Meeting URL
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Proposed meeting agenda
(Patty)Jira Legacy server System JiraJIRA serverId 01505d01-b853-3c2e-90f1-ee9b165564fc key REP-136
(Patty)Jira Legacy server System JiraJIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 01505d01-b853-3c2e-90f1-ee9b165564fc key UIU-1198 - Update on call for additional members (Erin)
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| Item | Who | Notes | Discussed Today? | Resolution / Next Steps | Carry topic to next week? | ||||||||||||||||||||||||||||||||
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Searching by specific fields | 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:
| YES | Uschi's test results see below | YES
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| Notes on user record providing popups | Steffi | notes may be used for communication about users, and pop-ups on user transaction (or displaying of notes) is desired. Khalilah indicated this should be raised as a new feature request. | |||||||||||||||||||||||||||||||||||
| Bulk User import | Erin | 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 | Patty to ask for info / updates from Ebsco staff while in Sweden next week | ||||||||||||||||||||||||||||||||||
Deleting User Records | 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)
| Patty to write user stories | ||||||||||||||||||||||||||||||||||
| Custom Fields | Uschi |
the tag cap-mvp has been removed - reason? Further activities? | |||||||||||||||||||||||||||||||||||
| 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:
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| Other | Patty will work on stories for:
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Meeting Notes
New participants
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- Call out for new UM participants (especcially especially from the implementers group)
- Björn will take it with him to the PC
- Missing Implementers: A&M, FLO, UA
- Patty will send Mails out
REP-136: Unique Collection Services Report
- was dicsussed in RA
- It is not an issue for us
- Maura is going to double check with Ed Merkel
UIU-1196: CRUD to add External System ID Fields to the User record in Settings
- Checking the Scenarios
- Mock-ups for the table
- would be set in: settings/users
- unique fields should be specified via check box (check for uniqueness)
- Björn: should be not only on the UI but also in the batch load
- UI: check for duplicates should be in place
- batch load is blocked (to add external ids)
- loader shouldn't allow duplicates
UIU-1198: Settings CRUD to allow additional External IDs to be used by Checkout
- other settings mock-up
- everyone is ok with it
Other
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- Patty is going to write a story for the departments
- add department name, code, source, update date
- were should it be displayed?
- User Information or extended infotmation
- repeatable
- there will be a card sorting exercise with Beth German in the future
- Erin: Hey Erin, on Friday I contacted Beth German (TAMU) about the card sort exercise. She has been busy with a work transition. She plans to have the exercise ready in two weeks.
- Search function:
- search by type
- search in the name field
- search performance
- What does the search box search at the moment: user name, name
- required searches would be:
username
name
- klute
klute, u
klute, uschi
mail
birth date
- Search results, that work: klute@gbv.de , klute, u, klute, Barcode
- Erin: performance concerns
- Uschi: duplicates in username and name (she will test it)
- Maura: Use Case lastname Li and Kim
- Erin will follow up on that after she askes the RA SIG about it
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- Last name
- First name
- Username
- Barcode
- FOLIO number (=UUID)
- External system ID
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- Middle name
- name of Sponsor
- name of Proxy
- none of the other Address fields
- Birth date
- Notes: Note title / Note detail
The search term is automatically truncated. This may not be desirable in all cases.
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Of course I don't want to get any hits from the ID fields (incl. barcode) when searching for a name....
Ideally there should be additionally a (sort of) key-value search for Last name, Username, Barcode, Email and System IDs.
Please try yourself in https://folio-testing.aws.indexdata.com/ and use the search term "uschi"
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