2023-08-14 Meeting notes: Save records without closing / Save button

Date

06 Sep 2023

Housekeeping

• Convener and notes Martina Schildt 
• Next meeting: 06 Sep 2023 
• Meetings Aug 23rd and 28th will be cancelled due to WOLFcon and travelling 

WOLFcon 2023

• Chicago, USA
• August 22nd - 24th 2023

Discussion items

1. Ability to save a record without closing it | review button labelling
   
   1. MM SIG feedback on desired default save behaviors. (Laura E Daniels )
   2. Mock-ups (Gill Osguthorpe )

Minutes

MM SIG feedback:

• discussed: if there is a single default, what would that be
• and then various other sub-options
• feedback is listed here: MM SIG feedback on desired default save behaviors
• similar options are available in Postman
• talking about Inventory holdings and items
  • in MM: default button label save & close
  • in QuickMarc: default to be save and keep editing → maybe just label save
• when editing holdings: 
  • sub-options: save and keep editing and save and return to instance
  • return tio view holdings (same for items)
• question: do we want alignment or differences per record

Gill's mock-ups:

• option A
  • 2 buttons: 1. Intermediary save 2. Save, I'm done
  • = save & keep editing and save & close
  • save & keep editing could be re-named → just "save" or it could be an icon 
  • where there are multiple options, offer a drop-down
  • save & close is always primary option
• option B
  • User can change the primary button option
  • via a set of radio buttons
  • alternative: add a seetings button that leads to a modal where a user can define preference
  • change primary button: for a session or permanently? → needs checking what is possible
• option C
  • Button action is separated from the button
• rename?:
  • save & keep editing → save
  • save & create another → save & new

• this should work across the apps
• pick up in a call with Zak and create a ticket
• has to be implemented by each app

Automatic saving

• would automatic saving of records every X seconds help users?
• advantage: user does not loose data when forgetting to save or there is a system error
• disadvantage: sometimes I don't want to save immediately, because I may want to change data again or just test something
• would need to come back to the earlier version
• no immediate need to follow this thought

Next steps

• Get effective feedback from the community
• Martina Schildt will reach out to implementers and invite them to a meeting in September - aiming for 11 Sep 2023 
• then present Gill's mock-ups again
• have separate calls with implementers and Zak and John

Chat

18:01:51 From Natascha Owens (UChicago) To Everyone:
    I do too!!
18:17:49 From Owen Stephens To Everyone:
    There’s some feedback about the current “Save and keep editing” that suggests that as it currently works it’s not quite behaving how the user wants
18:18:28 From Laura (she/they) To Everyone:
    that's about the screen focus, isn't it?
18:20:46 From Owen Stephens To Everyone:
    Replying to "that's about the scr..."
    
    Yes - because if it does the save and then re-presents the form the user loses their place
18:24:18 From Laura (she/they) To Everyone:
    should we approach Implementers rather than SIGs?
18:30:01 From Owen Stephens To Everyone:
    Completely agree Laura
18:30:34 From Dung-Lan Chen To Everyone:
    Yes, +1 to Laura
18:33:08 From Laura (she/they) To Everyone:
    Gill, I think these are really well presented already
18:33:13 From Martina Schildt To Everyone:
    Reacted to "Gill, I think these ..." with 💯
18:38:34 From Jana Freytag | VZG To Everyone:
    Same here!
18:39:20 From Gill Osguthorpe To Everyone:
    Reacted to "Gill, I think these ..." with 👍🏼
18:48:36 From Kristin Martin To Everyone:
    Sort of like the order history in Orders
18:49:52 From Jana Freytag | VZG To Everyone:
    happy to see you all next week! :)
18:49:56 From Natascha Owens (UChicago) To Everyone:
    Thank you!
18:50:03 From Owen Stephens To Everyone:
    Thanks

Attendees

Action items