2024-01-24 - 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 Jan 24th 2024
Convener: Martina T.
Notetaker: Martina S.
Housekeeping
- All: Please edit the attendees list below and indicate when you are there!
- Next ERM meeting:
- All questions and ERM implementers' topics can be posted on: ERM implementers.
- PC and Tri-council meetings
Agenda items
- Development progress - ERM sprint 183
- Implementers' topic: When duplicating an agreement/ or a license: additional fields should be duplicated
- Avoiding multiple users editing a record at the same time
Minutes
Development progress
- Licenses settings: new license term pick list setup > pick lists and their values can be managed in one screen
- Felix in chat: Nice improvement, especially for libraries starting with ERM and the task to set everything up.
- organisation status has been added to organisation display in agreements and licenses
- Dashboard > Widgets > content type is added as a filter to agreements widgets
- Felix in chat: Will the filter become a select instead of a free text field eventually?
- Owen: would be ideal to have it as a pick list, but rhe filter depends on a configurable list > there it is not possible
- Felix: I understand. That is why agreement status can be a select, because the pick list values are static.
- for Quesnalia the team is aiming to update to Grails 6 as a framework - that is a major piece of work
- working on a new process on getting data into FOLIO's internal KB
Implementers' topic: When duplicating an agreement/ or a license: additional fields should be duplicated - ERM implementers #3
- agreements can be duplicated in view mode
- there is a modal that opens after hitting "duplicate" with checkboxes to select which information should be duplicated
- as sson as the selected list is saved the record is duplicated
- further fields for duplication are requested:
- reason for closure
- alternative names
- agreement period end date
- related agreements > should be its own checkbox
- tags
- change rule for start date to: the new duplicated agreement should have the day of the original agreement set automatically (instead of the current date) > requested by Felix
- Sara in chat: If I am duplicating and check off date, then I want that date (the current day).
- all data should be duplicated, otherwise users can forget that they need to add it to the new record
Task
- Owen to come up with a proposal for new duplicating agreements behaviour
- create a Jira ticket
- include different options how start dates should behave
- break down list of checkboxes etc
- come back to ERM SIG in one month time
- this would be short term development
- there could be more targeted options > we should brainstorm on what is needed in a future ERM SIG meeting - long term development
- Owen to come up with a proposal for new duplicating agreements behaviour
- Sara in chat: In the modal that you just showed, I noted AGL … will those still be duplicatable, with the new structure? Because it is often to remove than to add. … And if you wanted to break an AG apart into many, from when you were trying first off to have everything combined onto one.
Avoiding multiple users editing a record at the same time
- ERM apps plamn to align with current FOLIO behaviour
- one user opens a record and makes edits
- another user opens the same record and saves edits before the other user user has saved their changes
- new: optimistic locking comes into play: person who saves first takes priority
- needs implementing for each record (one by one)
- Felix in chat: There has been a question from Zorian on Oct 25th, 2023 about multiple users simultaneously trying to edit the same record: https://folio-project.slack.com/archives/C9ER2HCRY/p1698269299867129
- Sara in chat: That is how it works in Inventory in quickMarc for example … getting the block but also the option to open the record again separate and the blocked record remains to be able to copy from
- will come back to this topic in a future meeting
Chat
Attendees list
Present | Name | Home Organization |
Aaron Neslin | UMass | |
Alice Daugherty | University of Alabama | |
Alissa Hafele | Stanford University | |
Amelia Sutton | UMass | |
x | Andrea Meindl | UB Regensburg |
Annika Schröer | UB Leipzig | |
Annika Zierhut | ||
Anya Arnold | EBSCO | |
x | Beate Aretz | SBB |
x | Becca Banach | Smith College |
Benjamin Ahlborn | SuUB Bremen | |
x | Bernd Oberknapp | UB Freiburg / ReDI |
Beverly Geckle | MTSU | |
Birgit Neumann | ||
Carol Sterenberg | ||
Carola Bauch-Schuster | UB Eichstätt-Ingolstadt | |
Carole Godfrey | EBSCO | |
x | Catherine Tuohy | Emmanuel College |
Charlotte Whitt | Index Data | |
x | Clara Marino | |
x | Claudia Malzer | ULB Darmstadt, Developer |
Constantin Lehenmeier | ||
Dorothe Kugler | UB Mainz | |
x | Dwayne Swigert | Missouri State University |
Emma Raub | Cornell | |
x | Elizabeth Richens | |
Eric Hartnett | Texas A&M University | |
x | Felix Hemme | ZBW Kiel |
x | Gail Murray | Five Colleges / Smith College |
Gang Zhou | Shanghai Library | |
Gill Osguthorpe | UX/UI Designer - K-Int | |
x | Gisela Weinerth | SUB Hamburg |
Gregory Edwards | Lehigh University | |
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 | |
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 | |
Kristin Martin | Chicago | |
Kyle Banerjee | EBSCO | |
Lars-Hakan Herbertsson | Chalmers | |
Laurenz Kern | Stabi Berlin | |
Leonie Bodinus | UB Erlangen-Nürnberg | |
Lilly Zirngibl | ||
Lindsey Lowry | University of Alabama | |
Lisa Hartlmüller | UB Regensburg | |
Lisa Schneeberger | ||
Lola Estelle | EBSCO | |
Luca Lanzillo | Sapienza Library System - Sapienza University of Rome | |
Lucas Moder | UB Regensburg | |
Lucia McBride | Lehigh University | |
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 | ||
Marya Kovalenko | ||
Matthieu Bordet | DMCultura, Ravenna, Italy | |
Mohammad Alhamad | Missouri State University | |
Molly Driscoll | EBSCO | |
Nancy Finn | ||
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 | |
Paivi Rentz | Texas State University | |
x | Peter Böhm | HeBIS, Frankfurt |
Peter McCracken | Cornell | |
Phil Adams | De Montfort University | |
Ray Murray | ||
Robert Heaton | EBSCO | |
Robert Scheier | College of the Holy Cross | |
Rüdiger Stratmann | IAI SPK Berlin | |
Sabine Howahl | ULB Darmstadt | |
x | Sabrina Bayer | UB Regensburg |
Sara Colglazier | Five Colleges / Mount Holyoke College Library | |
Sarah Dennis | Texas A&M University | |
Sarah Morgenstern-Einenkel | UB Leipzig | |
Scott Perry | ||
Scott Stangroom | UMass | |
Sharon Beltaine | ||
Siobhan McManamon | Five Colleges / Smith College | |
Sobha Duvvuri | EBSCO | |
Stephani Kaceli | Cairn University | |
Stephanie Larrison | Texas State University | |
Stew MacLehose | University of New England | |
Susanne Gill | BVB | |
Susanne Schuster | BSZ Konstanz | |
Susie Skowronek | ||
Tara Barnett | ||
x | Tatjana Clemens | UB Frankfurt |
Tracy Patton | Missouri State University | |
Valerie Cervantes | ||
Xiaoyan (Yan) Song | NCSU | |
Zorian Sasyk | EBSCO |