2022-04-25 Meeting notes: Planning Wolfcon sessions

Date

25 Apr 2022

Housekeeping

• New page to collect cross-app implementers topics: Implementers topics | Cross-app

  • SIG conveners: please make SIG members aware

  • everyone can add topics; will be invited to the relevant meeting for discussion

• Next topics
  1. Permissions
     1. field based → walk through where needed?
     2. SIG reps and PO
        1. example: specific perms to edit the barcode field
        2. view and edit vs. only view e.g. source record (quickmarc) - there seems to be a JIRA
        3. would be UI-based permissions
        4. Brooks: better-focused on managed customized UIs?
        5. Owen: would be good to undertsand the use cases
  2. searching in FOLIO
     1. ERM SIG started to collect areas of improvement - of Interest for all apps? - consistency when filtering ...
     2. save searches/filters and apply them in one click
     3. look-up for users: add filter for tags
     4. in Organizations: keep search/filter after editing a record
        1. users applies filters and has 5 results that all need to be edited
        2. when one record is edited, the search/filter is deleted and the user needs t start searching/filtering again
  3. ACQ units in ERM

Discussion items

• Potential topic: Planning for Wolfcon sessions

Minutes

Workflow sessions

• Libraries walk through workflows from beginning to end, e.g. Purchase a resource for a patron (incl. Orders, Receiving, Requests, Invoices, Check-in, Check-out, Inventory)

  Incl. gap analysis

• pain points related to record interactions
  • when migrating 
  • moving items, holdings 
  • right use cases and right library person needs to be there
• Managing upgrades so that implemented libraries to take advantage of new functionality
  • Example: new connection between order lines and holdings records with Kiwi, but existing orders migrating over will not have this information populated. There should be a way to support existing data in FOLIO to take advantage of the new feature.
  • May be related to earlier issue of reference data getting overwritten when upgrading. Tech Council recommended a series of test scripts as part of definition of done. Maybe we need to also address assisting libraries who are upgrading.
  • There will be a conversation with the Acquisitions SIG - can also go to Implementer's SIG.
• talking through use cases
• Inventory is a central app; how can we make interactions easier
• define business processes involved
• thinking about process rather than data points
• SWOT related to design decisions: showing advantages of FOLIOs approach vs. disadvantages (we do not want to build a monolithic system)
  • devs needed

Chat

00:07:20	Martina Schildt | VZG:	https://folio-org.atlassian.net/wiki/display/AppInt/Implementers+topics+%7C+Cross-app
00:08:49	Brooks Travis:	Apologies for missing context on my part, but what do you mean by field-based permissions?
00:09:03	Brooks Travis:	Is this crossover with UI-customization?
00:09:46	Kristin Martin:	BRB
00:10:42	Brooks Travis:	So, ui-only permissions, because we don’t presently have the ability to limit that at the API level
00:11:30	Brooks Travis:	I think there’s a Jira for that
00:12:35	Kristin Martin:	back
00:14:59	Brooks Travis:	I just wonder if the lift would be better-focused on managed customized UIs
00:15:32	Maura Byrne:	So to configure things in Settings?
00:19:18	Brooks Travis:	My audio dropped out there… :/
00:19:47	Jana Freytag:	It's Monday!
00:20:17	Maura Byrne:	And I'd like to ask UM.
00:20:36	Jana Freytag:	And I RA
00:28:52	Brooks Travis:	I say this as someone who isn’t going to be at WOLFCon in-person, but I think that cross-app data sync should be on the agenda for discussion, because even if our group has something actually out by then, it will only be a sub-set of the desired functionality.
00:32:43	Brooks Travis:	It’s potentially a fundamental shift in the data architecture of FOLIO…
00:33:30	Kristin Martin:	What's our desired outcome from the discussion?
00:33:42	Maura Byrne:	I would think that for this topic, we’d want a developer there to see the problem, and be able to say if the problem can be solved, or if we have to find a workaround.
00:36:52	Maura Byrne:	BRB
00:39:04	Maura Byrne:	Back.
00:39:25	Laura (she/they):	I really appreciate you bringing this up, Brooks
00:40:41	Owen Stephens:	Perhaps something like a session to do a SWOT of current state of Folio to understand where we are might be a start?
00:44:52	Brooks Travis:	Download glitches, upload fixes, Owen 🙂

Attendees

Action items