Meeting Time:    8 am EST /  1 pm CET / 12 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

Recording: https://prod-zoom-recordings-openlibraryfoundation-org.s3.amazonaws.com/529c26c3-70d7-4e08-9a2c-a3fe209b99eb%2Fshared_screen_with_speaker_view.mp4

Agenda March 22nd 2023

Convener: Martina S.

Notetaker: Martina T.

Housekeeping

• All: Please edit the attendees list below and indicate when you are there!
• Next ERM meeting: extraordinarily  12 Apr 2023 instead of Apr 5th and 19th | calendar invitation will be updated
• all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://folio-org.atlassian.net/wiki/x/SABS
• PC meeting Feb 23rd
• PC meeting Feb 28th
• PC meeting Mar 9th
• PC meeting Mar 16th

Agenda items

1. Development progress - ERM sprint 160 & ERM sprint 161
2. ERM implementers topic: When adding an Agreement Line to an Agreement from within Agreement app, allow multi-select of packages/titles from eHoldings searchbox
3. Implementers topic: Finding details of titles that are part of an agreement
   1. Please read and answer the questions in this document https://docs.google.com/document/d/1qB7xfOYxA33AHSLlWB26sDHkOekXJqxT3avMcoMcbG8/edit?usp=sharing

Minutes

• Development progress - ERM sprint 160 & ERM sprint 161

  • Bugfest testing: all passed except one – one issue needs to be fixed and one issue will be documented as a known issues – behavior is like expected, but in an edge case the normal behavior is not expected (specific use case using the local KB) / talking about the overall behavior in the future

  • In this sprint working on automatic tests – end to end tests/ those automatic tests can replace some test described as Testrail tickets for bugfest/ not replacing all tests, because it is useful to test some manually and see how it works/ tests can be run as required and not only at bugfest / framework in place
  • very small changes in UI – error messages display when uploading files
  • working on approach synchronizing with external KB 

  • Sara (chat): I do not want to interrupt or disrupt our full agenda today, but  could we have for a sooner-rather-than-later meeting discuss what is being done and timeline regarding the problem of Agreements with greater than X AGLs that then basically make an Agreement defunct--Jack and I have been having this problem for a long time and have brought it up …. and just recently (March 3rd) Martina Karlsson also raised it in slack. … Is this only a problem for FOLIO users that use eHoldings? So is it a Cross-App thing then?

    • Agreements with large number of Agreement Lines become slow to load / fail to load. It affects eHoldings user more than others 

    • Requests for each Agreement Line to eHoldings to get the resource details which results another request to the external KB and than back to eHoldings and back to Agreements → impact on performance

    • Intended as help: we introduced pagination to the Agreement line view – limit the number of AGL loaded at a time – there is a problem with it, even though the user see 10 at a time it could be that more is fetched and this has impact on performance -  story will be written

    • 2 months ago we had a discussion about different approaches editing agreement lines https://folio-org.atlassian.net/wiki/display/ERMSIG//2022-12-14+-+ERM+meeting

    • Owen will report on those issues in our next meeting

    • Sara (chat): It is not just an issue of loading and then opening, but then also not being able to make a change once open and then save. It just refuses to do so, unless you delete something. And in the future I would also have all those AGLs linked up to their POLs so that then would be worse, right? Because that is another call to another app?!

    • -->POL does not affect it / for each AGL the POL information needs to be loaded – first the AGL is loaded than the POL information – it is in 2 steps 
• ERM implementers topic: When adding an Agreement Line to an Agreement from within Agreement app, allow multi-select of packages/titles from eHoldings searchbox

  • Slight change since topic came up: Option to Save and create another, so you don’t need to go back to the agreement – similar to PO lines “Save and create another”

  • Basket option? Similar issue – first search in the local KB and then put it in basket, at agreement can select one at a time – advantage from the basket view I can add all or a selection to an agreement or a new agreement

  • way of adding an AGL from eholdings from a title or package in eHoldings adding it to an existing or new agreement, but one at a time

  • Felix (chat): Have we already reported that the basket is not persistent over multiple browser tabs? That is one downside of the implementation. Sorry if this came up before.

  • → it is persistent now - changed for Orchid 

  • Zorian: Save and create another is a good feature / Click them all at once and add them all at once would be great – running into the issue of displaying all at once

  • Sara: agree Jstore and eBooks package are use cases / create another is best solution / it is not just the adding, might add POL for each one – each year might be a different POL, I still have to go back and add the POL – not all the same

  • take us back to the discussion in December / Different situation adding the same note to all and adding different individual notes 

  • Good step forward with save and create another – copied the POL implementation – some improvement to be made, but in tandem with ACQ – cross app

  • Zorian: great to stay in alignment with ACQ – same person to do same steps / POLs are different

  • Sara: it is also used in the piece modal in receiving 

  • Maybe not adding all at once, but adding e.g. ten – group those first and then add

  • Jessica (chat): We've set our limit at 100 agreement lines for now, so are creating several agreements for our big packages

  • Observed performance issues when go above 100?

  • Jessica: Yes, tested on test server between 100 and 200, try to remove it but doesn’t work – 100 is our limit currently – those are only with descriptions and are not linked to eHoldings

Chat

Martina Schildt | VZG 13:01
Hi all, here is the meeting agenda for today: 2023-03-22 - ERM meeting
Sara Colglazier (MHC/5C) 13:11
I do not want to interrupt or disrupt our full agenda today, but  could we have for a sooner-rather-than-later meeting discuss what is being done and timeline regarding the problem of Agreements with greater than X AGLs that then basically make an Agreement defunct--Jack and I have been having this problem for a long time and have brought it up …. and just recently (March 3rd) Martina Karlsson also raised it in slack. … Is this only a problem for FOLIO users that use eHoldings? So is it a Cross-App thing then?
Sara Colglazier (MHC/5C) 13:19
It is not just an issue of loading and then opening, but then also not being able to make a change once open and then save. It just refuses to do so, unless you delete something. And in the future I would also have all those AGLs linked up to their POLs so that then would be worse, right? Because that is another call to another app?!
Sara Colglazier (MHC/5C) 13:21
Was the discussion from our meeting Dec 14th?
Sara Colglazier (MHC/5C) 13:23
Thank you!
Gill Osguthorpe 13:24
These are the minutes. 2022-12-14 - ERM meeting
Felix Hemme (ZBW) 13:29
Have we already reported that the basket is not persistent over multiple browser tabs? That is one downside of the implementation. Sorry if this came up before.
Felix Hemme (ZBW) 13:33
With Orchid?
Okay, cool, thanks
No, not in NOL
Felix Hemme (ZBW) 13:34
Not today ;)
Jessica - UChicago 13:52
We've set our limit at 100 agreement lines for now, so are creating several agreements for our big packages
+1 Sarah - that's what ours is doing too
Jessica - UChicago
Thanks, Owen!
Sara Colglazier (MHC/5C) 14:00
Yes, Thank YOU!
Carol Sterenberg 14:00
Thank you!

Attendees list