noNEW implementation topics, questions or issues

Please add questions and topics here. Topics or questions posted in slack will be added here as well.

Status

NEW Open topic that is not yet discussed with the AI SIG

App	Topic	Description/ use case	Date added	Provided by Name, Institution	Has been discussed in meeting: Link to minutes	Actions / JIRA ticket	Status
ALL	Filtering for Null Values	Topic came up in Acquisitions SIG on 8/1. (2023-08-01 Acquisitions Meeting notes). At about ~27 min. mark in Recording. Cannot find records that do not have something selected in a filterable field. Blank/null/negative is not possible to search on. The specific example brought up in the SIG was regarding Holdings type in the Inventory app. Mentioned that this has been an issue with Acq Units as well. Want to find all records that do not have a value and correct.	2023-08-09	Kimberly Pamplin	Can maybe be implemented with advanced search → presentation of advanced search in MM SIG soon	Check status	Might have been solved, need to check (2024-11-13). Laura thinks this is still valid. Might belong to other SIGs–flesh out the question further.
Inventory +?	Changes made in one record trigger change to last updated date in another record	Discussed in MM SIG in June 20, 2024 meeting Examples: A change made to a holdings record triggers a change to the updated date in any associated item records. Reason: An item has several effective value fields that depend on holdings record values and are automatically updated whenever the holding is changed: effectiveLocation effectiveCallNumberComponents (callNumber, prefix, suffix, typeId) effectiveShelvingOrder Other possible triggers: receiving? check out / check in What apps or processes rely on last updated date? Are there similar patterns in any other apps?	2024-07-26	Laura Daniels on behalf of MM SIG	https://folio-org.atlassian.net/wiki/x/mAIGDw		NEW This is primarily an MM issue and will be handled there. (2024-11-13)
ALL	Email functionality to send other FOLIO Users directly from within Apps	Ability to send an email (with comment) to oneself or another FOLIO user directly from within an App of things like: Error Message (with detailed info included of error); URL of the Search with Filtering one has performed and would like the person to review/see; Record one wishes to hand off to another user for further/next task/input; etc	2024-11-13	Sara Colglazier & Jennifer Eustis (5C generally)			To discuss further (2024-11-13) with Sara in attendance
ALL?	Action menu items–too easy to select "duplicate" (or similar option) instead of "edit"	In multiple apps, where there is the ability to derive/duplicate/or copy a record and the ability to edit, it is easy to select one when intending to select the other. And it's not always immediately apparent that this has happened. Are there changes that could be made to the Actions menu and/or to the edit interface that would help users select the action they intend to select? Are there any apps that have a different approach that works better? (need to make sure any solutions are also accessible)	2024-11-14	Laura E Daniels on behalf of MM	See notes from quickMARC subgroup update in MM minutes
ALL using the Notes app	Notes app - ensure consistent placement and add setting to allow auto-expand of accordion when notes are present.	There are several apps that use the Notes app within their records. A review of these apps shows different behavior and placement. For example, most records have Notes as the final accordion on a record, whereas others (e.g. Organizations) place the accordion higher. Some apps open the Notes accordion by default (e.g. Orders - on POLs) while others do not. It would be desirable to have consistent placement and behavior - perhaps final accordion, expanded by default only when notes are present. The Acq SIG also suggested perhaps a personalization configuration for this.	2025-03-05	Molly Driscoll on behalf of Acq	See notes from Acquisitions SIG

OPEN implementation topics, questions or issues

Status

IN JIRA JIRA ticket created, work outstanding or in progress

DISCUSSED Topic is discussed in SIG, needs JIRA ticket to be created

App	Topic	Description/ use case	Date added	Provided by Name, Institution	Has been discussed in meeting: Link to minutes	Actions / JIRA ticket	Status
Agreements All	Review tables across ERM to have frozen headings on MCLs	e.g. Agreement Lines - if you scroll you lose the headings on the MCL	29 Apr 2022	Martina Schildt based on a comment by Sara Colglazier in ERM SIG	2022-06-15 Meeting notes: Implementers topics: UX/UI	John Coburn notes that we can do this now by setting a static height for the table. Upside: frozen headings! Downside: table height is always fixed, whether there are 3 rows or 300 rows. STCOM-1021 - Getting issue details... STATUS	DISCUSSED
ALL	Review tables across All Apps that use MCLs (Inventory, Orders, Agreements, Invoices, Receiving, Finance, etc.)–MCL navigation	when there are more columns that can be normally/generally viewed at once, and you have many lines, and depending on your screen size, then when you scroll down, you lose the column headings, and when you are at the top, you may not be able to access the horizontal scroll bar to scroll over to see the column you need to see without scrolling down and then not being able to see your headings, also you scroll away the first column information which for your line is often the defining bit of info and needed for context as well as to know what line you are in	29 April 2022	Sara Colglazier & Related to / expandingMartina Schildt 's entry above	2022-06-29 Meeting notes: Implementers topics: UX/UI		DISCUSSED
ALL	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	29 April 2022	Sara Colglazier			DISCUSSED
ALL	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. Martina Schildt as an addition: it would be helpful to be able to change the size of the popup (e.g. enlarge to view more lines / more information)	10 May 2022	Sara Colglazier	2022-07-27 Meeting notes: Implementers topics: UX/UI		DISCUSSED
ALL	Wildcards (truncation marks) need to be standardized across all Apps	Currently depending on what App either % or * or even $ is the truncation mark to use. I have to have a post-it note to remember which one for which App.	10 May 2022	Sara Colglazier	2023-05-31 Meeting notes: Implementers topics: UX/UI Discussion at WOLFCon 2023	UXPROD-4545 - Getting issue details... STATUS	IN JIRA
ALL	How Dates are formatted and entered	2022-05-10 vs 05/10/202 and that the user must type the punctuation mark rather that system automatically supplying it as the user types as is standard in most systems and generally online when filling out forms etc.	10 May 2022	Sara Colglazier	2023-05-31 Meeting notes: Implementers topics: UX/UI Requirements: Date formatting	STCOM-1160 - Getting issue details... STATUS	DISCUSSED
Across All	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	10 May 2022	Sara Colglazier	2023-05-31 Meeting notes: Implementers topics: UX/UI Discussion at WOLFCon 2023	UXPROD-4546 - Getting issue details... STATUS	IN JIRA
Across All	lowercase vs. CAP in Search	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	15 May 2022	Sara Colglazier	2023-05-31 Meeting notes: Implementers topics: UX/UI Discussion at WOLFCon 2023	UXPROD-4547 - Getting issue details... STATUS	IN JIRA
All	Sort "cards" in logical or alphabetical order	Cards are sorted differently earch time a user visits a page in both apps. Example ERM Order: j, e, k, e Order: e, k, j, e Discussed in ERM: 7/8 Meeting minutes	08 Jul 2022	Martina Schildt for ERM SIG	Meeting with UX/UI designers 2023-07-17 Meeting notes: Sorting of results	UXPROD-4405 - Getting issue details... STATUS	IN JIRA
Notes Helper App	Notes Behavior	We're using notes tentatively on Licenses in our Production instance and find them to be slightly confusing. We would find it helpful to see an overview of Notes to confirm our understanding of notes behavior to ensure that we're using them optimally and perhaps other institutions could share examples of how they are using notes? We find it frustrating that we need to click into an "assigned" note to see the details of the note - would it be possible to display the details directly within the accordion? When we click "Assign/Unassign" the window displays the list of available notes, but without seeing the details of the note we have to rely on the Note Title to be descriptive enough to know that we'd want to assign the same note to this record. Would it be possible to view the details within that window or maybe be able to hover over the row and display the details? This is our understanding of notes characteristics - are these descriptions correct and is there documentation of this anywhere? Up to 10 note types can be created. The types are shared across a tenant for all apps. - fixed in Honeysuckle Notes are not shared or assignable to records across apps -they are isolated within a specific app. So a note created in Licenses can't be assigned to an Agreement. - now that notes are available on different apps we can look at sharing notes across apps - rather later than Iris release Editing a note will update it on all the records to which it was assigned. Note types and titles are not searchable/filterable - answer: true, but there is already a feature for it There isn't a way to access a note except through a record it is assigned to, so if we need to edit a note we need to find a record to which it is assigned. - yes, it is like that until we have more discussions on different use cases Notes can't be deleted if they are assigned to any records - notes need to be assigned to a record; user needs permission to delete notes; if user has permissions, they can be deleted	2020-10-14	Julie Brannon, Virginia Martin (Duke)	10/28/2020 meeting minutes	Improvement to be discussed with the Notes app team	Not AI Forwarded from ERM
	Edit mode: Add a just "save" button, instead of having only "Save & close" or "cancel"	A user is editing a record and wants to save the current state of the record; the user then does not want to leave the edit mode, cancel the editing or close the record	27 Jul 2022	Martina Schildt	2023-06-28 Meeting notes: cross-app implementers topics 2023-07-17 Meeting notes: Sorting of results	UXPROD-4506 - Getting issue details... STATUS UIIN-2404 - Getting issue details... STATUS UIIN-2456 - Getting issue details... STATUS UIIN-2457 - Getting issue details... STATUS	IN JIRA
ALL	Horizontal scrolling	Avoid horizontal scrolling	27 Jul 2022	Martina Schildt - this was raised in one of our meeting s	2023-11-06 Meeting notes: Implementers topics	UXPROD-4675 - Getting issue details... STATUS UIIN-2727 - Getting issue details... STATUS	IN JIRA
Notes	Add table to Notes helper app / notes details	I should have mentioned this in our meeting yesterday, but forgot it. It would be helpful if one could also create tables in the "Details" section of the Notes app to store information like: This is a screenshot from our internal Wiki. The information is suitable to be maintained in the ERM system. It's about the creation of analytic records in our catalogue.	2020-06-04	Felix, ZBW	2023-11-06 Meeting notes: Implementers topics		DISCUSSED Forwarded from ERM
ALL	MCLs - scrolling	I noticed a little stumbling block today when navigating in Folio: If you make the browser window quite narrow, then horizontal scroll bars appear at the bottom of the first and second columns. For the third column, there is usually no such bar, because the contents of that column are rearranged so that they are distributed more downward than to the right. So far everything is fine. However, if the third column contains a table that is both deeper and wider than the column, then initially no scroll bar is displayed, see the first attached screenshot. You have to scroll to the bottom of the table first to see the table specific horizontal scrollbar, which can be a long way if the table is long, see 2nd screenshot. In my opinion, this can make navigating through large tables difficult. It is possible to scroll left and right with the mouse wheel at any point in the table, but I'm not sure if every mouse supports this - and this possibility is not obvious from the display as long as no scrollbar is visible. Therefore, I would like to suggest that a scrollbar is permanently displayed below the entire 3rd column if a table is included that is wider than the column.	06 Jul 2023	Martina Schildt on behalf of GBV	2023-11-06 Meeting notes: Implementers topics	UXPROD-4675 - Getting issue details... STATUS UIIN-2727 - Getting issue details... STATUS	IN JIRA
ALL	Navigation within records	Enhancements to navigating within records e.g. switching from view to edit when the user is viewing a record and needs to change specific information in a specific accordion, the user clicks "actions" menu and "edit" the user then needs to find the information in the relevant accordion again by scrolling through the record There was a related discussion in ERM SIG: ERM SIG Homework 11-10-2021	01 Aug 2022	Martina Schildt based on discussions in ERM SIG	2023-06-28 Meeting notes: cross-app implementers topics		DISCUSSED
ALL	Responsive text fields	Requirement: text fields should be responsive Example use case: Inventory holdings: The URI box in the holdings record is really small. It does expand, but I can imagine someone not noticing a URL was really long and only editing part of it and mangling it all up.	13 Jul 2023	Martina Schildt on behalf of App Interaction	2023-07-12 Meeting notes: Implementers topics: UX/UI Inventory/QuickMarc 2023-12-18 Meeting notes: Text field enrichment \| 2024 outlook to be continued with UX/UI designers	UXPROD-4431 - Getting issue details... STATUS	IN JIRA

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