2021-09-17 Meeting notes

•  Link to  presentation: https://docs.google.com/presentation/d/1KlMPSeU8HUGGbo1ahndL9DEhUgFfl6GM/edit#slide=id.p1
• https://folio-org.atlassian.net/wiki/display/MM/Batch+%28Bulk%29+Edit+Use+Cases
• Magda is the Product owner assigned to bulk edit 
• Please consider being a part of the Bulk edit working group. 
• Timeline for Bulk Edit
  • June -Sept 2021 - Define pilot requirements
  • Sept-Jan. 2022 - Build the pilot
  • January 2022 - review the pilot and readjust as needed
• Bulk Edit will be a separate element
• Discussed workflow for editing records
• From Scott Perry (he/him) to Everyone:  08:18 AM
  For Dennis at the end: How does this tie in with the discussed functionality related to loading allocations/budgets via CSV?  Is that now scheduled for 10/22 as part of this app?
• From Dennis Bridges to Everyone:  08:23 AM
  That feature has not been updated for some time. We may need to see what issues arise as this POC is implemented, but it does seem that there may be an opportunity for use to leverage some or all of this work. The file format is the same and the approach may address some of the current performance issues we have with building CSV files in acqs.
• Susan Martin: I am really pleased to see this important aspect has a group and product owner, and is moving forward. 
• Magda: Not everyone is comfortable with downloading, making changes, then uploading. They are working on other ways to bulk edit.  A web based approach is being looked at. 
• Dennis: Question: Have you discussed taking actions on records, editing data inside the record, if you have 14 records that you want to take an action on, that might be considered an edit, like maybe opening a record that would be done in the actions menu? From the bulk edit app.  Change the status of a record.  Have you explored using AI for this type of application?
•  Magda: you can do that here: 
• 
  
  • But will follow up with you on this topic. 

• Chat Discussion
  08:28:35 From  Sara Colglazier (MHC/5C)  to  Everyone:
  	Can both options be available controlled by Permissions.
  08:28:39 From  Scott Perry (he/him)  to  Everyone:
  	I think these approaches are more appropriate for smaller bulk edit options, but for larger sets I much prefer the CSV export?

  08:29:14 From  Sara Colglazier (MHC/5C)  to  Everyone:
  	Agree, the CSV download option is also very much needed \.
  08:29:38 From  Kristin Martin  to  Everyone:
  	The CVS option seems more extensible.
  08:30:10 From  Scott Perry (he/him)  to  Everyone:
  	We currently use the CSV option for Acquisitions bulk updates in OLE.
  08:31:38 From  Scott Perry (he/him)  to  Everyone:
  	The primary uses have been for vendor changes (when a vendor ceases to exist or we want to revend everything from one vendor to another) and to change funds in pos.
  08:32:25 From  Owen Stephens  to  Everyone:
  	Is the “Open Order” action etc. a different endpoint Dennis?

• Magda: Any volunteers for the bulk edit working group?
  • Sara Colglazier has volunteered
  • From Scott Perry (he/him) to Everyone:  08:32 AM
    I would be happy to.
  • From Jackie Magagnosc to Everyone:  08:33 AM
    I have volunteered also FWIW

From Owen Stephens to Everyone:  08:33 AM
Magda - have you talked to Martina Schildt about doing this presentation at an ERM SIG meeting?

Magda - No, not yet.  Martina is in the meeting and will follow up . 

From Sara Colglazier (MHC/5C) to Everyone:  08:34 AM
I am also an ERM person. ;-)

08:35:21 From  Dennis Bridges  to  Everyone:
	Owen, yes it is a specific endpoint and there would be a number of potential issues with multiple errors etc.
08:36:44 From  Owen Stephens  to  Everyone:
	The need of the bulk update app having to talk to multiple other apps has a bit of overlap with some of our ideas for the Dashboard - I wonder if there could be a way of seeing if there is any work there that can be shared
08:37:37 From  Owen Stephens  to  Everyone:
	The idea of being able to trigger actions from a dashboard widget was something we felt could be desirable, although we’ve not got close to that at the moment
08:37:42 From  Sara Colglazier (MHC/5C)  to  Everyone:
	Owen and Martina, bulk editing for Agreements would be very useful

08:38:24 From  Scott Perry (he/him)  to  Everyone:
	Also a tie-in with the proposed LDP app might be of interest
08:38:43 From  Sara Colglazier (MHC/5C)  to  Everyone:
	Esp. once we can search, identify, and then export the AGs etc.

The poll was posted Monday, Sept.13th in the #folio-acquisitions-sig

This is copied from the slack channel as a snap shot of where the voting is at this point in time: Please vote in the slack channel, not here. 

Dennis: @hereI'm hoping to take a quick poll to see which data would be more important to you for an order renewals integration. Please add ato the option that is more important to you in response to the following question. Given you have an order integration that automatically updates the orders in your ILS system when you renew those orders with the vendor, would you be more interested in:

A) The ability to omit price from the data being updated such the the order price would not be changed automatically in any circumstance.

B) The ability to receive the "Extended price" which includes any fees being charged, such that the price would be updated and always reflect the most comprehensive cost of the material.