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- Text field enrichment - julie.bickle will talk about best practices in Patron notices
Minutes
Use cases for text field enrichment
- There were many requests for text field enrichment in the FOLIO community
- although not all text fields need it - opt-in / opt-out seems the way to go
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- Patron Notices: there is the need to send notices out
- expectation: be able to edit - like in an e-mail
- Charlotte in chat: We are also sending out printing notices on reminder fees :-) (hebis and Index Data)
- In FOLIO settings: user can define a patron notice template
- name
- active: y/n
- description
- category
- Email
- subject
- body - here the text field can be enriched
- text can be populated in patron notices via tokens
- there is a preview option
- coloured text or highlighted text can be copied in from e.g. word
- the fancier you get the more there may be difficulties with export - the simpler - the better
- tokens need to know to pull in data from where
- goals:
- formatiing options
- populate tokens
- best practice: keep as simple as possible
- Maura: my instinct is to look for places where things can go wrong
- if user puts in links to external sources - those can be out of date after a time
- Julie: this is a template - not as in ERM where there is the need to edit individual fields
- Martina S.: the current use cases in ERM are rather for individual fields
- Owen in chat: The use cases in ERM are more like the current use in the Notes app
- Maybe supporting Markdown might be an option
- Owen in chat: This box in the notice template is essentially storing HTML
- With additional processing of the tokens (which is where mustache kicks in I believe)
- export requests are very important here
- Martina S.: users already raised different exporting wihes, e.g. financial systems from ACQ apps
- Owen in chat: Pretty much all email clients support email in html now (unless you explicitly turn it off for security reasons etc.)
- Owen in chat: Although I don’t know what would happen here if you printed out the notice which depended on a link - perhaps just print the link text and not the URL?
- Julie: test in the template - wehre it works - Julie will do further testing after the meeting
- Maura in chat: I could see that being more secure, but if the link text says “Please visit this link” then the patron might be a little frustrated…
- Owen in chat: I agree @Julie Bickle (LMU) - I’d be very surprised if the link doesn’t work in PDF
And then you print it, the link is just rendered as text (which is normal) - Julie is happy to answer further questions any time
- Khalilah cannot make this call, but is happy to answer any questions regarding the Notes helper app
- Martina will provide a document where we can collect questions that Khalilah can answer answer: Questions related to text field enrichment in Notes app
Next steps
Chat
18:08:45 Von Charlotte Whitt an Alle:
We are also sending out printing notices on reminder fees :-)
18:28:04 Von Owen Stephens an Alle:
The use cases in ERM are more like the current use in the Notes app
18:28:12 Von Martina Schildt an Alle:
Reacted to "The use cases in ERM..." with 👍
18:28:49 Von Owen Stephens an Alle:
Markdow
18:28:55 Von Owen Stephens an Alle:
Markdown!
18:29:07 Von Maura Byrne an Alle:
Reacted to "Markdown!" with 👍
18:29:21 Von Martina Tumulla an Alle:
Reacted to "The use cases in ERM..." with 👍
18:29:40 Von Owen Stephens an Alle:
This box in the notice template is essentially storing HTML
18:30:52 Von Owen Stephens an Alle:
With additional processing of the tokens (which is where mustache kicks in I believe)
18:32:03 Von Owen Stephens an Alle:
Pretty much all email clients support email in html now (unless you explicitly turn it off for security reasons etc.)
18:32:41 Von Julie Bickle (LMU) an Alle:
Reacted to "Pretty much all emai..." with ✔️
18:33:52 Von Owen Stephens an Alle:
Although I don’t know what would happen here if you printed out the notice which depended on a link - perhaps just print the link text and not the URL?
18:34:51 Von Owen Stephens an Alle:
It doesn’t really matter - I’m just curious 🙂
18:35:31 Von Maura Byrne an Alle:
Replying to "Although I don’t kno..."
I could see that being more secure, but if the link text says “Please visit this link” then the patron might be a little frustrated…
18:35:48 Von Owen Stephens an Alle:
Reacted to "I could see that bei..." with 💯
18:37:07 Von Owen Stephens an Alle:
I agree @Julie Bickle (LMU) - I’d be very surprised if the link doesn’t work in PDF
18:37:51 Von Owen Stephens an Alle:
And then you print it, the link is just rendered as text (which is normal)
18:38:05 Von Maura Byrne an Alle:
Reacted to "And then you print ..." with 👍
18:39:01 Von Owen Stephens an Alle:
Thanks all!
18:39:06 Von Owen Stephens an Alle:
Happy New year
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