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

Agenda Feb 23rd 2022

Convener: Martina T.

Notetaker: Martina S.

Housekeeping

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

• Next ERM meeting:  March 9th

• 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 minutes Feb 10th

• PC minutes Feb 17th

Agenda items

1. Development progress -  ERM Sprint 134

2. Implementer's topics - please answer the questions in this document: https://docs.google.com/document/d/1j18mC0oIf0HjY9soWDDwJpUVXqzC8jHIKVbOa-CIBaU/edit

   • Warnings for expired licenses on agreements

   • Multi-valued terms for licenses

Minutes

Development progress update

• Lotus release sprint

• there is a Kiwi bugfix release deadline as well

• releasing both new updates for Lotus and bugfixes for agreements for Kiwi bugfix release

• respobse time in agreements can be very slow in Kiwi if there are many agreements → solution is in testing

  • Felix in chat: How many agreements does it need to get to the point where the app gets slower?

  • Owen: there was a change in Kiwi; not only agreements but agreement lines are retrieved as well

    • so it will depend not only on the agreements but on the number of agreement lines as well and the related resources

  • Felix: would it be worth revisiting the decision to display the agreements when entering the app instead of needing to search first?

  • Owen: happy to revisit - added to Implementers page to come back to discuss it

• other issue:  number of agreement lines to be displayed, that is set in settings, was ignored

• Sara: when starting FOLIO and Agreements for a moment the E-resources and platforms tab is displayed although, the "Hide internal agreements knowledgebase" is checked in settings and the tabs should not display - after some seconds it changes to the correct display

  • Owen cannot give a definitive answer; hide internal KB is changing the UI, no different software; the functionality is still there, but hidden from the UI

  • it is possible, that when logging in there is a timing issue where the system has not retrieved the information from the settings

  • Owen will follow up with the developers

Warnings for expired licenses on agreements

• expired amendments on agreements → there is an exclamation mark as a warning on the agreement record

• there is no such functionality for an inactive license on an agreement at the moment

• feedback:

• it would be great to replicate the functionality for the amendment - for licenses in a controlling state

• would be helpful to add some kind of a report to the dashboard

• when do we expect to see this kind of warning?

• more focus on license status;

• there could be an active license with end date in the past (PCA example) → information banner would be wanted here

• another example: end dates may not be used until something is done (open ended); so tying to dates is problematic

• warning is important while working on a record; is highly important and would be a good improvement

• additionally reports are really important or at least having the option to search and filter for expired but controlling licenses

• sharable widgets would be great → some planning on this has been done → would need resource to be delivered

• status is primary

• because of the short notice we will revisit the document/questions, then Owen will come up with a proposal

Multi-valued terms for licenses

• sometimes there are single license terms where I would like to record multiple values

• example: forms of authentication/supported authentication types

• questions: are multi-valued terms always pick list type terms

• Jack/UMass: pick lists most pressing, but multi-value free text fields would aslo be helpful

• Julie: Duke would not need multi-valued terms; using y/n and adding an internal note

• Felix: term for applicable law - (e.g. Germany, Switzerland) - if there are 2 countries, which can occur in edge cases, multi-valued terms would be needed

• ERM team needs to get to the technical difficulties that have been encountered

• Owen will come up with a proposal (best structure in data model and best structure presented to users need to align)

Chat

Von Owen Stephens an alle 02:02 PM
It’s me that owes the apology rather than Martina - the delay was all my fault!
Von Felix Hemme (ZBW) an alle 02:05 PM
How many agreements does it need to get to the point where the app gets slower?
Von Sara Colglazier (MHC/5C) an alle 02:08 PM
Before we leave this Settings page, I have a question
Von Felix Hemme (ZBW) an alle 02:13 PM
Thanks!
Von Martina Schildt an alle 02:35 PM
Agree
Von Julie Brannon (she/her) an alle 02:36 PM
Agree
Von Kristin Martin an alle 02:36 PM
agree with focus on controlling
Von Felix Hemme (ZBW) an alle 02:38 PM
https://ux.folio.org/storybook/?path=/story/messagebanner--basic-usage
Von Martina Schildt an alle 02:46 PM
+1 to status being primary
Von Kristin Martin an alle 02:51 PM
Jack, can you give an example?
Von Sara Colglazier (MHC/5C) an alle 02:55 PM
what he was thinking ...

Attendees list