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: 14 Jun 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

Development progress - ERM sprint 166
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

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

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