- 00:22:41.970 --> 00:22:54.300
- 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
.193 00:22:55.140 --> 00:23:00.960 Erin Nettifee: Providing data, and - Erin for providing data.
- Erin Nettifee: And thank you, everybody, for participating because we actually got a really good response rate
so194 00:23:01.350 --> 00:23:05.130 And I have to say I was jealous because I am not getting the number of.195 00:23:05.280 - I put together the results.
Image Added - Magda Zacharska: So column a is what is currently implemented. The properties in bold are those with are displayed by default. Version one is the list of properties that in the survey were selected as the ones that should be included on the landing page. And version two is the fields that will be displayed if we limit the number to the bare minimum. I have to say that I am a little bit confused by the lack of consistency between version one and version two, and I'm not sure how to interpret this.
- 00:24:49.140 --> 00:
2307.350 Magda Zacharska: Responses to Erin go.196 00:23:08.520 --> 00:23:08.820 well.197 00:23:09.750 --> 00:23:10.680 Erin Nettifee: This one was easy. 198 00:23:12.150 --> 00:23:12.750 Magda Zacharska: So. 199 00:23:13.680 --> 00:23:15.960 Magda Zacharska: I put together. 200 00:23:17.130 --> 00:23:17.670 Magda Zacharska: and 201 00:23:18.870 --> 00:23:19.530 Erin Nettifee: Other way yeah. 202 00:23:20.760 --> 00:23:21.480 Magda Zacharska: results. 203 00:23:24.000 --> 00:23:24.660 Erin Nettifee: yeah that's fine. 204 00:23:26.220 --> 00:23:31.860 Magda Zacharska: So the column a is what is currently implemented the. 205 00:23:34.500 --> 00:23:38.430 Magda Zacharska: properties in involved are those with are by default. 206 00:23:40.500 --> 00:23:42.960 Magda Zacharska: version one is the list of. 207 00:23:47.790 --> 00:23:53.430 Magda Zacharska: properties that in survey were selected us. 208 00:23:57.930 --> 00:24:01.470 Magda Zacharska: The one that should be included in the. 209 00:24:02.520 --> 00:24:03.600 Magda Zacharska: In the. 210 00:24:06.000 --> 00:24:12.810 Magda Zacharska: In the landing page and the version two is if we limit the number. 211 00:24:14.400 --> 00:24:19.320 Magda Zacharska: Birmingham to bare minimum, the records that will be. 212 00:24:20.370 --> 00:24:28.530 Magda Zacharska: The fields that will be displayed the list is here, I have to say that I am a little bit. 213 00:24:30.570 --> 00:24:42.960 Magda Zacharska: confused by the lack of the consistency between version one and version two and i'm not sure how to interpret this. 214 00:24:46.110 --> 00:24:46.890 Erin Nettifee: I think. 215 00:24:49.140 --> 00:24:51.600 Erin Nettifee: Well, so his status and column B at all. 216 00:24:57.300 --> 00:25:00.270 Erin Nettifee: So I see status at the top of version two status. 217 00:25:01.290 --> 00:25:01.500 Magda Zacharska: Is. 218 00:25:02.280 --> 00:25:06.300 Erin Nettifee: down at the bottom yes okay okay um. 219 00:25:07.530 --> 00:25:13.800 Erin Nettifee: I mean there's some there's some consistency there, I mean we also because you can see that the. 220 00:25:15.270 --> 00:25:18.870 Erin Nettifee: barcode is there, towards the top of both. 221 00:25:22.170 --> 00:25:34.560 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. 222 00:25:36.660 --> 00:25:38.550 Erin Nettifee: That would be how I would interpret that. 223 00:25:40.470 --> 00:25:43.770 Erin Nettifee: Because you know if you're talking about identifying an item you're talking about. 224 00:25:45.000 --> 00:25:46.980 Erin Nettifee: I need a barcode or an HR ad. 225 00:25:48.510 --> 00:25:59.970 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. 226 00:26:01.830 --> 00:26:04.320 Erin Nettifee: What I see there is it actually looks like. 227 00:26:05.370 --> 00:26:19.140 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. 228 00:26:21.780 --> 00:26:25.710 Erin Nettifee: I didn't feel like this is what was in the results fact that when did you look at the results. 229 00:26:26.310 --> 00:26:31.620 Magda Zacharska: I look at this spreadsheet and then. 230 00:26:32.250 --> 00:26:33.090 Erin Nettifee: When I uploaded. 231 00:26:33.120 --> 00:26:36.000 Magda Zacharska: Yes, this is page 11. 232 00:26:36.060 --> 00:26:37.920 Magda Zacharska: And this is page 13. 233 00:26:38.430 --> 00:26:40.710 Magda Zacharska: So this word, the list of those. 234 00:26:42.060 --> 00:26:56.910 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. 235 00:26:58.470 --> 00:27:00.870 Magda Zacharska: What we implemented is. 236 00:27:02.250 --> 00:27:12.870 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. 237 00:27:13.950 --> 00:27:22.680 Erin Nettifee: And the survey did do that randomly and that was in so the list of columns was was presented randomly to people. 238 00:27:24.150 --> 00:27:33.330 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. 239 00:27:34.830 --> 00:27:35.940 Erin Nettifee: yeah if we. 240 00:27:37.140 --> 00:27:47.640 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. 241 00:27:50.010 --> 00:28:01.380 Magda Zacharska: So this is what we are looking is the column B and question number three is reduce a minimum number of columns. 242 00:28:03.330 --> 00:28:04.860 Magda Zacharska: This is the columns. 243 00:28:06.780 --> 00:28:11.100 Erin Nettifee: Right so Question two was all the columns currently available in the APP. 244 00:28:12.930 --> 00:28:16.080 Erin Nettifee: rank them all and so that was the me in. 245 00:28:19.560 --> 00:28:20.640 Erin Nettifee: And so. 246 00:28:24.330 --> 00:28:31.350 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. 247 00:28:33.270 --> 00:28:35.130 Erin Nettifee: Come back come back. 248 00:28:36.330 --> 00:28:41.490 Erin Nettifee: Question to was more like if you if you if we limited the number of what showed up. 249 00:28:44.700 --> 00:28:47.340 Magda Zacharska: So this is this is column C. 250 00:28:50.850 --> 00:28:53.160 Magda Zacharska: And this would be. 251 00:28:58.770 --> 00:28:59.070 Magda Zacharska: Be. 252 00:29:01.800 --> 00:29:08.730 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. 253 00:29:08.880 --> 00:29:10.230 Erin Nettifee: person yeah. 254 00:29:11.850 --> 00:29:13.110 Erin Nettifee: So I think actually. 255 00:29:15.420 --> 00:29:19.320 Erin Nettifee: The mean is what needs to be listed so that was calling. 256 00:29:20.490 --> 00:29:23.100 Erin Nettifee: yeah I don't think this list is quite right back i'm sorry. 257 00:29:23.280 --> 00:29:27.630 Erin Nettifee: i'm so that column one is the mean. 258 00:29:28.800 --> 00:29:34.830 Erin Nettifee: version, one would be them being and that would be the barcode item HR ID item status effective column number. 259 00:29:35.370 --> 00:29:37.470 Magda Zacharska: one page, are you looking at. 260 00:29:37.950 --> 00:29:39.390 Erin Nettifee: i'm looking at page. 261 00:29:40.410 --> 00:29:41.010 Erin Nettifee: For. 262 00:29:42.270 --> 00:29:53.220 Erin Nettifee: For version 284234 yes i'm looking there, so if you zoom in a little bit. 263 00:30:01.980 --> 00:30:15.360 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. 264 00:30:16.470 --> 00:30:18.840 Erin Nettifee: Item status effective column number. 265 00:30:20.670 --> 00:30:23.040 Erin Nettifee: Effective location permanent location. 266 00:30:24.990 --> 00:30:30.210 Erin Nettifee: So that was the order that came back and call in that in version one. 267 00:30:34.950 --> 00:30:35.910 Erin Nettifee: Does that make sense. 268 00:30:40.530 --> 00:30:43.140 Magda Zacharska: So this is a little bit more. 269 00:30:48.870 --> 00:30:55.710 Magda Zacharska: Organized but so eat, what are the results of the other responses. 270 00:30:56.040 --> 00:30:58.020 Erin Nettifee: So, on the other, responses. 271 00:30:59.700 --> 00:31:02.010 Erin Nettifee: It was, let me scroll down on my screen. 272 00:31:05.790 --> 00:31:06.840 Do to do. 273 00:31:10.530 --> 00:31:15.000 Erin Nettifee: Right, so the other responses went barcode material type. 274 00:31:16.440 --> 00:31:17.730 Erin Nettifee: Permanent one tape. 275 00:31:19.650 --> 00:31:21.060 Erin Nettifee: Temporary loan type. 276 00:31:22.440 --> 00:31:23.940 Erin Nettifee: Item HR ID. 277 00:31:28.710 --> 00:31:33.300 Erin Nettifee: look up here in just a second wait so it's question to that was number four and. 278 00:31:37.980 --> 00:31:42.180 Erin Nettifee: yeah so that was starting on page 11. 279 00:31:44.130 --> 00:31:47.310 Magda Zacharska: And this is the column C. 280 00:31:50.670 --> 00:31:52.170 Magda Zacharska: I think this is coming be. 281 00:32:25.110 --> 00:32:28.590 Magda Zacharska: would like to tackle this conversation for a moment, I will add. 282 00:32:30.060 --> 00:32:30.480 Magda Zacharska: The. 283 00:32:31.950 --> 00:32:41.250 Magda Zacharska: Data Erin you pointed out to one more column in the excel spreadsheet the question I had. 284 00:32:43.020 --> 00:32:45.510 Magda Zacharska: Because it's just not a. 285 00:32:46.980 --> 00:33:02.790 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. 286 00:33:03.360 --> 00:33:23.130 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. 287 00:33:24.180 --> 00:33:41.100 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. 288 00:33:42.450 --> 00:33:43.110 Magda Zacharska: Come back. 289 00:33:43.500 --> 00:33:52.590 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. 290 00:33:53.070 --> 00:34:01.080 Erin Nettifee: which was all columns currently available and compared to current implementation was actually pretty close. 291 00:34:02.910 --> 00:34:08.190 Erin Nettifee: And so, in my mind that argued for not making immediate changes to this. 292 00:34:09.420 --> 00:34:09.900 Erin Nettifee: But. 293 00:34:12.330 --> 00:34:21.630 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. 294 00:34:21.750 --> 00:34:22.740 Magda Zacharska: sounds good. 295 00:34:23.370 --> 00:34:24.120 Magda Zacharska: I agree with you. 296 00:34:24.210 --> 00:34:29.640 Magda Zacharska: However, I think that this conversation about the columns leads to the next. 297 00:34:31.200 --> 00:34:41.970 Magda Zacharska: problem that was also brought up during the user acceptance testing selecting of the column and persistence of those selection. 298 00:34:42.390 --> 00:34:44.220 Magda Zacharska: So, for example. 299 00:34:45.570 --> 00:34:50.370 Magda Zacharska: How the persistent how those columns that are selected why. 300 00:34:52.440 --> 00:34:54.840 Magda Zacharska: So if I select the columns here. 301 00:34:57.240 --> 00:34:58.530 Magda Zacharska: I change the. 302 00:35:02.010 --> 00:35:03.210 Magda Zacharska: My selection. 303 00:35:07.290 --> 00:35:09.900 Magda Zacharska: And I would like those. 304 00:35:12.180 --> 00:35:17.490 Magda Zacharska: columns the selection that I choose to be persistent. 305 00:35:19.200 --> 00:35:44.610 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. 306 00:35:45.690 --> 00:35:53.310 Magda Zacharska: Confirmation screen, or should the user, have an option to change those columns instead. 307 00:35:56.370 --> 00:35:56.760 Erin Nettifee: Right. 308 00:35:57.900 --> 00:36:00.210 Erin Nettifee: That question makes sense to everybody, what do y'all think. 309 00:36:01.500 --> 00:36:11.760 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. 310 00:36:13.440 --> 00:36:19.860 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. 311 00:36:20.100 --> 00:36:22.080 Leeda Adkins: So his session um. 312 00:36:25.170 --> 00:36:30.870 Leeda Adkins: The amount of time you're logged in under his session like per bulk edit job. 313 00:36:31.380 --> 00:36:49.740 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. 314 00:36:50.100 --> 00:36:54.570 Magda Zacharska: So we have new about to be in the equivalent of. 315 00:36:55.770 --> 00:36:56.520 Magda Zacharska: US session. 316 00:36:56.880 --> 00:36:57.180 Erin Nettifee: Okay. 317 00:36:57.570 --> 00:36:58.230 Erin Nettifee: So you went. 318 00:36:58.350 --> 00:37:05.430 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. 319 00:37:05.670 --> 00:37:06.480 Leeda Adkins: So yeah. 320 00:37:07.230 --> 00:37:08.400 Erin Nettifee: That makes sense yeah. 321 00:37:08.460 --> 00:37:26.430 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. 322 00:37:26.700 --> 00:37:39.600 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. 323 00:37:41.130 --> 00:37:43.560 Leeda Adkins: Rather than keep always keep it as. 324 00:37:44.850 --> 00:37:47.250 Leeda Adkins: default into one particular type of. 325 00:37:48.360 --> 00:37:48.930 Leeda Adkins: preview. 326 00:37:50.850 --> 00:38:06.990 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. 327 00:38:07.140 --> 00:38:09.060 Erin Nettifee: If you didn't have a default column that you. 328 00:38:09.060 --> 00:38:11.640 Leeda Adkins: needed well that's true yeah. 329 00:38:12.450 --> 00:38:27.960 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. 330 00:38:28.140 --> 00:38:30.930 Magda Zacharska: But I want to follow up on this let's see. 331 00:38:32.040 --> 00:38:35.610 Magda Zacharska: We allow storing the. 332 00:38:37.110 --> 00:38:58.260 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. 333 00:39:00.870 --> 00:39:10.140 Magda Zacharska: This will be the default doesn't mean this default will work always or it will depend on the type of their. 334 00:39:11.730 --> 00:39:12.060 Magda Zacharska: job. 335 00:39:12.270 --> 00:39:19.560 Erin Nettifee: So I would assume in that scenario that I have defaults right, I have five columns as my default or. 336 00:39:20.040 --> 00:39:29.670 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. 337 00:39:30.150 --> 00:39:43.140 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. 338 00:39:47.250 --> 00:39:52.170 Magda Zacharska: Are you talking about the session are you talking about user level settings. 339 00:39:53.670 --> 00:39:58.440 Erin Nettifee: I am talking about user level settings because that's where I work with. 340 00:39:59.160 --> 00:39:59.790 Erin Nettifee: work with. 341 00:40:00.060 --> 00:40:00.960 Erin Nettifee: In an ideal world. 342 00:40:01.590 --> 00:40:11.130 Magda Zacharska: So yeah this is this was my question so every time every time you work on users, you will have. 343 00:40:13.770 --> 00:40:21.060 Magda Zacharska: A hey y'all have those three or four columns that you specify in the in the settings right. 344 00:40:23.070 --> 00:40:31.740 Magda Zacharska: Okay, and that would be something that you would prefer, instead of having this driven by the. 345 00:40:32.760 --> 00:40:46.860 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. 346 00:40:48.720 --> 00:40:53.970 Magda Zacharska: So i'll go bits and but tomorrow i'm starting to work on. 347 00:40:55.860 --> 00:40:57.540 Magda Zacharska: loan type, for example. 348 00:40:57.990 --> 00:40:59.850 Magda Zacharska: Then I would like to have a long time. 349 00:41:00.450 --> 00:41:00.990 and 350 00:41:02.100 --> 00:41:03.570 Magda Zacharska: As the first two. 351 00:41:04.950 --> 00:41:09.270 Magda Zacharska: Is this a real life example or, this is not how it works. 352 00:41:09.810 --> 00:41:12.780 Erin Nettifee: that's it as far as i'm concerned it's a real life example. 353 00:41:13.290 --> 00:41:19.200 Erin Nettifee: yeah and yeah you know and lita spends her whole life looking at these stuff so. 354 00:41:20.460 --> 00:41:30.540 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. 355 00:41:30.570 --> 00:41:36.390 Erin Nettifee: Over and over and over again, because I think as people do this they will develop their own style or their own. 356 00:41:36.420 --> 00:41:37.590 Erin Nettifee: Information need. 357 00:41:38.100 --> 00:41:44.280 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. 358 00:41:44.790 --> 00:42:00.630 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. 359 00:42:00.990 --> 00:42:01.200 Is. 360 00:42:02.610 --> 00:42:04.920 Magda Zacharska: Most likely not going to happen, but. 361 00:42:04.980 --> 00:42:09.540 Magda Zacharska: Why are we can do the session persistent. 362 00:42:10.620 --> 00:42:28.650 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. 363 00:42:28.800 --> 00:42:30.750 Erin Nettifee: Yes, that would absolutely make sense to me that. 364 00:42:30.750 --> 00:42:33.900 Erin Nettifee: It would yes same columns through the entire time. 365 00:42:33.990 --> 00:42:39.210 Leeda Adkins: that's yeah that's more important to me than what it what it shows for each session. 366 00:42:39.510 --> 00:42:41.370 Magda Zacharska: Okay yeah okay. 367 00:42:41.580 --> 00:42:45.060 Erin Nettifee: and others, please chime in if you think differently. 368 00:42:47.400 --> 00:42:51.930 Erin Nettifee: I sort of assume that if people aren't trying in that you are agreeing with what we're talking about so. 369 00:42:53.250 --> 00:42:59.640 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. 370 00:43:05.460 --> 00:43:15.150 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. 371 00:43:15.900 --> 00:43:28.410 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. 372 00:43:31.980 --> 00:43:33.600 Magda Zacharska: This is my understanding as well. 373 00:43:35.370 --> 00:43:40.380 Magda Zacharska: The next question that is on my list is paging through. 374 00:43:41.460 --> 00:43:47.820 Magda Zacharska: Through magic record results we touch that in our. 375 00:43:50.640 --> 00:43:58.290 Magda Zacharska: In our last meeting that the preview shows on the top 10 records. 376 00:44:00.180 --> 00:44:23.280 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. 377 00:44:25.290 --> 00:44:27.330 Magda Zacharska: Through previous and next. 378 00:44:28.560 --> 00:44:44.970 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. 379 00:44:45.990 --> 00:44:56.790 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. 380 00:44:57.870 --> 00:44:59.250 Magda Zacharska: 10,000 records. 381 00:45:00.420 --> 00:45:06.810 Magda Zacharska: Do you really plan going through all of them aging to them. 382 00:45:07.380 --> 00:45:10.740 Magda Zacharska: How this is done on the large data sets. 383 00:45:11.160 --> 00:45:20.430 Magda Zacharska: And where where do we draw the line where is the line where you would not attempt to look to the ui. 384 00:45:21.030 --> 00:45:34.260 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 00:45:34.260 --> 00:45:34.980 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 --> 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- There's some consistency there. You can see that the barcode is there, towards the top of both. I think people may think about the types of jobs they would do in version one, and then they may think about the bare minimum they need to identify an item in version two. That would be how I would interpret that. Because if you're talking about identifying an item, you're talking about needing a barcode or an HRID. But the types of jobs I might do with an item, like version one, would include things like loan types and locations and stuff, and that's all pretty close to the top. Actually, I don't know, it seems like version one and version two might be pretty close to each other, except for version one bumps effective location way down. I didn't feel like this is what was in the results. Magda, when did you look at the results?
- Magda Zacharska: I look at the spreadsheet. This is page 11 and page 13. The reason I'm bringing it up is that I believe there is not much consistency between version one and version two, in my opinion, although I may be skewed.
- Erin Nettifee: Jenn, version one was question one in the survey, which essentially is if you were to reorder all of these values, what order would you put them in? And the survey did do that randomly. So the list of columns was presented randomly to people. And so it was put this thing in order. And then version two is question two, and the question essentially was, if we only presented a limited number of values, what would you consider to be the things that would need to be presented?
- 00:27:50.010 --> 00:28:01.380
- NOTE: There was a back and forth between Erin and Magda about how the results of the survey were reported on the spreadsheet and its accuracy. Magda tabled this discussion for now.
- 00:32:25.110 --> 00:32:28.590
- Magda Zacharska: I would like to table this conversation for a moment, I will add the data Erin you pointed out and add one more column in the excel spreadsheet. It does not seem clear-cut. I think there are still a lot of Gray areas. The number of columns and the list of columns being displayed depends on the type of job the user is going to do. If the user wants to update item status, obviously, that is something that would like to be displayed on the first page. But it's the same case for permanent loan types and locations. So, for now, I would propose really leaving the columns as they are. And maybe in later releases, we can come back.
- 00:33:43.500 --> 00:33:52.590
- Erin Nettifee: Yes, I will say that all columns currently available compared to the current implementation were actually pretty close. And so, in my mind, that supports not making immediate changes to this.
- Erin Nettifee: But, I think we should go back and look at the results again and make sure that what came out of the survey is interpreted and make sure we're comparing the right things.
- Magda Zacharska: sounds good. I agree with you. However, I think this conversation about the columns leads to the next problem that was also brought up during the user acceptance testing, the column selection and the persistence of those selections.
- Magda Zacharska: So, for example, how persistent should the selection of the columns be? Should they persist by the user, the session, on the preview of records, on the "are you sure" for, on the confirmation screen? Or should the user have an option to change those columns instead?
- 00:35:56.370 --> 00:35:56.760
- Erin Nettifee: Thomas is saying he would prefer the preference be stored by the user, but there's currently no function for user preferences, which is true. Session is supported and is used in a variety of different places.
- 00:36:20.100 --> 00:36:22.080
- Leeda Adkins: So his session, the amount of time you're logged in is session the Bulk Edit job?
- Erin Nettifee: Session on the RA side is usually the length of time with no activity, if that makes sense, so it's sort of like if there's been no activity for five minutes, time out. There's also an end session button in some Apps.
- Magda Zacharska: So we have new Bulk Edit. That would be the equivalent of a session.
- Erin Nettifee: Okay. So, in that sense, then it would be like preserving it for the duration of the particular Bulk Edit job. To me, that makes sense.
- Leeda Adkins: I think somebody who does these sorts of Bulk Edit jobs wants selections to persist from the preview screen to the final result screen. But then, I think it should just go back down to the minimum amount because I may be doing several iterations of jobs for the project rather than keeping it to a set default.
- 00:37:50.850 --> 00:38:06.990
- Erin Nettifee: Would that experience require you to add the same column for each of those bulk edit jobs if you did not have a default column setting?
- Leeda Adkins: Well, that's true.Erin
- Erin Nettifee: I think 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.
- Magda Zacharska: But I want to follow up on this. Let's say FOLIO has the ability to store user preferences. Would that mean that every time the user opens a Bulk Edit for item records, their default set of columns will work, or will it depend on the job type?
- Erin Nettifee: So I would assume in that scenario that I have defaults. I may have five columns as my default, and if I went in and I checked a new column, that persists until I go in and uncheck the box. 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 these two columns so that I could do that, and I would just change it.
- Magda Zacharska: So, this, is this was my question, so every time you work on users, you will have those three or four columns that you specify in the settings. Is that something that you would prefer instead of having this driven by the session?
- 00:40:48.720 --> 00:40:53.970
- Magda Zacharska: So, for example, today, I work with the location, and I would like to display all permanent locations and temporary locations as a second column. But tomorrow, I am starting to work on loan type at the first two. Is this a real-life example, is it not how it works?
- Erin Nettifee: That's is, as far as I'm concerned, a real-life example.
- Erin Nettifee: You know, for me, it makes more sense if a system has settings that persist than if they just if they revert, and then I have to go in and check the same things over and over and over again because I think as people do this, they will develop a style of their own or information need. It makes more sense to have a persistent thing that I tweak as I go, rather than having to go in and set it up for each job, which is essentially what session and a session-based would mean, but I think a session-based thing is okay to start. I'm not advocating that we build a user preference system as part of this.
- Magda Zacharska: Most likely not going to happen. But we can do the persistent settings for the session. And my understanding of session persistence is that once you make that selection on the preview of matched records, you see the same columns on the "are you sure" form and the confirmation screen.
- Erin Nettifee: Yes, it would make sense to me that it would be the same columns throughout the job.
- Leeda Adkins: That's more important to me than what it shows for each session.
- Erin Nettifee: So what I hear is a session-based approach. The columns persist throughout the job. When you hit new Bulk Edit, it resets the column order, and then you can go in and tweak the column order for the next job and then ideally, FOLIO will work towards a user preference system that could then be used to help these settings persist per user.
- Magda Zacharska: This is my understanding as well.
- 00:43:35.370 --> 00:43:40.380
- Magda Zacharska: The next question that is on my list is paging through matching records results. Our last meeting touched on the preview showing the top 10 records. It was brought up that 10 records are not enough and that you would like to be able to see the matching records and page through them, something similar to how it is done in inventory, where you get the list of 100 records, and then you page through using previous and next buttons. And we also talked about how this would affect performance; it's easier to return the top 10 records than return 10,000 records, for example. The question I have, I have several questions, but question number one is if let's say, you do the Bulk Edit of 10,000 records. Do you really plan to go through all of them paging through them? How this is done on the large data sets? And where do we draw the line; where is the line where you would not attempt to look to the UI?
- Erin Nettifee: Leeda is saying the current preview shows 10 records, but you have the option to download a CSV of the entire preview, is that correct?
- Magda Zacharska: That is correct. This is how it works.
- Leeda Adkins: Especially if we're getting into performance issues here, that sounds okay to me.
- Magda Zacharska: The issue, I think, is really visible when you have 11 or 12 records, and you get back only 10. What is going on with the other two? This may not have been communicated by me ...
- 00:46:31.920 --> 00:46:34.680
- Erin Nettifee: The chat says people are fine, with a preview of 10 and then a download for more investigation.
- Erin Nettifee: You could increase it to 20 if you feel like that would be helpful. It may be just an artifact of the Bulk Edit use cases we were using where there were really small sets of data.
- 00:46:57.120 --> 00:47:04.620
- Bob Scheier (Holy Cross): I agree that it's fine to just have the download option when you want to see more, but I think the messaging on the screen could be more clear in terms of saying you're viewing is a preview of 10.
- Erin Nettifee: Right, or even if you didn't change the verbiage, you could pop a little question mark that you could hover over to provide a help message. That might be nice too.
- Sara Colglazier: I think it has to be clear that you are seeing just a few, and also, it does make a difference if it's a random 10 or the first 10.
- Magda Zacharska: So my understanding is it is the top 10. So if your list has 11 identifiers, the first 10 will be displayed. However, I need to double-check if the order is not changing because this depends on how the database returns them.
- Sara Colglazier: Going back to the actual numbers. 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. I'm used to seeing potentially all of them in Aleph. I could still see my complete preview and scroll through if I wanted to.
- Magda Zacharska: Leeda adds that in Aleph, there is the "do not update the database" option.
- Magda Zacharska: So you have two options of not committing first the preview...
- Sara Colglazier: I just want to finish. I just tend to think 10 to be very few. I think it would be nice if, performance-wise, we could go up to 100. Beyond that, I'm fine with downloading a file.
- Erin Nettifee: Maybe Magda, one of the ways to think about it would be to fill the white space that appears here. Is there a way to say fill the screen?
- 00:51:41.460 --> 00:51:42.660
- Magda Zacharska: So you see the white space here because there are no errors, but then you will have the additional accordion with errors. And this was actually my second question. Should we also show a preview of the top 10 errors? But you have the option of saving the errors as well. Do you want to see all errors, or do you want to see the preview?
- Erin Nettifee: Could we present a download link outside of the action menu? I don't know if there's a UI pattern for that. I get back to what I think Bob was saying earlier. Just saying a preview of records matched the first 10 or something like that. You know, is there a way that we could just make that download more obvious?
- Magda Zacharska: I think we can come back to this additional link maybe later. I don't want to commit to this. I agree, maybe we can change the verbiage on this to make it clear that this is the top can preview. Or if we increase the number to 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 the errors below that, you would need to scroll down a lot to the bottom of your preview to see if there were errors or not.
- Bob Scheier (Holy Cross): I have a couple of questions. In other software, you sometimes see the option to choose how results you want to see. And then the other is if there's a lot like 100, can we have a tabbed interface in that window that you could tap to see the errors?
- Magda Zacharska: We will come back to these ideas for sure. I think that the simple way right now would be to make the description a little bit clear to state that this is just a preview and state how many records are included. The next step would be to include 100 results and maybe add the paging mechanism to go to the record. But eventually, we will need to draw the line of how many records we are previewing.
- Magda Zacharska: Next on the list: " do we need to page error list, or downloading the list of errors is enough? Any comments?
- ??Say that last part again...
- Magda Zacharska: Right now, when there are errors, we also show the top 10, and then to see all of them, you have to download them. Do you think it's enough, or do you would like to be able to see more as well?
- Sara Colglazier: I'm more likely to download the errors because you know there's an error. On the other, it's more like you're skimming to see if there's something that I didn't think about that is actually causing a problem that is not an error. But some piece of data that I didn't account for in what I was going to do, and so, if I hit submit, am I going to affect something that I didn't actually want to affect? That's very often why I skim through the 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, there's something I didn't think of that. And it was really helpful. But on the errors, you're telling me there's an error, the machine knows there's an error, so I want to download that to look at anyway. So, I am fine with 10 there if that helps.
- Magda Zacharska: Paging through the results of the "are you sure form." I think Sarah, this is the closest to what you are saying about the do not commit to the database because the are you sure form shows you how the data will look in the database once you make the change, but the changes until you click the commit button changes are not committed. So you can still click cancel and go back. So should we discuss paging through the results on the preview page under the are you sure page?
- Magda Zacharska: We are out of time, so maybe we should come back to this.
- Magda Zacharska: I just want to mention something that was brought up during the user acceptance testing. The save and the close button was not clear enough that users were not sure that they are committing the changes. The change has been made. Now you see the "Commit Changes" button.
- Image Added
- Magda Zacharska: So should we talk more about the "are you sure?"
- Bob Scheier (Holy Cross): I'm wondering why it's different than the preview in terms of how it displays as a separate window versus on the screen.
- Magda Zacharska: This also gives you an easy way to return. Do you see the problem with the pop-up?
- Bob Scheier (Holy Cross): I was just wondering about I just wondered why 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 just be the same.
- Magda Zacharska: At least you have the link directly you don't need to go to the action menu, you can link to download it.
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- Bob Scheier (Holy Cross): Maybe, so maybe it should both be like that, I don't know.
- Magda Zacharska: I don't want to reinvent the UI.
- Magda Zacharska: That we did it this way. Okay, I just want it to be as easier for you to use, so if something is prohibitive, we can address it.
Magda Zacharska: It is one minute after. Our time would probably be to talk about the label, so we change the labels also, if you have any suggestions for the WOLCON Welcome Meeting, please feel free to reach out and bring to my attention, thank you all for your feedback and time, and then
i 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: |