2022-11-02 - ERM meeting

Meeting Time:    8 am EST /  1 pm CET / 12 noon UK - 1 hour earlier for the Europeans due to time change

Call in Number:     https://zoom.us/j/995679876 

Meeting URLhttps://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 Nov 2nd 2022

Convener: Martina T.

Notetaker: Martina S.


Housekeeping

Agenda items

  1. Development progress - ERM sprint 152
  2. Nolana release - new feature summary
  3. Orchid release - development plans

Minutes

Dev progress

  • sprint 152
  • new work is covered in presentation on next releases

Nolana ERM work and features

  • federation support for mod-agreements | fix for issues in multi-tenant production environment in GBV
  • done by K-Int | not core ERM dev team (Bienenvolk) | outside of normal work | not included in Flower release but released as mod-agreements 5.3.0 (intermediate release between MG and Nolana
  • Managed Dashboards
    • users can have multiple dashboards
    • other users can be granted view, edit or manage access to a another user's dashboard
    • there will be one tab for "My dashboard" and one for "My shared dashboard"
  • Extended information on packages and resources from GOKb
  • GOKb harvesting enhancements
  • Agreements UX enhancements
    • addition of properties to agreements search: Name, alternative name, description | more precise search possible
    • display of all identifiers
    • "Create another" option for creating or editing agreement lines
    • Agreement line search and filter | separate agreements and agreement lines search | searching by POL number for agreement lines is possible
    • Jessica Harris in chat: That is a great feature! I'm really looking forward to this release.
    • agreement lines can be viewed on a separate screen | there will be more discussion and work to improve working with loads of agreement lines in the course of the next releases | e.g. displaying agreement lines in edit view of an agreement → pros and cons
  • Sara: there were issues with editing agreements with several hundred agreement lines
  • Jessica Harris in chat: The issue that Sarah mentioned - not being to edit agreements with several (100+) agreement lines - do you think that a fix for it may be out by Orchid? I understand if this is hard to know since it needs to be worked on, but it would be a huge improvement to our workflow and allow us to get away from managing content on an outside database.
  • Owen: will be brought in development planning to schedule work

Orchid ERM work and features

  • Addressing technical debt | will help ensure fewer bugs in ERM software
  • Areas of work:
    • RTL Migration
    • Centralisation of test resources
    • Migration from Stripes-Connect
    • Integration Tests
    • End-to-End Tests
  • more reliable data sync with GOKb | is a complex process | as a result less time to spend investigating KB issues
  • authoritative source mode for Agreements local KB
  • tasklist/checklist support | will build on functionality developed for OA | lightweight "work flow" option for ERM

Maybe in Orchid or Poppy

  • support options for typifying or categorising Agreements | Trials, memberships, content based ...
  • Enhancements to e-resorce search and navigation (local KB) | quicker search response times for e-resources | simplified navigation
  • Implementers topics | currently identifying issues from previously discussed implementers topics

Chat

Von Zorian Sasyk (he/him) an alle 01:02 PM
Good TImezone to 
Von Owen Stephens an alle 01:02 PM
Apologies in advance if I'm less coherent than usual as I'm a bit ill and have had covid and flu jabs in the last few days so immune system is having to work hard!
Von Jessica Harris (she/her) an alle 01:25 PM
That is a great feature! I'm really looking forward to this release.
Von Julie Brannon (she/her) an alle 01:34 PM
These summaries are very helpful - thanks, Owen!
Von Jessica Harris (she/her) an alle 01:39 PM
(Sorry, I'm typing this late, so please finish your presentation first!) The issue that Sarah mentioned - not being to edit agreements with several (100+) agreement lines - do you think that a fix for it may be out by Orchid? I understand if this is hard to know since it needs to be worked on, but it would be a huge improvement to our workflow and allow us to get away from managing content on an outside database.
Von Jessica Harris (she/her) an alle 01:53 PM
Thank you!
Von Kristin Martin (University of Chicago; she/her) an alle 01:53 PM
You sound like you've got more going on than vaccines! Sorry you are not feeling well
Von Sara Colglazier (MHC/5C) an alle 01:53 PM
+1

Von Jack Mulvaney an alle 01:54 PM
These meetings are always very helpful - thank you for giving these presentations in such detail
Von Molly Driscoll an alle 01:54 PM
Feel better soon, Owen! thanks for everything!
Von Carol Sterenberg an alle 01:54 PM
Thank you!
Von Emma Raub an alle 01:54 PM
Thanks, Owen! Super helpful Nolana updates!


Attendees list

Present

Name

Home Organization


Aaron Neslin

UMass


Abigail Wickes

Duke University Libraries


Alaina Deane

Duke


Alice Daugherty

University of Alabama


Alissa HafeleStanford University

Amelia Sutton

UMass


Andrea Meindl

UB Regensburg


Ann-Marie Breaux

EBSCO


Annika Schröer

UB Leipzig


Annika Zierhut

Anu Moorthy

Duke


Anya Arnold

EBSCO

x

Beate Aretz



Benjamin Ahlborn

SuUB Bremen


Birgit Neumann

Björn Muschall

UB Leipzig

xCarol Sterenberg

Carole Godfrey

EBSCO


Catherine Tuohy

Emmanuel College 


Charlotte Whitt

Index Data

x

Claudia Malzer

ULB Darmstadt, Developer


Dennis Bridges

EBSCO


Dorothe KuglerUB Mainz
x

Dwayne Swigert

Missouri State University

x

Emma Raub 

Cornell


Eric Hartnett

Texas A&M University


Felix Hemme

ZBW Kiel


Frances Webb

Cornell, Developer


Gang ZhouShanghai Library
x

Gill Osguthorpe

UX/UI Designer - K-Int

x

Gisela Weinerth

SUB Hamburg


Heather MacFarlane

Heather Thoele

Texas A&M University


Ian Ibbotson

Developer Lead - K-Int

x

Jack Mulvaney

UMass


Jag Goraya

K-Int


Janet Ewing

Five Colleges / Mount Holyoke College Library


Jenna Lantermann

Five Colleges / Smith College 


Jenna Strawbridge

Duke

x

Jessica Harris

Chicago


Jir Shin Boey

Missouri State University


Joe Sikowitz

Fenway Library Organization


Johanna RaddingFive Colleges / Amherst College
x

Julie Brannon

Duke


Kathleen Berry

UMass Amherst


Kathleen Norton

Five Colleges / Mount Holyoke College Library


Katrin Brüggemann

UB Leipzig


Khalilah Gambrell

EBSCO


Kirstin Kemner-Heek  

VZG, Göttingen


Kristen Wilson

Index Data

x

Kristin Martin

Chicago


Kyle Banerjee

EBSCO
x

Lars-Hakan Herbertsson

Chalmers


Laura Wright

Cornell University


Laurenz KernStabi Berlin

Lindsey Lowry

University of Alabama


Luca Lanzillo

Sapienza Library System - Sapienza University of Rome


Lucas ModerUB Regensburg

Mara Egherman

EBSCO


Maria Taylor

Marie Widigson

Chalmers


Mariyam Thorhira

Johns Hopkins University Libraries


Marjorie Snyder



Mark Arnold

Missouri State University


Mark Deutsch

Duke


Martin Scholz

Martina Karlsson

Chalmers

x

Martina Schildt

VZG, Göttingen

x

Martina Tumulla

hbz, Cologne


Mary O’Brien



Matthieu Bordet

DMCultura, Ravenna, Italy


Mohammad AlhamadMissouri State University
x

Molly Driscoll

EBSCO


Moritz Horn

VZG, Göttingen


Nancy Finn


x

Nancy Pelis

Five Colleges / Mount Holyoke College Library

xNicole Trujillo

Nina StellmannVZG, Göttingen

Norma Flores

Texas A&M University

Olga Harder

TIB Hannover

x

Owen Stephens

Product Owner -  Owen Stephens Consulting


Paul Trumble

Amherst

x

Peter Böhm

HeBIS, Frankfurt


Peter McCracken

Cornell


Robert Heaton

Robert ScheierCollege 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 Stangroom

UMass


Siobhan McManamon

Five Colleges / Smith College


Sobha Duvvuri

EBSCO


Stephani KaceliCairn University

Stew MacLehose

University of New England

x

Susanne Schuster

BSZ Konstanz


Tara Barnett
x

Tatjana Clemens

UB Frankfurt


Theodor Tolstoi

Chalmers, EBSCO


Tracy Patton

Missouri State University


Virginia Martin

Duke University Libraries


Xiaoyan (Yan) Song

NCSU

xZorian SasykEBSCO