| UXPROD-3704 - Bulk edit holdings record locations - Survey results Main questions to be discussed: - What is the best way to present call number in the preview and confirmation screens? Should each element be in a separate column or should they be combined in one? What are the pros and cons for each approach?
- What is the use case for displaying holdings statements in the preview and confirmation screens? How should multiple values be concatenated?
- What is the use case for displaying holdings notes in the preview and confirmation screens? How should multiple values be concatenated?
- What is the use case for displaying Electronic access the preview and confirmation screens? Should all the elements of electronic access to be displayed? How should multiple values be concatenated?
Further details of the survey results available here | Unknown Speaker 0:00
in CSV format, whatever is in the in the item record, okay, I can show you some examples, I am clicking here. So let me open up some examples here. So those are the user records and here will be the item record. I'm doing a quick way of opening it in Excel. This is not the most elegant way. But I just wanted to show you the data quickly. So you see you have IDs, you have HR IDs, holdings, you have the title, that is part of the records, and all the things that are part of the item record. Great, thank you. And if we go back to our meeting, any questions regarding that our Can we move to the next one? Unknown Speaker 1:33
So I added the link to the responses. Here the responses, and I also combine those in a separate document that helps me to, to visualize what we have. What type of feedback I received. And there are a few questions that I highlighted in yellow. But I would like to start with a few questions that were reoccurring, and it started with column number. I in the question was if you would like to see in the columns, a column number with prefixes and suffixes. And there were different responses. Some of the research suggests that to put each element of the column number in separate columns. And I would like to understand what are the use cases? Why do you think it should be separate? We can do this, but I just want to make sure I understand. What Why do you think they should be shouldn't be in separate columns in the preview? And is this really important to B to be displayed this way? Unknown Speaker 3:11
Well, I want to be able to sort that that's but that's not the question. Right? Unknown Speaker 3:17
Yes. Because you are not starting the t shirt? Unknown Speaker 3:21
Sure. I don't know. Unknown Speaker 3:26
It's my question. Is my question clear? Or did they lose you? At some point? I'm talking about the first question. Unknown Speaker 3:34
Well, right. So there's the effective call number that the effective call number we were talking about this and it had been in Monday management, the effective call number doesn't exist on the whole day yet. Unknown Speaker 3:53
Right? So there is a column but it's not populated. Sure. Unknown Speaker 3:59
So with that work be done. As part of that if we said we wanted an effective call number. Unknown Speaker 4:09
Is there anything in the chat that is related to the call number or this group doesn't have any feelings about the number? Unknown Speaker 4:20
I guess what I'm I'm like trying to go and look at the results because I wanted to see what oh, sorry, Amanda. I'm just trying to understand what people said on the survey. All I was gonna Unknown Speaker 4:34
say was that, I mean, the only the only example I could think of is like what Aaron was saying with sorting by call number but since that's not an issue, I'm not sure that it's Unknown Speaker 4:52
something that needs a lot of Unknown Speaker 4:57
development. Unknown Speaker 5:03
And then I was just gonna say, I guess I'm just trying to understand what what we're talking about when we're talking about. There's, there's the column number type. And I believe someone mentioned, like, sometimes you might want to change the column number type. So I can see why they might want that column broken out. And then the, the prefix. You know, some people use that for like, collections and things. So I can see that broken out. But I don't think we're talking about like the hall number itself being broken Unknown Speaker 5:35
out. So yes, but my question is, why would you have them separately in the preview? So we are talking about the preview screen. So imagine this is imagine this is for the holding? Because, Unknown Speaker 5:54
wellMagda
I would like to start with a few questions that were reoccurring. Several responses to the question about call number display in the preview adn confirmation screen indicated a preference to see each call number element in a separate columns. And I would like to understand what the use cases are? Why do you think it should be separate? We can do this, but I just want to make sure I understand. Jackie
Well, we can one thing is that that's how you can tell, like, maybe you're doing this because somebody put the prefix in the column number field instead of a prefix field. And if you have them all together, you can't actually em. Yeah, it makesUnknown Speaker 6:09
sense. Yes. Unknown Speaker 6:10
drolly sounds. Magda
Yeah, Unknown Speaker 6:12
thatit makes Erin
That's an excellent example.
Sill working on notes
Unknown Speaker 6:14
You're only seeing 10. Right. Unknown Speaker 6:19
Can you know, Unknown Speaker 6:22
that I know have this Unknown Speaker 6:22
problem? So I mean, but this is a good point. That if you combine everything you will never know, what is the part of the con number? And what is the part of the of the projects? And I think, Sara, Chris, hands up or No, no, Unknown Speaker 6:43
I was not. I was asking about that. Because I wasn't understanding what we were meaning by the elements. So if I wasn't sure if we were talking about the bass and the cutter and the year or, you know, if we were trying to break it down really far, or if we were just talking about the type the prefix Oct the suffix. So those are different elements. Yeah. And I think the examples are exactly right. If if I need to do a cleanup job around what is fully on, but does not fully put that as an oversight in the prefix, then that needs to be separated. Unknown Speaker 7:23
That makes sense. Thank you, Bob, you have your hand. Unknown Speaker 7:28
So are we talking about just this preview screen of 10 records? Or are we talking about the download file? Did download Unknown Speaker 7:35
file, we'll have everything and it will be structured like the record is structured. So you will have everything separately, the prefix call number and suffix will be done separately. But we are talking about preview we are talking about are you sure form and we are we are talking about their confirmation, and all those places when those records are being displayed. Okay. Thanks. So the that was great. That really helped me understand the other question, and we are still talking about the preview, are you sure and configuration screen one of the option someone mentioned that would like to see their holding statements. That was Duke and Unknown Speaker 8:35
holding statements and holding notes. So I checked in with my leader who wants who helped me fill out this survey. And she said both types of data would be useful for analyzing the scope, ensuring accuracy and troubleshooting when needed. But again, since we're just talking about a 1010 to 20, item preview screen. I think as long as we can get to it on that CSV, we're fine. Unknown Speaker 9:12
Why not? CSV, you will see everything everything right. The My concern is that if we are holding statements and notes, I don't know how lengthy those notes can be. Unknown Speaker 9:26
Again, she said it was alright for concatenating the summary statement and then for the holding notes, I think just the presence or absence of a note. Okay, wouldn't be fine. Kind of a yes, no, there are notes. Again, it's just a case of when we get ready to run a bulk edit. Note there's not inevitably but often there can be records in there that we didn't really mean to hit and sometimes the the summary holding state may not be not as serials. cataloger. But it can just kind of a brief look. And seeing the statement that's present there and the volumes that are included in it, you can say, oh, that I didn't mean to catch that one or Unknown Speaker 10:16
nods, leader to make sure. Do you want those to be columns in the preview? Unknown Speaker 10:32
The feedback I got was yes, but I'm not sure certain that the that they understand that you can capture that in the CSV, because what are the chant? You know, I don't want to base my entire decision predictably editing serials holdings on the first 10 records. And yeah, I wouldn't want to download that whole thing. And then, you know, hide some of the columns, I wasn't interested in and focus on the ones that was. So I will get back to you on that one. Sounds good. If I had to make an executive decision, I would say it's not. not absolutely necessary. But I do like the idea if we can do it have a presence or absence? Kind of like a yes, no, and then download the whole thing to find out what's there. Unknown Speaker 11:28
Okay. Other have any comments on this? What about electronic access? This was also mentioned an electronic access caste several fields. If we add those columns, that would make the display pretty difficult. So how do we concatenate two we leave them out the electronic access? What would be your suggestion for those? Is this also leader coming from you Unknown Speaker 12:24
don't recall that coming for me. But I could see again, that it would be more for ensuring that you're, you're touching the right records. Because I know in Dukes case, we have a lot of titles where we hold the print and the electronic. And we don't want to be touching the wrong title in that case. So it's not really a matter of all the elements, but just a way to flag it to say, hey, this isn't an E resource and not a print. Or vice versa, some print could get Unknown Speaker 12:58
caught up in your E holdings. Go ahead, sir. Unknown Speaker 13:06
So, it just, and maybe it's just because I didn't sleep very well. And so I'm not understanding. So this, what you're these things that you've outlined here, are, are specific to the previous screen, where we only see things right. And, and so I guess, again, I'm going back to to me, that's not preview, that's a selected preview. So that's really good. Anytime, I would be wondering whether I had the right records or not. And as soon as I had a lovin that I wanted to effect change on, I would not rely on the Preview, that I would have to download them to make sure that I wasn't changing something that I did not intend to change. And then in that case, and then if I'm understanding you correctly, then you're saying well, then every anyways, everything will be there. Right? Am I understanding that correctly? Unknown Speaker 14:12
That's correct, that all Holdings Record will be in CSV file. Unknown Speaker 14:19
Right? So So again, it kind of, you know, and I hate to be such a downer, but it goes back to I'm not really sure. In this case of not being able to only be able to see 10 Unknown Speaker 14:36
It's so clear to me how help Unknown Speaker 14:38
confirmation screen will be actually actually and if it's not helpful, then maybe, or it's not that helpful. Maybe then it's not worth putting so much time and effort into getting all these fields exactly right or including too many or too few. Like I'm just also thinking of like working effort and the actual benefit. So I'm just I, somebody who was seriously done. Unknown Speaker 15:15
And my thinking is running along the same lines as well as Sarah, I know that the to view it. As you said some abrogated preview is not something you not only yourself, but I get the feedback from many, it's not enough. So to make you feel a little bit better, we are planning on changing the preview, that will allow pagination to the results, etc. But this is not happening in the Mallanna, it will be coming down later once we start building the query query tool. Because when you submit the list of identifiers, we can assume that those identifiers were based on some either query that you run in some other way. Or you have the set of copies in front of you, and you scan the barcode and you have them. So, you know what, that is the dataset you are acting on. Once we get to queries, when you will be running the queries, then top 10 is not going to do anything for you, because you will need to see, okay, what are the results of my of my query? And this is when we will be going to make changes on the on the preview what we can do what you can see. But this is not No, Lana, we may start talking about this in Arcade and then follow in that puppy. I think it's the name of the following results released. So it is something in our pipeline, it is just not available here. So going back, do I understand what you're saying that since the preview is only abrogated preview, and if you want to see you will need to go to CSV anyway. So there is we can be a little bit more less stringent, we can be less stringent in defining what fields need the need to be because you still will need to go into the CSV is this correct? Yeah, I think so. Unknown Speaker 17:56
Six, the word you might be looking for is preoccupied. Less free art preoccupied with the preview call. Unknown Speaker 18:06
Sarah, your hand this app. Unknown Speaker 18:09
I just wanted to follow up briefly on something that you just think it's worth noting. So I'm just because I have a stack of 20 books, and I can scan their barcodes into a file and I physically have them that does not necessarily mean that I know what is in their records. Right. So and I think this is worth noting because this happens to me all the time. So I get a list of barcodes people want them to go on display right? So I'm changing look temporary location. A pop up note for the circulation people are is also supposed to go in only sometimes it turns out there's already information there. And so then if I do a bulk thing without checking first whether or not that field already has information, which I cannot tell from just having the physical book in my hand, I will provide that information. So even we cannot assume or we should not assume that just because we have a stack of something physical that I know efforts. I hope that's Unknown Speaker 19:21
very good. That's a very good point because I didn't think about it that one thing is the copy and the other one is the record and they are not this this is good, good point as well. So, if I still would like to take a look at the questions that I have specific from the responses to to the survey, so again, we are talking about identifiers here. This is the list when you submit The identifiers. And in the responses I got one option to have the OCLC number. And my question is, is this the OCLC number on the holdings or on the on the instance level? Is there a OCLC number on holdings level? Unknown Speaker 20:21
No, only it's only on the instance level. Okay. The mark from the mark source. Yeah. Unknown Speaker 20:27
Okay. So I think someone who suggested OCLC understood that the we submit the list of OCLC numbers to identify instances and then from instances go to holdings, this is something that we will be addressing through the query. So I will table this for now, as well. The next question was about the columns. And this is how i This is the responses I got. And I assign three points to someone that was marked as important somehow important, good, two points and non important zero. And this is the list that I got the six core six columns that need to be listed, which is permanent location, HR ID, temporary location, then it's the call number without the prefix and suffix and then effective location that is currently not populated in under holdings level and Columbo with bracket and suffixes. Based on our conversation I, I see that we need to put a call number with graphics with all elements in the separate columns, including their card number type. So we call we talked about this column member holding statement we talked about the holding statement, electronic access. My concern is if we add the electronic access to the preview, the rendering will be will be difficult at this point. Unknown Speaker 22:29
And then the following questions are similar, some of the user some of the respondents, one of the respondents suggested let's have let's let user manipulate the order and that would be the long term goal. It's definitely not happening for an alumna. So, for now, we need to have a pre predefined list of columns. And the last question was about the columns that are in action menu that are not selected. Unknown Speaker 23:18
So effective locations high yield IDs is high on the list holdings type and former holdings it these statistical code with the statistical code how they should be separate because this is a multiple entry field. How how they should be listed following by commas our new line Unknown Speaker 23:55
it looks like for notes, they're using pipes. So that's probably fine for that two Unknown Speaker 23:59
pipes. And the column number we actually covered, we have I have also a response suggesting staff suppress there is no steps of that step suppose on the holding circuit, so I do believe the user or the respondent meant an item by instance level and this will be again drilling down to the housings record that will be covered by the by the Guerra electronic access as I mentioned, this worries me the rendering of it. Is that your URL only valid or you need the type of electronic access as well. Unknown Speaker 25:05
So I mean, I think that our use case would be, we would want to see everything but the URL because the URL is unique. And when we're doing, and maybe the CSV is enough for this, but we're frequently like, we put our platform names as the link text. And, you know, we're frequently like normalizing the material specified statements. So for us, it would really be, you know, materials, specified statements, link tags, the notes, and the type, right, we would want to correct, like somebody entered everything as version of the resource, and it is actually needs to be the Unknown Speaker 25:53
resource. And I understand this part that this, you'll may want to change that in Alana, who will only support changes to be located holdings location, temporary and permanent locations. The other fields will come later. But do you want to see this information rendered in column on the preview screen? Unknown Speaker 26:25
I don't remember if we asked for this or not in the survey. But I don't know that this is a high price already. For us. I do know that we have a use case for changing that, which is why I spoke up. Unknown Speaker 26:41
And I understand that this will be down the road to the fields that will be supported in the in approach for Holdings Record edits, but I'm not sure we need to display this data in the columns. Sure. Unknown Speaker 27:04
Remind me is the holdings type maybe likely did? Unknown Speaker 27:14
Too much? Is this good to read now, if this, Unknown Speaker 27:22
if this is just about the confirmation screen, and I do find that I think it was Lido who earlier said that it would be worthwhile having just kind of something is present or not present just to have that added knowledge that you don't got the ebook rather than the print book or you have to rent. And otherwise, I don't think we in the confirmation screen again, that all this detail needs to be there in the CSV, it does need to be there, including the URL string, which I have had to do bulk changes to our URL strings frequently. So if if the string itself gets changed, but the unique identifiers is the same, right, or they all went HTTPS, and they had all been HTTP, HTTP before, or we migrated our server for our easy proxy. And so I had to change all the easy proxy prefixes across all the holdings records. You know, there's definitely use cases for needing to change the URL in batch, but that can be in the CSV obviously. Unknown Speaker 28:42
There was one mention of the including associated order, your purchase, purchase, purchase lines put purchased or their lines. And the feedback on that. Ducking about this line, Unknown Speaker 29:06
thank you, again, that would be something more at the query level. To know, you know, that it's there. Now, I think the usefulness of the preview screen would be I'd like to be able to preview the columns that I was actually taking an action. Yeah. Thanks, think I'm starting to think about it more in in that respect, rather than as because there's so instead, you're just literally getting a preview of the first dozen or so lines. It's not, it's not good to use as a as a failsafe. But to get a preview of what your first 10 or so changes were going to look like for the L Let's since you are going to change would be useful Transcribed by https://otter.ai |
