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

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

Meeting URL:  https://zoom.us/j/995679876 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

Recording: https://prod-zoom-recordings-openlibraryfoundation-org.s3.amazonaws.com/529c26c3-70d7-4e08-9a2c-a3fe209b99eb%2Fshared_screen_with_speaker_view.mp4

Agenda Dec 14th 2022

Convener: Martina T.

Notetaker: Martina S. (belated)

Housekeeping

• All: Please edit the attendees list below and indicate when you are there!
• Next ERM meeting:  11 Jan 2023
  
  • first meeting in 2023: 11 Jan 2023 
• all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://folio-org.atlassian.net/wiki/x/SABS
• Open discuss posts: right now no new posts regarding erm
• PC meeting Dec 1st
• PC meeting Dec 8th (SIG convener update)

Agenda items

1. Development progress - ERM sprint 155-156
2. Agreement line user interface questions
   1. Please read the document at https://docs.google.com/document/d/1Du33P_QCwkBW1ikZrJM9jWDpV1VmEryGrZWK4r62_lw/edit?usp=sharing  and add your comments and questions

Minutes

Development progress

• combined sprints 155 and 156 due to holidays 
• working on tackling technical debts - e.g. implementing software tests
• there is a separate search for titles, packages and platforms now
• currently there is a problem on FOLIO snapshot with displaying agreements | work is done | waiting for environments to catch up
• filter added for "cancellation deadline" and "reason for closure"
• official release of Nolana will be announced today
• for Morning Glory there is a hotfix in the works
• ERM-2482: Incorrect overlapping coverage errors on import to local KB
  • for Lotus there will be no hotfix where this could be included
  • reason: only the 2 last releases will be supported; so when Nolana ist released, it will be Morning Glory and Nolana
  • sometimes the fixes are trivial, but will never be seen in the version a library is using (if the version is "too old")
  • support is in discussion in PC as well

Agreement line user interface questions

• talked about some issues with agreement lines UI
• one of theem is the inclusion of Agreement lines in the Agreement edit screen
• load all agreement lines with no control which one is needed and how many there are
• agreement edit screen is already very complex
• idea: remove AGL edit completely from agreement edit screen | reason: avoid performance issues
  • ERM SIG: only if there is a way to edit AGLs in a similar way on screen | have them editable in one place
  • pagination often helps but not with finding the correct AGL
• there is now a separate AGL search that will ease finding specific AGLs | there are then several clicks need to be able to edit the AGL
• when browsing through a list of AGLs the POL could be a useful information
• there is no screen where all information is displayed for an AGL
• in other apps there is a pattern do configure the displayed columns of an MCL (via "action" menu)
  • for AGLs we would have performance issues because information needs to be retrieved from other apps
  • ERM team will look at this
• wish: extend MCL to include links to external objects
• question: is it useful to be able to edit the AGLs on a single screen | are there use cases
  • Use case: need to update POLs on AGLs each year
  • maybe same actions but different POLs for each AGL
  • bulk edit option would be nice | option: could we add the ability to load agreements and licenses to the bulk edit app that is being developed
    • bulk edit app seems to be designed for larger numbers of edits |using bulk edit app does not seem efficient for the number of records that would need changing (except for when wanting to change the period end date for many AGLs at once)
  • wish to have the option "go to the next one" without needing to leave one record and clicking to the next | e.g. button "save & go to next" in addition to "save & close"
  • alternative: rough design/sketch by Gill:
  • 

• • which one of the 2 options is preferred:
    • ERM SIG: from a UI perspective the design by Gill would be preferred, especially for the change of dates, POL and related notes | seems like less clicking 
  • being able to mark AGLs as "done" via a checkbox would be helpful
  • display last edited date as a column in results list | would be a topic for App Interaction
  • numbering would be useful as well to refer to records
  • other 2 topics:
    • active and inactive AGLs
    • AGL creation
    • Owen will use feedback from the homework document and work on a way forward that he will present in a next meeting

Chat

Von Felix Hemme (ZBW) an alle 02:10 PM
Will there be a backport for ERM-2482 (to Lotus)
Von Felix Hemme (ZBW) an alle 02:26 PM
@Owen Just FYI for later a note about kind of a similar issue in Inventory: UIIN-2155. We implemented pagination for parent/child relations in the instance record in view mode. But there is still an issue when editing an instance record with hundreds of parent/child relations, because all those relations are loaded by the system. No solution until now.
Von Jessica Harris an alle 02:31 PM
I agree. The POL being displayed is important.
Von Jack Mulvaney an alle 02:34 PM
So that would behave similar to the "View in Inventory" button on linked POLs?
Von Sara Colglazier (MHC/5C) an alle 02:41 PM
Sometimes that is what is needed: the same to a whole set, but also sometimes the same needs to be added to many in different ways
Von Nicole Trujillo an alle 02:49 PM
like "Go to next agreement line"?
Von Felix Hemme (ZBW) an alle 02:56 PM
That view on the data could save a lot of time, so I think it is a good idea and should be implemented before the "save and open next AGRLine" idea.
Von Carol Sterenberg an alle 02:59 PM
Thank you!
Von Zorian Sasyk (EBSCO FOLIO) (he/him) an alle 02:59 PM
Thanks all!
Von Sara Colglazier (MHC/5C) an alle 02:59 PM
Same to you and all!
Von Felix Hemme (ZBW) an alle 02:59 PM
Thank you Owen!
Von Jessica Harris an alle 02:59 PM
Thank you & Happy Holidays!
Von Molly Driscoll an alle 02:59 PM
thanks, everyone! happy holidays!
Von Martina Karlsson an alle 03:00 PM
Thank you!
Von Nicole Trujillo an alle 03:00 PM
Thank you Owen!

Attendees list