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Date

Housekeeping

  • Meeting agenda and minutes on AI wiki instead of Google Drive: AI Meeting notes
    • goal: align the structure with FOLIO SIGs
    • topics are searchable in a better way
  • Topic for next meeting: clickable links?

...

  1. Demo on the latest User Management functionality (Maura)

Minutes

Changes

  • preferred first name
  • custom fields
  • Maura demos Users app in FOLIO
  • last name, first name and preferred name
    • preferred first name shows up exclusively
    • search for given name possible (Shown in parenthesis)
    • search by preferred first name as well
    • if at check-out and entering barcode: preferred first name shows up
    • same is true if look up requests: if searching for a patron by preferred first name → preferred first name will come up
    • preferred first name shows up as proxy borrower as well
  • custom fields: can search custom field, and filter 
  • if free text custom field they searchable in search field
  • custom fields for users are set in settings
  • it can be defined in settings whether free texts fields are searchable across the board (users/check-out)
  • User permissions on user record
    • unassign all permissions button is avilable
    • this is set behind a specific permissions that you have to have
    • role-circ-manager is permission that allows the button to appear
  • delete user with check for open transactions (Kiwi) - needs extra permission
  • continue to work on protecting fields: if user wants to protect a particular field or a particular field for a user → this is something user management is working on
  • Laura: what do the settings look like for custom fields?
  • go to Settings → Users → Custom fields
    • field label can be set; define whether custom field is required or not required
    • add custom field: different options can be chosen from a drop-down (e.g. multi-select, single select)
    • for mutli-select: several answer options can be added and labeled
    • text based custom fields can be made searchable in search box
    • others non-text fields can be made filterable
    • Charlotte: is there a way to define the order? → not for the filter, but the order can be changed for the user record itself
    • the order for the custom fields on the user record can be changed in settings 
  • Group wishes to come back to printing records, especially user records
  • deleting user records is available since Kiwi, preferred names and custom fields will be in Lotus

Attendees

Present

Name

Home Organization


Ann-Marie Breaux

EBSCO


Brooks Travis

EBSCO

x

Charlotte Whitt

Index Data

x

Dennis Bridges

EBSCO


Dung-Lan ChenSkidmore College

Gill Osguthorpe

UX/UI Designer - K-Int


Heather McMillan Thoele

TAMU


Ian Ibbotson

Developer Lead - K-Int

x

Jana Freytag

VZG, Göttingen


Khalilah Gambrell

EBSCO

regrets

Kirstin Kemner-Heek  

VZG, Göttingen

x

Kristin Martin

Chicago

x

Laura Daniels

Cornell


Lloyd Chittenden

Marmot Library Network

x

Martina Schildt

VZG, Göttingen

x

Martina Tumulla

hbz, Cologne

x

Maura Byrne

Chicago


Mike Gorrell

Index Data

regrets

Owen Stephens

Product Owner -  Owen Stephens Consulting


Patty Wanninger

EBSCO

Action items

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