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Meeting URL

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Discussion items

Notetaker: Michelle Suranofsky (thanks Michelle)

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ItemWhoNotesDiscussed Today?Resolution / Next StepsCarry topic to next week?
Bulk User importErin

from Slack channel

Does anyone know (or can tell me) what the current, supported approach is (or will be) for bulk importing user records? I can see a github for mod-user-import, jiras for that project with comments that ask if that mod is still being supported. |I can see a very old jira (https://issuesfolio-org.folioatlassian.orgnet/browse/MODUSERS-3) for bulk-loading that was last updated last year.I can see a very old jira about performance improvements (https://issuesfolio-org.folioatlassian.orgnet/browse/MODUIMP-4) that was last updated last 

Discussed during the meeting:

  • Spreadsheet that documents attempts to load data/results:

https://docs.google.com/spreadsheets/d/1Q3TtDtOaYYYdoH3JyzQasmVyvMmHZ9CbcW5-0UIX9Pk/edit?pli=1#gid=1572006106

  • If we have requirements around this topic, we should be collecting them.
    • eg - Is the API to load data robust enough to talk to local identity providers on an ongoing basis?



Patty to ask for info / updates from Ebsco staff while in Sweden next week
Freezing User RecordsErin

Discussing the Jira for freezing user records

Jira Legacy
serverSystem JiraJIRA
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-242
(is this the appropriate issue?)

Discussed during the meeting:

  • To freeze a user record means having a way to protect the record from being updated. 
  • In the MVP stage Duke would be satisfied with having a way to protect an entire record from being updated.  (Later - protecting fields on a record)
  • In preparation for a discussion about this during our next meeting read the Jira and attached documentation: 
    Jira Legacy
    serverSystem JiraJIRA
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-242
    • Maybe we can figure out smaller stories to get some of this work done...workarounds?

Needs more discussion outside of context of patron loader / bulk loader.

Deleting User Records

(not part of the discussion today)

Erin

Discussing the need for deleting patron records (no Jira currently; need for one discussed in comments of https://issuesfolio-org.folioatlassian.orgnet/browse/UIU-1079)

Jira Legacy
serverSystem JiraJIRA
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-291

 I don't think we ended up discussing this during the meeting.


Patty to write user stories

Searching by specific fields

(not part of the discussion today)

Erin

Right now Users has general keyword searching; we will want to be able to search specific fields - IDs, emails, addresses, notes?

Perhaps one of these issues fits:

Jira Legacy
serverSystem JiraJIRA
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-1015

Jira Legacy
serverSystem JiraJIRA
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-907
(New feature)

Jira Legacy
serverSystem JiraJIRA
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-869
(Epic)

Jira Legacy
serverSystem JiraJIRA
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-1941
(new feature)

We didn't talk about this today.




Custom FieldsUschi

Jira Legacy
serverSystem JiraJIRA
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-33

the tag cap-mvp has been removed - reason? Further activities?

Discussed during the meeting:

  • will custom fields be searchable? (searchable in multiple modules of the system?)
  • will custom fields be populated by the API



Search function

(postponed this discussion)

Jana

Search function, esp. names with diacritics (Åäöü)

e.g. last name Müller or Åhman

We postponed this discussion for a day when Jana Freytag is in attendance.

N
Y
Active/ Inactive Erin

This topic was discussed with the RA SIG

Uses cases for active vs inactive?

  • things like managing seasonal employees
  • use case of stolen or lost card could be managed with a block?

Inactive patrons are blocked from borrowing because they are inactive & expired

Possible plan forward:

Leave it 'as is' (coupled with the expiration date).  It is acceptable the way it is - managing patrons with their expiration date.  However the active/inactive indicator is handy for filtering in the user module.  (easier than indicating a date)

Close UIU-913




Multiple Patron Identifiers

Additional patron identifiers will not be in the MVP(?).  Conversation turns to custom fields and wondering if they are searchable.  Will custom fields work for multiple user identifiers?

Patty & Erin will work on users stories for:

  • Repeatable ID Field which must be 'nameable'



Other

Patty will work on stories for:

  • the department field
and
  • preferred name/preferred pronouns
stories.