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Attendees (please add your name):
Magda Zacharska leeda.adkins@duke.edu (OLD ACCOUNT) Erin Nettifee Autumn Faulkner Christine Tobias Sara Colglazier Jennifer Eustis @Jackie Magagnosc @Scott Perry Jenn Colt Monica Arnold Erin Weller@Dao Gong
Note taker:
Robert Scheier
Meeting Recording:
Discussion:
Time | Topic | Notes |
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| - Please update your SIG(s) affiliation on the Bulk Edit home page
- Please add your name to the attendees list
| - Magda: I would like to Come to an agreement on expectations for the pilot project today.Magda: Please add your SIG affiliation to the Bulk Edit Homepage. It will help me if I need to reach out to you in your area of expertise.
- Magda: Also, please add yourself to the list of attendees on today’s meeting page. The last meeting, we had 14 people attending and not all of the names are listed under the attendees.
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| Development updates: | - Magda: Update on development – if you have not had a chance to take a look the snapshot or testing environment take a look. Most of the progress available there is the UI. No work on the backend has been done yet. You will see a drop dropdown for the identifiers, the file drop area, a list of applications with bulk capabilities.
- Magda: Update on development – if you have not had a chance to take a look snapshot or testing environment take a look. Most of the progress available there is on the UI. No work on backend yet. You will see drop dropdown for the identifiers, the file drop area, a list of applications with bulk capabilities.
(screenshot taken post-meeting)
- The team is currently deeply involved in addressing issues from bugfest which need to be resolved by next week followed by retesting. So, this delays Bulk Edit implementation. But officially Lotus development has not started yet, so they have a little time.
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| Bulk Edit UX Research | - Magda: Regarding the bulk editing UX research that I posted on several channels, as you may recall, I was presenting two proposed bulk edit approaches. One option, the users will download a list of the records that match search criteria, make changes locally, and then upload the modified document. I referred to this approach as a CSV approach. The other approach is the app approach where the user is actually guided through the whole process of editing records. Both approaches have pluses and minuses. For the pilot project, we decided to build using the CSV approach.
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| Surveys overview: |
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| Future discussion topic (time permitting): - Bulk Edit Permissions
- Bulk Edit of the linked records
- Max number of records to be edited via User Interface
- Scheduling edits
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