2022-04-25 Meeting notes: Planning Wolfcon sessions

Date

Apr 25, 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