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2022-11-15 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 Jackie Magagnosc Scott Perry Kimie Kester Jennifer Eustis Thomas Trutt Kim Wiljanen   @Lisa Smith

Note Taker:

Robert Scheier

Meeting Recording:

Discussion:


TopicDetailsNotes
Housekeeping
  • Attendees  - please add your name to the list of attendees
  • Meeting host -  please turn on Transcript option for the meeting  - do we still need that?
  • Amanda Ros will be working on Bulk Edit docs - thank you Amanda! - still looking for help since this app is cross-functional

Development updates

  • Recordings of implemented Nolana functionality can be found here

Feedback from libraries that have Morning Glory environments. 

If your institution already upgraded to Morning Glory and you experimented with Bulk edit in that environment, please share with the group.

Discuss the problem of  MODEXPW-204


Review bug triage process  

How can we make it better so that the issues are addressed in the desired order.  Here is the list of current Nolana bugs:

key summary due priority status
Refresh


Updates to the proposed roadmap. 


Please note that any functionality currently scheduled after the Orchid release may change.

Orchid (R1 2023)

  • Bulk edit - architectural improvements (UXPROD-3842)
  • Bulk edit - query tool (UXPROD-3785) - the work will continue through Poppy release as well

Poppy (R2 2023)

Queen Ann's Lace (R3 2023)
  • Instances (in-app)
  • Delete Instances (in-app)
  • Orders (in-app)
  • Finances (in-app)
  • Ledger data (in-app)
  • Cross app queries

Rocket (R1 2024)

  • Scheduling jobs
  • Licenses (in-app)
  • Agreements (in-app)
  • Course reserves (in-app)
  • Custom fields (in-app)
  • Fees-fines (in-app)
  • Patron block (in-app)

Sunflower (R2 2024)

  • SRS Bib records
  • SRS holdings
  • Authorities



Nolana UAT Kick-off

UAT Scenarios

Test files


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