Agenda Oct 4th 2023

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 18 Oct 2023
All questions and ERM implementers' topics can be posted on: ERM implementers.
PC meeting Sep 14th
PC meeting Sep 21st
PC meeting Sep 28th

Agenda items

Development progress - ERM sprint 175
Discuss what other knowledge bases could or should be integrated with Agreements local knowledge base
- previous discussion: WOLFcon Session "ERM-connecting KBs as metadata sources" recording and slides:
  1. Recording: https://prod-zoom-recordings-openlibraryfoundation-org.s3.amazonaws.com/b071fbe6-0543-44aa-9a96-13ec1ee175ef[…]ared_screen_with_speaker_view(CC).mp4
    Martina S. / GOKb -> 0:16:00
    Owen / Connecting metadata sources -> 1:09:53
  2. Slides can be downloaded from https://wolfcon2023.sched.com/event/1OleV/erm-connecting-kbs-as-metadata-sources
- questions to look at in advance https://docs.google.com/document/d/1zC4YwX6IBLLq2wjlmLU47adZFg6TstsAYjQn-FEm-0I/edit?usp=sharing

Minutes

Development progress update

moving to paginated search results in contrast to "load more" (brings us in line with common FOLIO UI)
- for Agreements and AGLs in Poppy; Licenses will be done for Quesnelia
work is in progress for options to filter gareements by document → is in code review
in code review: new filter for looking for agreements with specific information missing
changes to how data from GOKb is snchronized → not automatically switch, but there is the option to switch
- will be tested on testsystems e.g. at VZG/GBV after release
- changes will be applied to any data source, not only GOKb (ERM-3018 and UXPROD-3886)
- both changes are switched off by default | can be activated via the code
- external app will not be part of Poppy | is not tied to a release

Discuss what other knowledge bases could or should be integrated with Agreements local knowledge base

there are different ways to link resources with agreements
- local KB imports
- GOKb as external source
- eHoldings | EBSCO KB
e.g. Sara uses suppl. docs: an entry with a link to inventory
- possibility: use suppl. documents to store title lists
- Sara in chat: But then I cannot look them up by title in AGREEMENTS at least … a drawback
- Scott in chat: That’s correct
Bremen: use detached AGLs - linking to Inventory via POLs
Inventory records can be linked via POLs to any AGL
Sara: would be good to directly link to Inventory
- package example: link one AGL to many Inventory records (use 0359 as a container code - as demoed in App Interaction: https://recordings.openlibraryfoundation.org/folio/app-interaction-group-mondays/2023-09-25T12:00/)
are there resources people would like to see integrated with Agreements
- SFX
  - we would need institutions willing to help (customers | Jessica would be willing to help)
- Kanopy
  - we would need institutions willing to help (customers | Jessica would be willing to help)
- LibGuides A-Z list
- LibAnswers
- OCLC WMS
using different options to linking resources is possible: configuration in Agreements settings
- Robert Heaton in chat: Having a local KB alongside HLM would expose the local-kb settings in agreements, in some cases where they wouldn’t apply or might interfere with the connection to eHoldings.
Peter: KBART automation in addition to existing KBs such as HLM would be good | good metadata is needed
Robert in chat: Yes, I agree that KBART Automation would work with the knowledgebase directly rather than FOLIO
- Owen thinks it could work directly
Jessica in chat: For institutions that don't have a KB integrated with FOLIO though, KBART automation would be helpful. We go title-by-title with Elsevier and it's a lot of manual work to add all those agreement lines.
- Robert answers in chat: If the content provider is able to provide the automation files, at least in theory they could send them to the library instead of the KB supplier. But the automation part would benefit from something like FOLIO’s APIs re: a place for the data to go.

We will come back to this discussion in a future meeting.

Chat

14:02:07 From Martina Tumulla To Everyone:
Today's Agenda: https://folio-org.atlassian.net/wiki/display/ERMSIG//2023-10-04+-+ERM+meeting
14:30:23 From scolglaz To Everyone:
Or I was also using Supp Doc
14:36:01 From scolglaz To Everyone:
But then I cannot look them up by title in AGREEMENTS at least … a drawback
14:37:10 From Scott Perry To Everyone:
That’s correct
14:38:34 From scolglaz To Everyone:
I would love if I could add a link in the AGL
14:40:22 From Catherine Tuohy To Everyone:
So sorry I have to leave early, thanks Owen and all, will review notes.
14:41:36 From Owen Stephens To Everyone:
Replying to "So sorry I have to l..."

Thanks Catherine
14:41:51 From Felix Hemme To Everyone:
Search performance has improved since we were upgraded to Orchid, so that is something at least :-)
14:43:12 From Martina Schildt | VZG To Everyone:
Recording of last container discussion in App Interaction: https://recordings.openlibraryfoundation.org/folio/app-interaction-group-mondays/2023-09-25T12:00/
14:43:32 From Robert Heaton To Everyone:
Reacted to "Recording of last co..." with 👏
14:45:19 From Robert Heaton To Everyone:
I am on the KBART standing committee and am happy to bring any questions or suggestions back.
14:47:36 From Jessica (she/her/hers) To Everyone:
I'd be happy to help!
14:50:29 From scolglaz To Everyone:
Raising my hand
14:51:00 From Jessica (she/her/hers) To Everyone:
Interesting - raised hand is missing from my Zoom controls too!
14:51:22 From Jessica (she/her/hers) To Everyone:
Nm - they pulled it out. It's now next to the reactions
14:51:29 From Felix Hemme To Everyone:
Reacted to "Nm - they pulled it ..." with 👍
14:53:50 From Robert Heaton To Everyone:
Having a local KB alongside HLM would expose the local-kb settings in agreements, in some cases where they wouldn’t apply or might interfere with the connection to eHoldings.
14:55:31 From scolglaz To Everyone:
Thanks, Jessica: I found it now! Thank you!
14:55:42 From Jessica (she/her/hers) To Everyone:
Reacted to "Thanks, Jessica: I f..." with 👍
14:57:44 From Robert Heaton To Everyone:
Yes, I agree that KBART Automation would work with the knowledgebase directly rather than FOLIO.
14:58:00 From Felix Hemme To Everyone:
Replying to "Yes, I agree that KB..."

Thanks Robert for confirming
14:58:40 From Robert Heaton To Everyone:
Reacted to "Thanks Robert for co..." with 👍
14:58:51 From Jessica (she/her/hers) To Everyone:
For institutions that don't have a KB integrated with FOLIO though, KBART automation would be helpful. We go title-by-title with Elsevier and it's a lot of manual work to add all those agreement lines.

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
	Annika Zierhut
	Anu Moorthy	Duke
	Anya Arnold	EBSCO
	Beate Aretz	SBB
x	Becca Banach	Smith College
x	Benjamin Ahlborn	SuUB Bremen
x	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
	Constantin Lehenmeier
	Dorothe Kugler	UB Mainz
x	Dwayne Swigert	Missouri State University
	Emma Raub	Cornell
	Eric Hartnett	Texas A&M University
x	Felix Hemme	ZBW Kiel
x	Gail Murray	Five Colleges / Smith College
	Gang Zhou	Shanghai Library
	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
x	Khalilah Gambrell	EBSCO
	Kristin Martin	Chicago
	Kyle Banerjee	EBSCO
	Lars-Hakan Herbertsson	Chalmers
	Laurenz Kern	Stabi Berlin
	Leonie Bodinus	UB Erlangen-Nürnberg
x	Lilly Zirngibl
	Lindsey Lowry	University of Alabama
	Lisa Hartlmüller	UB Regensburg
	Lisa Schneeberger
	Lola Estelle	EBSCO
	Luca Lanzillo	Sapienza Library System - Sapienza University of Rome
	Lucas Moder	UB Regensburg
	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
x	Marya Kovalenko
	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
	Peter Böhm	HeBIS, Frankfurt
x	Peter McCracken	Cornell
	Phil Adams	De Montfort University
x	Ray Murray
x	Robert Heaton	EBSCO
	Robert Scheier	College of the Holy Cross
	Rüdiger Stratmann	IAI SPK Berlin
	Sabine Howahl	ULB Darmstadt
	Sabrina Bayer	UB Regensburg
x	Sara Colglazier	Five Colleges / Mount Holyoke College Library
	Sarah Dennis	Texas A&M University
	Sarah Morgenstern-Einenkel	UB Leipzig
x	Scott Perry
	Scott Stangroom	UMass
x	Sharon Beltaine
	Siobhan McManamon	Five Colleges / Smith College
	Sobha Duvvuri	EBSCO
x	Stephanie Larrison
	Stephani Kaceli	Cairn University
	Tephanie Larrison
	Stew MacLehose	University of New England
	Susanne Schuster	BSZ Konstanz
	Susie Skowronek
	Tara Barnett
	Tatjana Clemens	UB Frankfurt
	Tracy Patton	Missouri State University
	Valerie Cervantes
	Xiaoyan (Yan) Song	NCSU
x	Zorian Sasyk	EBSCO

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