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TopicDetails

Housekeeping

  • Attendees  - please add your name to the list of attendees
  • Meeting host -  please turn on Transcript option for the meeting 
  • Other topics?

00:04:59.000
Attendees as always. Please add your name to the list.

00:05:12.000
This. Are there any other topics that someone would like to bring it up?

00:05:25.000
If not, then I will move to the next part, which is development updates.

Development updates

Sprint 157 - status update

Backend work completed and integration with UI started

New module under TC evaluation – all issues brought up by TC have been resolved. The final decision expected on Wednesday, January 25th

Bulk edit rework test plan has been created in Testrail and the functional testing will start as soon the bugfest-like environment is up and running.The testing will verify if the rework did not introduce any regression in bulk edit or export manager

Once the functional tests are complete and are successful the module will be released, and performance tests will start (around February 10th).

00:05:32.000 --> 00:05:40.000
As always, I attach the links to the Jira board and to the snapshot environment. If you would like to take a look at those, please do so, but I also added a quick summary that I will share.

00:05:54.000
So the update for the current sprint is the following:

  • the back end work has been completed and the integration with the UI started. To remind those who may not remember. Scope of the back-end for the Orchid release, we are reworking the back-end so that Bulk Edit does not depend on the Export Manager. Those will be 2 separate modules. There are no changes planned for UI.  Besides the UI log that has been added.
  • The new module is, has been evaluated by a technical council. They brought up a few issues that were already resolved by the team. The final decision is expected on Wednesday, January 25th, which is tomorrow.
  • In the meantime, we created a test plan in a test trail that is related to the bug edit rework. I can share the link to the Test Plan. 
  • The testing will start as soon as the bugfest environment is up and running. We just want to test it on the larger data set. The testing will verify that the backend rework did not introduce any regression on the Bulk Edit or Export Manager.
  • Once the functional tests are completed and are successful, the module will be released and the performance test will start. That will happen around February tenth, which is the deadline for the module release. Any questions?

00:08:20.000 --> 00:08:27.000
Is that Firebird's people doing all these tests?

00:08:28.000 --> 00:08:34.000
It's more. The Firebird team has one full-time QA. We got one additional QA who is onboarding with the team. But this is, we are talking about hundreds of test cases that need to be executed.

00:08:46.000 --> 00:08:52.000
I have here the test plan.

00:08:52.000 --> 00:08:53.000
So there are 177 test cases for Bulk Edit

00:08:53.000 --> 00:09:07.000
67 for Export Manager, and on top of it the team is also responsible for testing OAI-MH

00:09:07.000 --> 00:09:14.000 So we will definitely get help from other QAs that will be going through the test. Those tests will need to happen prior to the release.

00:09:31.000 --> 00:09:33.000 Okay. 00:09:33.000 --> 00:09:40.000 And any questions, or additional comments? About the deadline? If not, then I will move to the next part, which is the item status in progress.

Item status In Progress (MODEXPW-348)

Change to values supported in the Inventory UI (Missing and Withdraw)?

Should it require additional permission?

The functionality is most likely supported by data import.  Magda to follow up with Ann-Marie. Related documentation: 

Restrictions on Item Record Statuses and Data ImportStatuses when Creating Item Records

00:09:57.000 --> 00:10:12.000
We talked about this last time, and this seemed to be a problem for Michigan State, do we have anyone from Michigan state on the call?

00:10:12.000 --> 00:10:14.000
There are several of us on the call. Yeah.

00:10:14.000 --> 00:10:24.000
Okay, great. So please speak up. If I missrepresent misrepresent something.

00:10:24.000 --> 00:10:36.000
So the functionality to change the item status from in-progress to available was never supported by design? Because, as we discussed last time, the in-process belongs to receiving, and what we implemented is in accordance with the Inventory App. However, the Inventory App currently supports the change of in-process to missing and withdrawn. We can implement that but 00:12:02.000 --> 00:12:05.000
this is kind of opening the the door for a workaround, because if you change the status from in process to missing or withdrawn, then you're gates are open to change to available, because we support changing from missing, or withdrawn or available

00:12:07.000 --> 00:12:18.000
So for Michigan State's use case, they would be able to do this in 2 steps for the items that are in-process. They would change items to withdrawn and then to available. It's a workaround. And to be honest, I am not feeling very comfortable about that. But, if this is something that is desperately needed, and then we will need to implement it.

[Magda Zacharska] 10:10:43
Please share your opinion and comments.

[Erin Nettifee] 10:10:51
I mean, I think the ability to bulk edit to missing and withdrawn is needed.

[Erin Nettifee] 10:10:56
I mean, we talked about that last time, and if Michigan State then uses that as a workaround for the workflow that they need, then that's up to them.

[Erin Nettifee] 10:11:07
I mean they know their process best, so I'm not uncomfortable with it per se.

[Jennifer Eustis (she/her)] 10:11:20
Yeah, I agree, Erin, because it's allowed in inventory. With Bulk Edit, for example, if I'm doing this particular action, my scenario would be training new students and perhaps you know the end-processing they went to the stacks, and they still have the in-process status when they should be in chargeable, let's say, or something like that,
or Mary, our finance person forgets the missing. So we've already done the work to make sure that all the requests are off, the finance piece is done, and all of that. So I think, at least in our case, it would be fine to make these changes, especially with Bulk Edit. Not everyone in our case would have access to do this work. So it it would
be a smaller bunch of people. So I think it's fine.

Magda Zacharska] 10:12:23
Is anyone from Michigan State here?

[Donald A Depoorter] 10:12:26
So I just wanted some clarification, Magda. This is Done Porter. So in order to get something changed from in-process to available, we'd have to go through these steps, change it to withdrawn first, and then change it to available am I understanding that right?

[Magda Zacharska] 10:12:46
Yes, that is what I'm saying.

[Erin Nettifee] 10:12:50
That's because there is no Bulk Edit check-in function, which is what would happen on the receiving side right? You would get a book, and it would receive it, and it would become in-process, and then you would check it in, and it would become available.
So there's no bulk check-in that is available in FOLIO.

[Donald A Depoorter] 10:13:14
Okay, you have to go through the check-in process. If you want...

[Erin Nettifee] 10:13:17
Right, I will say it is not difficult. It would not be difficult to write a script to do that. But you know, just kind of depends on what you guys want to do.

[Magda Zacharska] 10:13:28
So the other option is to wait until Bulk Edit adds support for editing other item statuses that are driven by apps other than Inventory. But it will take us several releases to get there. And the third option would be to support all other statuses without checking.

[Magda Zacharska] 10:14:08
But my concern is that this will cause data corruption issues down the road.

[Erin Nettifee] 10:14:13
Yeah, that would be my concern as well.

[Magda Zacharska] 10:14:21
The new 10, please.

[Erin Nettifee] 10:14:21
There's a question in chat about whether there's a JIRA for doing bulk check-in. I thought there was, but I can't find it.

[Magda Zacharska] 10:14:32
I don't think there is. At least I don't know about it.

[Donald A Depoorter] 10:14:40
Okay, I just gotta belabor this a little bit more. So in order to change a group of records to available, we do it with Bulk Edit by changing them first to the status of withdrawn, and then again in Bulk Eidt from withdrawn to available. Is that correct?

[Magda Zacharska] 10:14:57
Yes, so just to backtrack a little bit.

[Magda Zacharska] 10:15:06
The Michigan State reported that they would like to have a functionality that will allow them to Bulk Edit item status from in-process to available because this is how they make those items known as new books.

[Magda Zacharska] 10:15:36
When we implemented Bulk Edit, the in-process status was not supported as it requires the receiving flow which also receives the checkin of the item. There was some misunderstanding with Michigan State.

[Magda Zacharska] 10:16:04
The person who reached out to me assumed that this functionality was working in the test environment. It's not possible, because it was never implemented. And there were no changes since April in this area.

[Magda Zacharska] 10:16:23
But it's apparently a big problem for Michigan state, so I would like to propose this 2-step workaround.

[Magda Zacharska] 10:16:35
If you want to go from in-process to available, it cannot be automatic, and It will require some caution to use the workaround.

[Erin Nettifee] 10:16:47
And data import can assign a status of available so that could be another workaround that could potentially be used.

[Magda Zacharska] 10:17:05
Is Ann-Marie on the call? She sometimes comes.

[Erin Nettifee] 10:17:10
Well, we have documentation that says that it

[Magda Zacharska] 10:17:13
I know, but I will double-check with Ann-Marie as well.

[Erin Nettifee] 10:17:17
Okay.

[Magda Zacharska] 10:17:18
And if we indeed can handle this through data import, then I'd rather not implement a workaround that is not really straightforward.

[Erin Nettifee] 10:17:57
 I'm looking at the snapshot, and it is one of the accepted values.

[Jennifer Eustis (she/her)] 10:18:03
I think I've done it in Data Import too.

[Jennifer Eustis (she/her)] 10:18:09
You can't change age-to-lost, awaiting-delivery, checked-out, claim-returns, declared-lost, or page.

[Jennifer Eustis (she/her)] 10:18:17
But everything else is a game on.

[Erin Nettifee] 10:18:21
Yeah, and that makes sense. Because you're not messing with the receiving record at that point, because it's already been received.

[Jennifer Eustis (she/her)] 10:18:32
Well, no, you can I think you can change the status of an order. So that would be something to ask Ann-Marie.

[Magda Zacharska] 10:18:43
I'll talk with Ann-Marie, and I will pass the update on the slack channel. And also, as I said, if we want to squeeze this into the Orchid release, we have like one and a half weeks to do this. So I will need to make a decision rather quickly.

[Magda Zacharska] 10:19:26
So after I talk with Ann-Marie, I will post this in our Bulk Edit Slack Chnnelchannel. Michigan State please voice your opinion, because this is what was brought about by your group.

[Donald A Depoorter] 10:19:54
Okay. Thank you.

[Magda Zacharska] 10:19:56
Thank you. So this is all for the item status in process.

Bulk edit - user permissions (UXPROD-3468)

1. What are the most common use cases for removing or adding permissions?
2. How permissions for the bulk edit should be identified:

  • User identifiers (barcodes, uuids, external system ids, usernames)
  • User groups ?? (since they are not employers groups they might not be applicable)
  • Permissions UUIDs (or should it be permission names or permissions display name?)
  • Should the hidden permissions be also bulk editable?

3. What data should be presented in the matching records table:

  • Last name, first name, middle name, patron group?
  • Permission name or permission display name?

4.  Should the user be able to bulk edit  mutable, hidden and deprecated permissions?

MMZ: 

The decision was made that:

  1. Preview of the matching records will be the same as on the User record bulk edit but will provide a link to the user profile.  Nice to have is the count of assigned permissions
  2. CSV in addition to user data will also contain a list of all permissions as listed in the permissionUsers record, separated by comma
  3. On the bulk edit page the user should be able to add and remove permissions at the same time (needed for deprecated permissions)
  4. The list of permissions will be type ahead and narrow down the options
  5. Are you sure form will contain additional columns: Permissions added, Permissions removed

[Magda Zacharska] 10:20:06
Now the heavy listing lifting part of the meeting. I think we are all properly warmed up. This will be the user permissions part.

[Magda Zacharska] 10:20:17
I want to emphasize that when we talk about Bulk Editing user permissions, we are talking about the process of assigning or on unassigning or removing permissions from the users, this is not about permission names creating permissions sets, etc. This is outside the scope of this this JIRA, UXPROD-3468.

[Magda Zacharska] 10:21:21
So we are trying to do the Bulk Edit assigning or removing permissions to the user.

[Magda Zacharska] 10:21:32
So this is the user management screen in FOLIO where you or you get to assign the permissions.

[Magda Zacharska] 10:21:44
And this is the updating on the back end table that actually consists only of the user Id, and the list of permissions.

[Magda Zacharska] 10:21:57
So what I would like to propose is to add an additional radio button in addition to users to have user permissions.

[Magda Zacharska] 10:22:47
Here are the things that I need to ask.

[Magda Zacharska] 10:22:52
What are the columns you would like to see in the preview? We have 2 options, option number one is to keep what is currently displayed for users. So it would have the same columns for the permissions

[Erin Nettifee] 10:23:16
So, Magna, is this using the CSV update?

[Magda Zacharska] 10:23:21
This is an in-app enough update.

[Erin Nettifee] 10:23:30
So users you can do CSV and in-app? We would be able to also do it both ways.

[Magda Zacharska] 10:23:34
Yes.

[Magda Zacharska] 10:23:38
Yes, the idea was mentioned in several SIG meetings. They want to have the in-app approach to take precedence before CSV.

[Magda Zacharska] 10:24:03
This broke my heart a little bit because the CSV approach gives us a really quick way to update any field. It will take us a while to support all fields.

[Magda Zacharska] 10:24:16
So we are prioritizing  the UI right now.

[Magda Zacharska] 10:24:24
And so that would be a UI in-app user permission update.

[Erin Nettifee] 10:24:34
Okay.

[Magda Zacharska] 10:24:34
So the question here is, we can display either as it is currently on the user, the same table, or we can create another table that will have just basic information from the user's last name, first name, barcode, or any other identifier that was used to to identify the records.

[Magda Zacharska] 10:25:02
But then do we need to display all the permissions that are associated with each patron? The list can be lengthy.

[Ros, Amanda L] 10:25:16
My questions were, where it says, "do we need to display the list of permissions?" Is it going of display? every permission? But I guess you just answered that, or you know, is this going to work In such a way that it would get a list of only the permissions that we were taking away.
You know I could see this being used, for, like when we have student workers at the end of the semester and we want to take away their cataloging or inventory permissions.

[Ros, Amanda L] 10:25:59
So I guess that's my question. If the way that the Bulk Edit is going to work is that the list of names that you have, we're going to take away their inventory edit permission. Then I don't need to see all the permissions.

[Ros, Amanda L] 10:26:28
The command line is just that everybody that's in the file is going to remove the same permission.

[Magda Zacharska] 10:26:37
So this is actually covered in a later screenshot that we will get here later.

[Erin Nettifee] 10:26:43
Okay. J, yeah. Jennifer hasn't had that. Yeah.

[Magda Zacharska] 10:26:43
We will get here later. But and I see Jennifer

[Jennifer Eustis (she/her)] 10:26:49
Yeah, I . I have the same concern that . That you have not done. I think, Mandy, you Magda. You said the same thing that that the list is gonna get .[Jennifer Eustis (she/her)] 10:26:59
I mean, just really very , very long and and and . And do you display just the permissions, or also like we have user groups that we do.?

[Jennifer Eustis (she/her)] 10:27:12
So I I'm wondering if and maybe you'll get to this later on if if we display, because that that list is just so little unwilly, if we display it like the same as the user records and bulk at it.[Jennifer Eustis (she/her)] 10:27:25
Maybe maybe we have an action to download. So then we could and that prints out like the full list, you know, so you could see it involved in like a CFC see everything via the CSV downloaded file.

[Jennifer Eustis (she/her)] 10:27:36
I'm not sure I'm just an idea[Magda Zacharska] 10:27:38
Yeah, so this is, this is also us partially answer answers my question about what should be when we download the matched records.

[Magda Zacharska] 10:27:47
So speaking about how many records we are talking about. [Magda Zacharska] 10:27:54
So So here is the an example. One of this is one of the user, or this may be, oh, this This is my record in in in the bugfest Nolana. The list goes on and on and on, and I'm pretty sure there will be a lot of users like that.[Magda Zacharska] 10:28:20
We can.

Image Added

[Erin Nettifee] 10:28:20
I mean it. It it very much depends on how the institution manages it, because . Because you could put all this into a permission set, and if you did that, it would just show one right, because thereline, right? There's so much flexibility here, so I think what you're seeing here, is is common but there are different.

[Magda Zacharska] 10:28:25
Okay.

[Erin Nettifee] 10:28:38
Ways differen ways you can do it . That that would make this list. Not
not that long.

[Magda ZacharskaRos, Amanda L] 10:28:39
Okay, so how? How? The

[Ros, Amanda L] 10:28:40
Yeah, and and my concern also, I'm sorry for interrupting you, Maca, but my concern also was be.

[Ros, Amanda L] 10:28:49
If 40
My concern would be if there was any discussion of truncating the list, because different people will have different permissions, and if it truncates, what even if it's just truncating of what is displayed, you know you may not see that the first are the you know the second person on the list[Ros, Amanda L] 10:29:08
you may not see the one that you're editing our planning on editing.

[Ros, Amanda L] 10:29:13
If the list is truncated.

[Magda Zacharska] 10:29:15
Yeah.

[Erin NettifeeErin Nettifee] 10:29:15
So I will say for sure that a download of the record should have the entire permission.

[Magda Zacharska] 10:29:22
So could this be that all this data goes into one field separated by commas like exactly like it is here, right?

[Erin Nettifee] 10:29:33
Yeah, I I don't see any reason why you would have to do it differently.

[Magda Zacharska] 10:29:36
Okay.

[Erin NettifeePeter Martinez] 10:29:3744
Yeah, it could just be one column that just lists all the permissions.I have a question. Could there be a column that has something like a permissions count, and then that would link to that person's list of permissions?

[Peter Martinez] 10:2930:38
I have a quick[Erin Nettifee00
This way, when we get Data Import logs, we can link to a record from the information there.

[Peter Martinez] 10:2930:42
So somebody just said they had a question. Go ahead, Peter.[Peter Martinez09
And would that even be useful?

[Magda Zacharska] 10:2930:4411
Yeah, I have a. Is that a question? Is it? Is it?Oh, okay. So you're saying there would be a number representing the number of permissions for a user and this would hyperlink to the user's profile?

[Peter Martinez] 10:2930:48
Is it? Could there be a column, and that has I don't know something like permissions?33
Yes, or at least a  list of them.

[Peter Martinez] 10:2930:55
Count, and then that would link to that person's list of permissions.[Peter Martinez36
I don't know which one would be more useful.

[Erin Nettifee] 10:30:37
It's definitely an interesting idea.

[Magda Zacharska] 10:30:00
The way, like when we get data, import logs, we can link to a record from from from the information there40
Yes.

[Peter MartinezErin Nettifee] 10:30:09
And would that even be useful? I don't41
I will say, Magda, that the permissions user API does not give you a record count, right? So Bulk Edit would have to do the record count if that is something people wanted.

[Magda Zacharska] 10:30:11
Oh, okay. So you're saying here at the column that would say, how many, how many?52
But we can display the label "see permissions" and just replace this with the link to the user profile.

[Magda Zacharska] 10:30:19
Let's say Eric has 7 permission, so you would have C. 7. This will be hyperlink clicking.59
I just want to bring up that

[Erin Nettifee] 10:31:02
Yeah, that actually is an interesting idea. If you could have a link that when clicked takes you into the user record with the permissions accordion open that to me is great.

[Erin Nettifee] 10:3031:19
So the only[Magda Zacharska16
That would work really well. Jennifer has her hand up.

[Jennifer Eustis (she/her)] 10:3031:29
The hyperlink would take you to the user profile.21
Yeah, that's a great idea because when you said counting, I thought, would you count the permissions or the permission sets?

[Magda Zacharska] 10:3031:32
This is what[Peter Martinez31
I'd rather not count as well.

[Erin Nettifee] 10:3031:33
Oh, good, yeah. Or a list of yeah, I don't.[Peter Martinez] 10:30:36
I don't know which one would be more useful with38
Jeanette brings up the point about what if you don't have permission to view user records.

[Magda Zacharska] 10:31:42
You will not be able to see the Bulk Edit option, because we already control that by permissions. So if you don't have permission to see user records.

[Erin Nettifee] 10:31:50
Right.

[Erin Nettifee] 10:3031:37
It's a, it's definitely yeah. It's definitely an interesting idea.57
Well, there's permission to see

[Magda Zacharska] 10:3031:40
Yes58
You don't you? Don't. You don't see this radio button at all.

[Erin Nettifee] 10:3032:41
I I will say, Magna, that the the permissions user Api does not give you a record.

[Erin Nettifee] 10:30:46
Count right? So you would bulk at. It would have to do the record, count if if that was something people wanted

[Magda Zacharska] 10:30:52
But we can see permissions and just replace this with the link to the user profile.

[Peter Martinez] 10:30:55
Yeah.03
But there, there is a separate permission in the user app that controls seeing the permissions accordion. So you would need to have a similar kind of thing that says you have to have the ability to edit permissions in order to see the option.

[Magda Zacharska] 10:32:42
So that link, I think, would take the user to this screen in the User App. But the user would need to click on the permissions accordion themselves. Would that work?

Image Added

[Erin Nettifee] 10:32:54
Oh, so you can't just open it straight to the permissions accordion?

[Magda Zacharska] 10:3032:59
What I just want to bring that57
You cannot go directly to the permissions.

[Erin Nettifee] 10:3133:0200
Yeah, that actually is an interesting idea. Right? You just have a linkI mean that works. You know, we can do version one of the UI kind of thing, and think about different approaches in the future.

[Erin Nettifee] 10:3133:06
That's a C permissions and you click it, and it takes if it could take you into the user record with the permissions accordion open that to me is great.

[Erin Nettifee] 10:31:16
That would work really well. Jennifer has her hand out

[Jennifer Eustis (she/her)] 10:31:21
Yeah, that's a great idea. And I. And because I think because I mean you said counting, I was like, Would you count the premiums or the permitting system?

[Jennifer Eustis (she/her)] 10:31:30
So. But yeah.

[Magda Zacharska] 10:31:31
I I rather don't count as well. I

[Erin Nettifee] 10:31:32
So.

[Erin Nettifee] 10:31:35
So Jeanette, Janet brings up.

[Erin Nettifee] 10:31:38
Je Jeanette brings up the point about what if you don't have permission to view user records and and

[Magda Zacharska] 10:31:42
You will not be able to see the bug added option, because we already control it.

[Magda Zacharska] 10:31:49
By the permissions. So if you don't have a permission to see user records

[Erin Nettifee] 10:31:50
Right.

[Erin Nettifee] 10:31:57
Well, there's a permission to see

[Magda Zacharska] 10:31:58
You don't you? Don't. You don't see this radio button at all.

[Erin Nettifee] 10:32:03
But there, there is a separate permission in the user app that controls.

[Erin Nettifee] 10:32:08
Seeing the permissions accordion. So you would. You would probably need to have similar kind of thing that says you have to have the ability to edit permissions in order to see the option, and we'll get it

[Magda Zacharska] 10:32:10
Okay, so, okay.

[Magda Zacharska] 10:32:17
That's very okay. So this is what I wanted to show from the from the beginning.

[Magda Zacharska] 10:32:25
If I select

[Magda Zacharska] 10:32:42
So that link, I think, would take to this place, and the user would need to click.

[Magda Zacharska] 10:32:49
The permissions by themselves. Would that work

[Erin Nettifee] 10:32:54
Oh, so you can't! You can't just open it straight to that permissions aquarium.

[Magda Zacharska] 10:32:57
You you cannot, you cannot go directly to that permission.

[Erin Nettifee] 10:33:00
Yeah, I mean that that works. I mean at a certain point.

[Erin Nettifee] 10:33:07
You know, we can do like a version. One of the ui kind of thing, and think about different different approaches in the future.

[Erin Nettifee] 10:33:16
But yeah, I think that works. I think most people who are doing this are gonna already probably be pretty comfortable with editing permissions, because they probably do it one by one, for various reasons, whether they're a department manager or whether they're library has them as a permissions manager so I don't think it's

[Erin Nettifee] 10:33:35
A difficult thing to ask there, especially if I can just decide to download the Csv file and not have to go into the user app at all.

[Magda Zacharska] 10:33:42
Okay.

[Ros, Amanda L] 10:33:43
It is interesting, though, that you know we're talking about counting permissions.

[Ros, Amanda L] 10:33:49
It does show, and if you go back up, Mac that and collapse your accordion, you know.

[Magda Zacharska] 10:33:55
Yes, it. It shows. Yes.

[Erin Nettifee] 10:33:55
It does. Yeah.

[Ros, Amanda L] 10:33:56
Yeah. So you know, if it could get the number from there

[Erin Nettifee] 10:34:01
What is the number matter, though? How would you use it if you were in? Look at it

[Ros, Amanda L] 10:34:05
Well, I mean, we were. We were talking about that a few minutes ago about, you know, seeing how many permissions

[Magda Zacharska] 10:34:12
But to this is, it's something wrong with this, because right now it shows that I have 0 permission

[Erin Nettifee] 10:34:19
That's that's a stripes thing, it it doesn't load it.

[Erin Nettifee] 10:34:22
You can see it just loaded it. It just it low.

[Magda Zacharska] 10:34:23
Yeah, so, yeah, this is

[Erin Nettifee] 10:34:25
It doesn't load it super instantaneously. So that what that means is that is, that the users app is doing that count.

[Erin Nettifee] 10:34:32
And so

[Magda Zacharska] 10:34:32
So, which means, if we have a delay for just one record, such a delay for our record, what will be the delay if we have hundreds of records on the bulk edit part?

[Erin Nettifee] 10:34:44
Permission to slow permissions is definitely slow, that is, and that is a known thing

[Magda Zacharska] 10:34:48
So I I will need to talk with the developers about that, and I'll come back to this group.

[Erin Nettifee] 10:34:56
I will!

[Magda Zacharska] 10:34:56
I like the idea of linking to the profile, so that if you want to see the permissions you can take a look.

[Magda Zacharska] 10:35:10
But this is not be a part of the display, and as we discussed the the download, the action action button on the bulk added will save the user record.

[Erin Nettifee] 10:35:27
Can you? Can we go back to the screenshot with the the columns?

[Magda Zacharska] 10:35:27
With all the permissions associated with it.

[Erin Nettifee] 10:35:32
This way.

[Magda Zacharska] 10:35:35
Here we go so. But we are discussing those columns right

[Erin Nettifee] 10:35:38
I would right. I would really love to see the username cause. I can

[Magda Zacharska] 10:35:43
Yeah. So I think it's even easier for for us to reuse whatever we have here for the users

[Erin Nettifee] 10:35:50
And then just and then just add a seventh column.

[Erin Nettifee] 10:35:53
That's a link to the patron, or make the name a link or something like that.

[Magda Zacharska] 10:35:54
Yes, hmm.

[Erin Nettifee] 10:35:57
Yeah, I agree.

[Ros, Amanda L] 10:36:01
I think it would be cleaner if, just to make the username a link

[Erin Nettifee] 10:36:09
I don't have a strong opinion about it. Yeah.

[Magda Zacharska] 10:36:11
So because, okay, this is, this is also a good idea, or we already do

[Ros, Amanda L] 10:36:11
Well, I don't have a strong opinion. I'm just saying that I think it'd be cleaner

[Erin Nettifee] 10:36:19
Well, the only thing is that username is not a required field.

[Erin Nettifee] 10:36:23
So you would. You would have to handle scenarios where username was blank.

[Ros, Amanda L] 10:36:24
Oh, okay.

[Erin Nettifee] 10:36:29
Barcode is also not a required field. So yeah, go ahead, Jennifer.

[Magda Zacharska] 10:36:34
Oh, we can even make it the whole throw. Make it clickable, and clicking on the row will open the the record

[Erin Nettifee] 10:36:45
Go ahead, jennifer

[Jennifer Eustis (she/her)] 10:36:49
They're in you. You might know this, and I asked it in chat.

[Jennifer Eustis (she/her)] 10:36:53
But I'm I'm just asking here for for everyone. There are a number of like whom permissions that you know.

[Jennifer Eustis (she/her)] 10:37:01
I'm not the permission person, so I I I I I'm thankful I don't have to take care of that.

[Jennifer Eustis (she/her)] 10:37:07
But yeah, yeah, does the user account? Does that also list all the hidden permissions

[Erin Nettifee] 10:37:12
So so, Mag, to go back to insomnia for a second, if you don't mind

[Erin Nettifee] 10:37:20
So what you're looking at here is the list of the permissions that are assigned to Magna's account in this environment.

[Erin Nettifee] 10:37:28
Right. These are all sort of like top-level permissions, but that you would see if you've looked at her record right?

[Erin Nettifee] 10:37:37
What you're seeing in the ui is like A is a translation value.

[Erin Nettifee] 10:37:42
Basically, but it represents these things below. It doesn't matter in this list if these are hidden or not.

[Erin Nettifee] 10:37:49
If they're assigned to the record it's gonna show up.

[Erin Nettifee] 10:37:53
Well, actually.

[Erin Nettifee] 10:37:57
That might not be true. You have to have permission. You have to have permission to see the hidden permission in the Ui.

[Robert rscheier@nelib.org] 10:37:57
There's a setting

[Robert rscheier@nelib.org] 10:38:04
Yeah, , this is

[Erin Nettifee] 10:38:08
Hi, yeah, yeah, yeah, yeah. That's an interesting thing.

[Erin Nettifee] 10:38:13
It may not show the hidden permissions. You would see it in the you would see it in the Csv download because the Csv download would pull this record, but you wouldn't necessarily see it in the Ui

[Magda Zacharska] 10:38:25
No, so you will not see this in Cs the well Csv.

[Robert rscheier@nelib.org] 10:38:25
Why, why wouldn't you? What

[Magda Zacharska] 10:38:31
Will show what is here. Are you saying that one of them are invisible

[Erin Nettifee] 10:38:32
Right.

[Erin Nettifee] 10:38:35
No. So let's let's imagine a scenario where you know User X is is is in a folio environment, and they have 10 permissions on their record.

[Erin Nettifee] 10:38:45
Right, and of those 10 permissions 8 of them are visible, and 2 of them are hidden they were assigned to their record for some troubleshooting purpose, or whatever.

[Erin Nettifee] 10:38:56
If Bob logged into this environment and Bob does not have himself the permission to see hidden permissions.

[Erin Nettifee] 10:39:04
Bob, it's gonna look to Bob like it's 8 permissions instead of 10.

[Magda Zacharska] 10:39:07
Oh!

[Erin Nettifee] 10:39:08
Even though those 10 permissions are in the underlying data.

[Magda Zacharska] 10:39:12
Oh!

[Erin Nettifee] 10:39:14
So you know, a key takeaway for anybody who's thinking about this is is you don't want to have to assign hitting permissions.

[Erin Nettifee] 10:39:22
People need to do it because of different troubleshooting and broken functionality and stuff like that.

[Erin Nettifee] 10:39:27
We're trying to get the project to the point where you don't have to do that stuff.

[Erin Nettifee] 10:39:31
But it's going to be a reality, I think, for many more releases.

[Erin Nettifee] 10:39:36
But that's just a nuance that I don't think bulk edit can get around right. That's just Sydney.

[Erin Nettifee] 10:39:40
Wants of the permission structure. And so, you know, there, there are some questions we need to think about like in the scenario.

[Erin Nettifee] 10:39:50
What if I I assigned this book at a permission about Bob, and I want to remove it from Bob.

[Erin Nettifee] 10:39:57
But Bob can't see it right like there's kind of there's gonna be different.

[Erin Nettifee] 10:40:01
Different scenarios that need to be accounted for

[Erin Nettifee] 10:40:08
I don't know if that made sense at all.

[Jennifer Eustis (she/her)] 10:40:13
No, it it it did. And and I think you're right right now.

[Jennifer Eustis (she/her)] 10:40:18
The the hidden permissions are, are are causing, I mean, it seems as though they're in flux, you know.

[Jennifer Eustis (she/her)] 10:40:23
So, and we're still trying, I think, to iron out some things like, you know, I import edifact invoices, but I I'm not in acquisitions person.

[Jennifer Eustis (she/her)] 10:40:35
So, but I have to have all the information, for you know, for finance and all that. Yeah.

[Erin Nettifee] 10:40:40
So right. So the workaround for an institution is documented.

[Erin Nettifee] 10:40:46
The workaround is that the institution needs to create a permission set that's visible and put all those hidden permissions into that visible permission set and then assign the visible permission set to you right.

[Erin Nettifee] 10:40:58
You don't want to work with the hidden permissions on an individual user level.

[Erin Nettifee] 10:41:02
But some places still do it, and they can have valid reasons to think it's the best way to do it.

[Erin Nettifee] 10:41:06
But they're gonna run into problems here. Yeah.

[Jennifer Eustis (she/her)] 10:41:10
And and some of that functionality is at least for data import and invoices is being fixed.

[Jennifer Eustis (she/her)] 10:41:16
I think it's like orchid

[Erin Nettifee] 10:41:16
Sure, sure.

[Magda Zacharska] 10:41:19
Still a Erin. I have a question if the if the institution selects the permissions sets around and they create a permission set, do the permissions are assigned or unassigned on the permission set level right so

[Erin Nettifee] 10:41:37
That is, that is the way that you would do it if you were using that work around. Yes.

[Magda Zacharska] 10:41:40
And the behavior is exactly the same as you would assign one or one specific permission.

[Erin Nettifee] 10:41:45
Right. So a permission set can be identified in the underlying data because it's mutable equals.

[Magda Zacharska] 10:41:47
Okay.

[Magda Zacharska] 10:41:54
Okay. So I have

[Erin Nettifee] 10:41:54
True. That's the value that says Hey, this is a permission set.

[Erin Nettifee] 10:41:58
That somebody made

[Magda Zacharska] 10:41:59
So this is the example of the permission in the permission set, which is the permission.

[Erin Nettifee] 10:42:06
Right, and so there, you can see that it's mutable equals, false.

[Magda Zacharska] 10:42:07
Oh!

[Erin Nettifee] 10:42:10
This is actually this is provided by MoD inventory right?

[Erin Nettifee] 10:42:14
So this is an example of a permission where, if this was assigned to somebody, it would be.

[Erin Nettifee] 10:42:20
They would show ui inventory the all dash permissions dot temporary right.

[Erin Nettifee] 10:42:25
But if I needed to let's say that for Jen I Jen, only needed browse dot contributors, dot instance dot collection dot get right.

[Erin Nettifee] 10:42:36
She just needed that one little individual thing, the workaround, is for me to go into settings in folio and create a permission set that's called, you know, contributor, browse workaround.

[Erin Nettifee] 10:42:48
Then I assign brows, dot contributors, for instance, to that permission set, and then I assign premise should set work around to gener, and when I do that, then Jen's permissions could be managed just like anything you don't have to worry about the hidden permission part of it

[Magda Zacharska] 10:42:51
Okay.

[Magda Zacharska] 10:43:05
Okay. Okay.

[Erin Nettifee] 10:43:06
And and, Magda, I'm happy to talk with you more, and work this through outside this meeting.

[Magda Zacharska] 10:43:09
I will, definitely. Yes.

[Erin Nettifee] 10:43:12
Cause. I know this is really complex.

[Magda Zacharska] 10:43:15
Well, I thought that would be simple, but apparently it is not

[Erin Nettifee] 10:43:20
So there is on right now on docks off folio16
But yeah, I think that works. I think most people who are doing this are gonna already probably be pretty comfortable with editing permissions, because they probably do it one by one, for various reasons, whether they're a department manager or whether they're
the library has them as a permissions manager so I don't think it's a difficult thing to ask there, especially if I can just decide to download the CSV file and not have to go into the user app at all.

[Magda Zacharska] 10:33:42
Okay.

[Ros, Amanda L] 10:33:43
It is interesting though. It does show the number of permissions if you go back up Magda and collapse your accordion.

[Magda Zacharska] 10:33:55
Yes, it shows.

[Erin Nettifee] 10:33:55
It does. Yeah.

[Ros, Amanda L] 10:33:56
Yeah. So you know, if it could get the number from there.

[Erin Nettifee] 10:34:01
What is the number matter, though? How would you use it if you were in?

[Ros, Amanda L] 10:34:05
Well, I mean, we were talking about that a few minutes ago about, you know, seeing how many permissions.

[Magda Zacharska] 10:34:12
But there is something wrong with this because right now it shows that I have 0 permission.

[Erin Nettifee] 10:34:19
That is a Stripes thing, it doesn't load super fast.

[Erin Nettifee] 10:34:22
You can see it just loaded it now.

[Erin Nettifee] 10:34:25
It doesn't load it super instantaneously. So what that means is that the user's app is doing that count.

[Magda Zacharska] 10:34:32
Which means, if we have such a delay for just one record, what will be the delay if we have hundreds of records on the bulk edit part?

[Erin Nettifee] 10:34:44
Permission is definitely slow. That is a known thing.

[Magda Zacharska] 10:34:48
So I will need to talk with the developers about that, and I'll come back to this group.

[Magda Zacharska] 10:34:56
I like the idea of linking to the profile so that if you want to see the permissions you can take a look.

[Magda Zacharska] 10:35:10
But this is not a part of the display. As we discussed the action button on the Bulk Edit will save the user record with all the permission associated with it.

[Erin Nettifee] 10:35:27
Can you go back to the screenshot with the columns?

Image Added

[Erin Nettifee] 10:35:38
I would really love to see the username.

[Magda Zacharska] 10:35:43
Yeah. So I think it's even easier for us to reuse whatever we have here for the users.

[Erin Nettifee] 10:35:50
And then just and then just add a seventh column that's a link to the patron, or make the name a link or something like that.

[Magda Zacharska] 10:35:54
Yes, hmm.

[Erin Nettifee] 10:35:57
Yeah, I agree.

[Ros, Amanda L] 10:36:01
I think it would be cleaner if you just made the username a link.

[Erin Nettifee] 10:36:09
I don't have a strong opinion about it.

[Magda Zacharska] 10:36:11
This is also a good idea.

[Ros, Amanda L] 10:36:11
Well, I don't have a strong opinion. I'm just saying that I think it'd be cleaner.

[Erin Nettifee] 10:36:19
Well, the only thing is that username is not a required field.

[Erin Nettifee] 10:36:23
So you would. You would have to handle scenarios where the username was blank.

[Ros, Amanda L] 10:36:24
Oh, okay.

[Erin Nettifee] 10:36:29
Barcode is also not a required field.

[Magda Zacharska] 10:36:34
Oh, we can even make it the whole row. Make it clickable, and clicking on the row will open the record.

[Jennifer Eustis (she/her)] 10:36:49
Does the user account also list all the hidden permissions?

[Erin Nettifee] 10:37:12
So so, Mag, to go back to insomnia for a second, if you don't mind?

[Erin Nettifee] 10:37:20
So what you're looking at here is the list of the permissions that are assigned to Magna's account in this environment.

Image Added

[Erin Nettifee] 10:37:28
These are all sort of like top-level permissions you would see if you've looked at her record. What you're seeing in the UI is like a translation value.

[Erin Nettifee] 10:37:42
But it represents these things below. It doesn't matter in this list if these are hidden or not.

[Erin Nettifee] 10:37:49
If they're assigned to the record it's gonna show up.

[Erin Nettifee] 10:37:53
Well, actually. That might not be true. You have to have permission to see the hidden permission in the UI.

[Robert rscheier@nelib.org] 10:4337:20
Okay.57
There's a setting

[Erin Nettifee] 10:4338:26
There is some permissions. I'll put the link here in the chat08
Yeah. That's an interesting thing.

[Erin Nettifee] 10:4338:30
So, because I think people might find it helpful. So there is on this page a section called Visible versus Invisible Permissions, that talks about it13
It may not show the hidden permissions. You would see it in CSV download because the CSV download would pull this record, but you wouldn't necessarily see it in the UI.

[Erin Nettifee] 10:4338:4135
So hidden, visible, visible versus invisible, and talks about the workaround approaches and things like that, because this is something we need people to knowlet's imagine a scenario where you know User X is is is in a folio environment, and they have 10 permissions on their record.

[Erin Nettifee] 10:4338:52
But it's it's, I think we're probably gonna have to be really explicit about, you know, user, a user B and describing some different scenarios and then describing what we what the bulk add app can or can't do because I don't think bulk45
Right, and of those 10 permissions 8 of them are visible, and 2 of them are hidden they were assigned to their record for some troubleshooting purpose, or whatever.

[Erin Nettifee] 10:44:09
Edit should be working around some of these things. Look at.[Magda Zacharska] 10:44:12
Definitely, not38:56
If Bob logged into this environment and Bob does not have permission to see hidden permissions.

[Erin Nettifee] 10:4439:12
It needs to work with the permission model as 04
Bob, it's implemented, or gonna look to Bob like it's in all8 permissions instead of 10.

[Magda Zacharska] 10:4439:16
So we will be calling the existing Api. So we are not planning to create a new one.07
Oh!

[Erin Nettifee] 10:4439:22
Sure.[Magda Zacharska] 10:44:23
So, if whatever is implemented in permissions, this is what we are going to use to make sure we are not introducing problems08
Even though those 10 permissions are in the underlying data.

[Magda Zacharska] 10:4439:36
However, as we learn already, that some of the business rules are implemented in the ui and not in Apis.[Magda Zacharska12
Oh!

[Erin Nettifee] 10:4439:4514
So using Api's sometimes may be dangerous. That's why we have this conversation and I will definitely follow up with you.

[Magda Zacharska] 10:44:53
Hearing later, we have 15 min left, and I would like to go to the to the 2 more slides.

[Magda Zacharska] 10:45:01
The the next one is the. So we are on the screen.

[Magda Zacharska] 10:45:07
We decided we are going to reuse existing users lie out with the option to give the user a chance to see the record details, either through the app additional column or by making a row clickable that to be decided yet.

[Magda Zacharska] 10:45:28
But this is something that needs to happen

[Erin Nettifee] 10:45:31
Right, we're not just displaying it here. We're gonna link out to the user record.

[Magda Zacharska] 10:45:34
Yes, yes. So on the screen. User click actions, menu, start bug edit and gets to the screen that has this dropdownyou know, a key takeaway for anybody who's thinking about this is you don't want to have to assign hidden permissions.

[Erin Nettifee] 10:39:22
People need to do it because of different troubleshooting and broken functionality and stuff like that.

[Erin Nettifee] 10:39:27
We're trying to get the project to the point where you don't have to do that stuff.

[Erin Nettifee] 10:39:31
But it's going to be a reality, I think, for many more releases.

[Erin Nettifee] 10:39:36
But that's just a nuance that I don't think Bulk Edit can get around right. That's just a nuance of the permission structure. And so, you know, there are some questions we need to think about. For example in a scenario where I assigned a Bulk Edit permission to Bob, and I want to remove it from Bob, but Bob can't see it.
There's gonna be different scenarios that need to be accounted for.

[Erin Nettifee] 10:40:08
I don't know if that made sense at all.

[Jennifer Eustis (she/her)] 10:40:13
No, it did. And I think you're right. Right now the hidden permissions seem as though they're in flux, you know. So, and we're still trying, I think, to iron out some things like, I import EDIFACT invoices, but I'm not an acquisitions person.
So, I have to have all the permissions for Finance and all that.

[Erin Nettifee] 10:4540:35
Yeah.

[Magda Zacharska] 10:45:50
A menu that will continue dropdown control that contains only one option.

[Magda Zacharska] 10:45:57
Or we may just that would be display by default and it's a user permission.

[Magda Zacharska] 10:46:03
The action will be 2. Add or remove nothing else, and then it will be a job down, and that will be searchable with the whole list of permissions, or sets40
So the workaround for an institution is documented. The workaround is that the institution needs to create a permission set that's visible and put all those hidden permissions into that visible permission set and then assign the visible permission set to you.

[Erin Nettifee] 10:4640:22
So, okay.

[Magda Zacharska] 10:46:25
And this would allow for multiple selection, because sometimes you would like to add

[58
You don't want to work with hidden permissions on an individual user level.

[Erin Nettifee] 10:4641:31
Is it possible? Right? Is it possible in this context to leverage the existing AD perms modal that has the search functions and stuff like that?

[Erin Nettifee] 10:46:43
Because the permissions list is very

[Magda Zacharska] 10:46:44
You mean this one02
But some places still do it, and they can have valid reasons to think that is the best way to do it. But they're gonna run into problems.

[Jennifer Eustis (she/her)] 10:41:10
And some of that functionality at least for Data Import and Invoices is being fixed.

[Jennifer Eustis (she/her)] 10:41:16
I think it's like in Orchid.

[Erin Nettifee] 10:4641:46
Yeah.[Robert rscheier@nelib.org] 10:46:47
Hmm16
Sure, sure.

[Magda Zacharska] 10:4641:49
I was. I was thinking about that. That would be a significant change for the ui.19
So Erin, I have a question. If an institution creates a permission set, do the permissions assigned or unassigned on the permission set level works the same as if the individual permissions were selected?

[Erin Nettifee] 10:4641:49
Can we37
That is the way that you would do it if you were using that workaround. Yes.

[Magda Zacharska] 10:4741:00
But we can discuss this as well40
And the behavior is exactly the same as you would assign one specific permission.

[Erin Nettifee] 10:4741:0145
So if we go back there, so so can I. Can I do a type ahead?Right. So a permission set can be identified in the underlying data because it's mutable equals true.

[Erin Nettifee] 10:4741:06
Search if I have to scroll through a list of like54
That's the value that says this is a permission set that somebody made.

[Magda Zacharska] 10:4741:08
No, no, no, no, no, no, no! This is this is the type I had.

[Magda Zacharska] 10:47:13
This is similar, how the locations are working. You inventory, and we implemented it also in.

[Magda Zacharska] 10:47:20
Bucketed. So let me go to inventor59
So this is an example of permission in the permission set, which is the permission.

[Erin Nettifee] 10:42:06
Right, and so there, you can see that it's mutable equals, false.

Image Added

[Erin Nettifee] 10:42:10
This is actually this is provided by MOD inventory.

[Erin Nettifee] 10:4742:2314
Okay. So if I wanted something like settings users, I could start typing settings, and it would jump to settings in the list[Magda Zacharska] 10:47:31
So here's the inventory, and if you effective such effective locationSo this is an example of a permission where if this was assigned to somebody, it would show UI inventory dash all permissions dot temporary.

[Erin Nettifee] 10:42:25
But if Jen only needed to browse dot contributors, dot instance dot collection dot get.

[Erin Nettifee] 10:4742:39
Sure.

[Magda Zacharska] 10:47:40
And this is

[Erin Nettifee] 10:47:43
So it's a type of head on the name36
She just needed that one little individual thing, the workaround, is for me to go into settings in FOLIO and create a permission set that's called, you know, "contributor-browse-workaround."

[Erin Nettifee] 10:42:48
Then I assign this "browse.contributors.instance" to that permission set, and then I assign "contributor-browse-workaround" to Jen, and when I do that, then Jen's permissions could be managed just like anything. You
don't have to worry about the hidden permission part of it.

[Magda Zacharska] 10:4743:4405
Yes, exactlyOkay.

[Erin NettifeeMagda Zacharska] 10:4743:4615
Okay. AlrightWell, that seems reasonable to me. On it. Others please chime in bye.I thought that would be simple, but apparently, it is not

[Erin Nettifee] 10:4743:53
I just didn't. I just was envisioning having to scroll through the whole thing, and I was like no

[Magda Zacharska] 10:47:55
No, this is my my drawing to get your your feedback.

[Magda Zacharska] 10:48:01
I also have a question, would that be required that on the same action you would like to add some permission and remove some permissions

[Erin Nettifee] 10:48:16
Yes, and the used case for that is managing deprecated permissions right?20
There is some information on visible versus invisible permissions on the FOLIO documentation site here: https://docs.folio.org/docs/platform-essentials/permissions/

[Erin Nettifee] 10:43:52
But I think we're probably gonna have to be really explicit about users A and B and describe some different scenarios, and then describe what Bulk Edit can and cannot do because I don't think bulk Edit should be working around some of these things.
It needs to work with the permission model as it's implemented, or it's in all.

[Magda Zacharska] 10:48:23
Oh!

[Erin Nettifee] 10:48:24
So like I've you know we've upgraded folio, and I know that these 2 permissions are deprecated.

[Erin Nettifee] 10:48:30
So I need to remove them and they're replaced by this other permission44:16
So we will be calling the existing API. So we are not planning to create a new one.

[Erin Nettifee] 10:48:35
So I need to add it ideally. I would do that in in one step instead of 244:22
Sure.

[Magda Zacharska] 10:4844:3923
So instead of add, remove, we would need to have also a additional replace[Erin Nettifee] 10:48:47
Or I could have 2 lines, 2 action lines right? I could have one app, if whatever is implemented in permissions, this is what we are going to use to make sure we are not introducing problems.

[Magda Zacharska] 10:44:36
However, as we have learned already, some of the business rules are implemented in the UI and not in APIs. So using APIs sometimes may be dangerous. That's why are having this conversation and I will definitely follow up with you.

[Magda Zacharska] 10:4844:53
We ? All are we already? We already implemented functionality for find and replacehave 15 min left, and I would like to go to the next 2 slides.

[Magda Zacharska] 10:4945:01
So I'll discuss this a little bit with the development team and see how would you, as a user, prefer to have one replace

[Erin Nettifee] 10:49:07
Okay.

[Erin Nettifee] 10:49:14
I would prefer to have them as separate, because I think that's cleaner and my head but I don't know if others think so.

[Erin Nettifee] 10:49:23
I would be able to clearly see. Okay, I'm removing these 2 things. And I'm adding this thing because I don't know how you would indicate that you're going to replace because the it's not always a one to one match right go ahead Jennifer

[Jennifer Eustis (she/her)] 10:49:38
That's what I was. Gonna say, I think it is clearer in my mind what you want to remove, and then, you know sometimes what you need to add.

[Jennifer Eustis (she/her)] 10:49:46
Is like what you said here is not one-to-one like, you know it might be, for you know it might have been one.

[Jennifer Eustis (she/her)] 10:49:52
And now there's 4 new permissions for that.

[Jennifer Eustis (she/her)] 10:49:55
So, I I think it's just cleaner, and it's it's it's like easier to see and troubleshoot as well.

[Jennifer Eustis (she/her)] 10:50:03
Maybe07
We decided we are going to reuse the existing user's layout with the option to give the user a chance to see the record details, either through the app's additional column or by making a row clickable. That is be decided yet.

[Magda Zacharska] 10:45:28
But this is something that needs to happen.

[Erin Nettifee] 10:45:31
Right, we're not just displaying it here. We're gonna link out to the user record.

[Magda Zacharska] 10:45:34
Yes, yes. So on the screen, the user clicks the actions menu, starts Bulk Edit, and gets to the screen that has this dropdown.

Image Added

[Magda Zacharska] 10:45:50
A menu that will continue dropdown control that contains only one option, "User Permission." The action offers 2 options, "Add" or "Remove," nothing else. And then there will be a drop-down that will be searchable with the whole list of permissions, or sets.

[Magda Zacharska] 10:46:25
And this would allow for multiple selections, because sometimes you would like to add.

[Erin Nettifee] 10:46:31
Is it possible in this context to leverage the existing add permissions modal that has the search functions because the permissions list is very long.

[Magda Zacharska] 10:50:08
And the other opinion46:44
You mean this one?

Image Added

[Erin Nettifee] 10:50:10
Amanda says, agree in the chat[Ros, Amanda L] 10:50:14
Yeah, I agree with both what Aaron Jennifer saying46:46
Yeah.

[Magda Zacharska] 10:46:49
I was thinking about that. That would be a significant change for the UI, but we can discuss this as well.

[Erin Nettifee] 10:47:01
Can I do a type ahead? If I have to scroll through a list ...

[Magda Zacharska] 10:5047:18
Okay? And oh, we still have 10 min. So, and the other comments on this screen[Erin Nettifee] 10:50:31
I think nothing other than to say that I'm I appreciate that we're getting to this point13
This is similar, to how locations work in Inventory, and we implemented it also in Bulk Edit.

[Erin Nettifee] 10:5047:36
I think this is really needed functionality. So23
Okay. So if I wanted something like settings.users, I could start typing settings, and it would jump to settings in the list?

[Magda Zacharska] 10:5047:39
So the last screen is, are you sure? Yeah, go ahead31
Yes, exactly.

[Peter MartinezErin Nettifee] 10:5047:42
I'm sorry I had one back to the last on the last screen.

[Peter Martinez] 10:50:46
This is a general interface thing. I've seen problems with ones where you highlight the ones you want.

[Peter Martinez] 10:50:55
For very long lists. If if something gets unclicked or clicked by accident, it gets missed46
Okay. Alright, that seems reasonable to me. Others please chime in.

[Magda Zacharska] 10:48:01
I also have a question, would it be a requirement that you need both add and remove some permissions?

[Erin Nettifee] 10:48:16
Yes, and the use case for that is managing deprecated permissions.

[Magda Zacharska] 10:5148:0023
Yeah.Oh!

[Peter MartinezErin Nettifee] 10:5148:0324
So I don't know what it's like other thanwe've upgraded FOLIO, and 2 permissions are deprecated, so I need to remove them and then replace them with these other permissions. So I need to add it ideally. I would do that in one step instead of 2.

[Magda Zacharska] 10:5148:04
No, no, this is not the. This is I highlighted it for the just to communicate the idea.[Peter Martinez] 10:51:10
Oh, okay. I'm sorry39
So instead of add and remove, we would need to have also an additional replace.

[Erin Nettifee] 10:48:47
Or I could have 2 action lines.

[Magda Zacharska] 10:5148:13
No, this is not how it would work. That's what I think will be similar to how it works here.

[Magda Zacharska] 10:51:22
Hold on. It is not working as expected. So whatever you select goes on top

[Peter Martinez] 10:51:29
Okay. I'm sorry.

[Erin Nettifee] 10:51:31
No, it's a good question, Peter. I'm glad you. I'm glad you're asked for qualification.

[Magda Zacharska] 10:51:34
It is very good question. And actually, I would like to show this.

[Magda Zacharska] 10:51:37
May be on the A. Bug edit

[Magda Zacharska] 10:52:06
I'm I'm not sure why it's everything becomes so slow right now.

[Magda Zacharska] 10:52:11
When I'm trying to show something quickly53
We already implemented functionality for find and replace, so I'll discuss this a little bit with the development team. How would you, as a user, prefer to have it?

[Erin Nettifee] 10:49:14
I would prefer to have them separate because I think that's cleaner in my head, but I don't know what others think.

[Erin Nettifee] 10:49:23
I would be able to clearly see that I am removing these 2 things. And I'm adding this thing. I don't know how you would indicate that you're going to replace because it's not always a one-to-one match.

[Jennifer Eustis (she/her)] 10:49:38
That's what I was going to say. I think it is clearer in my mind what you want to remove and then what you need to add.

[Jennifer Eustis (she/her)] 10:49:46
As you said, it is not always one-to-one. You may have one and now there are 4 new permissions for that.

[Jennifer Eustis (she/her)] 10:49:55
So I think it's just cleaner, and it's easier to see and troubleshoot as well.

[Magda Zacharska] 10:5250:1608
And I will find somethingthe other opinions?

[Magda ZacharskaErin Nettifee] 10:52:28
I selected item records because this has this location

[Magda Zacharska] 10:52:42
And here this is how it works. So this is how I envision it for the permissions

[Magda Zacharska] 10:52:52
Selecting this one, but I would like to add more.

[Magda Zacharska] 10:52:59
Oh, so in in location here, I'm able to select just one.

[Magda Zacharska] 10:53:04
Forget about this. And basically selection, the selected value will go up on the list50:10
Amanda is agreeing in the chat.

[Ros, Amanda L] 10:50:14
Yeah, I agree with both what Erin and Jennifer are saying.

[Peter Martinez] 10:50:42
I'm sorry I had one question back to the last screen.

[Peter Martinez] 10:50:46
This is a general interface thing. I've seen problems where you highlight the ones you want and for very long lists. If something gets unclicked or clicked by accident, it gets missed.

[Magda Zacharska] 10:5351:12
So the issue that is in my drunkenstein mocup will not be the th. The highlight00
Yeah.

[Magda ZacharskaPeter Martinez] 10:5351:21
You will see the selected values on top. Not like this03
So I don't know what it's like here.

[Magda Zacharska] 10:5351:25
I just highlighted them in in blue, because this is what I would like to be presented in the are you sure, when we got to the form?[Magda Zacharska] 10:53:36
So we will see the same columns as we see in user records04
No, this was highlighted just to communicate the idea.

[Peter Martinez] 10:51:10
Oh, okay. I'm sorry.

[Magda Zacharska] 10:5351:41
With a new column. If we add new permission, we will see those new permissions listed here.

[Magda Zacharska] 10:53:50
If removed. This label will be called remote permission, and they will be listed here.

[Magda Zacharska] 10:53:59
Would that work? Or it's confusing13
So whatever you select goes on top like you see here with current functionality in Bulk Edit.

Image Added

[Peter Martinez] 10:51:29
Okay. I'm sorry.

[Erin Nettifee] 10:51:31
No, it's a good question, Peter. I'm glad you're asked for qualification.

[Magda Zacharska] 10:5453:05
Because on this screen, are you sure this is the moment before you commit your changes to the database?[Magda Zacharska] 10:54:12
You need to know. You need to confirm that those, the permissions you are adding, or those are the permissions you are removing25
I just highlighted them in in blue, because this is what I would like to be presented when you get the are you sure form.

[Magda Zacharska] 10:5453:2336
And here we will list that, all of them. So if you are adding 10 permissions, those 10 will be listed here

[Erin Nettifee] 10:54:36
Yeah. That's a good thing just thinking out loud.

[Erin Nettifee] 10:54:41
I could see like a like sorry Bob's cat is making me laugh.

[Erin Nettifee] 10:54:46
I could see, yeah, you might have said this that, like a column for add and a column for remove, and that could be one way to do itSo we will see the same columns as we see in user records with a new column. If we add new permissions, we will see those new permissions listed here.

[Magda Zacharska] 10:53:50
If removed. This label will be called remove permission, and they will be listed here.

Image Added

[Magda Zacharska] 10:53:59
Would that work? Or is it confusing?

[Magda Zacharska] 10:54:05
Because on this "are you sure" screen, this is the moment before you commit your changes to the database?

[Magda Zacharska] 10:54:12
You need to confirm the permissions you are adding or removing.

[Magda Zacharska] 10:54:58
Okay23
And here we will list all of them. So if you are adding 10 permissions, those 10 will be listed here.

[Erin Nettifee] 10:5554:02
36
Yeah. That's good. Just thinking out loud. But again, you're also not showing like the entire list of permissions which is kind of how I might think about it in my head.

[Erin Nettifee] 10:55:08
So I, yeah, I'm not entirely sure.

[Magda Zacharska] 10:55:21
Anyone. Please speak up.

[Magda Zacharska] 10:55:32
Do we have something in the chat that

[Erin Nettifeesure.

[Magda Zacharska] 10:55:37
I think people are maybe just digesting, I'm not saying any suggestions21
Anyone. Please speak up.

[Erin Nettifee] 10:55:43
I mean, if there's not a better idea than an add column in and a remove column, then I would just do that.

[Magda Zacharska] 10:55:49
That would be easier , because it will not require manipulation.

[Erin Nettifee] 10:55:54
Yeah, I mean, I don't . I don't see any need to like, try and combine those steps into this display, or anything like that.

[Magda Zacharska] 10:55:54
Good.[Magda Zacharska] 10:55:59
And also you, as you specify, you will have a use case when you will be adding one and removing or removing one and adding one.one.

[Magda Zacharska] 10:56:11
Then you will need to have them both displayed. Okay, so this is it for the permission set.

Query tool (UXPROD-3785)

[Magda Zacharska] 10:56:23
We have 4 min left

[Magda Zacharska] 10:56:11
Then you will need to have them both display. Okay, so this is it for the permission set.[Erin Nettifee29
This is the I will skip the the the examples of supported queries.

[Magda Zacharska] 10:56:14
Right.

Query tool (UXPROD-3785)

36
We will come back to them next week.

Bulk Edit Use cases

Reviewed use cases and associated existing JIRA tickets or marked which ticket still needs a JIRA to be created.   

Follow up questions on:

[Magda Zacharska] 10:56:23
We have 4 min left

[Magda Zacharska] 10:56:29
This is the I will skip the the the examples of supported queries.
NumberUse case Notes
29

Add a similar feature to Sierra Global Update that allows you to see the data from the fields of the same type (author, subject, title, etc.) present in a set (review file) of records.  

Use case – Identify bib records from the daily headings reports that have not been sent for authorities processing. 

Example: Backstage inserts a code indicating that a bib record has been processed in the 040 field. I can view all the 040 fields from a set of records using the “toggle” function in Global Update and select records for future authorities processing. 

Use case – Find patterns of problems in a set of records. 

Example: During record loading, some MARC fields may end up being duplicated. Sierra Create List searching cannot find duplicate fields, but the “toggle” function in Global Update helps identify affected records. 


30

Ability to temporarily add or remove a MARC field in SRS.

Use case – To temporarily exclude some bib records from authorities processing, we add a 9XX note and re-write the monthly search query to exclude records using that note. 

Example: The recent EEBO record load was huge, so we had to temporarily exclude them from the month’s authorities processing query.  


36When the 3-part Item State is available/developed, there will be the need to identify item records based on a 1-part item state, location, etc. in order to update them with one or more of the 3-part states.  This could be done based on a list of item records (HRIDs or Barcodes), or by location alone, depending on how the 1-part item state is used with location, or other data, at individual institutions.
49

Ability to identify records with certain characteristics (a particular 650, for example) and permanently add a MARC field in SRS and Instance to those records.

Use case: In-house record enhancements (adding new controlled vocabularies such as LCGFT or LCMPT)


57We want to be able to find and delete duplicate fields.  We want to be able to specify the field or fields where we want to remove duplicate data. 
Transcript
want to remove duplicate data. 

---------------------------------

[Magda Zacharska] 10:56:36
We will come back to them next week. But for the last 4 min maybe we can take a look at the use cases.

[Magda Zacharska] 10:56:48
We have the the list of Bulk Edit use cases bucketed use cases that was created a long time ago,  Bulk Edit Use Cases - For New Functionality and Issues see Implementers Topics.

[Magda Zacharska] 10:56:55
I revisited the page a few weeks ago, and then assign Giras to[Magda Zacharska] 10:57:09
To Jiras to those that I was able to. So we know what which one will be address addressed in which Jira, some . Some of them will require additional address.[Magda Zacharska] 10:57:22
Jiras. This is, this is what I added in the comments, but there werecomments.

[Magda Zacharska] 10:57:2958
There But there were a few [Magda Zacharska] 10:57:33
Use use cases that I either don't, didn't do not understand the flow, and I would like to get a little bit more details, or some of them, I think, could be addressed by the export and import workaround ,
which I don't think we need to replicate in bucket Bulk Edit. But, I may be wrong. [Magda Zacharska] 10:57:58
But this is what I was thinking. So in the list that is here.

[Magda Zacharska] 10:58:05
Those numbers that are listed are, (in the list above) are the numbers of the use cases from from our list

[Magda Zacharska] 10:58:16
And the first example is to

[Magda Zacharska] 10:58:25
In setting the the code that into 0 for all 0 for 0 fieldfrom our Bulk Edit Use Cases - For New Functionality and Issues see Implementers Topics list.

[Magda Zacharska] 10:58:36
16
And the first example is to set the 040 code. We are not planning to do

[Magda Zacharska] 10:58:40
Source record storage buck editing, probably until late 2,024.

[Magda Zacharska] 10:58:51
When source record storage Bulk Edit probably until late 2024 when I look at the high-level , a roadmap, and . I'm wondering if this is really something that we would need to be concerned
about, or what would the workaround which using export import the and if it if it doesn't, then would be /import do. If it is not, is it possible to get a little bit more information about the use case, and why this is [Magda Zacharska] 10:59:17
Needed.needed?

[Jennifer Eustis (she/her)] 10:59:27
Do we know who created the use case originally[Magda Zacharska] 10:59:33
29,?

[Magda Zacharska] 10:59:4533
29. So this will be again the question for someone from Michigan State, or I can follow up with Mollythem.

[Magda Zacharska] 10:59:56
But if we have Michigan state State is represented here, representatives, maybe they can share a little bit more. I like

[Magda Zacharska] 11:00:05
It's the top of the hour we will come back to this next time.

[Magda Zacharska] 11:00:13
One, once in when we met when we meet in 2 weeks in In the meantime I will follow up with you on the in the -process to available status change, and and maybe I will have some additional questions related to permissions, thank . Thank you very much for your time and feedback and [Magda Zacharska] 11:00:36
I'll see you in 2 weeks. Thank you. Bye, bye, bye, bye.

[Jennifer Eustis (she/her)] 11:00:37
Thank you. Mandela. Thanks. Bye, everyone

[Ros, Amanda L] 11:00:37
Thanks. Manga

[Ros, Amanda L] 11:00:40
Bye.

Chat
00:05:48	Erin Nettifee:	agenda link if anyone needs it - https://wiki.folio.org/display/BULKEDIT/2023-1-24+Bulk+Edit+Working+Group+Meeting+Notes
00:15:46	Jennifer Eustis (she/her):	Is there any work in the future for doing bulk check in?
00:16:59	Jennifer Eustis (she/her):	Thanks Erin for looking.
00:17:11	Erin Nettifee:	data import can't change from in process to available, right?
00:17:44	Jennifer Eustis (she/her):	I believe DI can. Let me see if I can find something on it
00:18:33	Jennifer Eustis (she/her):	It looks like Data Import can do it, https://wiki.folio.org/display/FOLIOtips/Item+Record+Statuses+and+Data+Import
00:20:44	Lynne Fors:	We don't use the Acq apps and assign "In process" at the cataloging stage. The student worker applying call number labels should be checking the completed items in so they are marked available but errors in checking in the items could happen
00:33:25	jeanette kalchik:	What if you do not have access to view User records?
00:36:02	Jennifer Eustis (she/her):	Does it show the hidden permissions?
00:37:36	Lisa Smith, Mich State:	I hope so, Jennifer!
00:45:27	Erin Nettifee:	https://docs.folio.org/docs/platform-essentials/permissions/
00:50:55	Jennifer Eustis (she/her):	I like the ability to begin typing and it finds the permission.
00:51:47	Ros, Amanda L:	agree
00:52:14	Robert rscheier@nelib.org:	agree
01:00:40	Erin Nettifee:	i need to drop off for another meeting - thanks magda!

...