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2022-12-13 Bulk Edit Working Group Meeting Notes

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Attendees (please add your name):

Magda Zacharska leeda.adkins@duke.edu Monica Arnold Donald Depoorter Amanda Ros Jennifer Eustis Lisa Smith Christine TobiasKim Wiljanen  Scott Perry Kimie Kester Thomas Trutt 


Note Taker:

Robert Scheier

Meeting Recording:

Discussion:


TopicDetails
Housekeeping
  • Attendees  - please add your name to the list of attendees
  • Meeting host -  please turn on Transcript option for the meeting 
  • No meeting December 27th
  • Should we have a convener? 
  • Any other topics to cover?

Development updates

  • Recordings of implemented Nolana functionality can be found here
Morning Glory HF1

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Current list of Nolana bugs

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Nolana UAT updates and feedback

UAT Scenarios

We got more responses this time.  Did this form (Excel file with scenarios) worked better than the survey used in prior releases?

Review of suggested feedback:

AreaCommentNotes
General It would be nice if you remember another edit you need to make you could use the same set of records to do another bulk edit under action rather than needing to go back to New bulk edit.
GeneralIs the extra error "no change in value needed" necessary? If something is an error I would expect it not to be changed so it makes the errors look twice as long.
Users- download matching recordstwo records did not fetch create or update data Brooks Richard Hernandez Edna But at least for Richard Brooks, it looks like that is an error in the underlying user record. Not sure how these accounts were created.I was not able to recreate the issue but I run the tests after 

MODEXPW-319 and MODEXPW-320 were resolved

User records - expiration dateThe cursor goes in the year box which makes it seem like you should be able to edit the date by typing
Items - statusIt would be helpful to know which statuses can be changed.
Holdings - uploading filesI selected the wrong identifier from the drop down. The error message wasn't that clear. There was still a preview of the holdings records and then errors for each one. It would be nice at some future date to have the error read that the identifier weren't uuids.
Holdings - Are you sure? formI added a 3rd action, then deleted it. When I clicked 'Confirm changes' I got a 'Something went wrong' error. I had to start over. Without the added action added and deleted, the step was passed.UIBULKED-170
Uploading progress bar

When uploading large file the progress bar stays in the same place for a while:

Bulk Edit Use cases

Reviewed use cases and associated existing JIRA tickets or marked which ticket still needs a JIRA to be created.   

Follow up questions on:

NumberUse case Notes
29

Add a similar feature to Sierra Global Update that allows you to see the data from the fields of the same type (author, subject, title, etc.) present in a set (review file) of records.  

Use case  Identify bib records from the daily headings reports that have not been sent for authorities processing. 

Example: Backstage inserts a code indicating that a bib record has been processed in the 040 field. I can view all the 040 fields from a set of records using the “toggle” function in Global Update and select records for future authorities processing. 

Use case – Find patterns of problems in a set of records. 

Example: During record loading, some MARC fields may end up being duplicated. Sierra Create List searching cannot find duplicate fields, but the “toggle” function in Global Update helps identify affected records. 


30

Ability to temporarily add or remove a MARC field in SRS.

Use case – To temporarily exclude some bib records from authorities processing, we add a 9XX note and re-write the monthly search query to exclude records using that note. 

Example: The recent EEBO record load was huge, so we had to temporarily exclude them from the month’s authorities processing query.  


36When the 3-part Item State is available/developed, there will be the need to identify item records based on a 1-part item state, location, etc. in order to update them with one or more of the 3-part states.  This could be done based on a list of item records (HRIDs or Barcodes), or by location alone, depending on how the 1-part item state is used with location, or other data, at individual institutions.
49

Ability to identify records with certain characteristics (a particular 650, for example) and permanently add a MARC field in SRS and Instance to those records.

Use case: In-house record enhancements (adding new controlled vocabularies such as LCGFT or LCMPT)


57We want to be able to find and delete duplicate fields.  We want to be able to specify the field or fields where we want to remove duplicate data. 
Bulk Edit Working Group's Meetings Feedbackhttps://forms.gle/iwRM1zq7id34Jgzt8

[Magda Zacharska] 10:03:48
Okay, let's start, please. Add your name, yeah, too. Go ahead.

[Magda Zacharska] 10:04:58
I posted it during our meeting last meeting last year, and thank you to those who responded.

[Magda Zacharska] 10:05:09
But I would like to hear more from from those who are attending the the meetings.

[Magda Zacharska] 10:05:18
The, this is a your way to tell me what what you would like to improve.

[Magda Zacharska] 10:05:26
Also, if there is something you like that would help me feel better, and I would appreciate positive feedback.

[Magda Zacharska] 10:05:34
But the the survey is anonymous. So feel free to to be as honest as as you want to

[Magda Zacharska] 10:05:48
Is there anything else you would like to bring up

[Erin Nettifee] 10:06:00
Nothing from me.

[Erin Nettifee] 10:06:04
I don't know if anybody put anything in the chat.

[Erin Nettifee] 10:06:09
I don't think so. I think we can just dive in

[Magda Zacharska] 10:06:11
Okay. Let's dive in the development status.

[Magda Zacharska] 10:06:18
And the scram board. I did it. What I did not wanted to do.

[Magda Zacharska] 10:06:24
Jur takes forever when I'm sharing the the screen.

[Magda Zacharska] 10:06:30
Most of the work we are doing is on the back end, and we are changing the architecture that separates separates bug edit operation from export manager, and there is not much on the front end.

[Magda Zacharska] 10:06:51
Yet to show by the end of this week we hope to to finish majority of the re-occurring work, and we'll start testing to make sure.

[Magda Zacharska] 10:07:04
No regression was introduced. I have to admit I have high expectation for this architecturing that will improve the performance and other issues that we encounter.

[Magda Zacharska] 10:07:18
As you see, the team is working also on our way. Pmh, and improving test govern.

[Magda Zacharska] 10:07:24
So that adds to to the workload for the team.

[Magda Zacharska] 10:07:30
Do you have any questions?

[Erin Nettifee] 10:07:38
I'm this is the last sprint for orchid, right

[Magda Zacharska] 10:07:43
No, there are 2 more. So there are 2 more for the development, and then there will be a hardening period when we do the I did testing back edit the back first testing and and others saying the issues.

[Erin Nettifee] 10:07:46
Okay.

[Erin Nettifee] 10:08:01
Okay.

[Magda Zacharska] 10:08:05
Anybody else, any questions.

[Magda Zacharska] 10:08:12
Okay? So the next question is related to the about edit functionality.

[Magda Zacharska] 10:08:20
Us. You, yeah, remember, we have a implemented, the update for the item statuses.

[Magda Zacharska] 10:08:31
But there are limitation of the what's status can be updated to towards.

[Magda Zacharska] 10:08:43
And couple of weeks ago one of the institutions reached out to us, reporting that they are not able to update status.

[Magda Zacharska] 10:08:54
That is in progress into available which is not, which is by design.

[Magda Zacharska] 10:09:01
This is not super supposed to happen in bulk.

[Magda Zacharska] 10:09:05
Edit. The Ui in Inventory Ur allows for changing to missing individual.

[Magda Zacharska] 10:09:15
It does not allow to change, for to change the available.

[Magda Zacharska] 10:09:21
I would like to ask you for your feedback

[Magda Zacharska] 10:09:26
What do you think should happen on the bulk edit?

[Magda Zacharska] 10:09:30
And why do you think it should happen that the way you are suggesting

[Erin Nettifee] 10:09:36
So I think the okay. So that makes sense to me that the context of them, not being able to move it from in process to available, because that's what the requirement app does.

[Erin Nettifee] 10:09:52
So to speak. I think the use cases for moving it to missing or withdrawn is a essentially that something either wasn't properly received, or maybe something just happened with an order.

[Erin Nettifee] 10:10:08
And that's just how the library wants to manage their records.

[Erin Nettifee] 10:10:12
I don't think it's unreasonable to do that, based on my understanding of these processes.

[Erin Nettifee] 10:10:18
I see Jennifer as our hands up. She probably knows more than I do

[Jennifer Eustis (she/her)] 10:10:22
Oh, probably not Aaron, but so I I I think so right now.

[Jennifer Eustis (she/her)] 10:10:29
I well, definitely, after the migration a lot of things came over as in process.

[Jennifer Eustis (she/her)] 10:10:35
For some reason, so you know that would be nice to be able to change them.

[Jennifer Eustis (she/her)] 10:10:40
That another thing is, sometimes it's just I don't know.

[Jennifer Eustis (she/her)] 10:10:44
We just missed them because it, you know, either I I don't know it's just gets missed in the process that it could be something that we're not receiving, and I another issue that I've noticed is with order packages.

[Jennifer Eustis (she/her)] 10:10:59
So when the Pol is a package site of too well, those generally don't go through receiving.

[Jennifer Eustis (she/her)] 10:11:09
So our workflow here is to add a, and then we receive it.

[Jennifer Eustis (she/her)] 10:11:14
But we've noticed that it. It is kind of clunky, and there's some errors.

[Jennifer Eustis (she/her)] 10:11:19
The once the item status gets out of like a certain area, and sometimes we need to put it back into in process.

[Jennifer Eustis (she/her)] 10:11:27
So I guess that's the vice versa of going from in process to another one.

[Erin Nettifee] 10:11:32
Sure.

[Jennifer Eustis (she/her)] 10:11:32
So, yeah, so I I I'm not sure how it affects receiving.

[Jennifer Eustis (she/her)] 10:11:38
But I I would say, you know, it'd be great to go into in from in process to either available missing or was drawn, or for us, if you include special collections restricted or unavailable use unavailable for special collections and then being able to put it to in process as well

[Erin Nettifee] 10:11:59
Sure, Lynn

[Lynne Fors] 10:12:04
So I can see using in process when we have things that are in like in house repair.

[Lynne Fors] 10:12:10
So it's in the process of having something done to it.

[Lynne Fors] 10:12:15
But it's outside of the receiving process and then moving it towards either available or either, you know, withdrawn.

[Lynne Fors] 10:12:24
If it's something that we just can't fix and we have to buy replacement copy.

[Erin Nettifee] 10:12:28
Sure.

[Lynne Fors] 10:12:28
But that's and that's completely outside of the receiving process.

[Erin Nettifee] 10:12:32
So.

[Magda Zacharska] 10:12:32
Wouldn't be this, not the unavailable status.

[Magda Zacharska] 10:12:37
If this is an internal processing, Lynn

[Lynne Fors] 10:12:39
It depends on. We use unavailable for some things we're still figuring out our workflow since we just completed our migration.

[Lynne Fors] 10:12:51
But we're also using in process to indicate things that have already been received.

[Lynne Fors] 10:12:56
They've been through cataloging, and now they're going through in process to get their properties stamps and call number labels, effects, and then it gets checked in, and that.

[Lynne Fors] 10:13:09
And so it's also a function of catching the ones that got missed in.

[Lynne Fors] 10:13:15
When our student workers may or may not have skip to step in the process

[Erin Nettifee] 10:13:19
So, yeah, so I think that when this was discussed at R, a resource access which was a long time ago, the used cases like the use case you started with.

[Erin Nettifee] 10:13:32
For, say, an item being in repair. Those are what the reason that in process, colon non or not calling the not in process.

[Magda Zacharska] 10:13:41
Parentheses

[Erin Nettifee] 10:13:44
Non non requestable status was added right. So in process kind of had this special for lack of a better word, special meaning with the ordering workflows.

[Erin Nettifee] 10:13:56
But the other things could be put into in process. Non requestable if you wanted it to be so, it's not disagreeing with your used case per se.

[Magda Zacharska] 10:13:57
So that would fall into the category right here in in process non requestable, which is supported

[Erin Nettifee] 10:14:07
But just that. That's kind of the reason that that particular second version of in process was implemented

[Erin Nettifee] 10:14:18
Right.

[Erin Nettifee] 10:14:23
Yeah, and then Lita mentions in that in the chat that they have a common use case of bulk edit from moving an item from missing to in this case lead.

[Erin Nettifee] 10:14:36
It would be long missing, and that is supported, but that a status change of an item from available to missing would be done manually, and then, Jen says, can in process non requestable, get updated without check-in, and it looks like it.

[Erin Nettifee] 10:14:55
Can, you can take it from in process not requestable to available. So that would be without checking. Yeah.

[Erin Nettifee] 10:15:03
So I guess bag, that my my thought process on this is that I think you.

[Erin Nettifee] 10:15:08
I think there are definite use cases for taking something from in process to missing and in process to withdrawn.

[Erin Nettifee] 10:15:17
I think that the issue there is that a library could end up messing around messing things up with receiving, especially.

[Erin Nettifee] 10:15:33
But but it's also hard to. It's hard to see to to just say you never want to allow that at all, because they're definitely used cases for it, and every library is going to operate slightly differently.

[Erin Nettifee] 10:15:45
So it's not like we can just define specific blocks.

[Erin Nettifee] 10:15:49
You kind of just have to provide documentation and let people do what they think is best for them.

[Magda Zacharska] 10:15:59
Okay, thank you. Anyone else. And I comments before we move to the next

[Magda Zacharska] 10:16:08
Next topic.

[Erin Nettifee] 10:16:13
So it sounds like then that we would add in a feature to to support that.

[Magda Zacharska] 10:16:20
Yes. So from the development point of view, to add a new functionality, a to new status is relevantly straightforward.

[Erin Nettifee] 10:16:21
Yeah.

[Erin Nettifee] 10:16:35
Sure.

[Magda Zacharska] 10:16:35
This is a configuration value that can be added to the configuration setting, and it should work. So from the development point of view, it doesn't seem to be

[Erin Nettifee] 10:16:42
Okay.

[Magda Zacharska] 10:16:50
A lot of work. My concern is that we are opening the gate for something that will lead to the data.

[Magda Zacharska] 10:17:04
Hmm.

[Erin Nettifee] 10:17:05
Potential data issues yeah

[Magda Zacharska] 10:17:07
To the potential data issues. And and I'll probably will come back to to you with more questions.

[Magda Zacharska] 10:17:18
And after I digest the feedback you provided today, and we'll see what we can do to address the issue safely.

[Magda Zacharska] 10:17:27
You know the functionality safely.

[Magda Zacharska] 10:17:31
Is there a comment to it? Oh, okay, this is Erin.

[Erin Nettifee] 10:17:35
Yeah, I did that right right before the meeting started. Sorry

[Magda Zacharska] 10:17:36
Okay. Okay. Thank you. No, no, that's great. I am current.

[Magda Zacharska] 10:17:43
And encourage everyone to have comments. If you, if you I feel that it's something that we cannot miss, drink anything.

[Magda Zacharska] 10:17:56
So before we go to the Nalana user acceptance testing feedback and then other comment about the in progress status

[Magda Zacharska] 10:18:12
Okay. So we did 10 lana, a user acceptance testing long time ago.

[Magda Zacharska] 10:18:19
I don't know if you feel this way. I feel like it was like ages ago.

[Magda Zacharska] 10:18:23
The here is the feedback that that you provided, and I would like to go one by one to

[Magda Zacharska] 10:18:38
To discuss it a little bit further. First of all, first comment was about, it would be nice to remember

[Magda Zacharska] 10:18:54
So this wasn't sorry. I was actually thinking about another comment.

[Magda Zacharska] 10:19:02
That was an related to the Id type, but it would be nice if you remember another edit.

[Magda Zacharska] 10:19:12
You need to make. And you could use the same set of records to do another.

[Magda Zacharska] 10:19:19
Buck edit without clicking. New out edit button.

[Magda Zacharska] 10:19:25
We talk about this, this new new new bargaining button.

[Magda Zacharska] 10:19:34
It was kind of fix for the issues we were having with retrieving the data.

[Magda Zacharska] 10:19:41
I really hope we will be able to address it in a with architectural changes.

[Magda Zacharska] 10:19:49
Hopefully, we will be able to get rid of the of the of the button, but you will still need to upload the the identifiers.

[Magda Zacharska] 10:20:00
The same list of identify it. Is this, not what the person who wrote the common head in mind

[Magda Zacharska] 10:20:20
Anybody else has any comment about that

[Erin Nettifee] 10:20:30
I wonder if that's a piece of feedback to maybe re visit, and another release is more libraries use it.

[Erin Nettifee] 10:20:37
But yeah, Jennifer has her hand up. Good Jennifer.

[Jennifer Eustis (she/her)] 10:20:40
Yeah, that's a great comment, Erin. I I think when I was testing this and our morning glory try, run.

[Jennifer Eustis (she/her)] 10:20:49
You know I would just click new edit. And just, you know, start the process again.

[Jennifer Eustis (she/her)] 10:20:55
And and that was a and that seems fine for me. But maybe because in our old system we really clean up on a lot of global changes for Paul, get it.

[Jennifer Eustis (she/her)] 10:21:10
So but yeah, I I think maybe once we start using it more I think a better sense of kind of what?

[Jennifer Eustis (she/her)] 10:21:17
What at least what I'm forgetting, and what I'd like to do like to if I could want to go back and do something else.

[Jennifer Eustis (she/her)] 10:21:25
That data set cause this might be wrapped up to.

[Jennifer Eustis (she/her)] 10:21:29
We were talking about how to save sets in folio, like, you know, I have a set of bar codes, and I do tons of things with these and items all the time, and I just want to save that.

[Jennifer Eustis (she/her)] 10:21:41
And do operations on them, you know, like every year. I I don't know.

[Jennifer Eustis (she/her)] 10:21:47
Maybe there's a you know, an exhibit every year, or something like that.

[Jennifer Eustis (she/her)] 10:21:50
But yeah.

[Magda Zacharska] 10:21:51
So we have, we have, and Geira in in in data, export backlog.

[Magda Zacharska] 10:22:05
Actually, that would allow user to save the list of identifiers within folio.

[Magda Zacharska] 10:22:14
So they don't need to upload it over and over again, but it also overlaps a little bit with the functionality that we talk for.

[Magda Zacharska] 10:22:22
Bug edit that the user will be able to save the query and then reuse it later, which is related to, and the query to will be talking a little bit later.

[Erin Nettifee] 10:22:35
Right.

[Magda Zacharska] 10:22:35
So we will come back to this as well that someone wanted to say something

[Erin Nettifee] 10:22:41
No, I just said right. I was agreeing with your comment. Yeah.

[Magda Zacharska] 10:22:50
The the next Ari, and the next comment was related to no change in value needed.

[Magda Zacharska] 10:22:58
That is, and not necessary. I agree that the error it it's not an error, it's a notification, and maybe we should consider separating errors from notification, because right now I'm sorry we have only 1 one area where we notified the user.

[Magda Zacharska] 10:23:24
That something did not go the way as expected, or could not be completed for different reasons, and one of them is that that there was no change in in records in the value and so there are 2 options.

[Magda Zacharska] 10:23:43
One, suppress this information, and not show it at all, or start thinking about notification areas.

[Magda Zacharska] 10:23:52
That will be a different than errors. What does the group think

[Mark Arnold] 10:24:07
Which one would require the least amount of work

[Magda Zacharska] 10:24:11
I well, obviously suppressing, I think it would be less.

[Magda Zacharska] 10:24:19
I required less work, but I am. I'd rather show more data, more information that may not be truly relevant.

[Magda Zacharska] 10:24:27
Then suppress something that may not have be an expected to be suppressed

[Erin Nettifee] 10:24:34
I agree with that? Yeah.

[Mark Arnold] 10:24:36
I prefer the separating of the notifications from the alerts.

[Mark Arnold] 10:24:42
I always prefer to keep those 2 separate

[Erin Nettifee] 10:25:20
Anyone else have any thoughts on this one

[Kimberly Wiljanen] 10:25:24
I'm thinking that if you've got a lot large files there that is for being changed.

[Kimberly Wiljanen] 10:25:34
Is it helpful to know that one which ones were not

[Magda Zacharska] 10:25:43
No, if you let's say 5,000 records, and let's say 500 of them did not require changes.

[Magda Zacharska] 10:25:56
And you see those only those in the error message. You don't.

[Magda Zacharska] 10:26:01
You don't find this information useful. Is this what you are trying?

[Magda Zacharska] 10:26:08
You will. This is what you said or

[Kimberly Wiljanen] 10:26:11
Well, sometimes, if you've got things that don't update, is it helpful to know which ones didn't?

[Kimberly Wiljanen] 10:26:19
But if you got 500 that didn't require it, that's a whole different ball game.

[Erin Nettifee] 10:26:24
Right. And I think also, I question maybe more for the developers is if is how you do distinguish between something didn't update because we didn't need to or something didn't update, because there was a problem like how easy is it to distinguish between those 2

[Kimberly Wiljanen] 10:26:45
Yeah, that that's pretty much. If I've got. If there's a problem, you really want to know that it didn't update

[Erin Nettifee] 10:26:51
Sure. Yep.

[Magda Zacharska] 10:26:53
So that if it was, if this was a problem and it didn't update.

[Magda Zacharska] 10:27:00
So, for example, with this as what is happening when user string update item in process into available.

[Magda Zacharska] 10:27:08
So it is not being updated, but it tells you that this is not supportive

[Kimberly Wiljanen] 10:27:18
Yeah, that that's a little closer to it.

[Magda Zacharska] 10:27:31
The next feedback that we received was that

[Magda Zacharska] 10:27:41
The records were not updated, and we sell this issue in the breakfast, and after those 2 Geos that I linked here were implemented and deployed to the office environment.

[Magda Zacharska] 10:27:59
I was not there to recreate that issue

[Erin Nettifee] 10:28:05
I think I reported that, or I reported something similar, and if you couldn't recreate it then I think it's fine

[Magda Zacharska] 10:28:16
The the expiration rate for user records. The cursor goes into a yearbox which makes, it seems you should be able to edit the date by typing

[Magda Zacharska] 10:28:34
The we are using the default component that is being used.

[Magda Zacharska] 10:28:40
So. The behavior here, I believe, is the same as in other applications.

[Magda Zacharska] 10:28:45
If this is, if it's not, please let me know if you think we need to improve the behavior.

[Magda Zacharska] 10:28:55
What do you think should be a better behavior

[Erin Nettifee] 10:29:02
Actually don't I? I I actually don't think allowing people to type is a good idea, because we have had different kinds of bugs over the call of folio where people type the wrong information just like a badly formatted date in and if it ends up not getting transformed properly you can

[Erin Nettifee] 10:29:24
Cause issues. With that there was actually something that was a big issue with, I think, going from lotus to morning glory with the user record.

[Erin Nettifee] 10:29:34
S because you could like save a birthday of January first, 1,900, and people people were doing that by typing.

[Erin Nettifee] 10:29:45
So I tend to think that this is just something we could take back to stripes.

[Erin Nettifee] 10:29:50
Maybe, but I wouldn't. I wouldn't want to change it just in the book edit area.

[Jennifer Eustis (she/her)] 10:30:17
It. Doesn't the calendar come up with that

[Magda Zacharska] 10:30:20
Yes.

[Jennifer Eustis (she/her)] 10:30:21
Yeah, I, I think. And as he said, that that's like the neural behavior in other places.

[Jennifer Eustis (she/her)] 10:30:28
So, yeah, I agree. Cause I think we only see, like the date.

[Jennifer Eustis (she/her)] 10:30:34
But I don't think the format includes is save just like a you know, year, month, day.

[Jennifer Eustis (she/her)] 10:30:40
So it's different. So yeah, I I like, I like using just being able to select using the the calendar pop up

[Magda Zacharska] 10:30:51
I will discuss this with the stripe teams and see what we can can do if we can do some enhanced data, enter validation.

[Magda Zacharska] 10:31:03
Obviously the the format has to be date, but the day I'm still being very simple.

[Magda Zacharska] 10:31:13
We will probably come back to this as well. The the the next comment is about the item statuses, and this related relates to they and they in progress.

[Magda Zacharska] 10:31:32
That was. It is obviously not clear to the user. What's statuses are supported.

[Magda Zacharska] 10:31:38
And what statuses are not supportive. How would you?

[Erin Nettifee] 10:31:43
So.

[Magda Zacharska] 10:31:46
How would you

[Magda Zacharska] 10:31:53
What would be the best way to

[Magda Zacharska] 10:31:58
Inform users on that. I checked the documentation. I'll get a documentation does not contain this information.

[Magda Zacharska] 10:32:06
I so maybe adding it to bug edit documentation would be something I don't think we would like to crack out.

[Magda Zacharska] 10:32:17
The Ui with that information, but I may be encouraged.

[Magda Zacharska] 10:32:22
What?

[Erin Nettifee] 10:32:22
So one thing that I that we've been talking about an Ra.

[Erin Nettifee] 10:32:27
That I actually think is is is good, is in some of the acquisitions apps they've started doing, or they've implemented like some tool tip kind of thing, like a little blue eye kind of next to a term.

[Erin Nettifee] 10:32:39
And you can hover over it and get some help. Text.

[Erin Nettifee] 10:32:42
I think it would be worth looking at at that to see if there's text we could present that would that would provide good information.

[Erin Nettifee] 10:32:51
But I also think that if we we could very easily get this into docs or folio, this information like this is not difficult.

[Erin Nettifee] 10:33:00
So we just need to surface it more and encourage people to to just look at the documentation.

[Erin Nettifee] 10:33:06
If they're not sure how it would work, I actually it didn't click in my head that this was here, and Amanda is now doing the bulk at a docs, and she had to drop off for another meeting.

[Erin Nettifee] 10:33:15
But I think, adding this to that section would be trivial.

[Erin Nettifee] 10:33:19
So that's an easy way to do that part

[Magda Zacharska] 10:33:23
Concern I was thinking about the total tip, because we did it in the data export as well for things that are not straightforward.

[Magda Zacharska] 10:33:34
This is a lot of information to put into that old tip, and I don't know what would be a better way, you know, on the delivered

[Erin Nettifee] 10:33:40
Sure.

[Erin Nettifee] 10:33:44
It could be it could be some generic phrase that's like some item statuses can and can't be changed.

[Erin Nettifee] 10:33:52
We could. I don't know if you can do a URL in a tool tip, you know.

[Erin Nettifee] 10:33:58
There, I think there are different ways. We could explore that.

[Erin Nettifee] 10:34:01
But the first step is to add this to the documentation, which we can easily do

[Magda Zacharska] 10:34:38
The next one hold. Update up uploading the the holdings

[Magda Zacharska] 10:34:59
Oh, I believe so, I assume that the list the provided list was of Contain Hrid.

[Magda Zacharska] 10:35:11
But the selected dropdown, expecting here is

[Erin Nettifee] 10:35:17
Yeah, yeah, I think.

[Magda Zacharska] 10:35:19
That would be difficult to implement, actually.

[Erin Nettifee] 10:35:24
Well, there's a pattern you could match on for you.

[Erin Nettifee] 10:35:26
Uids right

[Magda Zacharska] 10:35:27
Yes, but if you provide you, it is. If you have holdings, you ids, and you provide items to your Ids instead.

[Magda Zacharska] 10:35:38
The you still will have 0 marches, and you will not know.

[Erin Nettifee] 10:35:42
Oh, sure! Sure!

[Magda Zacharska] 10:35:44
You, you will not to know hmm! What went wrong

[Erin Nettifee] 10:35:48
Sure.

[Magda Zacharska] 10:35:56
Well to do other thing.

[Erin Nettifee] 10:36:01
What error message shows up. But just as it can't find the record

[Magda Zacharska] 10:36:04
Yeah, it no much is found

[Erin Nettifee] 10:36:10
Yeah, I would think that if that happened I would think, oh, my identifiers were wrong.

[Erin Nettifee] 10:36:15
But I don't know what other things please do feel free to chime in

[Jennifer Eustis (she/her)] 10:36:25
Yeah, I, hey, a pardon me, thinks it would be nice to have the wrong identify.

[Jennifer Eustis (she/her)] 10:36:34
I I know what you're saying about. You know whether it's once we get to instance or holdings or items.

[Jennifer Eustis (she/her)] 10:36:40
They all have you ids which have this? You know, you know same format.

[Jennifer Eustis (she/her)] 10:36:44
Hum.

[Jennifer Eustis (she/her)] 10:36:49
But yeah.

[Jennifer Eustis (she/her)] 10:36:54
Yeah, I guess cause it is possible not to find anything. Perhaps with the uids that you're putting in.

[Jennifer Eustis (she/her)] 10:37:02
I guess you should know. But I I don't know.

[Jennifer Eustis (she/her)] 10:37:05
I,

[Jennifer Eustis (she/her)] 10:37:08
Yeah, that's really helpful.

[Magda Zacharska] 10:37:09
I will bring it

[Erin Nettifee] 10:37:09
I think. Hi, I think one of the nice things I find myself thinking is that most of this actually seems pretty small.

[Erin Nettifee] 10:37:18
So if we're thinking about user acceptance testing, like, it's all good feedback.

[Erin Nettifee] 10:37:23
But that that seems like a pretty small piece. So

[Magda Zacharska] 10:37:28
I will follow up with developers if they have some ideas

[Magda Zacharska] 10:37:40
And the last one. This, this was the something when the wrong on the holdings record, I think for the first time I saw it when I was demonstrating the demo.

[Magda Zacharska] 10:37:54
Demoing, the bug editor for holdings to this group.

[Magda Zacharska] 10:38:00
Then it it started to occur in the backfast environment.

[Magda Zacharska] 10:38:04
The we did the fix, and it turns out the the issues intermittent.

[Magda Zacharska] 10:38:14
So with the same data set, I can get theater or I cannot get the air.

[Magda Zacharska] 10:38:23
So what we decided to do to market as a no issue if it occurs, the user just need to start the whole process over again.

[Magda Zacharska] 10:38:38
This is another issue that I hope that you changes in architecture will result.

[Magda Zacharska] 10:38:46
Oh, I will keep eye on this at, for now this is a known issue, and they comments from anyone

[Magda Zacharska] 10:38:55
And this.

[Magda Zacharska] 10:39:15
I will move them to the next element

[Magda Zacharska] 10:39:21
When we are updating, when we are uploading the large file of the identifiers.

[Magda Zacharska] 10:39:29
I'm talking 10,000 record the progress bar. This is the

[Magda Zacharska] 10:39:38
The progress bar stays in the retrieving in this position for a very long time.

[Magda Zacharska] 10:39:49
So there's nothing in in the ui that shows that something is happening.

[Magda Zacharska] 10:39:56
And the user may have a impression that good job is stuck on the back end.

[Magda Zacharska] 10:40:06
However, and those on the Ui, we know that something is happening because we see the the list of the process records increasing.

[Magda Zacharska] 10:40:19
I was wondering if it would make sense to change the label here from retrieving to something that would notify the user, that so and so records were processed.

[Magda Zacharska] 10:40:37
So that even though the progress bar is not moving, yet, we see that there is a work that is happening

[Kimie (Keemee) Kester] 10:40:53
Magda just made a comment that if the dots are animating the there are some dots right next to the retrieving, then that generally means that something is happening, even though that the devs can't move, that blue bar at least that would give the users. Some hope.

[Kimie (Keemee) Kester] 10:41:16
That something's happening is that what you're saying?

[Kimie (Keemee) Kester] 10:41:18
Are you saying? They can't even animate the dots

[Magda Zacharska] 10:41:19
No, no, they are, and they are animating. I just think this is a little bit.

[Magda Zacharska] 10:41:26
Too little. I would hope to have more visual information, because the first thing you see is the progress bar.

[Magda Zacharska] 10:41:38
That it's stuck

[Kimie (Keemee) Kester] 10:41:40
Well, you know, we could change the design of that if the issue is at the back end, they cannot calculate when to move that blue bar at which is what I think you're saying.

[Magda Zacharska] 10:41:52
Yes.

[Kimie (Keemee) Kester] 10:41:52
Then then we could, you know, okay, I guess this is what you're asking.

[Kimie (Keemee) Kester] 10:41:59
Maybe you want to change the labeling, but maybe what we could also do is we could change the way that those dots are styled so that they're bigger, bigger, could look more exciting.

[Erin Nettifee] 10:42:14
I mean I I was not even aware that you would. You would be able to track the progress that way in the in the and developer tools.

[Kimie (Keemee) Kester] 10:42:15
So.

[Magda Zacharska] 10:42:23
Developers, too

[Erin Nettifee] 10:42:27
So that makes me wonder if you could even expose the number counting up

[Magda Zacharska] 10:42:31
So this is what I want. This was my original question. Actually, if if it were to be in, is easy to be helpful if we so 100 like 100 record process 200 records process.

[Erin Nettifee] 10:42:36
Right. You could say like

[Erin Nettifee] 10:42:50
Sure.

[Magda Zacharska] 10:42:52
Usually when you look at this left column on the screen, those are the calls that front end makes to the back end, and each time gets the the answer.

[Magda Zacharska] 10:43:05
So we know we are like still retrieving and

[Erin Nettifee] 10:43:09
Okay. So each of those things are like a record that it got

[Magda Zacharska] 10:43:13
It's more than record. I think it goes by 100 of records.

[Erin Nettifee] 10:43:19
Yeah, I think that if there was a way to expose the count of records

[Magda Zacharska] 10:43:19
So.

[Magda Zacharska] 10:43:26
That was already processed

[Erin Nettifee] 10:43:29
Right, or to be able to say something like 600 of a 1,650 of a 1,000, you know, or like, or to kind of like show that it's counting up.

[Erin Nettifee] 10:43:39
I also think, though, that that might be a little weird.

[Erin Nettifee] 10:43:43
If you're doing that, and you also have this very tiny bar that's not moving right like that could also feel strange.

[Kimie (Keemee) Kester] 10:43:48
So.

[Erin Nettifee] 10:43:50
So I don't know

[Magda Zacharska] 10:43:54
So? What's our other thing others think? Live with us.

[Magda Zacharska] 10:44:03
It is, remove the progress, bar, and relief only there retrieving. Label with adults, and add the information how many records have been processed

[Kimie (Keemee) Kester] 10:44:25
So it's they have account. If they know what's happening and they have account, then why can't they move the bar

[Kimie (Keemee) Kester] 10:44:38
Forward, the visual blue bar

[Magda Zacharska] 10:44:39
So, because at this point there are 2 steps. First, they're retrieving the records.

[Magda Zacharska] 10:44:49
They? Then they are saving them in the file. And that is stored in the module locally.

[Magda Zacharska] 10:44:56
And this is the file that is being presented to to the user.

[Magda Zacharska] 10:45:02
So right now they're retrieving. It is not

[Magda Zacharska] 10:45:10
So, even if they retrieve, or 10,000 records, the work is still not done because they are still saving. They need to.

[Magda Zacharska] 10:45:20
Save, and this is once they start saving than the progress bar progresses

[Kimie (Keemee) Kester] 10:45:30
Hmm.

[Magda Zacharska] 10:45:33
I don't see. I don't see comments.

[Magda Zacharska] 10:45:38
Is there anything in the in the chat that I should

[Erin Nettifee] 10:45:48
There's a comment that, says I. There's a couple of people saying that they would like to see the number, and that that would. That would be helpful.

[Magda Zacharska] 10:45:53
Good. Yeah, I I see that chat right now.

[Magda Zacharska] 10:45:59
Okay.

[Magda Zacharska] 10:46:04
We we think about that, we'll probably come back to this there later.

[Magda Zacharska] 10:46:10
The next question that I have is related to the

[Magda Zacharska] 10:46:18
Hmm to the work we do for the query to.

[Magda Zacharska] 10:46:27
And yesterday, talking with the developers, I was made aware that the part that is highlighted in in blue.

[Magda Zacharska] 10:46:35
It's a very expensive call. So 2. Do you mind everyone will just happen in here.

[Magda Zacharska] 10:46:42
This is the tool that will allow to build the the query will guide the user.

[Magda Zacharska] 10:46:52
And then, once the query is built, this is the at the table that you see above the test.

[Magda Zacharska] 10:47:02
Query, button

[Magda Zacharska] 10:47:06
Once the the queries built user around the test query, this is something as a preview.

[Magda Zacharska] 10:47:17
If the the query returns, the type of records that are expected to be returned.

[Magda Zacharska] 10:47:27
And here we are. We see only a preview of of 100 records.

[Magda Zacharska] 10:47:34
The preview can be scroll down, and you will see 100 records

[Magda Zacharska] 10:47:42
But I do believe it's important from the user point of view, to know how many records will be returned.

[Magda Zacharska] 10:47:51
I was told by the architects that this is this part is extremely.

[Magda Zacharska] 10:47:58
Let me resource greedy because it would require to actually run the whole query, to know how many records would would match that

[Magda Zacharska] 10:48:11
So the question is, that's about the architects proposed was to specify that the query will return more than so, and so records when I heard that it brought the memories of the inventor research.

[Magda Zacharska] 10:48:32
When, in early implementation of inventor, we were

[Ann-Marie Breaux] 10:48:36
Dick. Kick. Yes, sorry. I'm having the same reaction

[Magda Zacharska] 10:48:39
Yeah, we were having more than 10,000, and the 10,000 could be 10,000.

[Magda Zacharska] 10:48:47
One or 10 million. So the question is, how important for you, in the moment when this is the preview, this is not the moment you run the query when you run the query, you will see the obviously the the exact match.

[Magda Zacharska] 10:49:08
But for the preview

[Magda Zacharska] 10:49:12
Do you need to know at this point how many records

[Magda Zacharska] 10:49:20
Really much.

[Mark Arnold] 10:49:23
It would be my preference that we did. It bulk at.

[Mark Arnold] 10:49:29
It is not going to be a fast thing. So, waiting for a bit to to get the exact number of records for me would not be unexpected, and I I would prefer to see.

[Mark Arnold] 10:49:40
I I want to know that the scope of what I'm doing is right

[Magda Zacharska] 10:49:44
Yeah, I, I agree with you because it really matters if your query returns a 1 million records, and you would expect, let's say, 5,000 threats, then you would know something is not as expected, and you would adjust the the query. Here right?

[Magda Zacharska] 10:50:03
You will add other statements to to the narrow down

[Erin Nettifee] 10:50:06
Right. There's agreement. People are agreeing with Mark in the chat. Yeah.

[Magda Zacharska] 10:50:10
Okay, great. So the other point that the

[Magda Zacharska] 10:50:21
Architects mate. If this is important, if we need to provide the number, then actually, this preview would be running the query.

[Magda Zacharska] 10:50:34
So this is the moment we will run the query, not only preview top, we are not gaining anything with previewing 100

[Erin Nettifee] 10:50:42
Is that so? Is that? Is this specific to users? Or is that a generic generic thing across folio

[Magda Zacharska] 10:50:48
No, it's a yes, yes, this is the post.

[Magda Zacharska] 10:50:52
Gres issue. It's not user record type.

[Magda Zacharska] 10:50:58
Issue.

[Erin Nettifee] 10:50:58
So Thomas brings up the point in chat about whether we might in it slow folio down or slower particular app down.

[Erin Nettifee] 10:51:11
If we have a record I think it's more likely to happen.

[Erin Nettifee] 10:51:14
Maybe with inventory than with users. But you know, if we inadvertently start a query, that's gonna pull 40,000 records instead of 400. I don't know if that's a concern

[Ann-Marie Breaux] 10:51:25
I think that's a valid concern.

[Ann-Marie Breaux] 10:51:29
If you started a query accidentally, that was, show me all books

[Mark Arnold] 10:51:33
But if you use the the Api was a limit of 0, it doesn't return all the records.

[Mark Arnold] 10:51:40
It's simply returns the number of records that would be returned.

[Mark Arnold] 10:51:43
I guess I don't completely understand what the issue is.

[Mark Arnold] 10:51:46
Here. I mean, I know that when you do an Api call with a limit of 0. It it does take some time, I mean, it's still has to find those records to return account, but it's not returning those records

[Erin Nettifee] 10:52:01
Right, but it does. It's not. It's not an easier search to do.

[Erin Nettifee] 10:52:04
It still costs the same. It's just that the return comes back different

[Magda Zacharska] 10:52:06
So it it is

[Mark Arnold] 10:52:08
Sure, but I do it all the time in production during the day when I'm working on another project and another job, and it doesn't cause any problems that anybody's told me about.

[Erin Nettifee] 10:52:19
I think it would it bigger places.

[Magda Zacharska] 10:52:21
So, I want to clarify with are not talking about lottering this query at all.

[Magda Zacharska] 10:52:29
We are talking about preview. So the question is for the preview, because the different, if we want to know how many records will match the query, this is running the query, and we are on the screen when we are previewing 100 records, it's at this point we need to run the query, because

[Erin Nettifee] 10:52:30
Sure.

[Magda Zacharska] 10:52:55
We want to know the whole number. So the question is, do we really need to preview?

[Magda Zacharska] 10:53:03
Or should we show all of the records here

[Erin Nettifee] 10:53:07
How would you

[Magda Zacharska] 10:53:10
So we

[Erin Nettifee] 10:53:11
I I can't do anything with the records here.

[Magda Zacharska] 10:53:15
No, you will not be able to do. You can only preview them, and that would help you to determine if you are getting all the records

[Erin Nettifee] 10:53:25
Right. So I guess I'm not sure what previewing all 5,600 records here would do for me. But others should definitely chime in

[Thomas Trutt] 10:53:38
I would I would tend to agree. I don't. I think, showing the first 100 records probably would be enough when you in this case, if you're pulling 5,622 complete records through the Api, I know the back end query is going to be the same but your response. Time.

[Thomas Trutt] 10:53:55
Is going to be a little bit slower, and it's also going to slow down the ui, and that would be, my fear is showing off huge amount of records. And this would really show down the ui for not really any benefits.

[Magda Zacharska] 10:54:07
So we will show the All records. Once you click rank query, and it will take you to the to the bucket.

[Magda Zacharska] 10:54:18
It's round like landing page. That would be the way where you can paginate through the record set.

[Magda Zacharska] 10:54:26
What will happen behind the scene is that at this point, when you are on the bug edit, you are not yeah.

[Magda Zacharska] 10:54:39
Making calls to the database anymore. You are interacting with the file that has occurred of those records start locally.

[Magda Zacharska] 10:54:48
So this is how we will address the issue of . Constantly pulling the database and impacting the the performance

[Thomas Trutt] 10:55:01
I think that makes sense

[Magda Zacharska] 10:55:08
I see Jennifer, as if there's a download option, for with the query, Search, Jennifer, is your question about the results.

[Magda Zacharska] 10:55:19
Downloading the results or downloading the query

[Jennifer Eustis (she/her)] 10:55:22
I I I I I know when the you know, when we do the uid, or you know the identifier we can download like the matched records.

[Magda Zacharska] 10:55:33
Yes.

[Jennifer Eustis (she/her)] 10:55:34
So it's before you do anything, and I was wondering if there was something similar here.

[Magda Zacharska] 10:55:37
Yes, yes. So this functionality that exists for identifiers.

[Jennifer Eustis (she/her)] 10:55:39
Okay.

[Magda Zacharska] 10:55:43
Will be supported for query results as well

[Jennifer Eustis (she/her)] 10:55:47
Okay. So I, I think, having just a preview of like the first 100 or so records is fine, because we have that download option.

[Jennifer Eustis (she/her)] 10:55:57
So if you have like, 10,000 or or however many, then you can do download the complete set of matched records to to really comb through those

[Magda Zacharska] 10:56:07
But you will have this download version only on the not here, not on that preview screen.

[Magda Zacharska] 10:56:16
When you are on the both query you will have this option only after you run the query, and you are in the bulk.

[Magda Zacharska] 10:56:25
Edit up.

[Magda Zacharska] 10:56:27
Let me find the the good look up. So this is clear what I'm talking about.

[Erin Nettifee] 10:56:40
That I just want to point out. You just have a couple more minutes

[Magda Zacharska] 10:56:43
Okay? Oh, 4 min. Right? Yeah.

[Magda Zacharska] 10:56:51
So this is

[Magda Zacharska] 10:56:57
So this is the screen we are talking about right now, then.

[Magda Zacharska] 10:57:01
So this is the preview we are showing 100 records.

[Magda Zacharska] 10:57:06
We run the query, so we know what we discuss right now.

[Magda Zacharska] 10:57:10
We need to run the query, but we are previewing only 1,100 records.

[Magda Zacharska] 10:57:16
Here, then user click, save where this progress bar probably will become, because we already have the file.

[Magda Zacharska] 10:57:28
And here we are here. This is the bulk, edit, and form the landing page.

[Magda Zacharska] 10:57:37
Here are the records record so that you can paganate, but you also have the download records and

[Magda Zacharska] 10:57:47
In the in Csv format

[Magda Zacharska] 10:58:06
So we agree that this query would return exact much of records is important, and we definitely need that that that's good.

[Magda Zacharska] 10:58:24
Thank you for this, and we have 2 min left.

[Magda Zacharska] 10:58:29
We will not be able to cover the queer examples.

[Magda Zacharska] 10:58:35
I just one that to point to that, I started creating a jira with list.

[Magda Zacharska] 10:58:44
The possible, so searches by the record type and property type.

[Magda Zacharska] 10:58:54
This is how the how we are going to develop these, the the tool.

[Magda Zacharska] 10:59:00
So we don't need to go one by one

[Magda Zacharska] 10:59:05
Hmm property, but resolved it by the by, the group.

[Magda Zacharska] 10:59:10
Here's the example of the of the search supported operations.

[Magda Zacharska] 10:59:15
They're not always the same. For example, if this is a text you have equal in, not equal.

[Magda Zacharska] 10:59:22
Not in contains does not contain and starts with. Also. Boolean operators have a slightly different values as well

[Magda Zacharska] 10:59:35
Here is how the supported values will be rendered to the user.

[Magda Zacharska] 10:59:41
So in this example we have a limited list of patron groups, so they will be in drop down, ordered ultimately.

[Magda Zacharska] 10:59:51
Here is the query that will be generated in the text box that is redundant.

[Magda Zacharska] 10:59:59
So that user will see what quarter is being executed.

[Magda Zacharska] 11:00:04
For now for the puppy release. This will be a read on the text box, we will open it for everything in the later releases and we are on top of the hour.

[Magda Zacharska] 11:00:18
Please stay a look at this document, and we will start our next meeting with talking about those searches.

[Magda Zacharska] 11:00:28
If you have any comments, please let me know. In the meantime.

[Magda Zacharska] 11:00:33
Thank you all for your time, for your feedback and I'll see you in 2 weeks.

[Magda Zacharska] 11:00:40
Thank you.

[Jennifer Eustis (she/her)] 11:00:41
Thank you. Magdalen. Bye, everyone


Chat
00:03:07	Amanda Ros (she/her):	still coughing from being sick so I'll only be "talking" in chat today.
00:03:30	Jennifer Eustis (she/her):	Hope you get better soon Amanda
00:03:51	Amanda Ros (she/her):	thanks
00:04:25	Erin Nettifee:	agenda link: https://wiki.folio.org/display/BULKEDIT/2023-1-10+Bulk+Edit+Working+Group+Meeting+Notes
00:06:04	Amanda Ros (she/her):	yes
00:10:15	Erin Nettifee:	https://issues.folio.org/browse/UXPROD-3469
00:14:15	Leeda Adkins:	A common use case for my team is bulk edits from Missing to Lost. A status change to Missing or to Withdrawn is done manually.
00:15:37	Jenn Colt:	And that one can get updated without check in?
00:16:12	Jenn Colt:	Thanks!
00:22:09	Leeda Adkins:	BRB
00:24:22	Leeda Adkins:	back
00:30:39	Amanda Ros (she/her):	have to run to another meeting
00:34:15	Jennifer Eustis (she/her):	+1 to adding it to the documentation
00:41:46	Kimie (Keemee) Kester:	If the dots are animating then it won’t look stuck
00:42:10	Jennifer Eustis (she/her):	+1 to the dots
00:42:14	Lisa Smith, Mich State:	I would like seeing the number of records processed
00:42:31	Lynne Fors:	+1 Lisa
00:44:00	Leeda Adkins:	I like the idea of exposing the count as well
00:50:59	Jennifer Eustis (she/her):	I would prefer to have the total number of records.
00:51:09	Lynne Fors:	I agree with Mark and Jennifer
00:51:22	Leeda Adkins:	Agreed as well
00:51:40	Thomas Trutt:	would it cause a performance issue with the rest of the system?
00:55:40	Jennifer Eustis (she/her):	Is there a download option with the query search?
00:58:01	Leeda Adkins:	That sounds good, having the download available once you run the query
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