2025-04-02 ERM SIG meeting

2025-04-02 ERM SIG meeting

 Meeting information

Date: Apr 2, 2025

Meeting Time:  8am ET | 1pm UK | 2pm CET

Meeting URL: Join our Cloud HD Video Meeting - password needed: please see link

Housekeeping

 Homework

  • -

 Discussion topics

  1. Announcements

  2. ERM development progress update

  3. ERM Bienenvolk development: New features in Sunflower and plans for Trillium

  4. Sunflower updates for eHoldings

  5. Implementers' topics

Minutes

Time

Item

Presenter

Notes

Time

Item

Presenter

Notes

5min

Announcements

@Martina Schildt

  1. WOLFCon session proposals

    • WOLFcon 2025 will take place from September 23–25 at The Westin Kansas City at Crown Center in Kansas City, Missouri, USA.

    • Sessions proposals need to be in by April 25th

    • What session would you like to see or submit? > Please add here: WOLFcon 2025 session brainstorming

  2. The new eUsage subgroup will have its kick-off meeting on Apr 28, 2025 at 10 am ET. The purpose of this first meeting is to collect discussion topics and to plan further meeting dates. If you are unable to attend the meeting, you are very welcome to send your topics to Stefan Dombek via Slack.

  3. Printing in FOLIO

10min

Development progress update

@Owen Stephens

  • it’s bugfest - thanks to everyone participating

  • doing work for automated testing

  • will try to fix bugs as they come up during bugfest

30min

ERM Bienenvolk development

  1. What’s coming with Sunflower?

  2. What’s planned for Trillium

@Owen Stephens

ERM Sunflower release and Trillium plans

ERM Sunflower Dashboard

Sunflower - for more details please see slides:

  • Support S3 settings settings via environment variables

  • Improve select Agreements selection from "Basket"

  • Support selective synchronisation of package data to Agreements local KB from GOKb

    • Question by Bernd: Is the external push KB component publicly available by now? If not, when will it be published?

      Answer: No exact date, but it will be part of OLF Github repositories soon. ERM team will announce as soon as it is.

  • Patch mod-agreements/licenses/service-interaction/oa for instability during update

ERM Trillium Dashboard

Trillium:

  • Agreements: Migrate settings to app settings

  • Agreements Local KB: Remote KB search integration

    • Question by Bernd: If many FOLIO instances use this feature, this could put a lot of additional load on the GOKB?

    • Owen: it moves the load, but load through harvesting will be reduced (if systems move to PushKB and are not syncing all packages); its load in the right place (Elastic Search API)

    • team is working closely with GOKB team - GOKB is aware

  • Improvements to publicLookup API

  • Agreements Local KB: Delete packages / delete package content

  • Agreements: Implement RBAC based access to resources

    • Question by Zorian: Are there plans to implement this for Licenses as well

    • Owen: yes, after it works for Agreements

    • Sara: this would be great in eHoldings as well

      • Zorian will note this as a requirement for eHoldings

Postponed

 

 

 

10min

Sunflower updates for eHoldings

@Zorian Sasyk

 

If time allows

Implementers' topics:

Adding tags for License Amendments

Irina Trapido (Stanford) - can never attend due to time zone

Our Licensing Librarian would like to track metadata for each document signed (e.g., signatory, fiscal year, type of purchase, etc.). He wants to record this information at both the license and the license amendment levels. Tags would be ideal for this purpose, but they are currently only available at the license level. Would it be possible to make tags available at the amendment level as well, similarly to how they are available at the Order and Order Line levels, the Agreement and Agreement Line levels?

If time allows

Implementers' topics:

Add additional options to the “Is perpetual” field

@Priyanka Thanikachalam (EBSCO)

In Quesnelia there are only two options for field entry for the "Is perpetual" field in FOLIO's Agreements app. MWSU would like to add additional options called "Yes - with fee" and "Yes - with continued subscription to publisher's product" to the “Is perpetual” filter

similar discussion Agenda Feb 17 2021

If time allows

Implementers' topics:

Filter for agreements with no Description

Vidhya Ramachandran on behalf of Arkansas Colleges of Health Education

 

Chat

 

 Action items

 Decisions

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