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Development updates

• Development status
• Development team scrum board

Housekeeping

• Please add your name to the list of attendees
• Please turn on Transcript option for the meeting
• Bulk edit WOLFcon meeting is scheduled on August 31 at  4PM CEST (10 AM ET).  It is planned as a hybrid meeting (zoom and in person)

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Magda Zacharska: taking notes for Bob.

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Jennifer Eustis (she/her): Magda, I think you have to take this home from.

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Jennifer Eustis (she/her): yourself there's there's like a way of getting that I know Aaron can can do that she's not here right now.

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Jennifer Eustis (she/her): It doesn't seem that anyone elses the host either.

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Leeda Adkins: Think, I came in first but I don't think i'm the host.

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Magda Zacharska: I.

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Magda Zacharska: am supposed to claim the host and I have Oh, we have Aaron Aaron will know.

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What.

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Leeda Adkins: We need help, claiming the host.

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Leeda Adkins: We know.

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Magda Zacharska: And then they blink the transcription.

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Erin Nettifee: there's the code.

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Magda Zacharska: I can see the code, but I cannot claim being.

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Magda Zacharska: The House to be housed on this, I can pass the code for you, if you can do this, that would be awesome.

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Erin Nettifee: Okay, let me do it.

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Erin Nettifee: Let me make MAC os.

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Magda Zacharska: been need to be host I just want you to enable the transcript Okay, I am able i'm going for me.

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Erin Nettifee: To the host.

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Magda Zacharska: what's wrong with being house.

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Magda Zacharska: You get the host or hostess gift.

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Magda Zacharska: and

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Magda Zacharska: Hello everyone.

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Erin Nettifee: Project it's enough of a gift.

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Magda Zacharska: and

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Magda Zacharska: I think.

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Magda Zacharska: We don't have everyone, but we have enough.

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Magda Zacharska: So we can start the transcript is on So hopefully this will help a bump schreier with his meeting notes.

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Magda Zacharska: I am a recovering from coffee and i'm still coughing so at some point I will need to mute myself and peace but.

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Erin Nettifee: i'm sorry, you had covered, but i'm glad you're.

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Magda Zacharska: here.

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Magda Zacharska: I was fully vaccinated and posted and I tell I will escape but I didn't know but.

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Magda Zacharska: It wasn't really bad, but I wish I didn't go to this.

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Erin Nettifee: yeah yeah no I know many people who, especially this summer have had the exact same experience.

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Magda Zacharska: I share my screen, please let me know if you can see, the meeting.

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Magda Zacharska: Can you see them the phone.

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Erin Nettifee: Probably will now, we can see it okay just took a minute yeah if you could make it a little bit bigger that would be great.

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Magda Zacharska: yeah I started doing it and.

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Magda Zacharska: It takes its time.

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Erin Nettifee: Go you need a fancy or computer.

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Magda Zacharska: I don't think this is the computer.

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Magda Zacharska: And i'm not filling up school.

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Magda Zacharska: And I think there is something.

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Magda Zacharska: i'm not sure this maybe even my.

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Magda Zacharska: Here we go is this suitable.

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Erin Nettifee: little bit more.

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Erin Nettifee: She can.

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Magda Zacharska: Yes, I should be able to.

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Magda Zacharska: hey how's it no.

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Leeda Adkins: You go like one click up.

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Leeda Adkins: yeah that's backwards.

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Erin Nettifee: I think it's slower on our end but it's not your screen yeah.

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Leeda Adkins: Okay, there we go.

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Erin Nettifee: yeah that's good that's good.

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Magda Zacharska: Thank you, we have 17 people in the meeting I don't see 17 names in the attendees least please add your name to the list so we, we have a so we know offended me.

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Magda Zacharska: The transcript this on and the last housekeeping item is the welcome meeting for bulk edit is scheduled for August 31 at 4pm central, eastern Central European time, which translates to 10am.

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Magda Zacharska: Eastern time.

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Magda Zacharska: That will be Wednesday not Tuesday, and if you can attend the meeting that would be great, this is a separate meeting so if you cannot be in Hamburg, you can join by So the question for the group is anyone from the group planning to attend in person.

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Magda Zacharska: To be doing person.

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Erin Nettifee: i'll be there, virtually.

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Erin Nettifee: Oh Aaron Aaron is going to represent the errands she will represent me and my interests.

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Magda Zacharska: So.

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Magda Zacharska: Let.

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Erin Nettifee: me open in chat.

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Erin Nettifee: Aaron weller and Christine Tobias are saying that they will both be there in person.

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Magda Zacharska: awesome and.

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Magda Zacharska: for everyone else who will not be in person and who will would like to contribute to the meeting in some in some ways, is there anything you would like me to discuss bring up during the meeting the meeting is marked as a work working meeting, so I hope to get additional.

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Magda Zacharska: Feedback requirements.

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Magda Zacharska: If there is something you would like me to present to bring to the group attention, what would be.

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Magda Zacharska: What would it be.

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Erin Nettifee: Are you asking that now or you're asking people to think about it and.

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Magda Zacharska: You can say now, or you can reach out to me on slack later.

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Erin Nettifee: I think it might be helpful as you're thinking about that group to somehow surface in this wiki space.

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Erin Nettifee: A schedule of what's planned because you have talked about that in slide decks.

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Erin Nettifee: sort of like this is what's going to come in this release, and this is what.

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Erin Nettifee: it's going to come in this release I think actually having that in a wiki page would be really helpful for people so that would be like a central place to go.

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Magda Zacharska: excel spreadsheet with high level with high level.

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Magda Zacharska: But I understand that would be good, I will.

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Erin Nettifee: I don't remember a spreadsheet I thought I was remembering a slide deck but yeah it just something they they could be present here, even if it's just a very clearly like, even if we just put it on the homepage here's the link to the master schedule.

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Erin Nettifee: You know, or the expected scuttle.

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Magda Zacharska: expected the schedule, I think we need to keep in mind the plan is for the next 18 months and.

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Magda Zacharska: So if we go to the drive Google drive or pocketed.

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Magda Zacharska: I was looking at this yesterday actually while working on the presentation for work welcome and Hello roadmap.

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Magda Zacharska: Eventually, to open everytime I share my aggregator takes forever.

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Magda Zacharska: So here are the The high level.

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Magda Zacharska: However, we already deleted from.

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Magda Zacharska: From what this plan here, there will be probably delay with deleting here, users and items.

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Erin Nettifee: it's so it's.

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00:10:33.090 --> 00:10:36.300Housekeeping

• Please add your name to the list of attendees
• Please turn on Transcript option for the meeting
• Bulk edit WOLFcon meeting is scheduled on August 31 at  4PM CEST (10 AM ET).  It is planned as a hybrid meeting (zoom and in person)

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Magda Zacharska: Okay sounds good.

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Magda Zacharska: And the development updates and the biggest part of the development updates is obviously morning glory.

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Magda Zacharska: And i'm not sure I don't know if anyone from this group have a chance to.

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Magda Zacharska: experiment with together in.

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Magda Zacharska: The back office environment we discovered similarly shoes, as you can see here, this is a list those issues are highly technical and.

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Magda Zacharska: Not all of them, but most of them, those that are mostly concern and what we discovered that if the bug added iran's in backers and someone experts.

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Magda Zacharska: At the facts and the facts records or e holdings or.

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Magda Zacharska: Circulation log or bursar.

• 00:11:09.870 --> 00:11:19.920
• Magda Zacharska: The biggest part of the development updates is obviously morning glory. We discovered several issues. Here is a list of those issues. They are highly technical and not all of them, but most of them. We discovered that if someone runs Bulk Edit in the Bugfest and exports EDIFACT, or eHondings, or Circulation logs, or bursar.
• 00:12:10.950 --> 00:12:13.500
• Erin Nettifee: So something is happening on the export manager side

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Magda Zacharska: Yes, those jobs were being filed.

• ?
• Magda Zacharska:

• Yes, those jobs were being filed and then not being processed

• . We discovered there are problems with the concurrency

• of those records

• . That's why we spent a significant amount

• separating those jobs and queuing them and also

• testing the behavior

• . What are the limits

• of the records

• we can safely

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Magda Zacharska: trust us process at the same time, so.

• process at the same time. So If we, for example, lower the number of the records that

• are being processed will this eliminate

• problem and whare are the safe limits

• ?

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Magda Zacharska: 2500 records user records, at the same time and 10,000 records for items.

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Magda Zacharska: and

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Magda Zacharska: As I said, that this is still happening happen some a work is still in progress and will need to be.

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Magda Zacharska: Release and tested in breakfast we have two other environments, that we are using for testing.

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Magda Zacharska: One of them is performance task force the transmitters and now we're about at it and performance testing so it's a lot of testing happening on this and do you have any questions.

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So.

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Erin Nettifee: morning glory releases at the end of the month is the goal still for everything that we had planned to get into morning glory, are you thinking that we might.

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Erin Nettifee: need to back it out or.

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Magda Zacharska: The plan is to get this into the morning glory and i'm not sure.

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Magda Zacharska: The decision probably will be made and by the end of this week to determine.

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Magda Zacharska: If we are limiting the number of records that can be.

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Magda Zacharska: updated at the same time.

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Erin Nettifee: What would it be a limit that the upward enforced, or would it be expected that users would know.

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Magda Zacharska: That much.

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Erin Nettifee: about the summer.

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Magda Zacharska: Most likely we will ask user to know, and this will be included in the release notes and three I will.

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Magda Zacharska: Once I have the data I will definitely.

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Magda Zacharska: and make everyone.

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Magda Zacharska: aware and.

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Magda Zacharska: I say.

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Erin Nettifee: For now, is there anything you think we could have done to catch this before like first the answer might be no but i'm just.

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Magda Zacharska: So.

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Erin Nettifee: We might have changed our approach.

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Magda Zacharska: I think the challenge here is the.

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Magda Zacharska: ordination between three development teams.

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Erin Nettifee: Sure, and.

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Magda Zacharska: Right now, the.

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Magda Zacharska: fort's need to go into the teams that work on email links export and the teams that work on a defect export.

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Magda Zacharska: Sure, so.

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Magda Zacharska: Obviously you know when you look back you know what was the right thing.

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Magda Zacharska: we're not a criticism, you know.

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Magda Zacharska: yeah I didn't take it a secret, this is good, this is, this is my and we started pretty early experimented with large data, and as you see, I linked the.

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Magda Zacharska: Performance test.

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Magda Zacharska: results for item and user records.

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The records, we can.

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Magda Zacharska: get it if we do only user records, we can easily do 10,000 records, however, if we increase the number, it affects other yes, so we need to be cognizant and the air regarding the known issues that are here unless that so far.

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Magda Zacharska: The first one, the implement logic for a record counts, when the item bulk edit is triggered by holding savings, so this comes.

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Magda Zacharska: To be the.

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Magda Zacharska: label when we count the records, how many records were submitted how many records were.

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Magda Zacharska: and, eventually, it will open, I hope, no one will switch and.

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Magda Zacharska: It looks like I cannot open, and I think right now.

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Erin Nettifee: trying to get into the rancher environment or.

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Magda Zacharska: No actually was trying to get.

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Magda Zacharska: to buck first.

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Magda Zacharska: But I am not evil, you know where even though i'm opening a new.

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Magda Zacharska: New.

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Magda Zacharska: It.

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Erin Nettifee: says, I can't get into it.

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Magda Zacharska: Okay, here we go.

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Magda Zacharska: Okay, so.

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Magda Zacharska: When we upload the the records I in my example I submitted the list of 10 records and it states at 10 records much.

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Magda Zacharska: And here's the 10 list of records if we submit if we trigger the bulk edit by submitting callings you ids I can send the list of to holdings ids and I can have 10 records matching at the search criteria.

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Magda Zacharska: I.

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Magda Zacharska: don't have I covered the logic of how we report this on the on the screen that's why.

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Magda Zacharska: We have this terrible I will bring it out to one of our meetings at some point, and we will discuss what is the best approach.

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Magda Zacharska: And the third the second will fail to upload file error before the large amount of user barcodes this is happening, when we attempt to update approximately.

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Magda Zacharska: 100,000.

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Magda Zacharska: user.

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Magda Zacharska: identifiers user record identifiers, since we know we will limit the number in morning glory that is going to move to Atlanta, and we will be addressing it in Atlanta, the last one is the most.

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Magda Zacharska: That, I am not really comfortable with marking it as a known issue but.

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Magda Zacharska: At this point we just don't have the resources to address it, and the problem manifests itself that.

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Magda Zacharska: The.

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Magda Zacharska: This will take forever to.

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Magda Zacharska: open.

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Magda Zacharska: So this is a screenshot.

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Magda Zacharska: Once the update is completed.

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Magda Zacharska: The preview of records changed.

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Magda Zacharska: Its displayed So you see that the issues that the update occur.

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Magda Zacharska: But we see in the error counts, we see 000 and also zero records successfully change this is happening because ui is not waiting for the back end to respond.

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Magda Zacharska: With the with the record count and displace and the the zero value if the user clicks the fresh the correct number is display it is just requiring from the user one more click so this will be most likely an issue for morning glory.

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Okay.

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Magda Zacharska: Any comments questions.

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Magda Zacharska: Due to the slowness of my machine i'm not going to open the links to the.

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Magda Zacharska: To the.

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Magda Zacharska: Performance reports if you're interested, please feel free to follow the links in the most important is the combined test for data export worker, which covers exports of.

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Magda Zacharska: Other record types, this is what is the closest to the real life scenario that those will be executed concurrently so this those those are still in progress, but the report started to be.

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Magda Zacharska: created.

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Magda Zacharska: Any other comments questions before we move to.

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Magda Zacharska: Continuing reviewing the user acceptance testing feedback.

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Erin Nettifee: I don't have any I don't know if anybody else does feel free to chime in.

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Magda Zacharska: Okay, so this is the document with the feedback I linked the results of the survey, thank you for putting it together so quickly and.

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Erin Nettifee: Providing data, and thank you, everybody for participating because we actually got really good response rate so.

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Magda Zacharska: And I have to say I was jealous because I am not getting the number of.

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Magda Zacharska: Responses to Erin go.

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Erin Nettifee: well.

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Erin Nettifee: This one was easy.

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Magda Zacharska: So.

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Magda Zacharska: I put together.

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Magda Zacharska: and

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Erin Nettifee: Other way yeah.

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Magda Zacharska: results.

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Erin Nettifee: yeah that's fine.

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Magda Zacharska: So the column a is what is currently implemented the.

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Magda Zacharska: properties in involved are those with are by default.

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Magda Zacharska: version one is the list of.

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Magda Zacharska: properties that in survey were selected us.

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Magda Zacharska: The one that should be included in the.

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Magda Zacharska: In the.

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Magda Zacharska: In the landing page and the version two is if we limit the number.

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Magda Zacharska: Birmingham to bare minimum, the records that will be.

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Magda Zacharska: The fields that will be displayed the list is here, I have to say that I am a little bit.

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Magda Zacharska: confused by the lack of the consistency between version one and version two and i'm not sure how to interpret this.

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Erin Nettifee: I think.

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Erin Nettifee: Well, so his status and column B at all.

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Erin Nettifee: So I see status at the top of version two status.

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Magda Zacharska: Is.

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Erin Nettifee: down at the bottom yes okay okay um.

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Erin Nettifee: I mean there's some there's some consistency there, I mean we also because you can see that the.

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Erin Nettifee: barcode is there, towards the top of both.

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Erin Nettifee: I think people may be thinking about the types of jobs that they would do and version one, and then they may be thinking about like the bare minimum, they would need to identify an item in version two.

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Erin Nettifee: That would be how I would interpret that.

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Erin Nettifee: Because you know if you're talking about identifying an item you're talking about.

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Erin Nettifee: I need a barcode or an HR ad.

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Erin Nettifee: But the types of jobs, I might do with an item like version, one would include like loan types and locations and stuff and that's all pretty pretty close to the top.

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Erin Nettifee: What I see there is it actually looks like.

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Erin Nettifee: I don't know it seems like version one and version two might be pretty close to each other, except version version one and current implementation, except version one bumps effective location way down this isn't.

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Erin Nettifee: I didn't feel like this is what was in the results fact that when did you look at the results.

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Magda Zacharska: I look at this spreadsheet and then.

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Erin Nettifee: When I uploaded.

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Magda Zacharska: Yes, this is page 11.

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Magda Zacharska: And this is page 13.

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Magda Zacharska: So this word, the list of those.

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Magda Zacharska: fields are the reason i'm bringing it up, because there is not much, in my opinion, I may be skewed consistency between version one and version two, I do believe that.

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Magda Zacharska: What we implemented is.

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Erin Nettifee: Right so gen version one was question one in the survey, which was essentially you know if you were to reorder all of these values what order, would you put them in.

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Erin Nettifee: And the survey did do that randomly and that was in so the list of columns was was presented randomly to people.

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Erin Nettifee: And so it was put this thing in order and then version two is Question two and question to was essentially if we.

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Erin Nettifee: yeah if we.

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Erin Nettifee: Only presented you know, a limited number of values, what would you consider to be the things that should be should be presented, or would need to be presented.

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Magda Zacharska: So this is what we are looking is the column B and question number three is reduce a minimum number of columns.

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Magda Zacharska: This is the columns.

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Erin Nettifee: Right so Question two was all the columns currently available in the APP.

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Erin Nettifee: rank them all and so that was the me in.

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Erin Nettifee: And so.

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Erin Nettifee: yeah so that was the mean and then question to sorry I just had it open and then it disappeared, where did it go.

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Erin Nettifee: Come back come back.

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Erin Nettifee: Question to was more like if you if you if we limited the number of what showed up.

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Magda Zacharska: So this is this is column C.

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Magda Zacharska: And this would be.

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Magda Zacharska: Be.

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Erin Nettifee: yeah can you pull this slide the the results back up that we were looking at not this because I have the report.

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Erin Nettifee: person yeah.

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Erin Nettifee: So I think actually.

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Erin Nettifee: The mean is what needs to be listed so that was calling.

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Erin Nettifee: yeah I don't think this list is quite right back i'm sorry.

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Erin Nettifee: i'm so that column one is the mean.

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Erin Nettifee: version, one would be them being and that would be the barcode item HR ID item status effective column number.

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Magda Zacharska: one page, are you looking at.

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Erin Nettifee: i'm looking at page.

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Erin Nettifee: For.

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Erin Nettifee: For version 284234 yes i'm looking there, so if you zoom in a little bit.

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Erin Nettifee: So the median represents how it was ranked, so in that list of results is sorted by the mean, so this is all of the columns currently available so it's barcode item HR ID.

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Erin Nettifee: Item status effective column number.

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Erin Nettifee: Effective location permanent location.

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Erin Nettifee: So that was the order that came back and call in that in version one.

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Erin Nettifee: Does that make sense.

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Magda Zacharska: So this is a little bit more.

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Magda Zacharska: Organized but so eat, what are the results of the other responses.

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Erin Nettifee: So, on the other, responses.

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Erin Nettifee: It was, let me scroll down on my screen.

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Do to do.

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Erin Nettifee: Right, so the other responses went barcode material type.

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Erin Nettifee: Permanent one tape.

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Erin Nettifee: Temporary loan type.

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Erin Nettifee: Item HR ID.

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Erin Nettifee: look up here in just a second wait so it's question to that was number four and.

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Erin Nettifee: yeah so that was starting on page 11.

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Magda Zacharska: And this is the column C.

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Magda Zacharska: I think this is coming be.

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Magda Zacharska: would like to tackle this conversation for a moment, I will add.

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Magda Zacharska: The.

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Magda Zacharska: Data Erin you pointed out to one more column in the excel spreadsheet the question I had.

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Magda Zacharska: Because it's just not a.

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Magda Zacharska: cut through response, I think there is a lot of Gray area still a lot of Gray areas, and I do believe, the number of columns and then the list of columns being displayed, and there are there.

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Magda Zacharska: Basically, depends on the type of job the user is going to do if the user wants to update status item status, obviously, that is something that would like to be displayed on the beginning, like on the first page.

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Magda Zacharska: But it's the same case for paramount and load that long long pipes and location, etc, so for now I would propose really leave the car long as they are, and then maybe in later later later.

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Magda Zacharska: Come back.

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Erin Nettifee: yeah I will say that, based off of what I saw in the qualitative results, as I was looking at it, I thought that the list of so question to.

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Erin Nettifee: which was all columns currently available and compared to current implementation was actually pretty close.

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Erin Nettifee: And so, in my mind that argued for not making immediate changes to this.

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Erin Nettifee: But.

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Erin Nettifee: I think we should go back and look at the results again and make sure that make sure that what came out of culture X is interpreted and make sure we're comparing the right things.

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Magda Zacharska: sounds good.

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Magda Zacharska: I agree with you.

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Magda Zacharska: However, I think that this conversation about the columns leads to the next.

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Magda Zacharska: problem that was also brought up during the user acceptance testing selecting of the column and persistence of those selection.

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Magda Zacharska: So, for example.

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Magda Zacharska: How the persistent how those columns that are selected why.

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Magda Zacharska: So if I select the columns here.

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Magda Zacharska: I change the.

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Magda Zacharska: My selection.

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Magda Zacharska: And I would like those.

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Magda Zacharska: columns the selection that I choose to be persistent.

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Magda Zacharska: And how how the persistent persistent foundation persistent, so the persistence persistent by the user by the session should the selection of the columns stay on all elements on preview of record much on the and are you sure form and then on the.

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Magda Zacharska: Confirmation screen, or should the user, have an option to change those columns instead.

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Erin Nettifee: Right.

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Erin Nettifee: That question makes sense to everybody, what do y'all think.

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Erin Nettifee: Thomas saying, and he would prefer the preference be stored by the user, but there's currently no fully a function for user preferences, which is true.

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Erin Nettifee: session is supported that's used in a variety of that's, at least on the ra side he's done righty different places.

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Leeda Adkins: So his session um.

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Leeda Adkins: The amount of time you're logged in under his session like per bulk edit job.

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Erin Nettifee: session on the ra side, usually is konate kind of usually is a length of time with with no activity, if that makes sense, so it's sort of like if there's been no activity for five minutes time it out, or sometimes there's also an end session button in some Apps.

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Magda Zacharska: So we have new about to be in the equivalent of.

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Magda Zacharska: US session.

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Erin Nettifee: Okay.

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Erin Nettifee: So you went.

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Erin Nettifee: yeah so it would, in that sense, then it would be like it would preserve it for the duration of the particular bulk edit job.

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Leeda Adkins: So yeah.

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Erin Nettifee: That makes sense yeah.

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Leeda Adkins: yeah I think somebody who does these sorts of bulk edit jobs i'll do a job that is, for example, touching items and we'd have you know my selections and i'd like them to persist from the preview screen to the the final result screen.

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Leeda Adkins: But then when I do a new one, I think it should just go back down to the minimum amount and because I may be doing a different there can be several iterations of jobs, I do for projects.

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Leeda Adkins: Rather than keep always keep it as.

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Leeda Adkins: default into one particular type of.

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Leeda Adkins: preview.

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Erin Nettifee: Right and so, then what would it, what would the experience be like that, if if say you, you did that, but you found yourself, would you find yourself having to go in for each of those bulk edit jobs and like add the same column right.

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Erin Nettifee: If you didn't have a default column that you.

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Leeda Adkins: needed well that's true yeah.

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Erin Nettifee: So I think there could be a lot of, I think, ideally, in an ideal world, you would store this as a user preference, based on the record type but there's no user preference system and folio yet and so session, maybe is the place to start.

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Magda Zacharska: But I want to follow up on this let's see.

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Magda Zacharska: We allow storing the.

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Magda Zacharska: preferences under user now that would mean that he can log into balk at it up and through time he opens the menu item inventory item table has always barcode status and and let's say effective location.

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Magda Zacharska: This will be the default doesn't mean this default will work always or it will depend on the type of their.

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Magda Zacharska: job.

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Erin Nettifee: So I would assume in that scenario that I have defaults right, I have five columns as my default or.

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Erin Nettifee: or whatever is checked and that if I went in and I chucked a new column, so now, I have a that that persists until I go in and uncheck the box.

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Erin Nettifee: And then, at that point, I get a new set so if I end up using it, and then going okay actually I need to tweak this I need to add, you know these two columns that I could do that, and I would just change it to say what.

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Magda Zacharska: Are you talking about the session are you talking about user level settings.

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Erin Nettifee: I am talking about user level settings because that's where I work with.

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Erin Nettifee: work with.

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Erin Nettifee: In an ideal world.

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Magda Zacharska: So yeah this is this was my question so every time every time you work on users, you will have.

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Magda Zacharska: A hey y'all have those three or four columns that you specify in the in the settings right.

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Magda Zacharska: Okay, and that would be something that you would prefer, instead of having this driven by the.

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Magda Zacharska: session okay today, for example, today I work with the location, so I would like to have all the records display the permanent and temporary location as a second column.

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Magda Zacharska: So i'll go bits and but tomorrow i'm starting to work on.

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Magda Zacharska: loan type, for example.

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Magda Zacharska: Then I would like to have a long time.

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and

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Magda Zacharska: As the first two.

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Magda Zacharska: Is this a real life example or, this is not how it works.

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Erin Nettifee: that's it as far as i'm concerned it's a real life example.

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Erin Nettifee: yeah and yeah you know and lita spends her whole life looking at these stuff so.

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Erin Nettifee: You know, for me it makes more sense of a system has settings that persist, then, if they just if they revert and then I have to go in and check the same thing.

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Erin Nettifee: Over and over and over again, because I think as people do this they will develop their own style or their own.

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Erin Nettifee: Information need.

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Erin Nettifee: And there will be some and and to me it makes more sense for me to have a persistent thing that I then tweak as I go.

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Erin Nettifee: Rather than having to go in and set it up for each job, but which is essentially what session and a session based thing would mean, but I think a session based thing is okay to start right i'm not advocating that we build a user preference system as part of this.

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Is.

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Magda Zacharska: Most likely not going to happen, but.

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Magda Zacharska: Why are we can do the session persistent.

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Magda Zacharska: For the session and my understanding is that you would prefer once you make that selection on the preview of March records, you see the same columns on are you sure form and also on the confirmation screen.

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Erin Nettifee: Yes, that would absolutely make sense to me that.

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Erin Nettifee: It would yes same columns through the entire time.

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Leeda Adkins: that's yeah that's more important to me than what it what it shows for each session.

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Magda Zacharska: Okay yeah okay.

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Erin Nettifee: and others, please chime in if you think differently.

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Erin Nettifee: I sort of assume that if people aren't trying in that you are agreeing with what we're talking about so.

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Erin Nettifee: Which is okay, I know yeah but just please do chime in if you want to if something else would make more sense to you.

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Erin Nettifee: So what I hear, then, is a session based approach the columns persist through the job when you hit new bulk edit it resets the column order.

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Erin Nettifee: And then you can go in and you can tweak the column order for the next job and then ideally fully it will work towards the user preference system that could then be used to help these settings persist per user.

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Magda Zacharska: This is my understanding as well.

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Magda Zacharska: The next question that is on my list is paging through.

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Magda Zacharska: Through magic record results we touch that in our.

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Magda Zacharska: In our last meeting that the preview shows on the top 10 records.

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Magda Zacharska: was brought up that 10 records is not enough and that you would like to be able to to see the matching records to page through them something similarly how it is done in inventory, where you get the list of 100 records and then you pay.

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Magda Zacharska: Through previous and next.

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Magda Zacharska: And we also talked about that that this will definitely have an impact on the performance it's easier to return top 10 records then return 10,000 records, for example.

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Magda Zacharska: The question I have, I have several questions, but their question number one is if let's say you do the bulk edit of the.

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Magda Zacharska: 10,000 records.

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Magda Zacharska: Do you really plan going through all of them aging to them.

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Magda Zacharska: How this is done on the large data sets.

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Magda Zacharska: And where where do we draw the line where is the line where you would not attempt to look to the ui.

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Erin Nettifee: Now I want to review each record individually 10,000 records leaders saying the current preview shows 10 records, but you have the option to download a csv of the entire preview is that.

385
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Magda Zacharska: Correct correct.

386
00:45:35.130 --> 00:45:37.050
Magda Zacharska: that's correct this is how it works.

387
00:45:38.640 --> 00:45:46.200
Leeda Adkins: yeah but that sounds, especially if we're getting into performance issues here I mean that sounds okay to me.

388
00:45:49.980 --> 00:45:53.610
Leeda Adkins: But I can see like if you only if you were only doing 50.

389
00:45:55.290 --> 00:45:56.460
Leeda Adkins: changes and you.

390
00:45:57.900 --> 00:45:58.890
Magda Zacharska: I think the prominent.

391
00:45:59.550 --> 00:46:01.020
Leeda Adkins: would be simple, just to.

392
00:46:01.320 --> 00:46:03.930
Leeda Adkins: Open that csv and take a quick look.

393
00:46:04.980 --> 00:46:24.450
Magda Zacharska: The the issue I think it's really visible when you have 11 records or 12 and so you sent 12 and you get 10 so what's going on with those two right, and this may have been not communicated by me i'm.

394
00:46:25.830 --> 00:46:27.780
Leeda Adkins: willing to gamble on those two.

395
00:46:31.290 --> 00:46:31.740
Erin Nettifee: chat.

396
00:46:31.920 --> 00:46:34.680
Erin Nettifee: The chat is saying, people are fine, with a.

397
00:46:34.680 --> 00:46:35.190
Bob Scheier (Holy Cross): preview of.

398
00:46:35.220 --> 00:46:41.700
Erin Nettifee: 10 and then a download for more investigation, if you need it, I mean, I think you could maybe upload it to.

399
00:46:43.170 --> 00:46:51.720
Erin Nettifee: If you feel like that would be helpful, it may be just an artifact of the bulk edit some of the use cases we were using to which.

400
00:46:51.750 --> 00:46:55.950
Erin Nettifee: Really small sets of data now, we have some hands Bob.

401
00:46:57.120 --> 00:47:04.620
Bob Scheier (Holy Cross): yeah I think I agree that it's fine to just have the download option when you want to see more, but I think.

402
00:47:06.000 --> 00:47:12.120
Bob Scheier (Holy Cross): The messaging on the screen could be some could add some clarity.

403
00:47:13.380 --> 00:47:17.010
Bob Scheier (Holy Cross): In terms of like saying how many fat you're previewing 10.

404
00:47:18.210 --> 00:47:18.720
Magda Zacharska: or something.

405
00:47:18.960 --> 00:47:21.060
Bob Scheier (Holy Cross): something along those lines that clear.

406
00:47:23.220 --> 00:47:27.390
Bob Scheier (Holy Cross): The messaging is that what you're viewing is just a preview of 10.

407
00:47:29.400 --> 00:47:39.720
Erin Nettifee: Right or even if you didn't change the verbiage, but you could pop a little do like a little question mark and you could hover over it and give a little help that might be nice to.

408
00:47:41.160 --> 00:47:42.720
Erin Nettifee: Sarah has her hand up go ahead, sir.

409
00:47:45.210 --> 00:47:54.240
Sara Colglazier : yeah so I guess, for me, it was also because they said come up the other meeting rate that a preview to me it's the same as.

410
00:47:55.260 --> 00:48:13.170
Sara Colglazier : A selected few of me, so I think, also the I had understood the preview it to be a preview of being able to preview before I hit the actual final button that I want the action to be taken so.

411
00:48:15.030 --> 00:48:20.670
Sara Colglazier : that's why that's why I was confused the other time, like What do you mean that's not all of them and I can't see all of them.

412
00:48:20.670 --> 00:48:30.030
Sara Colglazier : Right so to me that's what I was hearing when I heard the word preview preview pane before hitting select submit.

413
00:48:30.900 --> 00:48:46.860
Sara Colglazier : um, so I do think it has to be clear that you are seeing just a very few and then I think it also actually I know this seems weird, but I think it does make a difference if it's a random 10 or it's the first.

414
00:48:48.600 --> 00:48:49.350
Magda Zacharska: So my.

415
00:48:52.200 --> 00:49:03.660
Magda Zacharska: My understanding is top 10 So if you select the let's say 11 your list has 11 identifiers, the first 10.

416
00:49:04.740 --> 00:49:15.450
Magda Zacharska: will be displayed However, I need to double check if the order is not changing, because this is depends on the how the database return.

417
00:49:16.740 --> 00:49:16.980
Magda Zacharska: Right.

418
00:49:17.910 --> 00:49:19.410
Sara Colglazier : So, then this is.

419
00:49:19.740 --> 00:49:24.990
Sara Colglazier : How I am my input is it the first 10 on that.

420
00:49:25.200 --> 00:49:34.860
Sara Colglazier : Or is it is it as their get returned it's the first 10 that get returned, because this makes it in other Apps this is.

421
00:49:37.440 --> 00:49:54.270
Sara Colglazier : What the like multi column lists, you can get you can get the first tend to be different, each time you you tried to see your first 10 right like you see the the order keeps changing, and so I can make a difference in how you're dealing with things.

422
00:49:55.650 --> 00:49:58.530
Sara Colglazier : And then going back to the actual numbers, I do.

423
00:50:02.310 --> 00:50:12.120
Sara Colglazier : So I don't know like yes, if I have 10,000 obviously i'm not going to scroll through 10,000, but I do find that 10 is very, very few.

424
00:50:13.260 --> 00:50:13.560
Sara Colglazier : I.

425
00:50:15.360 --> 00:50:19.830
Sara Colglazier : i'm used to seeing potentially an all right.

426
00:50:20.850 --> 00:50:21.000
Sara Colglazier : I.

427
00:50:21.360 --> 00:50:21.900
Sara Colglazier : Open that's.

428
00:50:23.490 --> 00:50:24.180
How many.

429
00:50:25.650 --> 00:50:30.750
Sara Colglazier : are in my now not no longer current because now we're live on polio fully but.

430
00:50:31.860 --> 00:50:40.530
Sara Colglazier : Six weeks ago, or whatever it was I could still see my complete preview and scroll through if I wanted to.

431
00:50:40.830 --> 00:50:41.790
Magda Zacharska: Do that tortures.

432
00:50:43.440 --> 00:50:44.160
Sara Colglazier : and

433
00:50:46.950 --> 00:50:54.600
Magda Zacharska: So I see the the odds, that this is a in our lead with the adult update the database option we do have the option of.

434
00:50:56.670 --> 00:51:04.500
Magda Zacharska: Your video you have this so you have two options of not committing first.

435
00:51:04.530 --> 00:51:09.960
Sara Colglazier : preview saying is that I love it, I just want to finish, and then all.

436
00:51:09.990 --> 00:51:26.430
Sara Colglazier : Myself against I just i'm tend to be kind of very few I mean, I think it would be nice if performance wise, we could go up to 100 or 99 if, for some reason 100 is a magic number and performance wise and and then.

437
00:51:26.790 --> 00:51:28.620
Sara Colglazier : Beyond that i'm fine with download.

438
00:51:31.350 --> 00:51:32.250
Sara Colglazier : Whatever a file.

439
00:51:32.550 --> 00:51:33.390
Sara Colglazier : Maybe that's fine.

440
00:51:33.720 --> 00:51:39.450
Erin Nettifee: Right, maybe Magda one of the ways to think about it, would be to fill the white space.

441
00:51:41.460 --> 00:51:42.660
Erin Nettifee: That appears here.

442
00:51:44.220 --> 00:51:48.030
Erin Nettifee: You know, can you, is there a way to just say.

443
00:51:48.690 --> 00:51:52.950
Erin Nettifee: Animals, because this is because this is the preview we're looking at right.

444
00:51:54.360 --> 00:52:05.790
Erin Nettifee: And there's a ton of white space underneath it so maybe if we pulled 40 records, it would just normally it would fill white space or get close to filling base.

445
00:52:06.270 --> 00:52:13.710
Erin Nettifee: And maybe that would be enough to help people just feel like they were seeing more contacts to note that this was correct, and they should move forward.

446
00:52:14.010 --> 00:52:19.530
Magda Zacharska: So you see the white space here, because there are no errors, but.

447
00:52:21.660 --> 00:52:23.580
Magda Zacharska: Then you will have additional.

448
00:52:24.600 --> 00:52:25.620
Magda Zacharska: Additional.

449
00:52:28.140 --> 00:52:29.730
Magda Zacharska: accordion with air.

450
00:52:29.940 --> 00:52:36.930
Magda Zacharska: And this was actually my second question in error, so we also show that preview top 10.

451
00:52:38.070 --> 00:52:41.970
Magda Zacharska: Do you, but you have the option of saving girls as well.

452
00:52:42.420 --> 00:52:43.680
Magda Zacharska: Do you want.

453
00:52:44.130 --> 00:52:47.850
Magda Zacharska: To see our errors or do you want to see the.

454
00:52:48.660 --> 00:52:49.470
Magda Zacharska: exactly where.

455
00:52:49.770 --> 00:52:53.340
Erin Nettifee: We could present a download link outside of the action menu.

456
00:52:54.600 --> 00:53:01.080
Erin Nettifee: Is there I don't know if there's a ui pattern for that I get back to what I think Bob was saying earlier about.

457
00:53:02.730 --> 00:53:08.160
Erin Nettifee: You know just saying preview of records matched first 10 or something like that.

458
00:53:10.050 --> 00:53:15.600
Erin Nettifee: You know, is there a way that we could just make that download more obvious.

459
00:53:19.470 --> 00:53:24.540
Erin Nettifee: You can also download there's lead I think yeah there's an option that you can see that.

460
00:53:28.380 --> 00:53:33.900
Magda Zacharska: And then I think we can come back to this additional link.

461
00:53:34.200 --> 00:53:38.550
Magda Zacharska: And maybe later I don't want to commit to this.

462
00:53:39.000 --> 00:53:43.620
Magda Zacharska: I agree, we can, maybe change the verbiage on this.

463
00:53:43.920 --> 00:53:47.880
Magda Zacharska: To make it clear that this is the top can preview or if we.

464
00:53:48.660 --> 00:54:10.260
Magda Zacharska: increase the number two 100 to make it a little bit more user friendly that would obviously require scrolling down, and if you have 100 records here and then below the errors, you would need to scroll down a lot to the bottom of your preview to see if there were errors or knob.

465
00:54:10.980 --> 00:54:11.400
sure.

466
00:54:12.960 --> 00:54:13.320
Erin Nettifee: I.

467
00:54:13.410 --> 00:54:13.890
Magda Zacharska: See.

468
00:54:13.950 --> 00:54:15.600
Magda Zacharska: Bob has and.

469
00:54:18.330 --> 00:54:21.570
Bob Scheier (Holy Cross): I have a couple of questions, one is.

470
00:54:22.710 --> 00:54:29.640
Bob Scheier (Holy Cross): You know, in other software, you see the option to choose how many you want to see.

471
00:54:29.790 --> 00:54:30.150
Magda Zacharska: uh huh.

472
00:54:30.660 --> 00:54:32.310
Bob Scheier (Holy Cross): I don't know how difficult that is.

473
00:54:34.230 --> 00:54:45.690
Bob Scheier (Holy Cross): And then the other is if there's a lot like 100 can we have maybe tabbed interface in that that window that you could tap to see the errors.

474
00:54:47.070 --> 00:54:47.220
Bob Scheier (Holy Cross): and

475
00:54:47.580 --> 00:54:48.930
Bob Scheier (Holy Cross): brokenness yeah.

476
00:54:51.450 --> 00:54:53.340
Bob Scheier (Holy Cross): i'm gonna have difficult those kinds of things are.

477
00:54:55.980 --> 00:55:09.420
Magda Zacharska: Obviously, they were implemented in other I think areas, we will will will come back to this ideas for sure.

478
00:55:10.530 --> 00:55:17.250
Magda Zacharska: I think that they simple away right now would be to make the description, a little bit more.

479
00:55:20.070 --> 00:55:31.830
Magda Zacharska: Clear to state that this is just preview and state how many records are included, the next step would be to include the list to 100 and maybe.

480
00:55:32.970 --> 00:55:33.630
Magda Zacharska: The.

481
00:55:35.520 --> 00:55:36.420
Magda Zacharska: and

482
00:55:37.710 --> 00:55:38.400
Magda Zacharska: The.

483
00:55:41.460 --> 00:55:51.210
Magda Zacharska: paging mechanism to go to the to the record, but eventually we will need to draw the line of common or a coach we are previewing.

484
00:55:52.290 --> 00:55:52.770
Magda Zacharska: and

485
00:55:53.880 --> 00:56:12.060
Magda Zacharska: Let me take a look at the notes, because we are slowly running out of the time and paging through how many records should be displayed by default we touched this pledging to our list, do we need the earliest or downloading their errors is enough.

486
00:56:20.280 --> 00:56:20.640
part.

487
00:56:22.890 --> 00:56:39.090
Magda Zacharska: Right now, when there are errors, we also show top 10 and then to see all there's you need to download that do you do you think it's enough or do you would like to be able to see more as well.

488
00:56:40.320 --> 00:56:43.470
Sara Colglazier : I think they're seeing fewer errors is.

489
00:56:44.130 --> 00:56:45.330
Magda Zacharska: No clinical notes.

490
00:56:50.370 --> 00:56:52.500
Sara Colglazier : Then i'm more likely to download and not.

491
00:56:56.370 --> 00:57:09.060
Sara Colglazier : Because you know there's an air so, on the other, it's more like you're skimming to see there's something that I didn't think about that is actually cause a problem that is not an air.

492
00:57:10.470 --> 00:57:22.830
Sara Colglazier : But some piece of data that I didn't account for in what I was going to do, and so, if I hit submit to the to the ones, am I going to affect something that I didn't actually want to effect.

493
00:57:23.790 --> 00:57:38.670
Sara Colglazier : that's I mean that's very often why I skim through the you know, do not update database option that's why I use that all the time in our previous system, I would run it and then I would just kind of skim through and go oh.

494
00:57:39.750 --> 00:57:42.570
Sara Colglazier : Man oh there's something I didn't think of that.

495
00:57:43.110 --> 00:57:51.270
Sara Colglazier : And it was really helpful, but on the air you're telling me oh there's an error, the machine knows there's an error so.

496
00:57:52.680 --> 00:57:54.900
Sara Colglazier : I want to download that to look at anyways.

497
00:57:56.610 --> 00:57:57.750
Sara Colglazier : I hope that.

498
00:57:58.620 --> 00:57:59.700
Sara Colglazier : As i'm fine with 10.

499
00:58:00.930 --> 00:58:01.650
Sara Colglazier : It helps.

500
00:58:02.490 --> 00:58:07.710
Magda Zacharska: him, but the other question I have because.

501
00:58:08.850 --> 00:58:16.920
Magda Zacharska: We didn't catch the are you sure form it's also showing the top.

502
00:58:18.030 --> 00:58:27.960
Magda Zacharska: records, but we talk about the preserving the column selection, that if we select on the landing page the columns.

503
00:58:29.040 --> 00:58:30.540
Magda Zacharska: The columns will be.

504
00:58:31.740 --> 00:58:36.270
Magda Zacharska: preserved for are you sure, and for the confirmation screen.

505
00:58:37.560 --> 00:58:40.530
Magda Zacharska: paging to the results of the on the.

506
00:58:41.700 --> 00:58:42.420
Magda Zacharska: On the.

507
00:58:43.650 --> 00:58:53.130
Magda Zacharska: Short form, and I think Sarah, this is the closest to what you are saying, do not commit to the database because, are you sure forum shows you.

508
00:58:53.550 --> 00:59:10.380
Magda Zacharska: This is how the data will look in the database once you make the change, but the changes until you click the button commit changes are not committed, so you can still from this form click cancel and go back.

509
00:59:12.210 --> 00:59:23.070
Magda Zacharska: So should we discuss just the paging to the results on the preview page under are you sure page.

510
00:59:24.510 --> 00:59:33.000
Magda Zacharska: We are out of the time we will be shortly out of the time and Internet minutes so maybe we should come back to this.

511
00:59:38.550 --> 00:59:40.020
Magda Zacharska: Discussion of the.

512
00:59:41.370 --> 00:59:43.050
Magda Zacharska: Of the behavior of are you sure.

513
00:59:44.760 --> 00:59:57.360
Magda Zacharska: form, I just want to mention that something that was brought up during the a user acceptance testing could save and close button was not clear enough that users were not.

514
00:59:58.380 --> 01:00:09.330
Magda Zacharska: sure that they are conducting the changes we make the change so right now, when you when you are on there are you sure form so, for example, before I do here.

515
01:00:11.250 --> 01:00:17.490
Magda Zacharska: Look at it and I change the status to missing, for example.

516
01:00:23.220 --> 01:00:25.110
Magda Zacharska: And this is the Community changes.

517
01:00:26.130 --> 01:00:47.640
Magda Zacharska: Here you can download the files, this is where you see all the records that will be affected the data is not safe in the database just yet you just see this is how it will look once you click commit changes and committing changes.

518
01:00:52.590 --> 01:00:56.970
Magda Zacharska: And here's the data that is already committed and changed.

519
01:01:06.390 --> 01:01:08.490
Magda Zacharska: So should we talk more about the.

520
01:01:11.160 --> 01:01:14.100
Magda Zacharska: about the are you sure form or are you.

521
01:01:15.900 --> 01:01:18.420
Bob Scheier (Holy Cross): i'm wondering why why it's different than the.

522
01:01:20.010 --> 01:01:23.220
Bob Scheier (Holy Cross): preview in terms of the way it displays.

523
01:01:24.360 --> 01:01:28.230
Bob Scheier (Holy Cross): As a separate window versus on the screen.

524
01:01:31.380 --> 01:01:37.410
Magda Zacharska: Because this dish you also an easy way to go back so if you are on the.

525
01:01:40.770 --> 01:01:53.040
Magda Zacharska: We need to start from your bucket is right now, but if you are here, there is no way of going back to the changes right, it is a do you see the problem with the pop up.

526
01:01:53.460 --> 01:01:58.890
Bob Scheier (Holy Cross): window I don't know if maybe if anybody if nobody else was wondering about I just wondered why.

527
01:01:59.940 --> 01:02:14.130
Bob Scheier (Holy Cross): When you're looking at a preview you're looking at it on the screen and then, when you get to the point of seeing the changes that you before you commit you get a pop up window and wondering why it can't when when did normally just be the same.

528
01:02:14.820 --> 01:02:20.520
Magda Zacharska: At least, you have the link directly you don't need to go to the action menu, you can link.

529
01:02:20.610 --> 01:02:20.850
Bob Scheier (Holy Cross): That.

530
01:02:21.090 --> 01:02:21.900
to download it.

531
01:02:23.520 --> 01:02:25.860
Bob Scheier (Holy Cross): Maybe so maybe it should both be like that I don't know.

532
01:02:26.280 --> 01:02:30.030
Magda Zacharska: um and I, you know I don't want to reinvent the ui.

533
01:02:30.540 --> 01:02:32.700
Magda Zacharska: Okay what's some reasons.

534
01:02:32.730 --> 01:02:34.620
Magda Zacharska: That we did it this way.

535
01:02:34.650 --> 01:02:38.820
Magda Zacharska: Okay, I just want to be as easier.

536
01:02:40.170 --> 01:02:43.200
Magda Zacharska: for you to use so if something is prohibitive.

537
01:02:44.220 --> 01:02:50.400
Magda Zacharska: For you being efficient, then we definitely need to be addressing it we are.

538
01:02:51.150 --> 01:02:52.440
Magda Zacharska: One minute after.

539
01:02:52.680 :52.680 --> 01:03:03.750
Magda Zacharska: Our time would probably talk about the label, so we change the labels and also, if you have any suggestions to the.

540
01:03:04.980 --> 01:03:17.880
Magda Zacharska: Welcome meeting, please feel free to reach out and bring to my attention, thank you all for your feedback and time and then i'll talk to you in two weeks bye bye.

541
01:03:18.390 --> 01:03:0319.750500
Magda Zacharska: Our time would probably talk about the label, so we change the labels and also, if you have any suggestions to the.540Leeda Adkins: Thank you bye.

542
01:03:0420.980 040 --> 01:03:1720.880400
Magda Zacharska: Welcome meeting, please feel free to reach out and bring to my attention, thank you all for your feedback and time and then i'll talk to you in two weeks bye bye.

541
01:03:18.390 --> 01:03:19.500
Leeda Adkins: Thank you bye.

542
01:03:20.040 --> 01:03:20.400
Magda Zacharska: bye bye.bye bye.