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 Nov 15th 2023

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

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

• Next ERM meeting:  Nov 29, 2023

• All questions and ERM implementers' topics can be posted on: ERM implementers.

• 2023-10-19 Product Council Agenda and Meeting Notes

• 2023-11-2 Product Council Agenda and Meeting Notes

• 2023-11-09 Product Council Agenda and Meeting Notes

Agenda items

1. Development progress - ERM sprint 178

2. Adding column customisation options to multi-column lists in Agreements

   1. Please complete the homework questions at https://forms.gle/tmYHYwQSqqEBMZPr8

Minutes

Development progress

• sprint goes until the end of the week

• some bugfixes, but not many from bugfest

• thanks to all who helped with bugfest testing

• it has been announced that Poppy release will be delayed until Nov 18th

  • to account for some ECS testing and Refresh token rotation work 

• filters in agreements based on documents and based on fields missing

• those filters will be brought into Licenses as well - will be part of Quesnelia release

• work on more pagination control going on - will be implemented across all ERM apps

• MCLs will have previous and next pagination added

  • not implemented for embedded lists yet

  • available in Local KB log already

• Jessica: ability to select all licenses in results lists - will that be in Poppy > no, this will not be in Poppy

Adding column customisation options to multi-column lists in Agreements

• ERM SIG participants get some more minutes to fill out the poll during the meeting

• proposed as degault columns: Primary organization, related agreements (has = yes/no), tags, content of description

  • there is agreement on primary organization

• proposed as additional columns: renewal priority, # of AGLs, alternative name, # of e-resources covered (but not very strong wish)

  • a lot of agreement for # of AGLs

  • alternative: there can be multiple, so that could be tricky; it is a list, there is no primary one; a ranking could be introduced or display all or display first one (they sort alphabetical)

  • Sara votes against displaying all, because they have many, sometimes 80

  • Felix agrees to Sara to not display all; suggestion: Could you display the first and then "... and others"?

  • Sara would use alternative name e.g. for platform name

  • Felix in chat: search terms and an internal ID for a product

  • question: is alternative name intended to be used for this kind of information

  • number of e-resources covered might not be easy - needs to be checked

  • notes: will have the same issue as alternative names - could be a never ending list

    • Becca: notes should be made more visible, especially when something important is in there

    • Owen: would an indicator (there are notes) work

    • Becca: yes, would be really helpful

    • Clara: suggests # of notes 

    • Owen will investigate with developers

  • Becca on tags: filtering might work better

  • Sara in chat: May I make a pitch for Tags for the AG and AGL browse views ….

  • Becca in chat: I was mainly considering it from a search/targeting perspective, but that’s a great point!

• Agreement line search results

  • proposed: tags, linked POLs, organization

  • POLs could be multiple - and multiple might be difficult to display

  • will be possible: indicator that there are POLs linked and ä of POLs linked - Owen will check

  • orgnaization is not linked directly to AGL - Owen asks: what is expected here?

    • no response

    • Clara in chat: Not the person in question, but maybe they meant the parent agreement's primary organization?

    • Owen: either that or could be the provider of the e-resource as well (for users of the internal KB)

  • for eholdings users and AGLs linked from eholdings: eholdings name of title/package

Discussion will be continued in next meeting

Please feel free to add more responses - survey will be kept open!

Chat

14:01:44 From Martina Tumulla To Everyone:
    today's agenda: https://folio-org.atlassian.net/wiki/display/ERMSIG//2023-11-15+-+ERM+meeting
14:03:10 From Owen Stephens To Everyone:
    https://forms.gle/sNM8sar3Ru6z6QVa6
14:14:46 From Benjamin Ahlborn To Everyone:
    still working
14:14:49 From Jessica Harris To Everyone:
    I submitted mine
14:32:05 From Jessica Harris To Everyone:
    I think primary org could be useful
14:36:14 From Felix Hemme To Everyone:
    Could you display the first and then "... and others"?
14:37:50 From Felix Hemme To Everyone:
    Yes, search terms and an internal ID for a product
14:46:52 From Jessica Harris To Everyone:
    What app is Notes stored in?
14:47:08 From scolglaz To Everyone:
    Notes Helper App ...
14:47:31 From scolglaz To Everyone:
    accessed like Interfaces etc
14:48:26 From Clara Marino To Everyone:
    # of notes?
14:51:31 From Jessica Harris To Everyone:
    Thanks, Sarah. I'm not aware of any area (other than the Org app) where we can access interfaces. I'll check around here though :-)
14:51:53 From scolglaz To Everyone:
    So not via it, just in the sort of same manner …. via a modal etc only
14:52:17 From scolglaz To Everyone:
    I find it really  hard to use ;-)
14:52:43 From Jessica Harris To Everyone:
    Ah, ok - that makes sense! Me too. I was thinking that there must be a central space to see all notes.
14:53:07 From scolglaz To Everyone:
    May I make a pitch for Tags for the AG and AGL browse views ….
14:53:22 From Clara Marino To Everyone:
    Not the person in question, but maybe they meant the parent agreement's primary organization?
14:56:34 From Becca Banach To Everyone:
    I was mainly considering it from a search/targeting perspective, but that’s a great point!
14:57:06 From scolglaz To Everyone:
    Organisation is spelled with an s … so someone who used BE spelling must  have added it ;-)

Attendees list