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2021-11-30 Bulk Edit Working Group Meeting Notes

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Attendees (please add your name):

Magda Zacharska Robert Scheier Amanda Ros (OLD ACCOUNT) Erin Nettifee Monica Arnold Jennifer Eustis Christine Tobias Sara Colglazier Erin Weller Jenn Colt Jackie Magagnosc Lloyd Chittenden 

Note taker:

Robert Scheier

Meeting Recording: 


Discussion:

TimeTopicNotes 

Housekeeping:

  • Please add your name to the attendees list
  • Make sure Transcript option is turned on during the meeting



Development updates:




Bulk Edit Pilot - expectations - continue discussion 

So far we discussed and I believe we agreed upon :

  1. Small but reliable functionality that is limited to the user records as defined in in the scope of UXPROD-3225 
  2. Evaluated by Bulk Edit Working Group, SIGs, Product Council and  Technical Council: 
  3. Available for acceptance testing in a separate environment that will contain larger dataset and will not be refreshed nightly (RANCHER-63)

We still need to discuss:

  • Should it be included in Lotus release?
  • Next steps



Mitigation of Bulk Edit UX issues 

Slide 9:

  • Query-based, itemized, combination (for example: change location of the following holdings that are not currently checked out) 

Slide 16:

  • Long term -  we will support both in app and local editing
  • Short term  - local editing for the pilot program

Slide 17:

  • Provide a more transparent way of understanding what FOLIO did when batch processing
  • Better understanding of what a failure means -- did it revert the record, delete the record, invalidate the record?
  • Itemize failures so it’s easy to identify affected records, e.g. “record #XXXXXX failed,” not “7 of 10,000 changed failed”
  • Pay particular attention to global failure where feedback is especially spare
  • Give some indication, if possible, of how failure can be avoided
  • Provide some indication on how to re-try or follow-up from a failure

Slide 19

  • Optimize .csv files for understandability
  • Make it very clear which fields can or should be edited and which should be avoided  (in app or local edits?)
  • Provide some degree of instruction on how to make changes to commonly edited fields like status and location (in app?)
  • Give users the power to rollback changes upon upload if files are corrupted or mistakes were made (pre-update records stored in S3)
  • Anticipate potentials error and provide warnings, e.g. “Is this correct?,” “Are you sure?”

Mockup- file upload | Mockup - are you sure | Mockup - delete modal | Mockup - delete errors


Survey review:




Future discussion topic (time permitting):

  • Bulk Edit of the linked records
  • Scheduling edits



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