2023-05-31 - ERM meeting
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 May 31st 2023
Convener: Martina S.
Notetaker: Martina T.
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
- PC meeting May 25
- Potential ERM topics for WOLFCon in Chicago (Aug 22-24)
- Potential additional external KBs (connecting to FOLIO internal KB)
- Licenses App: demos of practical usage
- Dashboard session - how are people using it - interest as well of ACQ SIG and MM
- Please add your topics and ideas - here or in Slack
Agenda items
- Development progress - ERM sprint 166
- Implementers topics (ERM implementers):
- Ability to open a PDF document in a separate browser window, rather than downloading it (Irina Trapido )
- Ability to search/filter AGLs and display AGLs in the widget (Sabrina Bayer)
- Filter for "link to app " (Ann Joy (Deactivated))
- Add a new functionality like to show warning incase where you link the same agreement line twice, to the same package (Kota Harshitha Lakshmi Prasanna)
Minutes
- Development progress - ERM sprint 166
Poppy release postponed - two more weeks/one sprint – feature freeze June 16
Small feature included
ERM-2923 "Add created/updated metadata for resources in local KB" - to track when a resource was last updated
Issue identified: in Orchid – one of the system was not loading the agreements app
ERM-2929 "InternalContactSelection gets stuck in fetch loop"
When front page of the search page for agreements was loaded repeated calls to an API Endpoint – loop causing the app freeze – it did occur when more than 200 contact records total were stored in the System – repeated call to the backend
Could occur in other places – same method to load was used
Bug fixes and writing tests and approval for a critical service patch for Orchid and Nolana / Fixed on snapshot and for poppy release
Critical service patch can be quicker than the hotfix mechanism
Benjamin (chat): As a workaround until the bugfix: How do you delete contact entries when you cannot Access the app
Issues with UI not with the backend – problem is triggered when there are more than 200 things to load for a single screen in the app - triggered in the UI / You can delete contact entries by requesting via APIs and delete, so that it is under 200
This issue could also explain some other issues – 200 AGL on a single AG – but seen failure with fewer AGL so there is not a single cause of this failure
- We identified that it could happen, when (most of these practically won’t happen)
One license linked with more than 200 linked Agreements
More than 200 contacts
More than 200 Agreement lines on a single Agreement and try to edit the Agreement
More than 200 Agreement in system and try to use the drop down in the e-resource basket
One title is in more than 200 other packages
More than 200 platforms when trying setting a proxy server
A single package in more than 200 agreements and try to set up a comparison
Wrote test cases in test rails for all of these scenarios
Sara: Question about “something went wrong” page. When is this displayed?
- generic way bugs are handled in FOLIO
by the FOLIO App running in the webbrowser – reports errors to you
Sara: Is it useful to report the view error details?
yes – not only view error details, but the more information you have when error occurs, the better
- Sara: Questions about Critical service patch process?
- Bug (ERM-2929) is P1 because the Agreement App cannot display – priority 1
Support two releases of FOLIO (Nolana, Orchid)
Sara: when we move to Orchid will it be in Orchid or in the patch?
- install the system is down to service provider
- expectation if new install of Orchid with all of the latest service patches
What is in a Flower release? platform complete e.g. R1-2023-GA – package.json (in github) – defines which version of which module is included
- Implementers topics (ERM implementers):
- Ability to open a PDF document in a separate browser window, rather than downloading it
In Agreements supplementary documents are added / when link is clicked in the supplementary documents section, the document is downloaded
Request is option to open it in a separated browser window without download
- Sara: would be great to control access – view without download and upload
Not possible, not a security gain – If you view in browser, you are downloading it. Browser needs to download to display locally
- Usability gain
Separate permissions for upload and for download
Owen will check on browser behavior
- Ability to search/filter AGLs and display AGLs in the widget
At the moment widget definition for ERM Agreements, ERM Licenses, ERM Agreement Jobs
What kind of searches for Agreement line would be useful?
Sabrina: Checklist functional is not there yet, other ways of tracking workflow status of agreement lines – use of tags
Already search for tags in Agreements, can support this for Agreement lines
- Sara: maybe 3 journals are problematic / with tags they can be grouped and with Dashboard I can check on them
Maybe filter by package name or by resource
- Search for number - all Agreement lines in a packages have the same middle number
- Sara: Agreement line for the same resource but in different packages / AGL Name/Reference search would be great and tags, too
Jessica: other criteria for search aspects - AGL in the dashboard for streaming video
- Ability to open a PDF document in a separate browser window, rather than downloading it
- topics postponed
- Filter for "link to app "
- Add a new functionality like to show warning incase where you link the same agreement line twice, to the same package
- Filter for "link to app "
Chat
Jessica (she/her/hers) 14:04
I would love to see how ERM folks are using the Dashboard.
Owen Stephens 14:04
There was also some mention of this from the Acq group - so maybe a dashboard session
scolglaz 14:05
& Felix and I mentioned the Dashboard at MM when MOL introduced themselves and their project
Benjamin Ahlborn 14:22
As a workaround until the bugfix: How do you delete contact entries when you cannot Access the app
Julie Brannon (she/her) 14:22
🤔
Benjamin Ahlborn 14:23
...perhaps if you know the direct url featuring the UUID or a cql request?
scolglaz 14:39
It does sound very similar! I was wondering about that.
scolglaz 14:47
+1 to Irina's request
Sabrina Bayer 14:48
+1 from TP-ERM/BVB
Jessica (she/her/hers) 14:55
I think that would be very helpful
Zorian Sasyk - EBSCO FOLIO Implementation 14:57
its a dump package
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 | |
Beate Aretz | ||
x | Benjamin Ahlborn | SuUB Bremen |
Bernd Oberknapp | UB Freiburg / ReDI | |
Beverly Geckle | MTSU | |
Birgit Neumann | ||
x | Carol Sterenberg | |
Carole Godfrey | EBSCO | |
Catherine Tuohy | Emmanuel College | |
Charlotte Whitt | Index Data | |
x | Claudia Malzer | ULB Darmstadt, Developer |
Dorothe Kugler | UB Mainz | |
x | Dwayne Swigert | Missouri State University |
Emma Raub | Cornell | |
Eric Hartnett | Texas A&M University | |
x | Felix Hemme | ZBW Kiel |
Gang Zhou | Shanghai Library | |
x | Gill Osguthorpe | UX/UI Designer - K-Int |
Gisela Weinerth | SUB Hamburg | |
Heather MacFarlane | ||
Heather Thoele | Texas A&M University | |
Ian Ibbotson | Developer Lead - K-Int | |
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 | |
Kristin Martin | Chicago | |
Kyle Banerjee | EBSCO | |
Lars-Hakan Herbertsson | Chalmers | |
Laurenz Kern | Stabi Berlin | |
x | Leonie Bodinus | UB Erlangen-Nürnberg |
Lindsey Lowry | University of Alabama | |
Lisa Schneeberger | ||
Lola Estelle | EBSCO | |
Luca Lanzillo | Sapienza Library System - Sapienza University of Rome | |
x | 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 | |
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 | |
Molly Driscoll | EBSCO | |
Nancy Finn | ||
x | Nancy Pelis | Five Colleges / Mount Holyoke College Library |
Nicole Trujillo | ||
Nina Stellmann | VZG, Göttingen | |
Norma Flores | Texas A&M University | |
x | Owen Stephens | Product Owner - Owen Stephens Consulting |
Paul Trumble | Amherst | |
x | Peter Böhm | HeBIS, Frankfurt |
Peter McCracken | Cornell | |
Phil Adams | De Montfort University | |
Ray Murray | ||
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 | |
Tephanie Larrison | ||
Stew MacLehose | University of New England | |
Susanne Schuster | BSZ Konstanz | |
Tara Barnett | ||
x | Tatjana Clemens | UB Frankfurt |
Tracy Patton | Missouri State University | |
Valerie Cervantes | ||
Xiaoyan (Yan) Song | NCSU | |
x | Zorian Sasyk | EBSCO |