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

Call in Number: 

Meeting URL Password needed: please see link below


ERM SIG Folio Wiki:

Google Folder:

Terms and definitions:

Slack Channel: # erm-team


Agenda Feb 8th 2023

Convener: Martina S.

Notetaker: Martina T.


  • All: Please edit the attendees list below and indicate when you are there!
  • Next ERM meeting:  
  • all questions and topics for the ERM implementers meeting can be posted on this confluence page:
  • Open discuss posts: right now no new posts regarding erm
  • PC meeting Jan 26th

Agenda items

  1. Development progress - ERM sprint 158
  2. Implementers topics


  • Development progress - ERM sprint 158
    • ERM sprint 158 last sprint for Orchid

    • new persistent ID in GOKb  – doing work to migrating from using older ID to the new ID

      • Felix (chat): Will this resolve the issue that when a package name changes in GOKb, a new package is created in Folio?

      • Yes, it will – reference changes when package name changes

    • Adding types of Agreements – a lot to consider, but the ability to add content types to Agreements seemed easy to consider

      • One or more content types can be added to an Agreement and you can define the list of types (SubscriptionAgreement.ContentType), will populate some defaults – defaults (Audio, Books, Database, Journals, Video) are added but you can delete and add your own

      • While implementing this a bug was identified in stripes software, once this is resolved by the stripes developers than content types can be displayed in the agreement screen  

      • Content types can be filtered as well

    • Being asked by implementers to support a view only permissions for settings in Agreements and Licenses e.g. supplementary properties

      • Right now there is a general permission to view and edit the settings in Agreements and Licenses

      • Adding the permissions did not take long, but additional screens needs to be developed for the view only version of those screens

      • Right now if you have the view only permission you can still edit, but you cannot save the changes and an error is displayed – prefer the screens not to be editable in the first place - needs more work - maybe Orchid/Poppy

  • Implementers topics
    • Dashboard: Filter on agreements alternative names
      • New agreement widget – than you can do a search by name or alternative name or description

      • Filters (e.g. does not contain or exact matches) vs. Search (text search)

      • Adding a filter based on the alternative name 
      • Are there other use cases for filtering or searching? Supplementary property

      • Felix: in an ideal world all filters in Agreements can be selected in the widget as well including supplementary property

      • Felix: Licenses terms to the license widget definition is more important than supplementary properties

      • Owen will write up Jira tickets to add “Alternative title” and “Description” to available filters and investigate adding supplementary properties to the filters / license terms to the license widget

    • Ability to intentionally disconnect link between e-resource from external KB and e-resource in local KB or block fields from being updated
      • Scenario: resource in the local KB that is tracking an external resource particular GOKb as that package is updated in GOKb those updates are automatically applied to the copy in local KB – sometimes you can want those to be diverse

      • Asked for prevent some fields to be updated or not updated at all

      • Felix: use case - package title removal  / Access end date in GOKb to make that field editable – you can overwrite, but than you need a notification method 
      • Removing those IDs from the package in the local KB, so it won’t be updated due to no ID - new package would be created from the external resource

      • action to separate from external source or do local copy

      • Field level is more challenging – break connection – you might want to get some updates - than cutting it of completely – tracking those stuff is not easy

      • Owen will write up a story to allow for a local copy of a remote KB package for discussion with users whether it is a useful functionality

    • Support e-resource search on ISBN regardless of presence of hypens in the query and the data
      • At the moment – searching in local KB search – you need to search with hyphen (or without hyphen) to get the exact match if the ISBN is entered with or without a hyphen.

      • Felix: users should not worry about hyphens when searching

      • Kristin (chat): What's the behavior in Inventory?

      • Felix (chat): In Inventory it does not matter what the user enters.

      • Storing ISBN without hyphen and users need to search without hyphens

      • But ISBN is included in search fields containing other fields as well - challenges is there is no one behavior for different fields

      • Owen will write up a story to store ISBNs in consistent way and to support searching with or withot hyphens and will look at the solution in Inventory
    • Allow license term note without a set term value
      • Value to be delivered to 3rd party system – 3 related terms and you want a value for one and a note for the other – not possible right now - want to put in a note and I have to put in a value

      • Felix: use case: 3 ILL related terms – 1. Is ILL allowed or not 2. Deliver in electronic or print way 3. domestic only or internationally / If the first one is not allowed than the other two are than not necessary and no content needs to be entered  - Due to the 3 rd party system we cannot add other terms/value

      • Described here – hierarchical relationship (terms and subterms) 
      • This topic will be discussed in a future ERM SIG meeting  
    • Please add your topics to the implementers’ page


Felix Hemme (ZBW) 14:06
Will this resolve the issue that when a package name changes in GOKb, a new package is created in Folio?
Excellent! :)
Kristin Martin 14:44
What's the behavior in Inventory?
Felix Hemme (ZBW) 14:44
In Inventory it does not matter what the user enters.
Felix Hemme (ZBW) 14:52
Carol Sterenberg 15:02
Thank you!
Felix Hemme (ZBW) 15:02
Thanks Owen

Attendees list



Home Organization

Aaron Neslin


Abigail Wickes

Duke University Libraries

Alaina Deane


Alice Daugherty

University of Alabama

Alissa HafeleStanford University

Amelia Sutton


Andrea Meindl

UB Regensburg

Ann-Marie Breaux


Annika Schröer

UB Leipzig

xAnnika Zierhut

Anu Moorthy


Anya Arnold



Beate Aretz


Benjamin Ahlborn

SuUB Bremen

xBernd OberknappUB Freiburg / ReDI

Birgit Neumann

Björn Muschall

UB Leipzig

xCarol Sterenberg

Carole Godfrey


Catherine Tuohy

Emmanuel College 

Charlotte Whitt

Index Data

Claudia Malzer

ULB Darmstadt, Developer

Dennis Bridges


Dorothe KuglerUB Mainz

Dwayne Swigert

Missouri State University

Emma Raub 


Eric Hartnett

Texas A&M University


Felix Hemme

ZBW Kiel

Frances Webb

Cornell, Developer

Gang ZhouShanghai Library

Gill Osguthorpe

UX/UI Designer - K-Int


Gisela Weinerth

SUB Hamburg

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 

Jenna Strawbridge



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


Kirstin Kemner-Heek  

VZG, Göttingen

Kristen Wilson

Index Data


Kristin Martin


Kyle Banerjee


Lars-Hakan Herbertsson


Laura Wright

Cornell University

Laurenz KernStabi Berlin

Leonie BodinusUB Erlangen-Nürnberg

Lindsey Lowry

University of Alabama

xLisa Schneeberger

Luca Lanzillo

Sapienza Library System - Sapienza University of Rome

Lucas ModerUB Regensburg

Mara Egherman


Maria Taylor

Marie Widigson


Mariyam Thorhira

Johns Hopkins University Libraries

Marjorie Snyder

Mark Arnold

Missouri State University

Mark Deutsch


Martin Scholz

Martina Karlsson



Martina Schildt

VZG, Göttingen


Martina Tumulla

hbz, Cologne

Mary O’Brien

Matthieu Bordet

DMCultura, Ravenna, Italy

Mohammad AlhamadMissouri State University

Molly Driscoll


Moritz Horn

VZG, Göttingen

Nancy Finn


Nancy Pelis

Five Colleges / Mount Holyoke College Library

Nicole Trujillo
xNina StellmannVZG, Göttingen

Norma Flores

Texas A&M University

Olga Harder

TIB Hannover


Owen Stephens

Product Owner -  Owen Stephens Consulting

Paul Trumble



Peter Böhm

HeBIS, Frankfurt

Peter McCracken


xRay Murray

Robert Heaton

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 Stangroom


Siobhan McManamon

Five Colleges / Smith College

Sobha Duvvuri


Stephani KaceliCairn University

Stew MacLehose

University of New England

Susanne Schuster

BSZ Konstanz

Tara Barnett

Tatjana Clemens

UB Frankfurt

Theodor Tolstoi

Chalmers, EBSCO

Tracy Patton

Missouri State University

xValerie Cervantes

Virginia Martin

Duke University Libraries

Xiaoyan (Yan) Song


Zorian SasykEBSCO
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