Magda 34:27
But I would like to start a conversation about the query tool that is needed. We actually started actually the last meeting. I have some high-level Balsamiq mockups that I would like to walk through and get your feedback on. Please feel free to interrupt me. So this is the balsamic implementation of rendering of our bulk editBulk Edit. This is something that we talked about--switching the order of the identifiers, putting them on top, and then having the query or the identifiers below. So this is what is represented here. The two links at the bottom, save the query as, and open the existing list, ; these are out of the scope of our conversation , for now. This is something we will come back to later.
For the purpose of this conversation, we are on the Query tab in bulk edit. There is a new button called Build query. When the user clicks the button, it opens a new pop-up that looks like this. It's a long data entry textbox with a test button disabled.
Erin 37:06
So what you are proposing is a redesign from what's currently implemented?
Magda 37:11
Not really redesigning, adding. We will get to this. Basically, I'm adding a new button that will allow us to build a query.
Magda 37:39
And then, in the Poppy release, we will add additional record types. In Orchid, we will support just one record type. So in order to know what you have, there will be additional labels showing that you have access to users inventory items, circulation loads, and then circulation requests, etc., to build your query. You can still only edit one record type using Bulk Edit. But in Poppy, you will be able to access additional record types to build your query. Any questions or comments?
Orchid release
Poppy release
Magda 9:14
The user clicks on the search textbox, and the list of available properties is displayed.
Magda 39:42
The user selects the patron group, one of the available properties. Then the list of available operators is displayed. The list of operators will depend on the selected field. We will start with equal, in, not equal, and not in. The properties list is preserved so the user can go back and change it.
Erin 40:34
Should we use words instead of symbols for consistency in that drop-down?
Thomas 41:05
I think these are standard search operators, but still, I think I would just do equals, not equals, in, and not in.
Magda 41:17
Okay, thank you. We selected the operator, and now we get the list the pre-populated list of available options.
Magda 41:19
So that would obviously be in place only for the controlled vocabulary. So if, in some case cases, the user selects a title, then obviously, we will not pre-populate the drop-down with all 10 million titles that the collection may have. Instead, we would present a text entry box. But for this example, we would pre-populate the combo with the existing values. For options that will have with hundreds of options like locations, for example, the drop-down like what already exists in inventory where what you type narrows down the list. Any question?
Magda 42:58
The next option is the Boolean operator, which will automatically be displayed. And user can choose to continue to add to the query or just not select anything. Please note that once the first option is entered, the test button is enabled. It was disabled until now.
And here's the example when the user continued to build the query by adding a boolean operator.
Here's the example where the user wrote the query , and click the test button. The gray area is the There is a gray progress bar that shows that the records are being counted. And in this example, we have more than 100,000 records returned , and with the notification, please narrow down your search. The question here is what should the number should be , and how we should handle that number. I do believe we talked about this at some point, and it was proposed that this would be configurable. However, we need to keep in mind that having a big number of records will definitely impact the performance of Bulk Edit.
Erin 45:06
Is this a number across the board for queries? Or is it by record type?
Magda 45:11
That would be across the queries? . So this is something we definitely will talk about later. But I would like you to keep it in mind. Does anyone have quick feedback on if this there should be a limit for the Bulk Edit?
Erin 45:57
I mean, I would think that it probably should . If if we're talking about our current example, where we have a 25,000 limit. I would want 10,000 as the limit here.
Magda 46:12
Correction. Not 25,000 . But rather, it is 2,500. This is just a proposal, as . As I said, we'll definitely come back to this later.
So we hit the test button for the query. And the test query displays a , and the preview of the resulting 1000 records displays. This preview does not show all the records, but just some of them. And here you You have the option of selecting columns to see what you want to see by checking and unchecking the columns. Once the preview is populated, there is a new button, Run query.
Image AddedSo the run the query will actually when the user click Run the query, what we'll do it will go back to the landing page, it closes the the pop up the loginbutton will close the pop-up and bring the user back to the landing page. And what is happening here the is:
- The query that was created
in the - in the pop-up is displayed here
at this point is read on read only. And the - on the left side as read-only.
- The list of the
identify the list of - identified matching records is
here. So you see we to - through the results similarly to
the results. Similarly, - how this is done in inventory
. By - by 100 records.
- There is also the option of
the checkboxes at that user - checkboxes where the users can narrow down their
search - results by selecting checkboxes. So in our example, we have 1000 records
that - that were found to match the query. But out of those
100 Only 10 was - 1000, Only 100 were selected. And again
here - , there is the option of changing the columns. In this example, the user selected 100 records, and
on this - with these 100 records, there will be
a the bulk edit - Bulk Edit, meaning you can save those 100 records into the CSV file. And then when you start
and also when you start bulk edit the bulk edit will affect only those 100 Selected RecordsImage Removed
Image Removed
- Bulk Edit, the edits will only affect those 100 selected records
Unknown Speaker 49:24
comments make that does the checkboxes. When you get your search results, they automatically come pre populated like all checked and then you you select
Unknown Speaker 49:40
I would say I will say yes that it will be populated. But this can be discussed in the details will not get to check boxes in Arcade that's for sure. But I would say yes let's populate and then buy sell Selecting that top checkbox, it will unselect the whole 100 that is displayed.
Image AddedUnknown Speaker 50:09
Okay. Yeah, I think that's a good idea too. And the other comments?
Unknown Speaker 50:25
So the question I have is, if we get because this a rendering of the of the records, we can implement this also for the identifiers. Once you submit the list identifiers, instead of those top 10, you would get this behavior as well have the list that you can paginate. But the question I have for this group is, what makes what is reasonable to
Unknown Speaker 51:03
paginate?
Unknown Speaker 51:04
Through if you have 10,000 records that match your search criteria? Will you be paginating? By through those 10,000? By hundreds? No,
Unknown Speaker 51:18
I would I I'm only paginating. To verify that. I'm, I didn't do something dominant I might page through the first part of it. But I'm not going to page the entire set. Anybody who would records?
Unknown Speaker 51:35
I would think our filtering and things like that would be done in outside the system in a spreadsheet.
Unknown Speaker 51:42
Right? You mean you might want to you might want to download the entire set? Yeah, which you'll be able to do, but you're not going to paginate through that in that UI.
Unknown Speaker 51:52
Yeah, totally agree with that.
Unknown Speaker 51:56
So how many records? Should we actually what will be the cutoff number of records that will be rendered to mean?
Unknown Speaker 52:10
I? I guess I'm just thinking like, to me, that screen looks normal at paginating through 100. Right? And then it pulled 100 records or pulled 1000 records. And I would probably expect that if I clicked 10 times I would paginate through all the records. But I wouldn't probably do that very often. I'm sorry that I know, that's kind of like a wishy washy answer. No,
Unknown Speaker 52:41
I was asking the same question at some point in inventory. Display. Because yet, go ahead,
Unknown Speaker 52:50
I'm more likely to paginate through them, when I'm first getting used to how the bulk edit looks and works. You know, maybe the first 500 may be the first 1000. But if I'm getting consistent results that I expect to get, you know, the more that I use Bulk Edit, the less that I'm going to be scrolling through if I'm you know, if the in the beginning, it's doing what I want it to do.
Unknown Speaker 53:28
Sure, that makes sense.
Unknown Speaker 53:31
The thing is, I might I might want to see the end of the file results. Because just to make sure if I'm looking for any anomalies.
Unknown Speaker 53:43
Yeah, that also makes sense. You know, if I'm expecting to get results all the way through to ZTE or
Unknown Speaker 53:49
office, I don't know how these are. I don't know how they're coming back, you know, I'm just seeing the top of the file. So maybe there's no problems with the top of the file. But you know, halfway down the file, there's a bunch of errors for some reason, where I'm getting things back that I shouldn't that I didn't expect.
Unknown Speaker 54:05
Yes. So the other option would be to sort it the the other way around. However, this is expensive operation, the sorting of 10,000 records that we need to be mindful. So it may make more sense maybe to add another link that will take you to the last one.
Unknown Speaker 54:29
Can we can we export this to look at it in a spreadsheet?
Unknown Speaker 54:32
Yes. So this is the Yeah, the existing behavior of the of the spreadsheet that we have is preserved. So you still can send the list of matching records. Save the list of matching record, as you do right now in bulk edit.
Unknown Speaker 54:51
I would probably do that. You know, because I would want to see a whole bunch just look for any problems. So read
Unknown Speaker 55:00
So do you see the value in this, of adding that preview? Or not? Really? Because you would still go to the
Unknown Speaker 55:09
I think people were were expressing an interest in Yes, still seeing more than 10. You know, so I think this is valuable, but it doesn't have to go to the, you know, 200,000 Records. In my opinion,
Unknown Speaker 55:25
unless you take away our exploitability, which it doesn't sound like you're going to do it,
Unknown Speaker 55:32
can you Amanda, can you repeat,
Unknown Speaker 55:35
I'm saying, you know, as long as we will continue to be able to export the data into an Excel spreadsheet. I don't see it as as a problem. You know, because we're, we're all used to manipulating the data in Excel. So it would be probably easier for us to find those anomalies. And Bob is disagreeing with me?
Unknown Speaker 56:11
No, I was looking at my screen, because there things were going bad No, no, not at all.
Unknown Speaker 56:21
So I mean, given the fact that we can export it, I'm, you know, like I said, I'm not, in the beginning, I'm probably going to flip through a few pages just to make sure that it looks like I expect it to but I'm still going to download the data. So you know, I am not going to, this is not the hill that I'm going to die on about how many records, we need to be able to flip through scroll page through.
Unknown Speaker 56:54
Yeah, I mean, it seems to me that both are valuable tools for looking at the data and what should dictate how much data should be displayed as the system performance.
Unknown Speaker 57:10
So this is this is a very good point, Bob, because we have to keep two things in mind. The performance displaying those dis records, it will definitely have an impact on on the performance. But if this is something that needs to needs to happen, we will need to take it into account. But also to develop this functionality. It's not a simple thing, this is a lot of a UI development. So
Unknown Speaker 27:50
the
Unknown Speaker 27:52
if you feel that you need this, then we will obviously us allocate resources to build it. If you think this is a nice to have that you can that you can live without it, then we will allocate the resources differently.
Unknown Speaker 28:13
I think if we can say something that's like, we will show you the first 500 records if you want. If you got more back and you want to see the entire record set, download the export. If we can be say something that concretely in the documentation, I think that is fine for where we are at right now. I think eventually people are going to expect the full pagination because that's what you get, like Gmail, that's what you get in, in, you know, other other online tools. But I think I think if you can, as long as there's a way to get to the information, and as long as it's not like here's five records, if you want the rest, download the spreadsheet. I think that is okay.
Unknown Speaker 58:57
I see Sara's question in the chat. That. Yeah, this is only my rendering of a few records. In fact, as Erin suggested, mentioned, this is the scroll down that will show you the rest. This is actually how the inventory works as well. On the screen, you don't see that 100 Unless you usually have a very small font. And I know Sarah, you were you were the person who was asking mostly about this. Do you have any other comments?
Unknown Speaker 59:37
questions, requests?
Unknown Speaker 59:41
No, I just wanted to make sure because somebody mentioned 10 or something at some point. I just wanted to make sure that we were that it was actually as I was seeing it that there was a scroll bar scroll bar would take us through the first 10 100 and that it wasn't in debate about the 100 it was We're about whether we can do pagination. I guess I'm from other systems and others here to use all of and there was like a pop up modal that would pop out. And you could scroll you could just skim through. And then you could also download it and put it in Excel to to manipulate in detail. And so I guess the pagination, and while pagination works, it is a very, very cumbersome and folio, it takes forever to get from one page to the next page to the next page, right? So.
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