2023-11-29 - ERM meeting

Meeting Time:    8 am EST /  2 pm CET / 1 pm UK

Call in Number:     https://zoom.us/j/995679876 

Meeting URLhttps://zoom.us/j/995679876 Password needed: please see link below



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 29th 2023

Convener: Martina S.

Notetaker: Martina T.


Agenda items

  1. Development progress - ERM sprint 179
  2. 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


  • 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


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.
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



Home Organization

Aaron Neslin


Alice Daugherty

University of Alabama

Alissa HafeleStanford University

Amelia Sutton


Andrea Meindl

UB Regensburg

Annika Schröer

UB Leipzig

Annika Zierhut

Anya Arnold



Beate Aretz

xBecca BanachSmith College

Benjamin Ahlborn

SuUB Bremen

xBernd OberknappUB Freiburg / ReDI

Beverly GeckleMTSU

Birgit Neumann

Carol Sterenberg

Carola Bauch-SchusterUB Eichstätt-Ingolstadt

Carole Godfrey



Catherine Tuohy

Emmanuel College 

Charlotte Whitt

Index Data

xClara Marino

Claudia Malzer

ULB Darmstadt, Developer

Constantin Lehenmeier

Dorothe KuglerUB Mainz

Dwayne Swigert

Missouri State University

Emma Raub 


Eric Hartnett

Texas A&M University


Felix Hemme

ZBW Kiel

xGail MurrayFive Colleges / Smith College

Gang ZhouShanghai Library

Gill Osguthorpe

UX/UI Designer - K-Int

Gisela Weinerth

SUB Hamburg

xGregory EdwardsLehigh University

Heather MacFarlane

Heather Thoele

Texas A&M University

Ian Ibbotson

Developer Lead - K-Int

Jag Goraya


Janet Ewing

Five Colleges / Mount Holyoke College Library

Jenna Lantermann

Five Colleges / Smith College 


Jessica Harris


Jir Shin Boey

Missouri State University

Joe Sikowitz

Fenway Library Organization

Johanna RaddingFive Colleges / Amherst College

Julie Brannon


Kathleen Berry

UMass Amherst

Kathleen Norton

Five Colleges / Mount Holyoke College Library

Katrin Brüggemann

UB Leipzig

Khalilah Gambrell


Kristin Martin


Kyle Banerjee


Lars-Hakan Herbertsson


Laurenz KernStabi Berlin

Leonie BodinusUB Erlangen-Nürnberg

Lilly Zirngibl

Lindsey Lowry

University of Alabama

Lisa HartlmüllerUB Regensburg

Lisa Schneeberger

Lola EstelleEBSCO

Luca Lanzillo

Sapienza Library System - Sapienza University of Rome

xLucas ModerUB Regensburg

Lucia McBrideLehigh University

Mara Egherman


Maria Taylor

Marie Widigson


Mariyam Thorhira

Johns Hopkins University Libraries

Marjorie Snyder

Mark Arnold

Missouri State University

Martin Scholz

Martina Karlsson



Martina Schildt

VZG, Göttingen


Martina Tumulla

hbz, Cologne

Mary O’Brien

Marya Kovalenko

Matthieu Bordet

DMCultura, Ravenna, Italy

Mohammad AlhamadMissouri State University

Molly Driscoll


Nancy Finn


Nancy Pelis

Five Colleges / Mount Holyoke College Library

Nicole Trujillo

Nina StellmannVZG, Göttingen

Norma Flores

Texas A&M University

Owen Stephens

Product Owner -  Owen Stephens Consulting

Paul Trumble


xPaivi RentzTexas State University

Peter Böhm

HeBIS, Frankfurt

Peter McCracken


Phil AdamsDe Montfort University
xRay Murray

Robert HeatonEBSCO

Robert ScheierCollege of the Holy Cross

Rüdiger Stratmann

IAI SPK Berlin

Sabine Howahl

ULB Darmstadt


Sabrina Bayer

UB Regensburg


Sara Colglazier

Five Colleges / Mount Holyoke College Library

Sarah Dennis

Texas A&M University

Sarah Morgenstern-Einenkel

UB Leipzig

Scott Perry

Scott Stangroom


Sharon Beltaine

Siobhan McManamon

Five Colleges / Smith College

Sobha Duvvuri


Stephani KaceliCairn University
xStephanie LarrisonTexas State University

Stew MacLehose

University of New England

XSusanne GillBVB

Susanne Schuster

BSZ Konstanz

Susie Skowronek

Tara Barnett

Tatjana Clemens

UB Frankfurt

Tracy Patton

Missouri State University

Valerie Cervantes

Xiaoyan (Yan) Song


xZorian SasykEBSCO