2024-02-21 Meeting notes: Number generator

Date

21 Feb 2024 

Housekeeping

• Convener and notes: Martina Schildt 

• Next meeting: 26 Feb 2024 

Discussion items

1. Update from BELA (Bulk Edit and Lists Apps) | Amanda Ros | 5 min.

   1. BELA meets every other Tuesday 10:00-11:00 EST (https://openlibraryfoundation.zoom.us/j/82037550825?pwd=NFMvODZ6UHIzcHVoUCtycVZQSFJCdz09)

   2. Previous 2024 updates (as reported by Jennifer Eustis to Metadata Management SIG, shared here with her permission)

      1. 5 Jan 2024: 

         The BELA (Bulk Edit and Lists App) group met last Tuesday (2024-01-05 BELA Meeting Notes). There is a lot of functionality coming for Quesnelia such as bulk editing Holdings notes fields or Holdings electronic access fields. This group is also working on instance discovery suppress and staff suppress and working on being able to duplicate a list in the List App.

         -Lists and Bulk Edit development is being approached jointly as the functionalities are interrelated

         The question of whether users wanted to use the API or UI to make changes to large data sets came up. SME's thought it was important to be able to edit large data sets via the UI. If you have any thoughts, you can use the BELA Slack channel.

         This group is also working on how to build queries that search for null/empty values UILISTS-87. If you have any thoughts, add comments to this Jira Issue UILISTS-87. The group is also looking for examples of queries which are being recorded on this wiki page.

         -Felix notes that ERM/Dashboards already has the option to search for empty/null values

      2. 23 Jan 2024: We discussed a performance issue detailed in MODBULKOPS-211 and 212 where larger files slow everything down. This Spike will investigate the issues to try to identify what the problem(s) are. There was a good discussion on errors versus warnings. For example, the group through that duplicate entries in the incoming file would be a warning whereas if one identifier brought back multiple records, this would be an error. We continued the discussion of what we expect for updating one property with no change in value and updating two properties with no change in one value.

      3. 6 Feb 2024: The working group worked more on how to handle warnings and errors especially when no changes were made to a field and changes were made to a different field.

   3. 20 Feb 2024 meeting notes: 

      1. Quesnelia update: Query will work on items and users with Quesnelia. Holdings will be the next sprint and then instances the sprint after that. Right now what is displayed as the query statement is confusing and will be replaced with the cql soon. The Actions remain the same as with uploading a file of identifiers. Errors: There are a number of errors that have specific meanings. Magda created a page with the error message, what it means, and how to fix it: Bulk Edit Errors and Warnings.

      2. Bulk edit instance notes:  Proposed implementation will be to have 2 types of editing, one for MARC SRS and one for FOLIO instances. For MARC SRS, bulk edit changes will propagate to Inventory according to the existing mappings. For FOLIO instances, the behavior will be the same for items and holdings. In Actions, you'll see 2 actions: one for FOLIO and another for MARC instances. Right now, the implementation is limited to 5XX and 9XX. What about repeating fields and subfields? It would be good to limit this for the moment as we can work out challenges slowly. It was mentioned that some institutions have notes in the 795 field. The 795 will be included.  

2. Presentation of number generator | Martina Tumulla 

Minutes

Update from BELA (Bulk Edit and Lists Apps) | Amanda Ros

• Question by Owen: lists app is designed to pull multiple list from multiple apps, is that the same for bulk edit

  • Amanda: no, at the moment bulk edit is doing Inventory and Users

• How would other apps make use of bulk edit or lists app in the future, how do we get in the queue

• high level roadmap: High Level Roadmap for Bulk Edit App

  • how do apps get scheduled for post trillium

• Laura in chat: I wonder if it's worth revisiting our discussions from several years ago about cross-app searching now that the "lists" app is being developed -- how many of the use cases might be overlapping?

Presentation of number generator | Martina Tumulla 

• different workflows in different institutions to generate numbers (some outside FOLIO, some inside FOLIO)

• University Libarary of Leipzig is funding development

• development is done by K-Int

• Number generator is available in Settings > Service Interaction

• Available number generators as a table under Settings > Service Interaction

  • ILL: Patron Request Number

  • Inventory: Accession Number

  • Inventory: Call Number

  • Inventory: Item barcode

  • Open Access: Publication request number

  • Organizations: vendor code

  • Srrials management: Pattern number

  • Users: Patron barcode

• Automatically assigned with one sequence - e.g. OA request number

• or users can choose from sequences via a modal

• use case: user barcode has different sequences for different user types

• in the table users can see how many sequences are available per number generator

• Number generator sequences available under Settings > Service Interaction

  • user can choose from different generators

  • output template is where sequences are designed

  • in fourth pane details for sequences are displaye

Next steps

Chat

Attendees

Action items