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2022-6-14 Bulk Edit Working Group Meeting Notes

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Attendees (please add your name):

Magda Zacharska (OLD ACCOUNT) Erin Nettifee leeda.adkins@duke.edu Jennifer Eustis Kimie Kester Sara Colglazier Tim Dannay Christine Tobias 

Note Taker:

Robert Scheier  

Meeting Recording:

Discussion:

TopicNotes 

Housekeeping

  • 10:04:20  Magda: Please add your name to the list of participants.
  • 10:04:37 Magda: The good news is that we have a group of volunteers for the documentation. Aaron, do you want to say something about it?
  • 10:04:50 Erin: Yeah, just thanks to Bob, and Amanda who agreed to help out. I sent a chat message this morning about the initial planning, and also thanks for Christine. Christine and I are working together and hopefully we'll be able to make it happen by the end of July.
  • 10:05:15 Magda: The next agenda item is the meeting on June 28. Unfortunately we will need to postpone user acceptance testing for 2 weeks. I would like to start with the kickoff meeting at our regular meeting. I would like us to to spend the time to walk through the steps required for user acceptance testing and more about that. We will start the meeting on the 28th 30 minutes later. I will post the information on the channel the day before the meeting as well.
  • 10:06:58 Magda: The last housekeeping item, there will be a bulk edit working session during WOLFCON. It is planned for August 31st. It's Wednesday at 9:30 am Eastern Time, 3:30 European Time. This this will be a hybrid session.
  • 10:08:22 Magda: So, for those who cannot be physically in hamburg will be able to join remotely more about this probably closer to the event.

Development updates

  • 10:08:40 Magda: Development status. We have progressed nicely, added one of the things that you requested on the bulk edit capabilities when you are doing the in-app updates.
  • 10:09:54 Magda: In the in-app approach, as you add actions to be performed, the drop down options narrow dynamically based on prior selections. You can see that your feedback was incorporated in in our in our work.

  • 10:10:24 Magda: The scram board--we already passed the deadline for new development.



User Acceptance Testing: June 28- July 12

We need to push UAT one sprint later as MODEXPW-145 and UIBULKED-100 affect how the Are you sure and Confirmation form report updated records

Nolana features review

UXPROD-3230 - Bulk delete user records

UXPROD-3705 - Bulk Edit - User data - in app approach

UXPROD-3704 - Bulk Edit - in app approach - holdings locations

UXPROD-3706 -  Bulk delete inventory item records

UXPROD-3707Bulk edit - inventory items - csv approach

Propagating suppress from discovery flag from instance to holdings and items records

Should this work to be done first on the inventory and then bulk edit or is this behavior bulk edit specific?

Permissions to Export Manager for accessing files with user records (UIBULKED-70)
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