Notes:

๐Ÿ“„ Meeting Minutes:


๐Ÿ—ฃ๏ธ Discussion Points:

๐Ÿงญ Support Channels Overview (00:00โ€“00:01)
  • Overview: Thomas outlined the available support channels for Folio users, including Slack channels, the folio support email, and the TDX portal. A TinyURL was shared for easier access to the TDX portal.
  • Proposal: Encouraged users to post issues in any of the support channels for visibility and quicker resolution.
๐Ÿ›๏ธ WolfCon 2025 Announcement (00:01โ€“00:01:14)
  • Event Details: Scheduled for September 23โ€“25 in Kansas City, with both in-person and virtual options.
  • Call for Submissions: Open for presentation proposals.
  • Workshops: Pre-conference workshops will return, including AI-focused sessions.
๐Ÿšฆ Release Status Updates (00:01:14โ€“00:03:17)
  • Ramsense: Released for general use but not yet adopted due to a blocker bug affecting automated patron blocks. Vega team is addressing the issue.
  • Sunflower: Entering Bugfest next week. Uses the new Eureka platform. Expected release: mid-May to early June.
  • Trillium: In pre-development. May be released late 2025 or early 2026.
๐Ÿ”ง ๐ŸŒ Eureka Platform & Keycloak Integration (00:03:17โ€“00:07:45)
  • Eureka: Replaces Okapi with Kong for better stability and security. Groups microservices into larger containers.
  • Keycloak: Replaces Folioโ€™s current login and permissions system. Offers enhanced security and granular access control.
  • Permissions Overhaul: All permissions will need to be reconfigured for Sunflower. New features include time-based access and creator-only edit rights.
๐Ÿ” New Features & Enhancements (00:07:45โ€“00:10:09)
  • Reading Room Access: Developed for Library of Congress; allows access control for physical spaces.
  • In-House Use Requests: Persistent item requests during patron use.
  • Mediated Requests: Staff-mediated request processing, similar to Aeon.
  • List App: Enables item list creation and metadata updates.
  • Reports App: Allows small-scale reporting within Folio.
  • Bulk Edit & Query Engine: Expanded capabilities and UI enhancements.
  • Platform Stabilization: Focus for Trillium and Umbrella Leaf releases.
๐Ÿงช Reporting & Schema Change Communication (00:12:07โ€“00:21:04)
  • Discussion: Vandanaย and Sharonย raised concerns about unannounced schema changes disrupting reporting workflows.
  • Proposal: Include schema changes in release notes.
  • Complications: Schema changes often undocumented or buried in JIRA tickets.
  • Decision: Thomas will discuss with Product Owners (POs) and advocate for a dedicated schema change section in release notes.
๐Ÿ“… Release Timeline Clarification (00:21:04โ€“00:21:44)
  • Ramsons: Expected in 3โ€“4 weeks.
  • Sunflower: Mid-May to early June.
  • Trillium: Likely early 2026.
๐Ÿงฉ Feature Adoption Strategy (00:21:44โ€“00:25:11)
  • Discussion: New features like mediated requests depend on departmental interest and external system compatibility.
  • Reporting App: Under testing with MetaDB. Caution advised due to potential impact on production.
๐Ÿž Circ Log Errors & PubSub Issues (00:25:11โ€“00:31:02)
  • Issue: Stephanie reported incorrect attribution in circ logs.
  • Cause: Possibly due to PubSub, a deprecated messaging system.
  • Resolution: Thomas will escalate to Vega and investigate replacement with Kafka events in Trillium.
๐Ÿง  Feature Requests & Ideas (00:31:02โ€“00:43:00)
  • Call Number Sorting: Joanneย requested long-standing fix for holdings-level call number sorting.
  • Circulation Count in Item Records: Suggested for selectors and general usage tracking.
  • UI Customization: Requests for background color options and app icon reordering.
  • Discussion: Feature requests should be submitted via TDX or Slack with โ€œideaโ€ tags. Community support increases implementation likelihood.
๐Ÿ“š Folio Friday Format Suggestions (00:43:00โ€“00:44:08)
  • Suggestions:
    • Review new release features collectively.
    • Share departmental use cases.
    • Continue open Q&A format.

โœ… Decisions Made:

  • Thomas will:
    • Advocate for schema change documentation in release notes.
    • Investigate circ log attribution errors with Vega.
    • Track and support feature requests through TDX and Slack.
  • Reporting team will continue testing the reporting app under MetaDB cautiously.

๐Ÿ“Œ Action Items:

Action ItemDescriptionParty
Schema Change DocumentationAdvocate for a dedicated section in release notes for schema changes.Thomas
Circ Log Bug InvestigationCollect examples from Stephanie and escalate to Vega.Thomas
Reporting App TestingContinue testing under MetaDB to assess impact on production.Sharon, Reporting Team
Release Note ReviewAdd schema change tracking to Sunflower and Ramsense notes.Thomas
Explore UI CustomizationTrack feature for app icon reordering and background color options.Thomas

๐Ÿ“Š Data & Insights:

  • Release Delays: Historical delays of 1โ€“4 weeks for major releases.
  • Security Enhancements: Keycloak introduces time-based access and creator-only edit rights.
  • Reporting Impact: Schema changes significantly disrupt reporting workflows, necessitating better communication.
  • PubSub Issues: Identified as a root cause for multiple circulation-related bugs; replacement planned.

๐Ÿ”„ Follow-Up:

  • Next Folio Friday to include:
    • Review of new release features.
    • Departmental use case sharing.
    • Continued Q&A and feedback collection.

๐Ÿ’ป Related Projects:

  • MetaDB โ€“ Reporting database integration.
  • List App โ€“ Metadata management.
  • Reporting App โ€“ In-app reporting tool.
  • Bulk Edit โ€“ Enhanced editing capabilities.
  • Eureka Platform โ€“ New backend architecture.
  • Keycloak โ€“ New authentication and permissions system.
  • PubSub โ€“ Deprecated messaging system.
  • Kafka Events โ€“ Planned replacement for PubSub.