Five Colleges / Mount Holyoke College Library
	Nicole Trujillo
	Nina Stellmann	VZG, Göttingen
	Norma Flores	Texas A&M University
x	Owen Stephens	Product Owner - Owen Stephens Consulting
	Paul Trumble	Amherst
x	Paivi Rentz	Texas State University
x	Peter Böhm	HeBIS, Frankfurt
	Peter McCracken	Cornell
x	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
x	Zorian Sasyk	EBSCO

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