2023-06-28 - 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 June 28th 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 June 15th
Agenda items
- Development progress - ERM sprint 167 / ERM sprint 168
- Implementers topics (ERM implementers):
- 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)
- Ability to sort AGLs by columns (Sabrina Bayer (TP-ERM/BVB))
- Overview of results in the titles search in eHoldings (Martina Karlsson (Chalmers))
- There is already a response on implementers' page: Hey Martina Karlsson for the Poppy release, we have implemented a Packages facet on the Title search. We still need to tweak the requirements so that when clicking the title it takes you directly to the title+package record. We can also look into adding title to the results list and a way to show package selected and not selected counts.
- Adding a specific Organization contact for each Agreement / License (Jhanani Munuswamy(EBSCO)) | - ERM-2944Getting issue details... STATUS
- Ability to search/filter eRessources from the local KB in the Dashboard and display them in the widget (Sabrina Bayer (TP-ERM/BVB))
Minutes
WOLFcon:
- looking for volunteers to present dashboard use at WOLFcon
- Felix (chat): I would be available to demo for a few minutes how we use/envision to use Dashboard.
Development progress:
- Release date for poppy pushed back to November
Working on upgrades of underlying software libraries
- Changes to the way we ingest data from GOKb
- Sprint 168
Work on grails upgrade – regression tests will follow
Work on ERM-2956 Investigate issues on deploying agreements/license
- Removing Agreement lines from the Agreement edit view
- no Agreement lines will be displayed in Agreement edit view, the accordeon is not displayed anymore
- way to get to the agreement lines: via the agreement line search or through accordeon Agreement lines in the Agreement view > Actions > view in agreement lines search
- can edit there and make changes to an agreement line
- it helped to improve performance
We have discussed and agreed: Better to improve the performance instead of editing the AGL in one single screen
- Felix (chat): "What it is called" -- that would be the name of the linked e-resource?
- internal KB - search by resource
- eHolings - search by eHoldings reference number - this number is structured (provider-package-title)
- Sara: Truncation?
- e.g. search for 28- or -52 (as part of the reference number
- note for the Implementers' list to look at enhancing the agreement line search for eHoldings resources
Question: Would it be useful or desirable to put into the screen (agreement edit view) somewhere the option to jump to the Agreement line view in the same way as from the Actions > view in agreement lines search?
- Sara: button - open in another tab all the agreement lines belonging to this agreement
- Felix (chat): I'm fine with omitting the lines from the agreement edit. That's similar to PO-POL view where you don't have access to the POL's from the PO edit.
- Jessica (chat): +1 Felix. If we could make it like the POLs on the POs, that would be great
- Martina S.: you would not change the POL that often
- Sara: handy to have a button opening all Agreement lines in a new tab
- like the Actions > view in agreement lines search but in a new tab
Felix: go to agreement line view from the agreement edit view - optimistic locking?
Should not interfere with optimistic locking – would be a new tab! Then completely independent - you can edit the AG and the AGL in separate tabs
- Sara (chat): Including removal of a AGL?
should work without problem / when you editing the agreement line is a separate object to the agreement.
- new dashboard widget for searching and displaying new agreement lines – in QA
Implementers topics (ERM implementers):
- Add a new functionality like to show warning incase where you link the same agreement line twice, to the same package
- question tba: there are multiple places to link an AGL to an agreement → where do we need this functionality - which is higher priority?
Comes from an eHoldings perspective
Question: at what point would it be useful to know or have a warning?
Sara: you can keep attaching it, but there is no indication that it is attached more than once. At POL there is a warning functionality.
Sara (chat): This has definitely been a problem for us here at MH & across 5C
Owen will discuss this with Khalilah
- Ability to sort AGLs by columns
Only sorting on name/reference right now
Sorting Active from and Active to would be useful
Would not offer sorting by note, but description and parent agreement
Sara (chat): Parent could be useful
Jessica (chat): Yes, description would be helpful
Felix (chat): Could you make sure to not sort separate A-Z and a-z? So please AabCd
There is a ticket – Quite difficult to archive – significant piece of work – medium term improvement to search
- Overview of results in the titles search in eHoldings
Will be discussed with Khalilah and Zorian at a future ERM meeting
- Adding a specific Organization contact for each Agreement / License
Topic is postponed
- Ability to search/filter eRessources from the local KB in the Dashboard and display them in the widget
- nice idea for another dashboard widget
- Owen will investigate the 2 use cases
please add use cases in the cell in the implementers’ page
Felix: there is an older excel sheet with use cases for dashboard widget. Should those use cases be added?
- Owen will review the document as well
Update: There is now integrated the information about “record last updated” in the display – this might help as well
Chat
Felix Hemme 14:04
I would be available to demo for a few minutes how we use/envision to use Dashboard.
Felix Hemme 14:15
"What it is called" -- that would be the name of the linked e-resource?
Thanks
Felix Hemme 14:24
I'm fine with omitting the lines from the agreement edit. That's similar to PO-POL view where you don't have access to the POL's from the PO edit.
Jessica Harris 14:24
+1 Felix. If we could make it like the POLs on the POs, that would be great
+1 Sara
scolglaz an Alle 14:30
Yes please new tab
scolglaz an Alle 14:31
? Including removal if a AGL?
Of
scolglaz 14:41
This has definitely been a problem for us here at MH & across 5C
scolglaz an Alle 14:49
Parent could be useful
Jessica Harris 14:50
Yes, description would be helpful
Felix Hemme 14:50
Could you make sure to not sort separate A-Z and a-z?
So please AabCd
okay, and that is not needed for Sabrina's use case on dates.
Sabrina Bayer 14:58
Thank you, Owen!
Martina Schildt | VZG 15:01
… and we have some of the widget use cases on our "to do list" already
Carol Sterenberg 15:01
Thank you!
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 | |
x | Annika Zierhut | |
Anu Moorthy | Duke | |
Anya Arnold | EBSCO | |
x | Beate Aretz | SBB |
Benjamin Ahlborn | SuUB Bremen | |
x | 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 | |
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 | |
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 | |
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 | ||
x | 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 | ||
x | 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 | |
x | Susie Skowronek | |
Tara Barnett | ||
x | Tatjana Clemens | UB Frankfurt |
Tracy Patton | Missouri State University | |
Valerie Cervantes | ||
Xiaoyan (Yan) Song | NCSU | |
Zorian Sasyk | EBSCO |