Page Comparison

...

Update from BELA (Bulk Edit and Lists Apps) | Amanda Ros

• Question by Owen: lists app is designed to pull multiple list from multiple apps, is that the same for bulk edit

  • Amanda: no, at the moment bulk edit is doing Inventory and Users

• How would other apps make use of bulk edit or lists app in the future, how do we get in the queue

• high level roadmap: High Level Roadmap for Bulk Edit App

  • how do apps get scheduled for post trillium

• Laura in chat: I wonder if it's worth revisiting our discussions from several years ago about cross-app searching now that the "lists" app is being developed -- how many of the use cases might be overlapping?

Presentation of number generator | Martina Tumulla 

• different workflows in different institutions to generate numbers (some outside FOLIO, some inside FOLIO)

• University Libarary of Leipzig is funding development

• development is done by K-Int

• Number generator is available in Settings > Service Interaction

• Martina demoes functionality on Snapshot

• Available number generators as a table under Settings > Service Interaction

  • ILL: Patron Request Number

  • Inventory: Accession Number

  • Inventory: Call Number

  • Inventory: Item barcode

  • Open Access: Publication request number

  • Organizations: vendor code

  • Serials management: Pattern number

  • Users: Patron barcode

• Automatically assigned with one sequence - e.g. OA request number

• or users can choose from sequences via a modal

• use case: user barcode has different sequences for different user types

• in the table users can see how many sequences are available per number generator

• next value is displayed in table, maximum value, usage status

• Number generator sequences available under Settings > Service Interaction

  • user can choose from different generators

  • output template is where sequences are designed

  • in fourth pane details for sequences are displayed

  • sequences can be created, edited, deleted

  • sequences can be enabled or disabled

• there is a warning when the sequence threshold is nearly reached

• start of sequence can be defined

• format field where e.g. padded numbers can be added

• checksum, output template, note field

• information icons with help texts

• Martina outlines further functionality via slides

...

• there will be different number generator options, have it on or off or have it on but editable

• on a user record for a barcode users will be able to select the generator from a drop-down list - the team is working on it

• searchable via type-down including extra info such as threshold

• E.g. for Items there are different numbers, for each users can choose whether they should be on, off, or editable

• when numbers are the same they can be equaled and one number is generated for two fields (accession number = call number)

• for receiving there will be an icon and then the numbers can be generated

• if the wrong number is generated, can the number be deleted

  • yes, but the number would be lost

  • user needs to store (save and close) the record at the end

• what if people are working simultaneously and generate numbers at the same time

  • a number is only generated once

• Charlotte: when we are duplicating item records - we need to take care that the numbers are not duplicated as well

• Maura: can numbers be printed > no, that is out of scope

  • Charlotte: might not be too difficult

  • we already have something similar in Circulation

  • FOLIO Snapshot - then if you see: Settings > Circulation > General > Staff slips > Hold

• Martina will present in MM and ACQ SIG and Users as well

• Dung-Lan: what does the number generator for Serials records do

  • Owen: we allocate a sequential number to the pattern - a human readable number to identify the pattern

Next steps

Chat

18:01:07 Von Martina Schildt an Alle:
2024-02-21 Meeting notes: Number generator
18:04:37 Von Martina Schildt an Alle:
link to bulk edit Errors and warnings: /wiki/spaces/FOLIJET/pages/11110322
18:09:19 Von Charlotte Whitt an Alle:
Good question, Owen
18:09:25 Von Ros, Amanda L an Alle:
High Level Roadmap for Bulk Edit App
18:10:19 Von Laura Daniels an Alle:
I wonder if it's worth revisiting our discussions from several years ago about cross-app searching now that the "lists" app is being developed -- how many of the use cases might be overlapping?
18:10:48 Von Martina Schildt an Alle:
Reacted to "I wonder if it's wor..." with 👍
18:32:22 Von Charlotte Whitt an Alle:
Martina Tumulla, will you share the link to the slide deck? Thanks a lot
18:43:01 Von Charlotte Whitt an Alle:
Hi @Martina Schildt - In FOLIO Snapshot - then if you see: Settings > Circulation > General > Staff slips > Hold
18:43:08 Von Martina Schildt an Alle:
Reacted to "Hi @Martina Schildt ..." with 🙏
18:43:17 Von Charlotte Whitt an Alle:
Here I have added item barcode and item barcode image
18:44:03 Von Owen Stephens an Alle:
Sorry I lost audio there
18:44:33 Von Owen Stephens an Alle:
If there was a follow up question happy to answer!
18:44:36 Von Maura Byrne an Alle:
Nice!
18:44:53 Von Martina Schildt an Alle:
Replying to "If there was a follo..."

No worries - no follow up question

Attendees

...