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2022-06-29 Meeting notes: Implementers topics: UX/UI

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Date

Housekeeping

Discussion items

  • Updates on topics from last call?
    • Review tables across all Apps
      • MCLs
      • Request to have frozen headings on MCLs
  • Continue: Implementers topics | Cross-app: UX/UI

    • Modals or other popups need to move–should not be fixed in place on the screen
      • ability to change size of modal
    • Warning Modals needed when deleting any record in any App when it is the source of truth for other records
    • Wildcards (truncation marks) need to be standardized across all Apps
    • How Dates are formatted and entered
    • Spaces handling
    • Possible: Look-up functionality across apps

Minutes

Multi column lists (MCL)

TopicsNotesAI SIG statusJIRA ticket
MCL: Freeze headings

AGREED


MCL: Freeze 1st column
  • improves overview
  • it is difficult to know what the height of each list should be

TBD


MCL: Sortable table headers
  • sorting of table headers should be available consistently across apps
  • helpful to have a sort indicator, to indicates that a column is sortable

AGREED


MCL: Line numbers
  • add line numbers to MCL result lists
  • important to have in mind that numbers are usually independant from the line content
  • first line will always be #1
  • there should be an indicator that it is a row number; because there are some exceptions where it is not
  • additionally, numbers could give an ancor for clicking to see more details
  • therefore define columns with click ancor as never hide

AGREED


MCL: Search & filter
  • full search and sort for the sub-MCLs is needed
  • An option to pop out a sub-MCL into its own full screen window with search and filter options

AGREED


MCL: export lists
  • export option helps as more functionality in Excel
  • e.g. export is available for some MCLs in orders
  • does not help in every situation;
  • but would be nice as an additional option

AGREED


New topics

TopicsNotesAI SIG statusJIRA ticket
Modals: movable
  • Modals or other popups need to move
  • should not be fixed in place on the screen
  • In various Apps functional Modals be moved out of the way while in use but at the same time cover over information that is needed while using the Modal.
  • Modals need to be able to be moved.
  • Not all modals are "Look-up" modals, some are "Fill-out" modals and so info is on the screen now hidden
  • e.g.: in the Receiving App, the Receiving Note.
  • Additionally, I often want to copy and then paste into the pop-up modal info from the screen behind, but no longer can.
  • I would hope that if I can move it out of the way, I then would also be able to copy off it to pate into fields in the popup
  • my demo example would get be when I am creating a piece in the Receiving App.

TBD


Modals: size
  • Ability to change size of modal
  • it would be helpful to be able to change the size of the popup
  • e.g. enlarge to view more lines / more information


Modals: Warning modals
  • Warning Modals needed when deleting any record in any App when it is the source of truth for other records
  • To avoid dead links, or even disappearing records and information, when deleting a record to which other Apps link or connect or downstream display information regarding, a warning modal should appear informing the user that if they confirm the deletion then the following other records in such-and-such apps will be unlinked or deleted as well


Modals: Shortcut for ENTER key
  • In the User Management SIG today (6/29/2022) it was discussed that it would be convenient to have the ENTER key perform the Primary button function on a modal. 


Wildcards: standardized

  • Wildcards (truncation marks) need to be standardized across all Apps
  • Currently depending on what App either % or * is the truncation mark to use. 


Date formatting

  • How Dates are formatted and entered


Spaces handling

  • Example: In Inventory 'extra' spaces are eliminated,
  • while in Orders they can exist and impact search & retrieval:
    • From Orders: Newspaper  of  extra  spaces  becomes Newspaper of extra spaces in Inventory.
  • If you copy Newspaper of extra spaces from Inventory to search in Orders by Orders Lines, you retrieve nothing, until you add the spaces back


Search: lowercase vs. cap
  • Use of lowercase vs CAP re: searching not consistent,
  • barcode example (in my case, B891369-MHC vs. B891369-mhc) or
  • KW in Inventory searching for something that is an Identifier for example, in my case (MHeb* works but not (MHEB* ... ... different in other apps


Chat



Attendees

Present

Name

Home Organization


Ann-Marie Breaux

EBSCO


Brooks Travis

EBSCO


Charlotte Whitt

Index Data


Dennis Bridges

EBSCO


Dung-Lan ChenSkidmore College

Gill Osguthorpe

UX/UI Designer - K-Int


Heather McMillan Thoele

TAMU


Ian Ibbotson

Developer Lead - K-Int


Jana Freytag

VZG, Göttingen


Khalilah Gambrell

EBSCO


Kirstin Kemner-Heek  

VZG, Göttingen


Kristin Martin

Chicago


Laura Daniels

Cornell


Lloyd Chittenden

Marmot Library Network


Martina Schildt

VZG, Göttingen


Martina Tumulla

hbz, Cologne


Maura Byrne

Chicago


Mike Gorrell

Index Data


Owen Stephens

Product Owner -  Owen Stephens Consulting


Patty Wanninger

EBSCO


Sara ColglazierFive Colleges / Mount Holyoke College Library

Kimie KesterEBSCO

John CoburnEBSCO

Zak BurkeEBSCO

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