WEBVTT

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Stefan Dombek: Oh, Lord.

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Stefan Dombek: unborn.

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Bernd Oberknapp: Hello.

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Stefan Dombek: Let's go beyond the time, and,

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Stefan Dombek: We have a new member today. Hello, Aaron Brock.

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Erin Block: Hello!

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Stefan Dombek: Hi. Yeah, I got a message from you, and now you are here in this meeting. Do you like to introduce yourself?

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Stefan Dombek: fast, you know.

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Erin Block: Yeah, Erin Block and I work at the University of Colorado Boulder, and I gather all the, online usage stats and stuff, so, I've been trying to tackle the e-usage app.

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Erin Block: And I figured this group would be helpful.

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Stefan Dombek: Yeah, this group is, a very…

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Stefan Dombek: special group, that's a subgroup of the ERM, SIC, and we just discuss, the topics,

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Stefan Dombek: For usage, and also for counter, and…

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Stefan Dombek: And this group is also banned.

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Stefan Dombek: And he is a specialist for Counter.

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Stefan Dombek: And if you have questions to counter, you can also address this to Brent.

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Stefan Dombek: Okay.

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Bernd Oberknapp: Yeah, may I ask, you are using EBSCO eHolings, or are you using the income knowledge base?

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Erin Block: we're using, EBSCO eHoldings.

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Bernd Oberknapp: Because that's an important point. I don't think the… eHuse Plugin will work for

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Bernd Oberknapp: the e-holdings? You… so you can…

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Bernd Oberknapp: harvest reports, but you can evaluate them in folio. I don't think this will work with BE Holdings.

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Erin Block: Yeah, I've gotten the sushi reports to run successfully, but yeah, not connect to the…

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Erin Block: to the eHoldings app.

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Stefan Dombek: And do you have other analyzed tools, or…

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Erin Block: We do use Power BI for, for some, analysis,

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Stefan Dombek: Hmm, but…

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Erin Block: But that's… that's the main one right now.

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Stefan Dombek: Okay.

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Stefan Dombek: Yeah, and there was also a question, if you have plans to integrate eHoardings, for, the agreement plugin, and, yeah, what I read was that it's not planned yet, and…

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Stefan Dombek: Yeah.

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Stefan Dombek: And… Maybe later? We don't know, but at, at, at the beginning, we,

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Stefan Dombek: you have to know, usage is, splitted in two components. We have a, main component, it's usage, where you can harvest,

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Stefan Dombek: the counter statistics and, can, manage these statistics.

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Stefan Dombek: And the additional component is the plugin for agreements, and… Edits…

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Stefan Dombek: at this time, it is not developed by, the development team, Leipzig. It's a new team. It's the team from Hebes, and,

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Stefan Dombek: We have members from Habes here, it's Melanie and Linda, and they can talk more about this plugin if you have questions for this.

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Bernd Oberknapp: Yeah, I think the reason why the e-holdings doesn't work is because the targets are not in the local knowledge base, because you're using the EBSCO holdings management. So, the way this works in… with the local knowledge base is that the user's report titles are matched against the local knowledge base.

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Bernd Oberknapp: And that doesn't work if you use e-holdings, so that's the reason why the plug-in

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Bernd Oberknapp: won't work at the moment, and why it probably would be difficult to spot that in Folio. But if you use Power BI, you could, of course, use the data collected with Folio

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Bernd Oberknapp: For the evaluations and… Yeah.

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Stefan Dombek: Okay, yeah, Aaron, if you…

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Stefan Dombek: want, you can add, e-usage, to, this, section, focus of work, in the table from the ERMSIC.

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Stefan Dombek: So that we can filter out the people that work with e-usage.

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Stefan Dombek: Or have interests?

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Stefan Dombek: And… Yeah.

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Stefan Dombek: So… and sometimes we have also,

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Stefan Dombek: item… agenda items for the ERMSIC, but, the,

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Stefan Dombek: The most time, we only discuss all our topics here in this group.

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Stefan Dombek: Okay.

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Bernd Oberknapp: Yeah, I'm…

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Stefan Dombek: don't.

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Bernd Oberknapp: Yeah, I'm wondering if the… the fact that the, agreement from GBV with KIND ends at tomorrow.

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Bernd Oberknapp: And that, I think, index data will…

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Bernd Oberknapp: be responsible for the ERM modules for… for the next time, until there is the new tenure is run.

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Bernd Oberknapp: I'm wondering if that has any effects on the e-usage part?

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Bernd Oberknapp: Fewer aware that there's something Or the plugin.

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Bernd Oberknapp: Or the timeline for the releases, or something like that.

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Stefan Dombek: It's only for the, EasyG plugin. Easyg is a standalone software, so… Yeah.

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Stefan Dombek: But I saw there are a new item for usage reports for today, and…

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Stefan Dombek: Would you like to get started, Melanie or Linda, with these points before we, look at the items for usage?

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Melanie Völker: Yeah, that's no problem. I want to give a short update about the development of eUs at the plugin, and, we are working on…

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Melanie Völker: some features for Trillium. I've linked the ticket in the… in the agenda.

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Melanie Völker: Yep.

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Melanie Völker: And, yo.

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Melanie Völker: There's most, corrections about the, the, calculating cost per use.

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Melanie Völker: You can see there are some, some topics, e-journal with, two order items and one invoice, two invoices, invoice and, a credit note. When there is an invoice cancellation, so the plugin wasn't…

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Melanie Völker: Calculating right, and we are correcting this at the moment.

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Melanie Völker: The first tests are… complete, and… Everything looks good.

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Melanie Völker: And… yeah.

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Bernd Oberknapp: So, the plugins should essentially work with any number of invoices and any number of,

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Bernd Oberknapp: Yo.

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Bernd Oberknapp: Depending on… on whether it's a…

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Bernd Oberknapp: Plus or minus, they should calculate the correct Final.

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Bernd Oberknapp: some, and, I'm not sure about the, calculation. Some tickets mentioned a journal, some mention a package.

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Bernd Oberknapp: Is there something broken down by journal or by title in the evaluation? Because I always thought this is a… an evaluation for all the agreements lines that are

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Bernd Oberknapp: Attached to an agreement.

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Bernd Oberknapp: That could be a single journal, but that's not very likely.

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Linda Nolte: But that's what is… what we started with, with one journal and one, invoice, because we wanted a simple case, and we are now getting to the package, more agreement lines.

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Bernd Oberknapp: Okay, so you either have a package, or with multiple gels, or…

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Linda Nolte: Yes.

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Bernd Oberknapp: Multiple agreement lines, and, okay, that all should be covered, of course.

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Linda Nolte: Yes, but we are just getting to that. We started with one e-journal and one invoice, because it was easier to check if it's right.

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Bernd Oberknapp: Okay, so the… as a basic test, that everything, the basic things are working, okay.

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Stefan Dombek: Hey, and… It works with count of 5-1.

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Stefan Dombek: Okay.

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Linda Nolte: Yes, but we have a bug in our, test system with counter 5.1,

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Linda Nolte: But that's with our system. We're checking that.

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Stefan Dombek: Okay.

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Stefan Dombek: Yeah, I saw, something similar in our test systems. There was a problem with,

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Stefan Dombek: with Kafka, and if it's not,

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Stefan Dombek: Is… if you have not the right configuration, then, some… Messages were not…

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Stefan Dombek: Come to… to the end, and, then you have, some errors.

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Stefan Dombek: In usage, but, it was just a local problem in our test installations, but if you see something like that, then tell me, and, we…

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Stefan Dombek: Can take a look on this.

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Stefan Dombek: In, in our development team, again.

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Stefan Dombek: Okay.

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Stefan Dombek: And…

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Stefan Dombek: Yeah, we saw also some bugs. One came from, I'm not sure, is it from you, Aaron? Or this one here, that there is a typo in the permissions, or it was another person?

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Erin Block: I don't think that was me.

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Stefan Dombek: Okay, okay. Yeah, we updated at any time the permission names, and forgot, to rename the permission names in the permission sets, and this is a bug, so we are working on this bug, and

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Stefan Dombek: I see it, it's in,

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Stefan Dombek: It is merged, and so we see this in, Sunflower and in, I hope so in… also in Remissance, but…

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Stefan Dombek: I will double-check this with our developer again, and then give you the information if it's, if we, update it as also for Remsens and for Central.

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Bernd Oberknapp: Yeah, I noticed that in our test environment that we've deployed sometime ago, we had the problem that the administrator had no access to the e-usage.

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Bernd Oberknapp: Yeah, that probably was the reason, so I had to go in and add some permissions for the administrator.

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Bernd Oberknapp: That indeed seems to be fixed, the latest deployment, the permissions seem to be correct.

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Stefan Dombek: Yeah, I think it was just a point.

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Stefan Dombek: Instead of a hive.

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Bernd Oberknapp: But that's sufficient.

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Stefan Dombek: So… Yeah, and then we had another bug, yeah, bug or feature, I'm not sure.

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Stefan Dombek: Which category is it,

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Stefan Dombek: if you go to the harvester logs, the page, not refresh, all the jobs. You have manually refreshed the jobs, and then you see all the jobs that are, run at the time, so… and,

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Stefan Dombek: This ticket, resolved this problem, so, when you…

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Stefan Dombek: I'm not sure. Yeah, pull request is open, but I think in the next, versions of usage, you can see it, and then when you go to the harvester logs, it refreshes itself, the table, and then you can see all the running jobs.

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Stefan Dombek: And you don't have to click on the button refresh.

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Bernd Oberknapp: I think that's an issue in other places in folio, so sometimes I reload the page to finally get the new data, so that's not just a problem in e-usage.

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Stefan Dombek: Okay, and then we have… Well, it's…

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Stefan Dombek: just the information for you, I'm working together with the development team, on the refinement on these two.

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Stefan Dombek: Tickets, that, is… that are for error handling, and… The first one is,

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Stefan Dombek: The ticket for the, additional optional settings, that you can set up in…

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Stefan Dombek: For a usage data provider, for,

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Stefan Dombek: I think the right name for this cluster is, Connection failures, And…

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Stefan Dombek: it contains the counter API exceptions, 1000… 10, 10, 11, and 10.20.

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Stefan Dombek: And our solution will be that you can…

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Stefan Dombek: adjust the behavior from the harvester. That means, you can set global settings, where you can define the behavior for these, CUP.

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Stefan Dombek: Exceptions, for example, if you would like that you harvest, hmm… Yeah…

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Stefan Dombek: need a new behavior for when the server response is that the service is not available, then you can set up that the harvester will, try again to…

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Stefan Dombek: Harvest the data, after some minutes, and, but it's…

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Stefan Dombek: All of this is optional, so you can set it up, or we… we use,

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Stefan Dombek: Default settings in the backend program.

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Stefan Dombek: But if you would like to adjust this, you can do this in the global settings.

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Stefan Dombek: And if you need, individual settings for a provider, we… We'll implement,

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Stefan Dombek: An additional, feature, so that you can set up these options directly, in the data record of a usage data provider.

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Stefan Dombek: And then these settings will overfry the global settings.

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Stefan Dombek: And I think we discussed this in the last meetings, and

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Stefan Dombek: I added some, points, from the development team. They said, there should be a help text, above these settings, so that the user knows what,

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Stefan Dombek: They can adjust here, and… I think,

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Stefan Dombek: We can always, change the text at any time, so… and if we need more text for the users, then we can also update this with,

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Stefan Dombek: With a new text.

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Stefan Dombek: And… And you have also the option, to translate this, with the localized tool, so… and…

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Stefan Dombek: It's… let me see… we have also info text is behind each option, and when the user clicks on the info icon, then you can also see

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Stefan Dombek: What do you do with this option?

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Stefan Dombek: Okay.

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Bernd Oberknapp: So we… I think we also discussed that the default value should be visible if you go… Yes. I think that's important to see what the current settings are.

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Stefan Dombek: Yeah. That's included in this issue, benju… Open and usage data…

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Stefan Dombek: provider record, then you see the default settings from global settings, and if you… don't have…

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Stefan Dombek: global settings for these options, then you will see the default values from the backend program.

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Stefan Dombek: And then you have also the option to see,

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Stefan Dombek: These settings, for the error handling in the detailed view of a record from the usage data provider.

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Stefan Dombek: And here are subsections in error handling, general, and counter API exceptions. That was a requirement from the development team, because, they said if we, would like to add

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Stefan Dombek: more… exception handling, for the harvester, then we need, sections for, these options.

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Bernd Oberknapp: So they, they want to group them together.

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Stefan Dombek: Yes, that's right.

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Bernd Oberknapp: Okay, so these… these ones, and maybe the 30-somewhat exceptions, that would be a different group.

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Stefan Dombek: Yes. So, the, yeah.

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Stefan Dombek: The reason is,

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Stefan Dombek: not everyone knows what 1000 and so on means, and so you have a group for counter-API exceptions.

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Bernd Oberknapp: Okay, you would put all counter-API exceptions in one group, and other errors that could occur, for example, if you can't make a connection to the API server or something like that in a different group.

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Stefan Dombek: Yes.

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Bernd Oberknapp: Oh, okay.

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Bernd Oberknapp: Because I was just thinking about putting counter API exceptions in different groups, and that would be…

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Bernd Oberknapp: I don't think that would make so much sense. Okay.

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Stefan Dombek: Nope.

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Bernd Oberknapp: Yeah.

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Bernd Oberknapp: I'm wondering, Aaron, did you run into problems with the,

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Bernd Oberknapp: 1011, this report queued, or the 1020, too many requests when you harvest reports?

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Erin Block: I do run into the too-manue requests.

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Erin Block: And I'm not sure how to resolve, like, why that's happening, or how to resolve that.

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Bernd Oberknapp: Yeah.

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Erin Block: And… and yeah, the report queued for processing, I've also run into that one as well.

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Bernd Oberknapp: Yeah, the problem might be, I think this has been mostly resolved on the report provider side, because there were some

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Bernd Oberknapp: that were just caching the generated reports for a few hours, and folio was trying again after 24 hours when the cache reports were already gone, and then you were in loop until you went into the error limit.

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Bernd Oberknapp: And I think that has been… that was most… Likely lib links.

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Bernd Oberknapp: publishes on LibLinks, and I think LibLinks has fixed that.

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Bernd Oberknapp: But the…

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Bernd Oberknapp: 1020, too many requests, that's a tricky one, and this is why the setting might be interesting on the, usage data provider level, so that you can have different settings depending on the, on the usage data provider.

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Bernd Oberknapp: And, I think we have discussed, the default should be not more than one request per second, if I remember correctly, because that's the limit Scholarly IQ imposes.

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Bernd Oberknapp: And, you would run into… this arrow.

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Bernd Oberknapp: Permanently, if… if you go under… under one request per second.

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Bernd Oberknapp: So, not really configurable at the moment, and this is why we are discussing to make this configurable.

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Stefan Dombek: Are there any questions, or…

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Stefan Dombek: Other meanings about these features,

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Stefan Dombek: We have time to plan this feature, so… and if you have more ideas, we can add this to the tickets, and…

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Stefan Dombek: Yeah, but I think you need more time to analyze the tickets before you can say more about this.

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Bernd Oberknapp: Yeah, actually, are you already working on an implementation, or are you still refining the tickets?

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Stefan Dombek: We refined the tickets.

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Stefan Dombek: I talk, with the development team, and they have also ideas, and what we can,

189
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Stefan Dombek: Yeah, Ed… And…

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Stefan Dombek: If you have more ideas, then we can talk about this, and then we can also add these points.

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Bernd Oberknapp: Yeah, I think I don't have any additional ideas at the moment. I think we have discussed everything that, from my experience is important.

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Bernd Oberknapp: So, huh.

193
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Bernd Oberknapp: The interesting next step for me would be to see the working version by at least.

194
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Stefan Dombek: He's the first one.

195
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Bernd Oberknapp: version that I can try, because that makes things a lot easier.

196
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Bernd Oberknapp: To understand, how good this works, but…

197
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Bernd Oberknapp: But that the development team first wants to refine the tickets.

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Stefan Dombek: Yeah, that's a good point. It was also a discussion in our team, how we can test this, and

199
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Stefan Dombek: Yeah, yeah.

200
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Stefan Dombek: Different, point of views, and…

201
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Stefan Dombek: Our developer, said, it's better to implement the feature and let them test the user, and,

202
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Stefan Dombek: after that, we can, improve the feature after this first draft in Snapshot.

203
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Stefan Dombek: If it's okay for you, then we can,

204
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Stefan Dombek: go this way, and, make a first draft on Snapshot, and then you can test it, and then after that, we can, improve the feature.

205
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Stefan Dombek: So…

206
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Stefan Dombek: That we have more iterations, to develop these, things, and, you can test it. Test it.

207
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Bernd Oberknapp: Yeah, yeah. Otherwise, you would need to work with somebody who knows which usage data providers cause problems, and so you could trigger the error. For example.

208
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Bernd Oberknapp: What comes to my mind is Scholarly IQ for the number of, requests, if you go under 1 per second, lip links, if you want to test the repot queued feature.

209
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Bernd Oberknapp: JSTOR, if you want a combination. If you retry too often with… and get the 1011 error, at some point you get a 1020 error.

210
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Bernd Oberknapp: Which tells you, I think, to try again in the next day, but you can try again after 10 minutes, or something like that, and it won't work.

211
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Bernd Oberknapp: So, you need these usage data providers here, where you know that the errors would occur. The…

212
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Bernd Oberknapp: 1000 is… simple, you could simply, enter an invalid base URL,

213
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Bernd Oberknapp: Do you have a mock server that you could try, that you could use for testing?

214
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Stefan Dombek: Not at the moment.

215
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Bernd Oberknapp: Because for some errors, like the,

216
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Bernd Oberknapp: What is it, the unavailable, that's probably something he wants…

217
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Bernd Oberknapp: can't easily trigger the service busy.

218
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Bernd Oberknapp: So you probably need something like a mock server that will return your service busy when you try.

219
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Bernd Oberknapp: Unfortunately, counter doesn't have a mock server. There is something like a very basic mock server in the Stoplight API, implementation, but,

220
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Bernd Oberknapp: That's not really… really usable.

221
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Bernd Oberknapp: And I'm not sure, I know that Salos has a mock server.

222
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Bernd Oberknapp: But they don't trigger those errors, if I remember correctly. They simply deliver reports and respond to your reports, to your requests.

223
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Bernd Oberknapp: So, the, the one… 1010 might be tricky to test.

224
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Stefan Dombek: Okay,

225
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Stefan Dombek: Yeah, that's what I mentioned. It's tricky to… how we can test it, if the feature is working correct.

226
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Bernd Oberknapp: Yeah, what I could do is, actually, I could ask the counter code team

227
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Bernd Oberknapp: If they have an idea how… how people test their client implementations, because we're talking a lot about testing the server implementations.

228
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Bernd Oberknapp: With the validation tool and other tools, but we…

229
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Bernd Oberknapp: Really, only in some cases, talk about the clients.

230
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Bernd Oberknapp: But that's… I think that's important. If counter could provide something like a mock server that would… could trigger those errors we could… that you could use for testing, that would be really helpful.

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Bernd Oberknapp: So, I could ask the co-team, but I'm not sure what the result would be.

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Stefan Dombek: It sounds good.

233
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Stefan Dombek: So, when we have, a server where we can, test these, implementations, so…

234
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Stefan Dombek: It should work correctly before we, make it visible for all, so…

235
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Bernd Oberknapp: Yeah, actually, a very basic mock server if you don't need the right reports, but you just want to test the exceptions,

236
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Bernd Oberknapp: That wouldn't be much work.

237
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Bernd Oberknapp: But if you also want to test the reports, that's much more difficult, that's,

238
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Bernd Oberknapp: Yeah, I think maybe you could use the sales mock server for that, but I will have to talk to my colleague.

239
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Stefan Dombek: Yeah, thank you, and do you, can you write me a message via Slack, if you have more information?

240
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Bernd Oberknapp: Yeah, of course.

241
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Bernd Oberknapp: So, we… we have a… I've just looked this up. We have a counter-culte meeting in two weeks.

242
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Bernd Oberknapp: Where we talk about release 5.1.1. That's a feature release that's planned for the second half of the year.

243
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Bernd Oberknapp: And this includes some extensions that also need to be tested, so this would fit into that discussion probably.

244
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Bernd Oberknapp: By the way, that includes the extensions for the aggregators we've talked about.

245
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Stefan Dombek: Yeah, okay.

246
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Bernd Oberknapp: And, it's…

247
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Bernd Oberknapp: quite likely that it will look like what we have for our NASA platform at the moment, what you've… what you already know.

248
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Stefan Dombek: That means… That we can harvest via sushi from aggregators?

249
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Bernd Oberknapp: Yeah, that means that you would get a platform… a platform's endpoint from an… from… that's… that will be added as an extension to the counter API.

250
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Bernd Oberknapp: And you could ask that, endpoint, using your credentials, what platform… platforms are available.

251
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Bernd Oberknapp: And that's optional, of course, since 5.1.1 is a feature release, so it has to be Blackboard compatible.

252
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Bernd Oberknapp: But, it will… we have discussed the different options for implementing something like that. If you could… if we could use the existing endpoints, and the conclusion was that having a separate endpoint would make the most sense.

253
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Bernd Oberknapp: And it probably won't look like the answer from the registry, but would… that, I thought, think that would be the easiest one for you, because you already have implemented that.

254
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Bernd Oberknapp: But that's too complex, essentially, for just returning a list of platform IDs and platform names.

255
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Bernd Oberknapp: So, it most likely will look

256
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Bernd Oberknapp: like the one that you've used for testing so far from… from our Netsa platform.

257
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Stefan Dombek: Yeah, I think about our requirement.

258
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Stefan Dombek: And…

259
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Bernd Oberknapp: Yeah, you mentioned that you have a… something like a plugin or something like that for the, different…

260
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Bernd Oberknapp: providers, so if you have to deal with two different formats, that would be possible, if I remember correctly.

261
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Stefan Dombek: Maybe we can mix, the templates for providers with, T, do you,

262
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Stefan Dombek: The requirement for the, to, to, to get the data from the aggregators, so… Sue.

263
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Stefan Dombek: We can refride the requirement to mix these.

264
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Bernd Oberknapp: Well, yeah, the question of populating the usage data provider with an existing URL and things like that, that's one issue. The other issue is that you always have the same credentials for an aggregator.

265
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Bernd Oberknapp: So the idea was actually to have them… to just enter them once.

266
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Bernd Oberknapp: But I hope we can finalize this in the next weeks, so that you exactly know what you have to deal with.

267
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Stefan Dombek: Yeah, that we can also discuss this here in this group, in the next meetings.

268
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Bernd Oberknapp: Yeah.

269
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Stefan Dombek: So, and then we can see if we can mix the requirements, or if we should keep it, separated.

270
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Bernd Oberknapp: Yeah, the idea… I'm not sure that everybody knows what we're talking about. We have some cases where you have multiple platforms on the same sushi-based URL, essentially.

271
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Bernd Oberknapp: And the idea is that you could ask that URL which platforms are available. For example, for Elsevier, you would get something like Science Direct and Scopos as information. Or, if you have an aggregator.

272
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Bernd Oberknapp: like our NASA platform, or Selos, or some other systems, or JUSP in the UK, you could ask them and get a list of what they have collected for you from different platforms, and you could easily get all the information into folding.

273
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Bernd Oberknapp: at once.

274
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Bernd Oberknapp: That's the basic idea.

275
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Bernd Oberknapp: So, for us, for example, we have, I think, about 150 platforms in our NetStat system that we have already collected, and we would like to get all of them into phone at once, and not configure 150 usage data providers and phone.

276
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Bernd Oberknapp: And that's the idea, to make that much easier, and to automate this as much as possible.

277
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Bernd Oberknapp: This is something we have discussed.

278
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Bernd Oberknapp: Quite some time ago.

279
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Stefan Dombek: Okay.

280
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Stefan Dombek: Then we should add this to the next, agenda.

281
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Stefan Dombek: So we can talk about more the details, and… .

282
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Bernd Oberknapp: Yeah, once the co-team has made the decision how to implement this, I will post the information, of course, in the Slack channel.

283
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Stefan Dombek: Great.

284
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Stefan Dombek: Okay, the next one is,

285
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Stefan Dombek: it's a draft, so it's just a proposal. And,

286
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Stefan Dombek: How we can, check, the… how was the configuration during,

287
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Stefan Dombek: Yeah, when you're editing or creating an usage data provider.

288
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Stefan Dombek: And the idea is, that you get an, button.

289
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Stefan Dombek: check credentials is, the idea. So, and… It's, between… The basic configurations, and,

290
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Stefan Dombek: like, service URL and credentials, and…

291
00:39:29.480 --> 00:39:39.369
Stefan Dombek: the report type sec- section. And when you click on this button, then a background process is starting, and

292
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Stefan Dombek: we are checking the credentials with this process, and…

293
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Stefan Dombek: We get also the information from the provider if the credentials are correct and the connection is established, which report types the provider offers, and then we can give you

294
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Stefan Dombek: only the report types in, the selection that the provider offers. So, and that's… it's a… it's not just that the credentials are, wrong.

295
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Stefan Dombek: It's also an issue that users select the wrong report types for a provider, and, so we can, combine these two issues with one feature.

296
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Stefan Dombek: So, and if the user clicks on, on this button, both, things will be checked, and then you,

297
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Stefan Dombek: Maybe, you can reduce your, errors in, the statistics, tables, and…

298
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Stefan Dombek: There are some cases, the first one is if the connection is possible. By the way, you can cancel the… this process, but there is also a timeout,

299
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Stefan Dombek: With 66 seconds, I think, and, but you can also cancel this, background process. So, but if all…

300
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Stefan Dombek: Good, and the connection is possible, then,

301
00:41:30.770 --> 00:41:44.990
Stefan Dombek: The system, knows which report types are available, and then you can only select, the report types that the provider offers.

302
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Stefan Dombek: If the connection is not possible, then there is a window that informs you what was going wrong, and

303
00:41:57.860 --> 00:42:05.540
Stefan Dombek: Then you have, to choice, did you…

304
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Stefan Dombek: Keep editing the records, so then you can,

305
00:42:11.450 --> 00:42:22.490
Stefan Dombek: yeah, correct your credentials, or you can click on this button, yes, if you would like to use the data that you entered.

306
00:42:22.590 --> 00:42:30.849
Stefan Dombek: So… maybe… There are some use cases for that, and if you say, okay, that's…

307
00:42:31.600 --> 00:42:38.530
Stefan Dombek: It's a good information for me, but I would like to use these informations that I entered. Then you can…

308
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Stefan Dombek: click on this button here. And…

309
00:42:42.920 --> 00:42:47.649
Stefan Dombek: It's also planned to have a section for the details,

310
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Stefan Dombek: where you get more information about the error message. Here's only an example text, it's,

311
00:42:56.970 --> 00:43:08.580
Stefan Dombek: We replace this text with a categorized, message, and, what we have to do here in this group is that we…

312
00:43:08.640 --> 00:43:24.400
Stefan Dombek: have to… to list all the categories that we need, for this information here. I think that's… that's a good point for the next meetings, to identify the categories that can be…

313
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Stefan Dombek: There, and, if a connection failed, and, what we would like to see here in the details, from the backend.

314
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Stefan Dombek: So that we have, standard-sized, messages for the users, and, everyone knows what is going on here.

315
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Stefan Dombek: And… Happened.

316
00:43:52.650 --> 00:43:56.240
Bernd Oberknapp: You have essentially the same errors as for harvesting.

317
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Bernd Oberknapp: Almost, at least. Report queue shouldn't occur, of course, but you can have a…

318
00:44:04.310 --> 00:44:09.810
Bernd Oberknapp: Connection failure, things like that, that are on the network level.

319
00:44:09.950 --> 00:44:14.739
Bernd Oberknapp: And you can have exceptions, like, service not available, service busy.

320
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Bernd Oberknapp: So I think it's essentially the same that can…

321
00:44:19.690 --> 00:44:23.949
Bernd Oberknapp: Occurred during harvesting, minus some… some of the

322
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Bernd Oberknapp: Exceptions that make no sense for the reports endpoint.

323
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Bernd Oberknapp: You don't check the credentials separate? You don't check the endpoint separately, if I understand correctly. You just check the report's endpoint, and

324
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Bernd Oberknapp: So, you could have a wrong base URL,

325
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Bernd Oberknapp: That doesn't work, where you get something like a 404 exception.

326
00:44:52.260 --> 00:44:56.610
Bernd Oberknapp: You could have the right one, wrong credentials, you could have…

327
00:44:57.610 --> 00:45:01.119
Bernd Oberknapp: Service busy, any, any exception that can occur.

328
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Bernd Oberknapp: P… most important point, I think, is that you have to allow… selecting other…

329
00:45:12.450 --> 00:45:15.159
Bernd Oberknapp: Reports than the one returned.

330
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Bernd Oberknapp: Because the report's response might be wrong.

331
00:45:21.160 --> 00:45:23.429
Stefan Dombek: That's… That's a tricky one.

332
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Stefan Dombek: This is the first step. If you check the connection, you cannot select a report type. It's grayed out, and that's the point I forgot to say.

333
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Stefan Dombek: the section of report types is grayed out, and you cannot select a report type. When you're creating an usage data provider, you have to click on this button, and

334
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Stefan Dombek: Then you get… only the report types that the provider offers.

335
00:46:00.870 --> 00:46:04.740
Stefan Dombek: And… But, but if, but if you,

336
00:46:05.180 --> 00:46:17.070
Stefan Dombek: say, I want to configure my, report types by myself, then, you can cancel the,

337
00:46:18.290 --> 00:46:24.400
Stefan Dombek: This process, and then you can select your own report types that you want.

338
00:46:25.160 --> 00:46:32.840
Bernd Oberknapp: Yeah, and that's… that's important, is actually if the reports endpoint isn't implemented properly, and that can happen.

339
00:46:33.300 --> 00:46:38.040
Bernd Oberknapp: Especially for usage data providers that are not content compliant.

340
00:46:38.310 --> 00:46:42.440
Bernd Oberknapp: It could happen for some of them who are counter-compliant.

341
00:46:42.610 --> 00:46:48.359
Bernd Oberknapp: But, of course it shouldn't, but, I've seen several

342
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Bernd Oberknapp: Usage data providers where you get the wrong response, essentially, from reports.

343
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Bernd Oberknapp: Okay, so if that works, if you can override that and create your own configuration, that's fine.

344
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Stefan Dombek: Okay, the next case is when the user cancels the process, that's what I mentioned, then, you get the message, okay.

345
00:47:15.690 --> 00:47:26.829
Stefan Dombek: the user canceled the process, and would you like to use the data that you entered? And then you have the same options, keep editing, and yes, and…

346
00:47:27.610 --> 00:47:31.650
Stefan Dombek: The next one, if you have a timeout,

347
00:47:31.990 --> 00:47:35.840
Stefan Dombek: We have also the options, keep editing, and yes, so…

348
00:47:40.310 --> 00:47:52.699
Stefan Dombek: No, we… that's… more interesting. If you added an usage data provider record, I see 3 cases.

349
00:47:52.970 --> 00:47:58.150
Stefan Dombek: The first one is if the harvester configuration has not been changed.

350
00:47:58.600 --> 00:48:09.179
Stefan Dombek: So… and… yeah, I have the questions to you, in this group, should we… add,

351
00:48:09.430 --> 00:48:19.740
Stefan Dombek: Or should we… check the credentials again? Or… Does it… doesn't make sense?

352
00:48:22.080 --> 00:48:22.960
Stefan Dombek: Hold on.

353
00:48:24.490 --> 00:48:25.000
Bernd Oberknapp: Whoa…

354
00:48:25.000 --> 00:48:25.889
Stefan Dombek: I entered.

355
00:48:25.890 --> 00:48:29.659
Bernd Oberknapp: If they worked, you don't have to check them again.

356
00:48:29.660 --> 00:48:30.649
Stefan Dombek: Yes, no?

357
00:48:32.880 --> 00:48:35.160
Stefan Dombek: I see two fields here.

358
00:48:35.420 --> 00:48:38.210
Stefan Dombek: Provider name and description.

359
00:48:46.890 --> 00:48:54.859
Stefan Dombek: The rest of the fields, are used for the credentials.

360
00:48:55.040 --> 00:49:03.540
Stefan Dombek: And… that's… I think that's only these two fields that not to be checked.

361
00:49:04.900 --> 00:49:09.609
Bernd Oberknapp: Yeah, everything regarding the credentials, the base URL, or the platform.

362
00:49:10.440 --> 00:49:25.150
Bernd Oberknapp: That's the basic data for the connection. That has to be checked. If any of those is changed, you should check that. If just the name or the description of the usage data provider is changed, you don't have to check it again.

363
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Stefan Dombek: Hmm.

364
00:49:27.140 --> 00:49:36.719
Bernd Oberknapp: Well, the question I think we've discussed last time is, what happens when the harvesting failed because of wrong credentials?

365
00:49:37.430 --> 00:49:38.130
Stefan Dombek: Yeah.

366
00:49:38.130 --> 00:49:45.070
Bernd Oberknapp: Then you should check again, if you can handle that case, if you know that this has happened.

367
00:49:45.530 --> 00:49:49.739
Bernd Oberknapp: So, if somebody edits the user's data provider.

368
00:49:51.010 --> 00:49:51.245
Stefan Dombek: Mmm.

369
00:49:51.480 --> 00:49:59.169
Bernd Oberknapp: Because you already know that the credentials don't work, so something has to be changed to get this usage data provider working again.

370
00:49:59.800 --> 00:50:11.480
Stefan Dombek: Yeah, there is, an Epic, ticket in Jira, and one ticket from this Epic is,

371
00:50:12.580 --> 00:50:19.590
Stefan Dombek: The one that we discussed now… discussing now, and the other one is,

372
00:50:21.040 --> 00:50:25.470
Stefan Dombek: Or incorrect login credentials during the harvesting process.

373
00:50:25.870 --> 00:50:32.009
Stefan Dombek: And, view… Would like to start with,

374
00:50:32.240 --> 00:50:36.770
Stefan Dombek: When you're creating or editing an usage data provider?

375
00:50:36.880 --> 00:50:46.190
Stefan Dombek: And after that, we would like to implement, this one here, where the harvester,

376
00:50:46.670 --> 00:50:52.849
Stefan Dombek: Yeah, checking the credentials during, the harvesting process.

377
00:50:53.280 --> 00:50:59.570
Stefan Dombek: So step by step, and, and…

378
00:50:59.990 --> 00:51:08.340
Stefan Dombek: What we discussed today is, only when you're creating and editing a usage data provider record.

379
00:51:15.420 --> 00:51:24.400
Bernd Oberknapp: I noticed one thing in that, ticket, you have listed the… 3,000 and 3,010 exceptions.

380
00:51:25.260 --> 00:51:32.349
Bernd Oberknapp: You also have to deal with, the 404 HTTP code.

381
00:51:32.920 --> 00:51:40.169
Bernd Oberknapp: Because for newer versions, you don't get a 3000 exception, you get just a 404.

382
00:51:40.550 --> 00:51:41.250
Stefan Dombek: Okay.

383
00:51:49.430 --> 00:51:56.189
Stefan Dombek: And, second case,

384
00:51:59.600 --> 00:52:13.719
Stefan Dombek: I'm not sure. With Trillium, or with Sunflower, we add a new, status for usage data providers. I think it was for Sunflower. No, for Trillium, for Trillium.

385
00:52:13.750 --> 00:52:22.120
Stefan Dombek: And you have the option to set a separate status for the usage data provider record itself, so…

386
00:52:22.250 --> 00:52:33.969
Stefan Dombek: Because, some institutions, only use, non-counter reports for a usage data provider, and, they're,

387
00:52:34.130 --> 00:52:45.729
Stefan Dombek: needed a filter for the providers that are active or inactive for non-counter reports, and, so you have a new,

388
00:52:46.440 --> 00:52:59.160
Stefan Dombek: Status, and if you set this… this provider status to inactive, Den? Does…

389
00:52:59.420 --> 00:53:02.370
Stefan Dombek: The harvest status is also inactive.

390
00:53:02.980 --> 00:53:12.230
Stefan Dombek: And, you don't need a check, at this point, if the harvested status is inactive.

391
00:53:13.330 --> 00:53:14.440
Stefan Dombek: Zoom.

392
00:53:14.700 --> 00:53:26.099
Stefan Dombek: And… When you change something in the harvesting configuration, when you're editing a usage data record.

393
00:53:26.990 --> 00:53:35.260
Stefan Dombek: Then, we trigger this process when you save and click on the save and close button.

394
00:53:36.570 --> 00:53:48.880
Stefan Dombek: And here's the question, do you, prefer this way, or should we use the…

395
00:53:49.050 --> 00:53:51.419
Stefan Dombek: Check Credentials button again.

396
00:53:59.240 --> 00:54:07.190
Stefan Dombek: That's the first question, and, I see… Should it…

397
00:54:07.740 --> 00:54:11.569
Stefan Dombek: Clickable multiple times, so that,

398
00:54:11.700 --> 00:54:20.430
Stefan Dombek: Someone needs to check this twice and three times, and see if it works. And,

399
00:54:23.900 --> 00:54:35.009
Stefan Dombek: And… yeah… Should the report types also check again after you clicked on these buttons?

400
00:54:35.170 --> 00:54:39.050
Stefan Dombek: save and close, or check credentials button.

401
00:54:39.270 --> 00:54:50.789
Stefan Dombek: Because we can also check the report types, again, if all the selected report types are available.

402
00:55:02.890 --> 00:55:07.890
Bernd Oberknapp: So, depends on what has changed.

403
00:55:08.340 --> 00:55:09.420
Bernd Oberknapp: I think.

404
00:55:10.860 --> 00:55:13.470
Bernd Oberknapp: If I change the credentials?

405
00:55:14.990 --> 00:55:21.630
Bernd Oberknapp: then it would make sense to have the check credential, or click the check credentials button again.

406
00:55:23.380 --> 00:55:37.770
Bernd Oberknapp: If I just change the harvesting configuration, the reports that should be harvested, I think it would be sufficient to check those again and tell the user if something

407
00:55:37.890 --> 00:55:44.039
Bernd Oberknapp: Doesn't match with what the… according to the usage data provider is available.

408
00:55:44.830 --> 00:55:49.920
Bernd Oberknapp: Yeah, what I… I think I would…

409
00:55:51.180 --> 00:55:56.079
Bernd Oberknapp: Prefer to, to have, to, to, have these two separate

410
00:55:56.500 --> 00:56:00.100
Bernd Oberknapp: Things, because it's… it's what you do when you add a new one.

411
00:56:00.760 --> 00:56:10.819
Bernd Oberknapp: So you're… you also… if you… once you have added the basic data, you can check the credentials, and then you can configure the…

412
00:56:11.540 --> 00:56:13.240
Bernd Oberknapp: reports.

413
00:56:15.550 --> 00:56:17.090
Stefan Dombek: Okay, yep.

414
00:56:17.090 --> 00:56:22.779
Bernd Oberknapp: So, I think it would make sense to do the same and only do that

415
00:56:23.080 --> 00:56:26.469
Bernd Oberknapp: If actually something… something changed.

416
00:56:26.820 --> 00:56:34.820
Bernd Oberknapp: The check credentials button, if you actively have to click that, it would make sense to always offer it.

417
00:56:36.190 --> 00:56:46.450
Bernd Oberknapp: But to automatically check that, I would only do that if you know that the credentials have changed, or are new, or you know they weren't working.

418
00:56:47.180 --> 00:56:50.299
Bernd Oberknapp: Then it would make sense to do an automatic test.

419
00:56:50.650 --> 00:56:51.330
Stefan Dombek: Hmm.

420
00:56:52.060 --> 00:56:56.220
Bernd Oberknapp: But the question is whether you have to do that?

421
00:56:56.480 --> 00:56:58.850
Bernd Oberknapp: To get the current repot list.

422
00:56:59.290 --> 00:57:01.590
Bernd Oberknapp: To check, actually, the reports.

423
00:57:04.170 --> 00:57:14.210
Stefan Dombek: Yeah, that's the idea, that when you're editing a record, that, will be… that it will be, checked again.

424
00:57:23.980 --> 00:57:34.500
Stefan Dombek: So, but we have two options. We can check this, via the save and close button, and… or we can check this with…

425
00:57:34.640 --> 00:57:36.789
Stefan Dombek: Check credentials button.

426
00:57:38.370 --> 00:57:40.200
Stefan Dombek: So.

427
00:57:40.460 --> 00:57:41.420
Bernd Oberknapp: Yeah.

428
00:57:42.960 --> 00:57:47.470
Bernd Oberknapp: I think it would be easier to do that when the save and close button is clicked.

429
00:57:48.650 --> 00:57:54.909
Stefan Dombek: And then we can create out the check credentials button so that it's clear.

430
00:57:54.910 --> 00:57:55.230
Bernd Oberknapp: above.

431
00:57:55.230 --> 00:57:56.990
Stefan Dombek: I have to click.

432
00:57:56.990 --> 00:58:03.089
Bernd Oberknapp: Yeah, well, you could make it available, but you shouldn't make it,

433
00:58:04.230 --> 00:58:08.180
Bernd Oberknapp: Mandatory for editing the part below.

434
00:58:08.450 --> 00:58:09.180
Stefan Dombek: Hmm.

435
00:58:09.540 --> 00:58:15.109
Bernd Oberknapp: So that the user could check the… This and,

436
00:58:15.530 --> 00:58:20.719
Bernd Oberknapp: Then the information about the available reports would already be there.

437
00:58:22.930 --> 00:58:34.719
Bernd Oberknapp: But from… if I just added a report, a usage data provider, I would find it easier to simply edit it, and then when I save and close it, to have that check.

438
00:58:37.430 --> 00:58:41.109
Stefan Dombek: And you can also, implement.

439
00:58:41.110 --> 00:58:41.520
Bernd Oberknapp: The…

440
00:58:41.520 --> 00:58:51.290
Stefan Dombek: A little icon that, informs you, that the check was, possible.

441
00:58:52.140 --> 00:58:54.200
Stefan Dombek: And,

442
00:58:54.570 --> 00:59:14.060
Stefan Dombek: So, I saw some users that clicked twice, three times on some buttons, so… and to get, the information that all is correct, and so if you need an icon, next to the button, we can also add an icon,

443
00:59:15.630 --> 00:59:21.619
Stefan Dombek: I'm not sure if it makes sense, or we add this icon after the implementation.

444
00:59:21.750 --> 00:59:22.719
Stefan Dombek: Yo, what?

445
00:59:22.730 --> 00:59:28.199
Bernd Oberknapp: Maybe it would make more sense to actually gray out the button once the check has been done.

446
00:59:28.200 --> 00:59:29.100
Stefan Dombek: Hmm.

447
00:59:29.100 --> 00:59:37.219
Bernd Oberknapp: So, that you get the information, the check was successful, you don't have to try again, and then you simply grab the button.

448
00:59:38.330 --> 00:59:41.429
Bernd Oberknapp: I'm not sure if you could do something like a mouse over.

449
00:59:41.610 --> 00:59:42.780
Bernd Oberknapp: Or, boy.

450
00:59:43.230 --> 00:59:48.310
Bernd Oberknapp: Yeah, that might not be… accessible,

451
00:59:48.490 --> 00:59:54.000
Bernd Oberknapp: But I think a combination of a button and an icon would be difficult. That's unusual.

452
00:59:55.360 --> 01:00:09.139
Stefan Dombek: Yeah, what we also can do is, when you click on this button, and then you get a message from the system that informs you if all is correct, or.

453
01:00:09.140 --> 01:00:09.510
Bernd Oberknapp: Yeah.

454
01:00:09.510 --> 01:00:10.999
Stefan Dombek: Is something incorrect.

455
01:00:11.000 --> 01:00:20.929
Bernd Oberknapp: Or maybe something like a green checkmark or something like that, checks successful, that you can see in the page that doesn't go away, like the system messages.

456
01:00:23.260 --> 01:00:24.050
Stefan Dombek: Yeah.

457
01:00:24.220 --> 01:00:28.000
Bernd Oberknapp: But I haven't seen something like that… anywhere…

458
01:00:28.370 --> 01:00:35.260
Bernd Oberknapp: pelts and folio so far. I'm not… not sure that this is something that's usually done in that way.

459
01:00:39.000 --> 01:00:42.140
Stefan Dombek: Yeah, I can ask our UX experts.

460
01:00:42.140 --> 01:00:50.239
Bernd Oberknapp: Yeah, the problem that I see is actually, you may want to do that check to actually get the current report list.

461
01:00:52.250 --> 01:01:09.059
Bernd Oberknapp: before you continue editing the reports. That's the point. If you… if you… when you add a new usage data provider, that's the usual workflow. You check the credentials, and then you have the current list, and then you can edit… select something from that list.

462
01:01:10.040 --> 01:01:17.100
Bernd Oberknapp: So, if you edit this, and you want to edit the reports, you probably need the current list that can be

463
01:01:17.650 --> 01:01:19.080
Bernd Oberknapp: what's available.

464
01:01:19.320 --> 01:01:22.810
Bernd Oberknapp: And you may have to do that check before…

465
01:01:22.940 --> 01:01:30.559
Bernd Oberknapp: So that you actually have the card list for, for, populating the… the drop-downs.

466
01:01:30.560 --> 01:01:31.320
Stefan Dombek: Hmm.

467
01:01:31.320 --> 01:01:38.240
Bernd Oberknapp: And I'm not sure what the developer thinks about that, so this is probably something the developers have to look into.

468
01:01:39.960 --> 01:01:43.300
Stefan Dombek: Yeah, my idea was that,

469
01:01:43.430 --> 01:01:56.149
Stefan Dombek: We expand the background process at this point, and if one of the report types is not available, you get this information here in a window.

470
01:01:56.700 --> 01:01:59.899
Bernd Oberknapp: Yeah, but you… that's what you get when you…

471
01:02:00.070 --> 01:02:05.850
Bernd Oberknapp: Would you do the check while somebody's editing the reports?

472
01:02:07.130 --> 01:02:09.869
Stefan Dombek: After you click on…

473
01:02:09.870 --> 01:02:11.210
Bernd Oberknapp: When you're safe and close.

474
01:02:11.510 --> 01:02:16.560
Bernd Oberknapp: Okay, yeah, that's… Yeah, that… that makes sense.

475
01:02:17.140 --> 01:02:27.650
Bernd Oberknapp: Then you can accept the changes as you've done them, even if they are not compatible with what the usage shitter provider says.

476
01:02:31.090 --> 01:02:40.710
Stefan Dombek: But I have also to… Check, how well it works with different… time periods.

477
01:02:41.460 --> 01:02:51.930
Stefan Dombek: So… Some providers have a report type, only for, specific, time period.

478
01:02:52.440 --> 01:02:57.110
Stefan Dombek: And that's… that's, that's one of the problems here.

479
01:02:57.110 --> 01:03:07.229
Bernd Oberknapp: Yeah, but that's actually the default for counter-release 5.1. You always should get, with the reports, response, you always should get the time

480
01:03:07.360 --> 01:03:11.260
Bernd Oberknapp: The period for when the reports are available.

481
01:03:11.740 --> 01:03:16.809
Bernd Oberknapp: might differ by report, which is not something Portfolio can do at the moment.

482
01:03:17.090 --> 01:03:17.750
Stefan Dombek: Hmm.

483
01:03:18.140 --> 01:03:22.889
Bernd Oberknapp: But you always should get that information.

484
01:03:25.170 --> 01:03:30.229
Bernd Oberknapp: For 5.0, it's not the case. You just get the report list.

485
01:03:32.350 --> 01:03:37.089
Bernd Oberknapp: 4511, this has changed. Then you have the,

486
01:03:37.940 --> 01:03:42.230
Bernd Oberknapp: Yeah, the first and last month available in the response.

487
01:03:45.010 --> 01:03:51.030
Stefan Dombek: Okay, then I will check this.

488
01:03:51.550 --> 01:03:55.479
Stefan Dombek: Until the next meeting. And,

489
01:03:57.550 --> 01:04:04.349
Stefan Dombek: So, we are… oh, 3 times over… Yeah. So,

490
01:04:04.920 --> 01:04:12.120
Stefan Dombek: when we should meet again. I think,

491
01:04:12.830 --> 01:04:18.150
Stefan Dombek: We have Eastern Time, so… let's see…

492
01:04:18.150 --> 01:04:22.519
Bernd Oberknapp: 4 weeks from now would be March… well, April 27th.

493
01:04:23.920 --> 01:04:28.219
Stefan Dombek: April 27th. It's, it's a good time for all of you.

494
01:04:29.790 --> 01:04:41.049
Bernd Oberknapp: That's the last week of the month, I think, where no meeting should take place, but since we only have a meeting every four weeks, I think that would be okay, at least for me.

495
01:04:43.140 --> 01:04:43.770
Stefan Dombek: Okay.

496
01:04:47.020 --> 01:04:49.819
Stefan Dombek: Yeah, I see you, Tara.

497
01:04:50.450 --> 01:04:54.010
Stefan Dombek: I see the heads that, are always positive here.

498
01:04:54.260 --> 01:05:01.260
Stefan Dombek: And so, that's okay at the time for you. And, yeah.

499
01:05:01.420 --> 01:05:04.589
Stefan Dombek: If you have more questions,

500
01:05:04.890 --> 01:05:09.319
Stefan Dombek: then contact me via Slack, and,

501
01:05:10.230 --> 01:05:16.960
Stefan Dombek: Yeah, Ben, you've write me if you have more information, and yeah, then we see you in the next…

502
01:05:17.450 --> 01:05:19.179
Stefan Dombek: Meeting in 4 weeks.

503
01:05:19.740 --> 01:05:21.359
Stefan Dombek: Thank you, Paul.

504
01:05:23.400 --> 01:05:24.030
Erin Block: Thank you.

505
01:05:24.030 --> 01:05:24.960
Bernd Oberknapp: fire.

506
01:05:24.960 --> 01:05:25.680
Stefan Dombek: Fire.

