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 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

Agenda June 16th 2021

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

• All: Please edit the attendees list below and indicate when you are there!

• Next ERM meeting: June 23rd

• all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://folio-org.atlassian.net/wiki/display/RM/ERM+implementers 

• Open discuss posts:

• right now no new posts regarding erm 

Agenda items:

1. eholdings app - Juniper release update - slide deck

2. Development progress - ERM sprint 116

3. Agreements/Licenses - Juniper release update - slide deck

Minutes

eholdings app - Juniper release update - slide deck

• priorities have changed

• Team as asked to develop around MARC

• needs to put more emphasis on developing MARC functionality

• some updates for Juniper

• there is a menu option that allows to default to eholdings search page, Keyboard shortcuts, submit a KB Content inquiry, and there is a link to the EBSCO System status

• Usage consolidation settings: ability to enter credentials

• additional issues addressed

  • notes: bullet outline display

  • eholdings: resolve page wobble issues, pagination issues

  • usafe consolidation accordion focus issues

  • Agreements → eholdings plug-in: search tags and access status types for titles

• In Iris Release

  • search within title modal - users can choose a selection filter

  • title record: notes helper app added

  • EBSCO Usage Consolidation Inetgration

  • basic keyboard shortcuts

  • record accordions reorganization

Development progress - ERM sprint 116

• most tasks have been about releasing details

• search and sort screens in agreements and licenses - functionality has been added

  • main search screen and pop-ups were different - there are now the same options for searching

• minor UI tasks - will not be in Juniper release

• Felix: MARC authority records were mentioned on the wiki page - where is the connection?

• Owen: there is no connection - that mention is related to a test file and RTL jest tests; automated tests to test whether the software is working

Agreements/Licenses - Juniper release update - slide deck

• minor changes in Agreements and Licenses

  • counts of populated terms/properties now display in license terms and agreements supplementary properties

  • in Agreements the supplementary properties accordion is hidden if there is no value set, when it is no primary one

  • improved error on attempting to link an Agreement to itself

  •  Accessibility issue: on creating a new ERM comparison the focus automatically goes to the name field - it then can be popultaed straight away

• expected features not in Juniper

  • changes to License and Agreement Organization management - that development started

    • ability to assign multiple roles to one single organization

    • ability to have multiple vendors for an agreemernt and multiple licensors for a license

    • ability to define organization roles at a tenant level

  • ERM title addition/removal feed for discovery services - started

    • basics are there

    • needs feedback from consuming services

  • Local KB Data loading changes and improvements

    • this is a hard problem, because the focus is on bringing in data from authoritative sources

    • was not intended to do the metadata management

    • but there are use cases, where even data from authoritative sources needs correction

  • support date/time data types for Custom Properties

  • Add automated tests for UI modules to React Testing Library - started

    • community moves away from the current approach to the new approach

    • deadline is September - work and improvements to testing will go on

  • enhancements for LAS:eR / Folio ERM Integration - started

    • groundwork has been done

  • these will all be coming soon

• Dashboard

  • first release of the Dashboard - with focus on ERM

  • one widget type ("simple search") and 3 widget definitions released (Agreements, Agreement jobs, Licenses)

  • meets just under 50% of the use cases collected, and over 50% of those that are sepcifically to Agreements and Licenses

  • it was a huge piece of work - thanks to Jag, Ethan and Gill for making this happen together with Owen

  • includes now a new piece of functionality: that is the search box as part of the widget

    • name

    • alternative name

    • description

  • received good feedback on the Dashboard

  • Owen would like to hear about examples of how people will use the Dashboard and the widgets

Chat

Von Ian Ibbotson an alle:  02:04 PM
Oh I like that
Von Owen Stephens an alle:  02:06 PM
Great job on the keyboard shortcuts modal - we currently have the shortcuts, but not the built-in guide yet (Gill has created stories for this)
Von Ian Ibbotson an alle:  02:06 PM
Sorry - the dropdown menu is great
Von Owen Stephens an alle:  02:07 PM
So for Agreements and Licenses you can use the shortcuts but you have to remember them! (and I keep forgetting them)

Von Ian Ibbotson an alle:  02:07 PM
We will be borrowing that menu in several places I think :)
Von Gill Osguthorpe an alle:  02:07 PM
Great to see it implemented!

Von Owen Stephens an alle:  02:09 PM
“wobble” :)
Von Sara Colglazier (MHC/5C) an alle:  02:09 PM
THank goodness
It made using eholdings impossible

Von Owen Stephens an alle:  02:12 PM
Just to say that Juniper has been a challenging release for development as it has come so soon after Iris and I know teams have been juggling lots of issues - so props from me to Khalilah and the team for delivering some key improvements in that situation

Von Khalilah Gambrell an alle:  02:15 PM
Thanks all

Von Sara Colglazier (MHC/5C) an alle:  02:16 PM
Khalilah, I should know this probably but is there a short cut page that I can get to now on the wiki or somewhere?

Von Khalilah Gambrell an alle:  02:24 PM
@Sara. There is not an updated page. But this feature outlines the baseline shortcut keys that each app must implement.

We will add more baseline shortcut keys AND each app can implement app specific shortcut keys too.

oops here is the feature - UXPROD-2991: Implement baseline shortcut keys for acquisitions appsClosedPreview
Von Khalilah Gambrell an alle:  02:30 PM
Like Owen stated before, Juniper was a short and tough release. Right on the heels of the Iris release.

Von Sara Colglazier (MHC/5C) an alle:  02:31 PM
Thanks, Khalilah!

Von Felix Hemme (ZBW) an alle:  02:42 PM
Exciting

Von Felix Hemme (ZBW) an alle:  02:52 PM
+1 to have a way to suppress accordions from edit view

Von Hartnett, Eric J an alle:  02:59 PM
Thanks, Owen

Attendees list