2024-03-06 - ERM meeting

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

Call in Number:    Join our Cloud HD Video Meeting

Meeting URL: Join our Cloud HD Video Meeting   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 March 6th 2024

Convener: Martina S.
Notetaker: Martina T.

Housekeeping

Agenda items

  1. Development progress - ERM sprint 186

  2. WOLFcon session planning - (September 24 – 26, 2024 - London) | submission deadline March 31st

    1. collect ideas here: WOLFcon ERM sessions | EasyRetro

Minutes

  • ERM subgroups

  • Development progress - ERM sprint 186

    • Feature freeze for Quesnelia at the end of this sprint

    • Small UI changes and performance improvements 

    • Framework needs to be updated Grails 6

    • Released a version of Mod-Agreements minor version of the Poppy version with performance improvements / will be tested with GBV / Poppy CSP process will be started / only affect performance improvements related to harvesting data from GOKb – not impact on other users / Improvements are in Quesnelia as well

    • Record the package title count from GOKb / Work on similar count of number of titles in packages within the local KB / report on differences would be possible / limited time, not sure if it will be in Quesnelia

  • WOLFcon session planning - (September 24 – 26, 2024 - London) | submission deadline March 31st

    • collect ideas here: WOLFcon ERM sessions | EasyRetro

    • Upcoming | Open Library Foundation

    • Submissions until March 31

    • Different session’s length and options

    • Hybrid is difficult and a challenge

    • Far in advance – what can we talk about in September?

    • Reserve slots and topics can be added later

    • Fee for virtual participation 50$, will be used for equipment, but rooms are different and it can be challenge

    • Zorian:  possible topic report on organizational changes with new subgroups after 6 months (in September)

    • Sara: bringing information back to the ERM SIG / Those subgroups are very important for local KB and eholdings users

    • Martina S.: Assume all our sessions will be hybrid

    • Owen: session on search – where should we be going with search in ERM? What are the outcomes we are aiming for?

    • Owen: feedback from those using the system, last WOLFcon – seeing people how they use it always so helpful – like and dislike about the system – sharing what is like to use the system?

    • Martina S.: Search is a good topic – helpful multiple presenters each for a couple of minutes. Presenting day-to-day use

    • Sara: elastic search does this include the query language searching – maybe include in the discussion

    • Martina S.: cross apps topics? Cross Apps topics – Agreements work with Orders, Agreements work with Inventory, presenting workflows and look at these situations

    • Sara: Exporting – how to get all across app data?

    • Zorian (chat): bulk importing and exporting

    • Owen (chat): I wonder if the Workflows app people are going to be presenting at WolfCon? If so I think a session on impact of that app on ERM would be a really good idea

    • Zorian: session comparing with other system

    • Owen (chat): I think “working documentation” as opposed “system documentation” is an interesting point

    • Please add your ideas and comments to the board and vote until March 25th, that will give us some time to submit the sessions

Chat

Martina Schildt | VZG 14:03
https://folio-project.slack.com/archives/C9ER2HCRY/p1708698501856399
scolglaz an Alle 14:05
Will the Agreemets Local KB Subgroup have its own slack channel or also just use the already existing ones?
Zorian Sasyk | EBSCO FOLIO Implementation 14:07
eHoldings subgroup meeting is next week at this time too
scolglaz 14:08
Is there a separate Zoom link?
Martina Schildt | VZG 14:10
Agreements Local KB subgroup
Martina Schildt | VZG 14:17
Upcoming | Open Library Foundation
Martina Schildt | VZG 14:20
WOLFcon ERM sessions | EasyRetro
Owen Stephens 14:32
I think there are definitely parallels for other groups - e.g. different discovery systems integrating, different finance systems etc.
scolglaz 14:35
But maybe it would be good to hear from you what you would find useful/interesting to hear/see from us?!
That was meant re: Owen now
Re: the search tile, can we also mention Filtering … because it is always Search & Filter, and how they interact or do not interact in the most wonderful ways
Owen Stephens 14:45
Inventory is definitely more challenging and complex but all implementations of search come with their challenges. In Agreements a lot of the challenges are going to be about integrating the resources and the Agreement lines and the Agreements and making sure search works across all of that in a sensible way
And you have to decide aspects like “what is the hierarchy of the data in the search engine” - which isn’t something from a user perspective you care about but it makes a big difference to how easy it is to surface certain information in search
Zorian Sasyk | EBSCO FOLIO Implementation 14:48
bulk importing and exporting
Owen Stephens 14:49
I wonder if the Workflows app people are going to be presenting at WolfCon? If so I think a session on impact of that app on ERM would be a really good idea
Sempertool and ROAM both mentioned on a mailing list this week
WOLFCon in OLF so definitely possible we’d have attendees of different systems (esp. Coral)
Owen Stephens 14:53
I think “working documentation” as opposed “system documentation” is an interesting point
scolglaz 14:54
Not even.
Owen Stephens 14:58
Thank you all
Come to London if you can 🙂

Attendees list

Present

Name

Home Organization

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

x

Annika Zierhut



 

Anya Arnold

EBSCO

 

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

 

Clara Marino



x

Claudia Malzer

ULB Darmstadt, Developer

 

Constantin Lehenmeier



 

Dorothe Kugler

UB Mainz

 

Dwayne Swigert

Missouri State University

 

Emma Raub 

Cornell

 

Elizabeth Richens



 

Eric Hartnett

Texas A&M University

 

Felix Hemme

ZBW Kiel

 

Gail Murray

Five Colleges / Smith College

 

Gang Zhou

Shanghai Library

 

Gill Osguthorpe

UX/UI Designer - K-Int

x

Gisela Weinerth

SUB Hamburg

 

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 

 

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

 

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

 

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



 

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



x

Nina Stellmann

VZG, Göttingen

 

Norma Flores

Texas A&M University

x

Owen Stephens

Product Owner -  Owen Stephens Consulting

 

Paul Trumble

Amherst

 

Paivi Rentz

Texas State University

 

Peter Böhm

HeBIS, Frankfurt

 

Peter McCracken

Cornell

 

Phil Adams

De Montfort University

 

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

 

Stephanie Larrison

Texas State University

 

Stew MacLehose

University of New England

 

Susanne Gill

BVB

 

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