Agenda Nov 29th 2023

Convener: Martina S.

Notetaker: Martina T.

Housekeeping

All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: 13 Dec 2023 ERM meetings cancelled Dec 27th and Jan 10th
All questions and ERM implementers' topics can be posted on: ERM implementers.
2023-11-16 Product Council Agenda and Meeting Notes

Agenda items

Development progress - ERM sprint 179
Adding column customisation options to multi-column lists in Agreements (Continuing the discussion from last meeting)
1. Please complete the homework questions at https://forms.gle/tmYHYwQSqqEBMZPr8

Minutes

Development progress - ERM sprint 179
- Work finished for Poppy release
- Issue with saving Agreements that are linked with Agreement Lines in the Local KB –> Orchid CSP 7
- Add pagination -> For Poppy started to switch to next and previous page buttons
- Started to add pagination for any MCL when more than one page to show both in Agreements and Licenses
- Settings > Agreements > Supplementary Properties – changed the UI e.g. filter – working on implementing this in more places in settings e.g. Settings of Local KB Admin
- Settings > Pick lists and pick list values – combine those two screen in one and integrating a 4th pane - easier to find and manage
- Work on the way that we index data in the data base - not complete yet for Licenses and Agreements – when implemented you should see some improvements e.g. search and performance
- In Licenses performance not significant, but in Agreements improvements in data ingest speed and search speeds expected
Adding column customisation options to multi-column lists in Agreements
- Highest priority: Agreement view -> Agreement lines, Agreement line search results, Agreement search results
- Agreement line search results
- Name/Reference of Agreement Line -> Title A on Platform B in Package C
- In case of an unlinked Agreement line there is no name/reference but a description
- Felix (chat): Hi Owen! Just looking at this screen I want to ask a question I never came to ask: Why is the title and platform name in inverted commas, but the package not? I find it more confusing when I look at a package title in the third pane.
  - String is built up of a number of different parts Title on Platform in Package to be specific about what the Agreement line is for.
  - Felix: it would be easier to identify the package name if it were in inverted commas as well
  - Owen will check if it can be fixed
- Agreements search – section Agreement line in the Agreement view pane
- Agreement view pane > Agreement lines -> New: Pagination Next and Previous
- Results of survey - priorities display of columns: Name / Description, Active from, Active to, PO Line, Count, Provider, Publication type, Note
- Custom coverage only applies to local KB – adjustment of coverage
- If a custom coverage is added then an indicator/icon is displayed for custom coverage – so you know that it is not the default coverage
- PO Line – which POL is linked to is displayed
- Count = number of resources
  - Local KB: e.g. 1 title = 1 or e.g. 1 package = e.g. 1373 -> total count
  - E-holdings resource: e.g. 1 / 27 – only 1 title out of 27 is active -> Active titles and total number of titles in the package
- View in Agreement lines search: the reference number is displayed not the name (eHoldings)
- Reason: name for the eHoldings lines are never stored in Agreements only the reference number – all other information is fetched on demand – two step fetch from eholding and HLM
- Felix (chat): A POL stores certain parts of Inventory records in its JSON document. Would that be an option for the AGRLines that have a link to eHoldings as well when trying to avoid so many API calls?
- It was a compromise
- Changes in the remote data are difficult to float through to your stored version - could end up with differences – data can change a lot
- Question: Provider is in the table – feedback was for Organization
- Sara: Organization e.g. payment and provider who is the provider of the resource
- At Agreement line level you have the provider of the resource – Agreement would be the level to record the vendor (payment)
- Zorian: provider is KB term coming from eHoldings or from GOKb
- Sara: over in PO line field access provider - maybe changing the term to access provider as a suggestion
- Sara: not linked Agreement line – not possible to fill that information in and for me it would be useful to enter information and to edit it

Chat

Martina Schildt | VZG 14:01
Hello all, here is the Agenda: https://folio-org.atlassian.net/wiki/display/ERMSIG//2023-11-29+-+ERM+meeting
Stephanie Larrison an Alle 14:18
That was my comment, but I'm still learning. Thanks for the explanation.
Felix Hemme an Alle 14:19
Hi Owen! Just looking at this screen I want to ask a question I never came to ask: Why is the title and platform name in inverted commas, but the package not?
I find it more confusing when I look at a package title in the third pane.
Thanks!
Stephanie Larrison an Alle 14:24
The Alternative Name vote was me, again, so disregard. Still learning.
I probably saw it as a supplementary field in Poppy bugfest.
Makes sense that Agreement Line would not need an alternative name. Thanks!
Felix Hemme an Alle 14:39
A POL stores certain parts of Inventory records in its JSON document. Would that be an option for the AGRLines that have a link to eHoldings as well when trying to avoid so many API calls?
I agree about the need keeping it up2date, please also convince the Orders people ;-)
scolglaz an Alle 14:50
In the POL it is Access provider -- maybe that would be clearer
Felix Hemme an Alle 14:51
Publisher is also much less standardized, just take a look at all those different Springers in a MARC 264.
Martina Schildt | VZG 14:56
I need to run to another meeting - apologies!

Attendees list

Present	Name	Home Organization
	Aaron Neslin	UMass
	Alice Daugherty	University of Alabama
	Alissa Hafele	Stanford University
	Amelia Sutton	UMass
	Andrea Meindl	UB Regensburg
	Annika Schröer	UB Leipzig
	Annika Zierhut
	Anya Arnold	EBSCO
x	Beate Aretz	SBB
x	Becca Banach	Smith College
	Benjamin Ahlborn	SuUB Bremen
x	Bernd Oberknapp	UB Freiburg / ReDI
	Beverly Geckle	MTSU
	Birgit Neumann
	Carol Sterenberg
	Carola Bauch-Schuster	UB Eichstätt-Ingolstadt
	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
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
	Kristin Martin	Chicago
	Kyle Banerjee	EBSCO
x	Lars-Hakan Herbertsson	Chalmers
	Laurenz Kern	Stabi Berlin
	Leonie Bodinus	UB Erlangen-Nürnberg
	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
x	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
	Martina Karlsson	Chalmers
x	Martina Schildt	VZG, Göttingen
x	Martina Tumulla	hbz, Cologne
	Mary O’Brien
	Marya Kovalenko
	Matthieu Bordet	DMCultura, Ravenna, Italy
	Mohammad Alhamad	Missouri State University
	Molly Driscoll	EBSCO
	Nancy Finn
x	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
	Phil Adams	De Montfort University
x	Ray Murray
	Robert Heaton	EBSCO
	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 Perry
	Scott Stangroom	UMass
	Sharon Beltaine
	Siobhan McManamon	Five Colleges / Smith College
	Sobha Duvvuri	EBSCO
	Stephani Kaceli	Cairn University
x	Stephanie Larrison	Texas State University
	Stew MacLehose	University of New England
X	Susanne Gill	BVB
	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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