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

Date

29 Jun 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
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 27 Jul 2022

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 - Getting issue details... STATUS
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
	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

App Interaction SIG