Meeting URL
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Item | Who | Notes | Discussed Today? | Resolution / Next Steps | Carry topic to next week? | ||||||||||||||||||||||||||||||||
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Bulk User import | Erin | from Slack channel Does anyone know (or can tell me) what the current, supported approach is (or will be) for bulk importing user records? I can see a github for mod-user-import, jiras for that project with comments that ask if that mod is still being supported. |I can see a very old jira (https://issues.folio.org/browse/MODUSERS-3) for bulk-loading that was last updated last year.I can see a very old jira about performance improvements (https://issues.folio.org/browse/MODUIMP-4) that was last updated last | Patty to ask for info / updates from Ebsco staff while in Sweden next week | ||||||||||||||||||||||||||||||||||
Deleting User Records (not part of the discussion today) | Erin | Discussing the need for deleting patron records (no Jira currently; need for one discussed in comments of https://issues.folio.org/browse/UIU-1079)
| Patty to write user stories | ||||||||||||||||||||||||||||||||||
Searching by specific fields (not part of the discussion today) | Erin | Right now Users has general keyword searching; we will want to be able to search specific fields - IDs, emails, addresses, notes? Perhaps one of these issues fits:
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Custom Fields | Uschi |
the tag cap-mvp has been removed - reason? Further activities? | |||||||||||||||||||||||||||||||||||
Multiple Patron Identifiers | Additional patron identifiers will not be in the MVP(?). Conversation turns to custom fields and wondering if they are searchable. Will custom fields work for multiple user identifiers? Patty & Erin will work on users stories for:
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Other | Patty will work on stories for:
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- Patty is going to write a story for the departments
- add department name, code, source, update date
- were should it be displayed?
- User Information or extended infotmation
- repeatable
- there will be a card sorting exercise with Beth German in the future
- Erin: Hey Erin, on Friday I contacted Beth German (TAMU) about the card sort exercise. She has been busy with a work transition. She plans to have the exercise ready in two weeks.
- Search function:
- search by type
- search in the name field
- search performance
- What does the search box search at the moment: user name, name
- required searches would be:
username
name
- klute
klute, u
klute, uschi
mail
birth date
- Search results, that work: klute@gbv.de , klute, u, klute, Barcode
- Erin: performance concerns
- Uschi: duplicates in username and name (she will test it)
- Maura: Use Case lastname Li and Kim
- Erin will follow up on that after she askes the RA SIG about it
Test Results for User Search (Uschi)
These fields are taken into account
- Last name
- First name
- Username
- Barcode
- FOLIO number (=UUID)
- External system ID
These fields are not taken into account:
- Middle name
- name of Sponsor
- name of Proxy
- none of the Address fields
- Birth date
The search term is automatically truncated. This may not be desirable in all cases.
Example: Searching with b also returns users whose UUID starts with b. As the UUID is only shown in the "Extended information" accordion, I wonder why this user is present in the result set.
I would like to have the possibility to explicitly truncate the user:
- User A: Klute, Uschi 1
- User B: Klute, Uschi 2
Search term → expected result
- klute → no hits
- klute* → 2 hits
- klute, u → no hits
- klute, u* → 2 hits
- 1 → no hits
Of course I don't want to get any hits from the ID fields (incl. barcode) when searching for a name....
Please try yourself in https://folio-testing.aws.indexdata.com/ and use the search term "uschi"