2024-04-24 - ERM meeting
Meeting Time: 8 am EST / 2 pm CET / 1 pm UK
Call in Number: Join our Cloud HD Video Meeting
Meeting URL: Join our Cloud HD Video Meeting 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
Agenda April 24th 2024
Convener: Martina T.
Notetaker: Martina S.
Housekeeping
All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: May 29, 2024
All questions and ERM implementers' topics can be posted on: ERM implementers.
PC meetings
Subgroup meetings
Agreements Local KB subgroup (Martina Schildt):
The Agreements Local KB subgroup had 2 meetings on the following topics:
Owen Stephens updated the group on recent changes to the Local KB
Sabrina Bayer presented on how they use Agreements Local KB at University Library Regensburg
eHoldings subgroup (Zorian Sasyk):
The group has had two meetings so far, focusing mainly on a) establishing an eHoldings implementers list of topics for discussion and possible user stories and b) starting to discuss these issues in meetings. So far, we have discussed the behavior of eHoldings-based external Agreement Lines, both in the Agreements apps search as well as within eHoldings package and title records. This work has generated several user stories and further higher level discussion about Agreements/AGLs in FOLIO.
Agenda items
Development progress - ERM sprint 189
Quesnelia functionality across ERM apps
Announcements
Minutes
Development progress update
sprint 189
most of the time has been taken with issues around Quesnelia release
significant issues with modules crashing - seems to be related to upgrade to Grails 6 > difficult problem to diagnose
couple of fixes already done - there are some release to come to update modules
due to issues > testing is not done
Quesnelia functionality across ERM apps
slide deck link follows
Upgrade to Grails 6 - was needed because Grails 5 is coming out of support
was a lot of work and there are still some issues
Review and implement table key constraints and indexes in Licenses and Agreements
some constraints and indexes were missing in underlying database > addition improves performance and integrity
Performance improvements for Agreements
around use of local KB and syncing with external source
this is ongoing work
in Local KB Admin > info log messages: have been consolidated into fewer messages > summaries for each package in one line (instead of multiple)
To further improve performance: Agreements > Local KB > search: identifiers check box is not checked by default
can be checked if needed by users
filtes behind the scenes (on the backend) have been changed > make search faster, but are not noticeable for user
long-term solution: implement Elastic Search/ Open Search
Initial work to improve equity between data synced to the Agreements Local KB and the data source
new field will be added which records how many titles are in a package according to the remote data source
Ultimately, users will be able to compare this number to the number of titles stored in the local KB
at the moment not exposed to the users in the UI - but available via the API
a lot of the work is ongoing work
new filters for documents in Licenses have been added
filter for documents now aligns with Agreements documents filters
Support has/has not filters for Licenses and Amendments
UX improvements for Licenses
pagination for results screen
settings: 4 panes for pick lists - search and filter list of pick list values
UX improvements for Agreements
settings: 4 panes for suppl. properties pick lists - search and filter list of pick list values
switched to pagination in Agreements across the board
MCL column display options added
Settings > Local KB Admin > external data source and proxy server settings
changed layout - goal: be consistent
4 pane display
Question by Phil in chat (related to Grails): Are we now using 6.2.0?
Owen: needs to check and will post in Slack
Zorian: UI updates for Agreements are regardless of which external source is used (e.g. eholdings)?
Owen: yes
Announcements
Martina will step back as convener of ERM SIG
Nina will be stepping in as co-convener of ERM SIG
Chat
Attendees list
Present | Name | Home Organization |
---|---|---|
| Aaron Neslin | UMass |
| Alice Daugherty | University of Alabama |
| Alissa Hafele | Stanford University |
| Amelia Sutton | UMass |
| Andrea Meindl | UB Regensburg |
| Annika Schröer | UB Leipzig |
| Annika Zierhut | |
| Anya Arnold | EBSCO |
| Beate Aretz | SBB |
| Becca Banach | Smith College |
x | Benjamin Ahlborn | SuUB Bremen |
x | Bernd Oberknapp | UB Freiburg / ReDI |
| Beverly Geckle | MTSU |
| Birgit Neumann | |
| Carol Sterenberg | |
| Carola Bauch-Schuster | UB Eichstätt-Ingolstadt |
| Carole Godfrey | EBSCO |
| Catherine Tuohy | Emmanuel College |
| Charlotte Whitt | Index Data |
x | Clara Marino | Five Colleges / Amherst College |
| Claudia Malzer | ULB Darmstadt, Developer |
| Constantin Lehenmeier | |
| Dorothe Kugler | UB Mainz |
x | Dwayne Swigert | Missouri State University |
| Emma Raub | Cornell |
| Elizabeth Richens | |
| Eric Hartnett | Texas A&M University |
| Felix Hemme | ZBW Kiel |
| Gail Murray | Five Colleges / Smith College |
| Gang Zhou | Shanghai Library |
| Gill Osguthorpe | UX/UI Designer - K-Int |
| Gisela Weinerth | SUB Hamburg |
| Gregory Edwards | Lehigh University |
| Heather MacFarlane | |
| Heather Thoele | Texas A&M University |
| Ian Ibbotson | Developer Lead - K-Int |
| Jag Goraya | K-Int |
| Janet Ewing | Five Colleges / Mount Holyoke College Library |
| Jenna Lantermann | Five Colleges / Smith College |
| Jessica Harris | Chicago |
| Jir Shin Boey | Missouri State University |
| Joe Sikowitz | Fenway Library Organization |
| Johanna Radding | Five Colleges / Amherst College |
| Julie Brannon | Duke |
| Kathleen Berry | UMass Amherst |
| Kathleen Norton | Five Colleges / Mount Holyoke College Library |
| Katrin Brüggemann | UB Leipzig |
| Khalilah Gambrell | EBSCO |
| Kristin Martin | Chicago |
| Kyle Banerjee | EBSCO |
| Lars-Hakan Herbertsson | Chalmers |
| Laurenz Kern | Stabi Berlin |
| Leonie Bodinus | UB Erlangen-Nürnberg |
| Lilly Zirngibl | |
| Lindsey Lowry | University of Alabama |
| Lisa Hartlmüller | UB Regensburg |
| Lisa Schneeberger | |
| Lola Estelle | EBSCO |
| Luca Lanzillo | Sapienza Library System - Sapienza University of Rome |
x | Lucas Moder | UB Regensburg |
| Lucia McBride | Lehigh University |
| Mara Egherman | EBSCO |
| Maria Taylor | |
| Marie Widigson | Chalmers |
| Mariyam Thorhira | Johns Hopkins University Libraries |
| Marjorie Snyder | |
| Mark Arnold | Missouri State University |
| Martin Scholz | |
x | Martina Karlsson | Chalmers |
x | Martina Schildt | VZG, Göttingen |
x | Martina Tumulla | hbz, Cologne |
| Mary O’Brien | |
| Marya Kovalenko | |
| Matthieu Bordet | DMCultura, Ravenna, Italy |
| Mohammad Alhamad | Missouri State University |
| Molly Driscoll | EBSCO |
| Nancy Finn | |
x | Nancy Pelis | Five Colleges / Mount Holyoke College Library |
| Nicole Trujillo | |
| Nina Stellmann | VZG, Göttingen |
| Norma Flores | Texas A&M University |
x | Owen Stephens | Product Owner - Owen Stephens Consulting |
| Paul Trumble | Amherst |
| Paivi Rentz | Texas State University |
x | Peter Böhm | HeBIS, Frankfurt |
| Peter McCracken | Cornell |
| Phil Adams | De Montfort University |
| Ray Murray | |
| Robert Heaton | EBSCO |
| Robert Scheier | College of the Holy Cross |
| Rüdiger Stratmann | IAI SPK Berlin |
| Sabine Howahl | ULB Darmstadt |
x | Sabrina Bayer | UB Regensburg |
x | Sara Colglazier | Five Colleges / Mount Holyoke College Library |
| Sarah Dennis | Texas A&M University |
| Sarah Morgenstern-Einenkel | UB Leipzig |
| Scott Perry | |
| Scott Stangroom | UMass |
| Sharon Beltaine | |
| Siobhan McManamon | Five Colleges / Smith College |
| Sobha Duvvuri | EBSCO |
| Stephani Kaceli | Cairn University |
| Stephanie Larrison | Texas State University |
| Stew MacLehose | University of New England |
x | Susanne Gill | BVB |
| Susanne Schuster | BSZ Konstanz |
| Susie Skowronek | |
x | Tanja Blixt | Linköping University |
| Tara Barnett | |
| Tatjana Clemens | UB Frankfurt |
| Tracy Patton | Missouri State University |
| Valerie Cervantes | |
| Xiaoyan (Yan) Song | NCSU |
x | Zorian Sasyk | EBSCO |