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:  Jun 14, 2023

• 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

1. Development progress - ERM sprint 166

2. Implementers topics (ERM implementers):

   1. Ability to open a PDF document in a separate browser window, rather than downloading it (@Irina Trapido )

   2. Ability to search/filter AGLs and display AGLs in the widget (@Sabrina Bayer)

   3. Filter for "link to app " (@Ann Joy (Deactivated))

   4. 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

• 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

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