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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

https://wiki.folio.org/display/COMMUNITY/FOLIO+Meetings+with+Zoom

 

ERM SIG Folio Wiki: https://wiki.folio.org/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 Sep 22nd 2021

Convener: Martina T.

Notetaker: Martina T. / Felix

Housekeeping

  • All: Please edit the attendees list below and indicate when you are there!
  • Next ERM meeting:  Oct 6th
    • looking for volunteers to describe how Agreements vs. Agreement Lines are used to handle different use cases
    • looking for volunteers for a FOLIO Forum: in a panel presentation on how FOLIO libraries are managing ERM & acquisitions, specifically:

      • walking through the acquisition of a new e-resource start to finish (ordering, invoicing, activation, and agreement tracking)
      • walking through a renewal from an orders/invoices/agreement perspective
      • maintaining changes in title lists year over year
  • all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://wiki.folio.org/x/MAEGAg
  • Open discuss posts: right now no new posts regarding erm


Agenda items:

  1. Development progress - ERM Sprint 123
  2. Bulk Editing (Magda Zacharska)


Minutes

Development progress

  • Work for Kiwi release deadline (Oct 6th)

  • Background work – ui interface stripes was updated – work to be compatible with the latest versions of stripes
  • Some bug fixes and some work on different approaches how data is imported into the internal local KB 
  • Now available: In the amendment view you can see all “amendments on parent license” and can navigate between the amendments without going back to the parent license first

Bulk Editing

  • ERM use cases can be shared in this document: https://wiki.folio.org/x/5YL-Ag
  • Magda's slides: FOLIO Bulk Edit
  • Timeline wise it will be a longer project until 2023, starting with Users, followed by Inventory items
  • Error handling (slide 26): The error file has to include the user's barcode in order to identify the record in the exported CSV file
  • Does that CSV include the UUID for the thing being updated/deleted as well? Yes, when downloading the matched records CSV (slide 13) it will include all fields from the user record including the user's UUID.
  • The CSV exports will include the label for fields where the value is actually a system UUID, e.g. instead of exporting the UUID for the user group the export will contain the label ("staff").

Chat

Von Owen Stephens an alle:  02:26 PM
Does that CSV include the UUID for the thing being updated/deleted as well?

Von Sara Colglazier (MHC/5C) an alle:  02:28 PM
I meant whatever identifier had used in my orig. input file.

Von Molly Driscoll an alle:  02:32 PM
in the bulk edit option, which user record fields are included for editing? For example, could this be used to edit custom fields?
Thanks, Magda!
sorry no mic

Von Owen Stephens an alle:  02:34 PM
There are a few (4?) use cases for agreements/licenses on that wiki page that Magda shared - if people have additional use cases please do add them

Von Anu Moorthy an alle:  02:38 PM
Thank you, Magda

Von Bob Scheier (Holy Cross) an alle:  02:38 PM
Thanks Magda

Von Owen Stephens an alle:  02:38 PM
Thank you Magda

Von Molly Driscoll an alle:  02:39 PM
thank you, Magda!

Attendees list

Present

Name

Home Organization


Aaron Neslin

UMass

x

Abigail Wickes

Duke University Libraries


Alaina Jones 

Duke


Alice Daugherty

University of Alabama


Alistair Morrison

Johns Hopkins University Libraries


Amanda Cornwell

Johns Hopkins University Libraries


Amelia Sutton

UMass


Andrea Meindl

UB Regensburg


Ann-Marie Breaux

EBSCO


Annika Schröer

UB Leipzig

x

Anu Moorthy

Duke


Anya Arnold

EBSCO

x

Beate Aretz

Stabi Berlin


Benjamin Ahlborn

SuUB Bremen


Birgit Neumann

Björn Muschall

UB Leipzig

xBob ScheierHoly Cross

Carole Godfrey

EBSCO


Catherine Tuohy

Emmanuel College 


Charlotte Whitt

Index Data

x

Claudia Malzer

ULB Darmstadt, Developer


Dennis Bridges

EBSCO

x

Dwayne Swigert

Missouri State University

x

Emma Raub 

Cornell


Eric Hartnett

Texas A&M University

x

Felix Hemme

ZBW Kiel


Frances Webb

Cornell, Developer

x

Gill Osguthorpe

UX/UI Designer - K-Int

x

Gisela Weinerth

SUB Hamburg


Heather Thoele

Texas A&M University


Ian Ibbotson

Developer Lead - K-Int

x

Jack Mulvaney

UMass


Jag Goraya

K-Int

x

Janet Ewing

Five Colleges / Mount Holyoke College Library


Jenna Lantermann

Five Colleges / Smith College 


Jenna Strawbridge

Duke


Jessica Harris

Chicago


Jir Shin Boey

Missouri State University


Joe Sikowitz

Fenway Library Organization


Johann Rolschewski

ZDB, Berlin


Johanna RaddingFive Colleges / Amherst College

Julie Brannon

Duke


Kathleen Berry

UMass Amherst

x

Kathleen Norton

Five Colleges / Mount Holyoke College Library


Katrin Brüggemann

UB Leipzig


Khalilah Gambrell

EBSCO


Kirstin Kemner-Heek  

VZG, Göttingen


Kristen Wilson

Index Data

x

Kristin Martin

Chicago


Kyle Banerjee

EBSCO
x

Lars-Hakan Herbertsson

Chalmers


Laura Wright

Cornell University


Lindsey Lowry

University of Alabama


Lindsey Taggert

Missouri State University


Luca Lanzillo

Sapienza Library System - Sapienza University of Rome


Maike Osters

hbz, Cologne


Mara Egherman

EBSCO


Marie Widigson

Chalmers


Mariyam Thorhira

Johns Hopkins University Libraries


Marjorie Snyder



Mark Arnold

Missouri State University


Mark Deutsch

Duke

x

Martina Karlsson

Chalmers


Martina Schildt

VZG, Göttingen

x

Martina Tumulla

hbz, Cologne


Mary O’Brien



Matthieu Bordet

DMCultura, Ravenna, Italy

x

Molly Driscoll

EBSCO


Moritz Horn

VZG, Göttingen

x

Nancy Finn



Nancy Pelis

Five Colleges / Mount Holyoke College Library

x

Norma Flores

Texas A&M University

Olga Harder

TIB Hannover

x

Owen Stephens

Product Owner -  Owen Stephens Consulting


Paul Trumble

Amherst


Peter Böhm

HeBIS, Frankfurt

x

Peter McCracken

Cornell


Robert SchreierCollege of the Holy Cross

Rüdiger Stratmann

IAI SPK Berlin

          

Sabine Howahl

ULB Darmstadt


Sabrina Bayer

UB Regensburg

x

Sara Colglazier

Five Colleges / Mount Holyoke College Library

x

Sarah Dennis

Texas A&M University


Sarah Morgenstern-Einenkel

UB Leipzig


Scott Stangroom

UMass


Siobhan McManamon

Five Colleges / Smith College


Sobha Duvvuri

EBSCO


Stephani KaceliCairn University

Stew MacLehose

University of New England

x

Susanne Schuster

BSZ Konstanz

x

Tatjana Clemens

UB Frankfurt


Theodor Tolstoi

Chalmers, EBSCO

x

Tracy Patton

Missouri State University


Virginia Martin

Duke University Libraries


Xiaoyan (Yan) Song

NCSU


Yvonne Mönkediek

SuUB Bremen








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