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

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Meeting URL:  https://zoom.us/j/995679876Password needed: please see link below

https://wikifolio-org.folioatlassian.orgnet/wiki/display/COMMUNITY/FOLIO+Meetings+with+Zoom

 

ERM SIG Folio Wiki: https://wikifolio-org.folioatlassian.orgnet/wiki/display/ERMSIG/

Google Folder: https://drive.google.com/drive/folders/17X3tr6siZH8iS07kGcjAqUNl01zVrJmB

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Agenda items

  1. Development progress - ERM sprint 176
  2. Presentation of Poppy ERM features (Owen Stephens)


Minutes

  • Development progress - ERM sprint 176
    • Thanks to all who have claimed Bug fest test cases, some tickets for Licences are not claimed, yet - please claim / please claim test tickets regarding eHoldings as well

    • Started work on features for Quesnelia – picking up what was done for Agreements in Poppy and develop it for Licenses for Quesnelia

    • Other development will start after Poppy Bug fest period

  • Presentation of Poppy ERM features (Owen Stephens)
  •  Release notes includes high level system admins type information about changes and notes on functionality and links to PO presentations – long page, but searching for ERM or Agreements in this page possible
    • UXPROD-3886 Support 'push' based mechanism for populating Agreements Local KB

      • Adding a new process to populate the Agreements local KB

      • For showing this we have to run the agreement module either enable this new process or use the old mechanisms  - All test installations are set to the old method right now 

      • In future the new approach will be default - with the option to use the old method instead

      • New mechanism – smaller amount like 5000 instead of the whole package

    • UXPROD-3885 Allow external data sources to be authoritative about works in the Agreements Local KB

      • Work with external data source – configuration to be set for the system - Use the old title matching process or the new one (using a work source ID)

      • Import the data from a single source – same ISSN can be assigned to different journals - then it is not a unique ID and challenging

      • Matching a source ID – GOKb UUID will be used instead – unique ID

      • Starting with a new system using the new process is straight forward, but already data included in the system - bring in new ID and not do changes not wished for

      • For Poppy and Quesnelia it will be an optional setting

    • UXPROD-4271 Support date created and updated metadata for resources in the Agreements Local KB

      • Added date created and updated metadata for resources in Agreements Local KB

      • For each resource a metadata accordion is displayed when it is created and last updated – data in FOLIO

      • Fields “Source created” and “Source last updated” – data in GOKb

      • For display at the moment – in future releases offer search functionality for recently updated resources for tracking things that changed

    • UXPROD-4413 Add filters for documents in Agreements

      • In Agreements there is pagination for result 25 at a time similar to other apps

      • All search results in agreements, local KB admin, erm comparison and log display in ingest

      • Not in licenses, but will be in Quesnelia

      • Filter for documents in Agreements – “Document filter builder” with attribute, operator, value

      • Combine multiple through AND for a single document in one filter

      • Add multiple filters with OR

      • Attributes: Name, Note, Category, Physical location, URL, content type, file name

      • Attribute Name + Operator does not contain + value a word = has a document, but does not contain the word – not finding agreements without documents

    • UXPROD-4436 Support has/has not filter for Agreements

      • Searching for agreement content using the filter “Agreement content”

      • Agreement content: has not + supplementary documents

      • Multiple options into the box --> OR

      • Add another filter and select AND or OR

      • Filters for documents and filter has/has in agreements in Poppy – for Licenses in Quesnelia

      • Licenses can have core documents and supplementary documents - slightly different

    • UXPROD-3732 Support categorising Agreements by content type

      • Content type:  adding multiple content types

      • List is configurable in Settings > Licenses > pick list values “SubscriptionAgreement.ContentType”

      • Agreements content type filter in the search & filter pane

    • UXPROD-4333 Display agreement lines on a dashboard

      • New widget definition: Widget for Agreement line

      • Now drag and drop the widgets to the size you want  

      • Rearrange the screen and arrange the widgets with drag and drop e.g. enlarge the widget

      • possible with Keyboard shortcut

    • UXPROD-3861 UX improvements for Agreements R2 2023
    • UXPROD-4504 Support License Amendment Search and Filter

      • Added an Amendments search as tab in the search & filter pane

    • worked on the Performance – previously sometimes you cannot edit the agreement if it has many agreement lines / editing an Agreement is faster now – view agreement lines in a separate view 

Chat

Martina Schildt | VZG 14:01
Hi all, here is the Agenda for today: https://wikifolio-org.folioatlassian.orgnet/wiki/display/ERMSIG//2023-10-18+-+ERM+meeting
scolglaz 14:37
Very very cool!
Sabrina Bayer 14:47
Thank you!
Jessica Harris (she/her) 14:50
That is great! Thanks, Owen!
scolglaz 14:51
Soooo so happy ,aking

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