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 here: https://folio-org.atlassian.net/wiki/display/COMMUNITY/FOLIO+Meetings+with+Zoom

ERM Sub SIG Folio Wiki: https://folio-org.atlassian.net/wiki/display/RM/ERM+Sub+Group 

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

Housekeeping

• Convener: Martina T.
• Notetaker: Martina T.
• All: Please edit the attendees list below and indicate when you are there!
• Next ERM meeting: April 14th
  
  • all questions and topics for the ERM implementers meeting can be posted on the ERM Implementers page
• Open discuss posts: -

Agenda items

1. Development progress - ERM Sprint 111
2. Dashboard
3. ERM Implementers Issues from https://folio-org.atlassian.net/wiki/display/RM/ERM+implementers
   
   1. 25. Enhancements for Supplemental Properties in Agreements (SEE HOMEWORK in this document (ERM meeting agenda 2021/03/17))
   2. 33. E-resources: Change the display behavior when a title is no longer available in a package
   3. 38. Agreements/Licenses: Allow sort options for documents

Homework

On the ERM implementers topics wiki page there is a request to enhance the Supplementary Properties in Agreements. Agreement Supplementary Properties use the same underlying approach as the license Terms, so we can consider enhancements to the Supplementary Properties / Terms together (and if they need to work differently, we need to highlight where they should diverge).

Potential enhancements for the properties/terms include:

1. Ability to have multi-value pick lists for a single property/term
2. Ability to assign multiple values (with associated notes) to a property/term
3. The ability to use the same property/term multiple times on a single agreement/license
4. Support for property/term types for recording dates
5. Enhanced editor functions similar to the Notes Helper app (specifically hyperlinking)

Please consider and respond to the questions in this document (ERM meeting agenda 2021/03/17)

Minutes

1. Development progress - ERM Sprint 111
   • small sprint due to Easter Holiday (minor UX improvement + dashboard progress)
2. Dashboard
   • link to the slides: Dashboard

   • Idea for dashboard was raised several years ago at the Göttingen ERM Workshop 2018 

   • Dashboard is a desirable for a long time – started work this year
   • Aim display key information "at a glance" relevant for user’s work 
   • Get reminders
   • Should be personalisable 
   • Dashboard extensible beyond ERM 
   • Focusing on key information, personalisable, ERM as the first use case for the Dashboard 
   • No work at a moment on reminders/notifications – substantial piece of work and needs to work across FOLIO  - next steps for the dashboard 
   • Dashboard look and terminology 

     • Currently user gets one dashboard, but it is designed to have multiple ones

     • Users can decide which widgets and in which order they are displayed. Widgets display information from FOLIO apps

     • Widgets are customizable for user’s own dashboard

   • Example ERM dashboard scenarios:

     • End date for Agreement, Cancellation deadline for Agreement, List of agreements for a particular user, Information about the last update from an external KB

     • Similar for licenses

   • Demonstration on a local installation of FOLIO, not yet added to the hosted reference environments

   • Logged in as an admin and seeing Dashboard

     • Agreement expiring in less than 30 days

     • Recently expired agreements

     • My agreements  

   • Logged out and logged in as another user e.g. erm-staff →  Different widgets on dashboard as before with admin login, because dashboard is personal to the users

     • Licenses without authorized user definition

     • Licenses expiring < 30 days

   • Use cases for widgets e.g. List of licenses that are the responsibility of a particular user

     • Adding a new widget - in action menu “new”

     • Enter widget name

     • And widget definition - is level of which I am deciding which type of widget - Where am I getting the data from? (e.g. ERM Agreements, ERM Jobs, ERM Licenses)

     • After chosing type fields are displayed for configuration – may be different form the definition chosen

     • style of display - add criteria by choosing filters e.g. internal contact 

     • enter UUID – in moment no look-up for user – for yourself radio button for “Me”

     • How many results I would like to display – sort order

     • Add column for the final display e.g. license name, end date, open ended, status, type

     • Save widget

   • Changing order of widgets on display – action menu “edit widget display order”

     • order left to right on display – change order up to down by using drag and drop

     • display up to 4 widgets in a row depending on the width of the screen

     • Then widgets will be displayed in the next row

   • Use case: Active Agreements approaching cancellation deadline

     • Filters – same concept now agreement rather licenses filter

     • Filter by date - radio button for “today” (variable)- dynamical calculated today 

     • Or add or subtract days, months, weeks, years form it

     • “On or before” – today plus add 30 days

     • “On or after” – today subtract minus 10 days

     • Filter Agreement status - is active

     • Add columns for display

   • URL link – plans for it – widget include a link

     • In the top right corner of a widget – number found

     • Point of dashboard not displaying everything not lots of information

     • Control how many lines are displayed

     • 2 found – number could be greater than the lines in your widget

     • Plans: click a link to the full list in Agreements – link not there yet, but it is planned

     • Instead offer a “link to app”- you can add a link to your search results

   • Use case: ERM jobs – Data loading jobs with issues (for local KB admin)

     • Jobs status = ended and job result = is not success

     • Display columns: job name, numbers of errors, result

   • No links from the agreement name (job or license name) to agreement (job or license) – this will come

     • Should be able to view the jobs by clicking on the name

   • In new widget mode drag and drop to change the order for displaying the columns in a widget

   • Rename the column default by changing the label of the column

   • accessibility - drag and drop works with keyboard

   • internationalization: order of widgets right to left instead left to right

   • Use case: Go to Agreement and added a cancellation date – Dashboard is updating – info in left bottom corner of widget when it was last updated - you can force to refresh

   • Dashboard iterative development: completed – six iterations completed

   • Dashboard iterative development: planned

     • Now working on edit / delete existing dashboard - right now you cannot change/delete

     • Iteration 7: link functionality from widget

     • Iteration 8: adding basic widget actions – at moment … 3 dots → edit button and delete  

     • Iteration 9: share widgets (to be shared between users)

     • Iteration 10:  dynamic – new definition / Underline widget type knows how to talk to the endpoints

     • Iteration 11:  Integrate with search and sort / to move smoothly from widget to a filtered view

   • Aiming for Juniper release for an ERM focused dashboard

   • Demonstration of dashboard to ACQ / RM / App interaction

   • We ask feedback from the wider community – across the board

   • We like to add other widget types/ displaying other thing – yes we would like to see an option numerical data as chart – would be a new type of widget 
   • We want to establish good practice for widget types

   • Notifications / Reminders – substantial piece of work

   • "Would it be possible to have widget that operate on the local KB data? E.g. "give me all packages where titles have gotten an access_end_date"?"

   • Yes, but detail is important, we need more work to deliver that – needs to be discussed

Chat

Von Jack Mulvaney an alle:  02:13 PM
This is definitely my new favorite App icon
Von Gill Osguthorpe an alle:  02:14 PM
Pleased you like it Jack :)
Von Jessica Harris (she/her) an alle:  02:24 PM
This is great!
Von Annika Schröer an alle:  02:25 PM
It's much more than I ever dreamed of ;-) Configure your own widgets via filters - wow.
Von Jack Mulvaney an alle:  02:25 PM
100% Agree
Von Marie Widigson an alle:  02:25 PM
Amazing!
Von Hartnett, Eric J an alle:  02:25 PM
Kudos to you and your group, Owen (shoutout Gill), for doing the work that should have been FOLIO-wide development. This looks like a great start.
Von sm41supo an alle:  02:26 PM
That Looks really good!!!
Von Virginia Martin an alle:  02:26 PM
this is pretty darn exciting stuff!
Von Jack Mulvaney an alle:  02:31 PM
Agreement Name is going to be so important for Five Colleges thank you for pointing that one out
Von Virginia Martin an alle:  02:34 PM
viewing that full list will be important with the volume that we work with here at Duke, and I suspect at most other libraries (for things like keeping track of expiring agreements, renewals, etc.) 👍🏻👍🏻
Von Felix Hemme (ZBW) an alle:  02:37 PM
That one will be a huge help for monitoring the local KB jobs.
Von Hartnett, Eric J an alle:  02:40 PM
Really, really good work
Von Virginia Martin an alle:  02:44 PM
where does linking to a full list of the results in the widget fall on this development plan?
Von Ethan an alle:  02:45 PM
Iteration 7 :)
Von Virginia Martin an alle:  02:45 PM
yay!
Von Benjamin Ahlborn an alle:  02:46 PM
Great work, this will go a long way. By using "internal contact" as a filter you could allocate jobs to other team members (if they have the same widget) ...
Von Birgit Neumann an alle:  02:47 PM
This is very helpful for daily work, very good!
Von Ethan an alle:  02:48 PM
Indeed, that's what the "Me (variable)" select does, it doesn't just grab and store your user UUID, but instead at fecth time looks at the current user of the widget and fetch using their UUID, so if you were to share that widget it would work for them too
Von Virginia Martin an alle:  02:51 PM
oh sad :( but glad it's still coming! oh wow so that's quite fast
Von Annika Schröer an alle:  02:53 PM
Will the widgets  at some point be able  to Display something else than filtered data, eg diagrams etc.?
(It's great already, just asking ;-) )
Von Hartnett, Eric J an alle:  02:54 PM
And don't forget a FOLIO Forum :)
Von Annika Schröer an alle:  02:56 PM
Thanks, sounds perfect and extendable!
Von Felix Hemme (ZBW) an alle:  02:57 PM
Would it be possible to have widget that operate on the local KB data? E.g. "give me all packages where titles have gotten an access_end_date"?
That's exciting!
Thanks
Von Virginia Martin an alle:  02:59 PM
it definitely was!
Von Jack Mulvaney an alle:  02:59 PM
Absolutely
Von Jessica Harris (she/her) an alle:  02:59 PM
Definitely worthwhile!
Von Jack Mulvaney an alle:  02:59 PM
This all looks amazing
Von Julie Brannon an alle:  02:59 PM
+1  Exciting!
Von Jack Mulvaney an alle:  02:59 PM
Can't wait to see the progress
Von Marie Widigson an alle:  02:59 PM
Made my day!
Von Virginia Martin an alle:  02:59 PM
yes, please let us delete things! Haha
Von Hartnett, Eric J an alle:  03:00 PM
Thank you
Von Gill Osguthorpe an alle:  03:00 PM
Thanks for your kind words :)
Von Felix Hemme (ZBW) an alle:  03:00 PM
great work all

Attendees list