2022-06-29 Meeting notes: Implementers topics: UX/UI

2022-06-29 Meeting notes: Implementers topics: UX/UI

Date

Jun 29, 2022

Housekeeping

Discussion items

  • Updates on topics from last call?

    • Review tables across all Apps

      • MCLs

      • Request to have frozen headings on MCLs

  • Continue: Implementers topics | Cross-app: UX/UI

    • Modals or other popups need to move–should not be fixed in place on the screen

      • ability to change size of modal

    • Warning Modals needed when deleting any record in any App when it is the source of truth for other records

    • Wildcards (truncation marks) need to be standardized across all Apps

    • How Dates are formatted and entered

    • Spaces handling

    • Possible: Look-up functionality across apps

Minutes

Multi column lists (MCL)

Topics

Notes

AI SIG status

Automatic

JIRA ticket

Topics

Notes

AI SIG status

Automatic

JIRA ticket

MCL: Freeze headings

  • freeze rows

Agreed

 

 

MCL: Freeze 1st column

(where checkboxes Freeze first X)

  • improves overview

  • it is difficult to know what the height of each list should be

  • will vary, so no general criteria - status: set per app (where it makes sense)

  • need to agree on a default behaviour

  • there is conflict if we have more and more MCLs with check boxes

  • in cases where we have check-boxes, freeze the first 2 columns?

  • PO would agree with SIG on how many columns need to be freezed

Agreed

with exceptions

NO

Spike needed

@John Coburn 

MCL: Sortable table headers

  • sorting of table headers should be available consistently across apps

  • helpful to have a sort indicator, to indicate that a column is sortable

  • pageable lists: some columns are not sortable

  • all not pageable lists should have sortable headers

  • Sara in chat: Just wondering--if not a MCL thing then for the future--just wondering: like in a spreadsheet can I sort on Column A and then on Column B in conjunction

  • for paged lists: yes

  • for non-paged lists: no

  • would be great to have it for paged and non-pages lists

Agreed

YES?

 

 

MCL: Line numbers

  • add line numbers to MCL result lists

  • important to have in mind that numbers are usually independant from the line content

  • first line will always be #1

  • there should be an indicator that it is a row number; because there are some exceptions where it is not

  • additionally, numbers could give an ancor for clicking to see more details → no, rather name, barcode (depending on the use case)

  • anchored text instead of anchored rows; text that looks like a link

  • therefore define columns with click ancor as never hide

  • Kimie in chat: If we add line numbers, and then the user drags and drops a row, will the numbers be able to update at the moment of the drag and drop? → John: yes, they have to

Agreed

 

 

MCL: Search & filter

  • full search and sort for the sub-MCLs is needed

  • An option to pop out a sub-MCL into its own full screen window with search and filter options

  • make available at accordeon level

Agreed

 

 

MCL: export lists

  • export option helps as more functionality in Excel

  • e.g. export is available for some MCLs in orders

  • does not help in every situation;

  • but would be nice as an additional option

Agreed

needs confirmation

 

 

New topics on Jul 27, 2022

Topics

Notes

AI SIG status

JIRA ticket

Topics

Notes

AI SIG status

JIRA ticket

Modals: movable

  • 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.

TBD

 

Modals: size

  • Ability to change size of modal

  • it would be helpful to be able to change the size of the popup

  • e.g. enlarge to view more lines / more information

 

 

Modals: Warning modals

  • 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

 

 

Modals: Shortcut for ENTER key

  • In the User Management SIG today (6/29/2022) it was discussed that it would be convenient to have the ENTER key perform the Primary button function on a modal. 

 

STCOM-1041: Spike: Modal (non-form) accessibility | Default focus to the primary action button Closed

Wildcards: standardized

  • Wildcards (truncation marks) need to be standardized across all Apps

  • Currently depending on what App either % or * is the truncation mark to use. 

 

 

Date formatting

  • How Dates are formatted and entered

 

 

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

 

 

Search: lowercase vs. cap

  • 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

 

 

Chat

18:02:49 Von  Laura Daniels  an  Alle:
    Kimie, in the quickMARC meeting earlier today you were called brilliant!
18:03:11 Von  Kimie Matsudo Kester  an  Alle:
    Ah, thank you 😍
18:06:11 Von  Kimie Matsudo Kester  an  Alle:
    vertically vs horizontal
18:17:23 Von  Kristin Martin  an  Alle:
    Isn't there already side-to-side scrolling now?
18:18:30 Von  Charlotte Whitt  an  Alle:
    Yes, the item list in the top of the instance in the third pane
18:18:33 Von  Zak Burke  an  Alle:
    Yes, there is, but we didn't always have scrollbars in place, so it hasn't always been available to folks without trackpads. We are working on making sure scrollbars are _always_ present when scrolling happens.
18:23:19 Von  Owen Stephens  an  Alle:
    Some of these MCLs are basiscally data tables
18:23:41 Von  Owen Stephens  an  Alle:
    I don't know if that’s the original intention of the development of the MCL
18:23:48 Von  Laura Daniels  an  Alle:
    I sometimes select multiple objects and then drag them...
18:24:07 Von  Laura Daniels  an  Alle:
    yes, drag and drop is great but we need a non-mouse way to do this
18:25:21 Von  Gill Osguthorpe  an  Alle:
    We have a drag and drop in the Dashboard too. Maybe a third approach?
18:27:16 Von  Charlotte Whitt  an  Alle:
    Contributors are sortable in the Inventory Result lits
18:30:56 Von  Charlotte Whitt  an  Alle:
    I hear you too, Sara
18:31:22 Von  Dung-Lan Chen  an  Alle:
    Yes to what Sara described!
18:31:27 Von  Kimie Matsudo Kester  an  Alle:
    In MARC authority, we had to put Sort by in the Actions button because the primary sort is by Relevance.
18:32:09 Von  Charlotte Whitt  an  Alle:
    Especially try Bugfest Lotus - Holdings HRID ho126544
18:33:40 Von  Sara Colglazier (MHC/5C)  an  Alle:
    Just wondering--if not a MCL thing then for the future--just wondering: like in a spreadsheet can I sort on Column A and then on Column B in conjunction
18:34:11 Von  Charlotte Whitt  an  Alle:
    In Inventory, there is MCL in the records, where the headings are not set to be sortable
18:39:19 Von  Kimie Matsudo Kester  an  Alle:
    If we add line numbers, and then the user drags and drops a row, will the numbers be able to update at the moment of the drag and drop?
18:40:25 Von  Kimie Matsudo Kester  an  Alle:
    Having line numbers makes a lot of sense to me. But because it is soo basic, it makes me wonder if there is a reason we did not do it from the beginning. I cannot remember.
18:41:19 Von  Kimie Matsudo Kester  an  Alle:
    ok, thanks
18:42:42 Von  Charlotte Whitt  an  Alle:
    UXPROD-1625, and another one is UXPROD-3178
18:43:41 Von  Kimie Matsudo Kester  an  Alle:
    Yes!
18:44:32 Von  Kimie Matsudo Kester  an  Alle:
    I agree with Zak, to click something like a title, not the line number
18:45:57 Von  Kimie Matsudo Kester  an  Alle:
    Some apps use the new MCL but not every app has updated
18:57:48 Von  Charlotte Whitt  an  Alle:
    In Inventory, we also didn’t expect 15000+ items. So I hear you Owen
18:57:52 Von  Laura Daniels  an  Alle:
    This points to something I like about FOLIO -- when we get it wrong, we admit it and work toward making it better!
18:58:10 Von  Charlotte Whitt  an  Alle:
    + 1 Laura
18:58:11 Von  Laura Daniels  an  Alle:
    (this is not necessarily the case with other products I use)
18:59:09 Von  Owen Stephens  an  Alle:
    I remember being told that people wanted to sort sets of 10,000 + records in an OPAC. I still don't get it really but I have to accept that sometimes people legitimately want things that I don't fully understand 🙂
19:00:06 Von  Martina Schildt  an  Alle:
    I would like to continue this discussion on July 27th - does that fit for all?
19:00:07 Von  Owen Stephens  an  Alle:
    I think something that would be really interesting to dig into is the two MCL scenarios - all data in front end vs paginating from backend
19:00:45 Von  Owen Stephens  an  Alle:
    I suspect we might do ourselves a favour by making it clearer to the user that these things are not the same
19:01:36 Von  Owen Stephens  an  Alle:
    Thanks so much everyone



Attendees

Present

Name

Home Organization

Present

Name

Home Organization

 

Ann-Marie Breaux

EBSCO

 

Brooks Travis

EBSCO

x

Charlotte Whitt

Index Data

 

Dennis Bridges

EBSCO

x

Dung-Lan Chen

Skidmore College

x

Gill Osguthorpe

UX/UI Designer - K-Int

x

Heather McMillan Thoele

TAMU

 

Ian Ibbotson

Developer Lead - K-Int

 

Jana Freytag

VZG, Göttingen

 

Khalilah Gambrell

EBSCO

 

Kirstin Kemner-Heek  

VZG, Göttingen

x

Kristin Martin

Chicago

x

Laura Daniels

Cornell

x

Lloyd Chittenden

Marmot Library Network

x

Martina Schildt

VZG, Göttingen

x

Martina Tumulla

hbz, Cologne

x

Maura Byrne

Chicago

 

Mike Gorrell

Index Data

x

Owen Stephens

Product Owner -  Owen Stephens Consulting

 

Patty Wanninger

EBSCO

x

Sara Colglazier

Five Colleges / Mount Holyoke College Library

x

Kimie Kester

EBSCO

x

John Coburn

EBSCO

x

Zak Burke

EBSCO

Action items