2022-03-09 Meeting notes: Latest User Management functionality

Date

09 Mar 2022

Housekeeping

• Meeting agenda and minutes on AI wiki instead of Google Drive: AI Meeting notes
  • goal: align the structure with FOLIO SIGs
  • topics are searchable in a better way
• Topic for next meeting: clickable links?

Discussion items

1. Demo on the latest User Management functionality (Maura)

Minutes

Changes

• preferred first name
• custom fields
• Maura demos Users app in FOLIO
• last name, first name and preferred name
  • preferred first name shows up exclusively
  • search for given name possible (Shown in parenthesis)
  • search by preferred first name as well
  • if at check-out and entering barcode: preferred first name shows up
  • same is true if look up requests: if searching for a patron by preferred first name → preferred first name will come up
  • preferred first name shows up as proxy borrower as well
• custom fields: can search custom field, and filter 
• if free text custom field they searchable in search field
• custom fields for users are set in settings
• it can be defined in settings whether free texts fields are searchable across the board (users/check-out)
• User permissions on user record
  • unassign all permissions button is avilable
  • this is set behind a specific permissions that you have to have
  • role-circ-manager is permission that allows the button to appear
• delete user with check for open transactions (Kiwi) - needs extra permission
• continue to work on protecting fields: if user wants to protect a particular field or a particular field for a user → this is something user management is working on
• Laura: what do the settings look like for custom fields?
• go to Settings → Users → Custom fields
  • field label can be set; define whether custom field is required or not required
  • add custom field: different options can be chosen from a drop-down (e.g. multi-select, single select)
  • for mutli-select: several answer options can be added and labeled
  • text based custom fields can be made searchable in search box
  • others non-text fields can be made filterable
  • Charlotte: is there a way to define the order? → not for the filter, but the order can be changed for the user record itself
  • the order for the custom fields on the user record can be changed in settings 
• Group wishes to come back to printing records, especially user records
• deleting user records is available since Kiwi, preferred names and custom fields will be in Lotus

Attendees

Action items