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 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 Nov 2nd 2022
Convener: Martina T.
Notetaker: Martina S.
Housekeeping
- All: Please edit the attendees list below and indicate when you are there!
- Next ERM meeting:
- 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 meeting Oct 20
- PC meeting Oct 27
Agenda items
- Development progress - ERM sprint 152
- Nolana release - new feature summary
- 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 Hafele | Stanford 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 | |
x | Carol Sterenberg | |
Carole Godfrey | EBSCO | |
Catherine Tuohy | Emmanuel College | |
Charlotte Whitt | Index Data | |
x | Claudia Malzer | ULB Darmstadt, Developer |
Dennis Bridges | EBSCO | |
Dorothe Kugler | UB 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 Zhou | Shanghai 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 Radding | Five 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 Kern | Stabi Berlin | |
Lindsey Lowry | University of Alabama | |
Luca Lanzillo | Sapienza Library System - Sapienza University of Rome | |
Lucas Moder | UB 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 Alhamad | Missouri State University | |
x | Molly Driscoll | EBSCO |
Moritz Horn | VZG, Göttingen | |
Nancy Finn | ||
x | Nancy Pelis | Five Colleges / Mount Holyoke College Library |
x | Nicole Trujillo | |
Nina Stellmann | VZG, 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 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 Stangroom | UMass | |
Siobhan McManamon | Five Colleges / Smith College | |
Sobha Duvvuri | EBSCO | |
Stephani Kaceli | Cairn 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 | |
x | Zorian Sasyk | EBSCO |