2025-02-25 FOLIO Implementers Meeting Notes

Date

Feb 25, 2025

Agenda

Housekeeping (5-min.)
Eureka Permissions

Homework and Pre-Reads

Please come with questions about permissions in Eureka!

Useful Resources

mod-roles-keycloak | Permission migration
Folio’s Next Generation AuthN/Z with Eureka : Video on the new permissions structure from WOLFcon 2024.

Recording

NOTE: IMPLEMENTERS SIG USES ZOOM’S AI NOTES FUNCTIONALITY. If you would prefer that we turn this off for any session you attend, we are happy to! Please alert the convener at the start of the meeting.

Link to Recording:

Attendees

Please add yourself here! @Thomas Trutt @Darsi Rueda @Tara Barnett @Charlotte Whitt @Maura Byrne @Bodil Wennerlund @Marie Widigson @Anja Kakau @Joseph A Molloy @Cornelia Awenius @Clay Oldham @Jean Pajerek @Amelia Sutton @Kimberly Smith @Martina Tumulla @Kara Hart Christopher Brown Olga Cory @stephaniekaceli

Notes

Time	Topic	Notes

Time	Topic	Notes
	Housekeeping	Upcoming meetings
	Eureka Testing	Follow up on our testing questions from last week Why is the environment so slow? Will we be able to test Reporting and INN-Reach in Eureka?
	Eureka Permissions	Overview of new permissions areas Migration of permissions from Okapi to Eureka Third party integrations
	PC Update by @Charlotte Whitt	2025-02-20 Product Council Agenda and Meeting Notes Eureka work: Documentation, coordination, SIG role in the transition At the TC’s meeting on 2025-02-17 conversation on the role out of the new permissions roles in Eureka, which will be implemented as of Sunflower (expected release 4/28/2025) Charlotte asked at the TC meeting whether permissions test rail tickets need to be rewritten this should not be necessary, while a team of QA writers has already been working on rewriting the permissions - but unclear if this work is completed. User Management SIG will test Eureka permissions to familiarise with it during SIG sessions Official FOLIO documentation will need to be updated as well - Documentation SIG is aware volunteers are needed and always welcome Tipps and Tricks pages will need an update as well, e.g. how to get from one permission concept to the other Charlotte in chat: Here a FOLIO wiki page, which we need to update/add a new page for Eureka Permission Roles - https://folio-org.atlassian.net/wiki/spaces/FOLIOtips/pages/5672610 to do for pc work should be coordinated, so regular check-ins with PC will help; find people who are responsible for the different documentation pieces

🗣️ Discussion Points:

Housekeeping and Upcoming Topics (11:02 - 11:03)
- Inventory and shelf reading follow-up on the 11th.
- Migration help and strategies on the 25th.
- Remote storage working group starting next week.
Eureka Testing and Permissions (11:03 - 11:08)
- Shared experiences from last week's Eureka testing.
- User permissions and updates from Charlotte.
User Management and Lab Sessions (11:06 - 11:08)
- Maura discussed the need for additional lab sessions to understand Eureka permissions.
Eureka Roles and Policies (11:08 - 11:20)
- Thomas explained the new Eureka roles and policies.
- Discussion on the migration script and the need for cleanup post-migration.
- Introduction of authorization rules and policies.
Capability Sets and Permissions (11:20 - 11:40)
- Detailed explanation of capability sets and their equivalence to permission sets.
- Discussion on the challenges of assigning permissions and the need for a cleanup process.
Python Scripts for Permissions (11:30 - 11:40)
- Thomas demonstrated Python scripts to map and manage permissions.
- Scripts generate CSV files and HTML pages for better visualization and management.
User Interface and Documentation (11:40 - 11:50)
- Discussion on the need for documentation for the new user interface.
- Plans to create step-by-step guides and documentation for Eureka.
General Q&A and Wrap-Up (11:50 - 11:57)
- Open floor for additional questions and sharing.
- Discussion on the importance of testing with non-admin users to identify bugs.

✅ Decisions Made:

Lab Sessions: User’s Sig agreed to use non-meeting weeks for lab sessions to better understand Eureka permissions (Maura).
Documentation: Plan to create documentation for the new user interface and permissions (Maura and Thomas).

📌 Action Items:

Lab Sessions: Maura to set up lab sessions and share Zoom invites.
Documentation: Maura and Thomas to start creating documentation for Eureka.
Permissions Cleanup: Thomas to work on recreating permission sets in the training environment.

📊 Data & Insights:

Eureka Permissions: Detailed insights into how Eureka permissions and roles are structured.
Python Scripts: Demonstrated scripts for managing and visualizing permissions, highlighting the complexity and need for cleanup.