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Meeting Time:    8 am EST /  2 pm CET / 1 pm UK

Call in Number: 

Meeting URL Password needed: please see link below


ERM SIG Folio Wiki:

Google Folder:

Terms and definitions:

Slack Channel: # erm-team

Agenda May 31st 2023

Convener: Martina S.

Notetaker: Martina T.


  • 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:
  • 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)
    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)


  • 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


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



Home Organization

Aaron Neslin


Abigail Wickes

Duke University Libraries

Alaina Deane


Alice Daugherty

University of Alabama

Alissa HafeleStanford University

Amelia Sutton


Andrea Meindl

UB Regensburg

Ann-Marie Breaux


Annika Schröer

UB Leipzig

Annika Zierhut

Anu Moorthy


Anya Arnold


Beate Aretz


Benjamin Ahlborn

SuUB Bremen

Bernd OberknappUB Freiburg / ReDI

Beverly GeckleMTSU

Birgit Neumann
xCarol Sterenberg

Carole Godfrey


Catherine Tuohy

Emmanuel College 

Charlotte Whitt

Index Data


Claudia Malzer

ULB Darmstadt, Developer

Dorothe KuglerUB Mainz

Dwayne Swigert

Missouri State University

Emma Raub 


Eric Hartnett

Texas A&M University


Felix Hemme

ZBW Kiel

Gang ZhouShanghai Library

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


Janet Ewing

Five Colleges / Mount Holyoke College Library

Jenna Lantermann

Five Colleges / Smith College 

Jenna Strawbridge



Jessica Harris


Jir Shin Boey

Missouri State University

Joe Sikowitz

Fenway Library Organization

Johanna RaddingFive Colleges / Amherst College

Julie Brannon


Kathleen Berry

UMass Amherst

Kathleen Norton

Five Colleges / Mount Holyoke College Library

Katrin Brüggemann

UB Leipzig

Khalilah Gambrell


Kirstin Kemner-Heek  

VZG, Göttingen

Kristin Martin


Kyle Banerjee


Lars-Hakan Herbertsson


Laurenz KernStabi Berlin
xLeonie BodinusUB Erlangen-Nürnberg

Lindsey Lowry

University of Alabama

Lisa Schneeberger

Lola EstelleEBSCO

Luca Lanzillo

Sapienza Library System - Sapienza University of Rome

xLucas ModerUB Regensburg

Mara Egherman


Maria Taylor

Marie Widigson


Mariyam Thorhira

Johns Hopkins University Libraries

Marjorie Snyder

Mark Arnold

Missouri State University

Martin Scholz

Martina Karlsson



Martina Schildt

VZG, Göttingen


Martina Tumulla

hbz, Cologne

Mary O’Brien

Matthieu Bordet

DMCultura, Ravenna, Italy

Mohammad AlhamadMissouri State University

Molly Driscoll


Nancy Finn


Nancy Pelis

Five Colleges / Mount Holyoke College Library

Nicole Trujillo

Nina StellmannVZG, Göttingen

Norma Flores

Texas A&M University

Owen Stephens

Product Owner -  Owen Stephens Consulting

Paul Trumble



Peter Böhm

HeBIS, Frankfurt

Peter McCracken


Phil AdamsDe Montfort University

Ray Murray

Robert Heaton

Robert ScheierCollege of the Holy Cross

Rüdiger Stratmann

IAI SPK Berlin

Sabine Howahl

ULB Darmstadt


Sabrina Bayer

UB Regensburg


Sara Colglazier

Five Colleges / Mount Holyoke College Library

Sarah Dennis

Texas A&M University

Sarah Morgenstern-Einenkel

UB Leipzig

Scott Stangroom


Siobhan McManamon

Five Colleges / Smith College

Sobha Duvvuri


Stephani KaceliCairn University

Tephanie Larrison

Stew MacLehose

University of New England

Susanne Schuster

BSZ Konstanz

Tara Barnett

Tatjana Clemens

UB Frankfurt

Tracy Patton

Missouri State University

Valerie Cervantes

Xiaoyan (Yan) Song


xZorian SasykEBSCO
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