2023-05-31 - ERM meeting

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

Call in Number:     https://zoom.us/j/995679876 

Meeting URLhttps://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 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:  
  • 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

  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 (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 HafeleStanford 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 OberknappUB Freiburg / ReDI

Beverly GeckleMTSU

Birgit Neumann
xCarol Sterenberg

Carole Godfrey

EBSCO


Catherine Tuohy

Emmanuel College 


Charlotte Whitt

Index Data

x

Claudia Malzer

ULB Darmstadt, Developer


Dorothe KuglerUB Mainz
x

Dwayne Swigert

Missouri State University


Emma Raub 

Cornell


Eric Hartnett

Texas A&M University

x

Felix Hemme

ZBW Kiel


Gang ZhouShanghai 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 RaddingFive 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 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

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 AlhamadMissouri State University

Molly Driscoll

EBSCO


Nancy Finn


x

Nancy Pelis

Five Colleges / Mount Holyoke College Library


Nicole Trujillo

Nina StellmannVZG, 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 AdamsDe Montfort University

Ray Murray

Robert Heaton

Robert ScheierCollege 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 KaceliCairn 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

xZorian SasykEBSCO