2022-06-15 Meeting notes: Implementers topics: UX/UI

Date

15 Jun 2022

Housekeeping

• next meeting would be on June 20th, which is Juneteenth and a public holiday in the US
  • meeting will be cancelled
• Update and outcome of Cross-app data sync working group in PC on June 16 - 9:30 am ET
  • worked on possible solution pattern for use cased gathered by AI: Cross-app data sync use cases
  • Zoom meeting link: https://zoom.us/j/867230970 - folio-lsp 
  • Agenda: 2022-06-16 Product Council Meeting notes

Discussion items

• Implementers topics | Cross-app: UX/UI

  • Review tables across all Apps
    • MCLs
    • Request to have frozen headings on MCLs
  • 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

Minutes

• MCL = Multi column list
• Sara walks through the first use case: when there are many lines and columns on an MCLs it would be helpful to fix column headers and the first row
• freezing or pinning headings makes sense to the group
• existing solution to help keep overview over MCL: there is the option in result lists to decide what will display; that could be an option to solve this as well; is used in some MCLs on orders already
• hide columns would not be a solution for all use cases, because in many cases the user needs to see all columns
• there are generally challenges in navigating a long list
• John Coburn in chat: https://folio-org.github.io/stripes-components/?path=/story/multicolumnlist--max-height-virtualized
  
• Khalilah: we could display columns based on filters 
• Khalilah in chat: I think we should support ability to filter such lists too along with allow one to change lists.
  
• Martina S in chat: +1
  
• we should align the MCLs across apps and have a consistent design
• Kristin: export option helps as well; you can do more in excel; e.g. export is available for some MCLs in orders
  • export does not help in every situation; but would be nice as an additional option
• Zak: as far as freezing the 1st column is concerned, it is difficult to know what the height of each list should be
• Charlotte in chat: Will the change of the list be per session, or something the user can customize?
  • user preferences
• Kimie in chat: JFYI - normally if the accordion contains a list of items, there is a badge with a number showing to the right of the accordion. https://folio-org.github.io/stripes-components/?path=/story/badge--basic-usage
  
• Gill in chat: In some cases it seems like a full search and sort for the sub-MCLS is needed. An option to pop out a sub-MCL into out into its own full screen window with search and filter options.
  
  • the group is in favour of this option
• there is no column pinning possible at the moment
  • idea: maybe the user could try to trigger on its own
• potential first steps
  • display MCL full screen
  • freeze headers
  • Khalilah wants Kimie to look over
• additional use case: it would be helpful to have line numbers in result lists as MCLs
  • 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
  • you can define columns as never hide, this would be needed for the column with the clickable numbers
• group agrees that export option for MCLS would be helpful
  • Kristin in chat: Maybe that would be easier if we pop out the MCL into a different window too.
    
  • export all data should be easy
  • there may be differences between MCLs that show all results and multi page MCLs - there is the option to have some patterns
  • in general, resorting should go along with repageing
• sorting of table headers should be available consistently across apps
  •  it would be helpful to have a sort indicator, that indicates that a column is sortable
• Khalilah in chat: We need to consider two patterns 1.) View lists only and 2.) View lists and take action on the lists
  
• the group will continue discussions in 2 weeks, on 29 Jun 2022 

Chat

18:02:59 Von  Martina Schildt | VZG  an  Alle:
    Link to the agenda: https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=4098002
18:05:02 Von  Owen Stephens  an  Alle:
    Sounds incredibly cool though!
18:07:39 Von  Laura Daniels  an  Alle:
    I will not be working
18:07:44 Von  Kristin Martin  an  Alle:
    I'll be away
18:07:46 Von  Owen Stephens  an  Alle:
    I'll be here
18:07:50 Von  Maura Byrne  an  Alle:
    I can if necessary
18:10:11 Von  Owen Stephens  an  Alle:
    Multi-column List
18:10:19 Von  Jana Freytag | VZG  an  Alle:
    🙏
18:10:44 Von  Laura Daniels  an  Alle:
    as opposed to medial collateral ligament (the only ligament in the knee that will heal itself when torn)
18:14:12 Von  Dung-Lan Chen  an  Alle:
    It depends on what you are trying to do/look at
18:14:22 Von  Martina Schildt | VZG  an  Alle:
    +1 Dung-Lan
18:15:06 Von  Lloyd (Marmot Library Network)  an  Alle:
    We would never use copy number. I would like to hide that.
18:19:10 Von  JCoburn  an  Alle:
    https://folio-org.github.io/stripes-components/?path=/story/multicolumnlist--max-height-virtualized
18:20:44 Von  Martina Schildt | VZG  an  Alle:
    I see you Zak, you are next ;)
18:21:25 Von  Kimie Matsudo Kester  an  Alle:
    Freezing or pinning the column headers makes sense to me 👍
18:21:33 Von  Martina Schildt | VZG  an  Alle:
    same here +1
18:21:38 Von  Maura Byrne  an  Alle:
    +1
18:21:43 Von  Kristin Martin  an  Alle:
    +!
18:21:45 Von  Laura Daniels  an  Alle:
    +1
18:22:05 Von  Charlotte Whitt  an  Alle:
    Yes, maybe an eye symbol next to the header label.
18:23:15 Von  Khalilah Gambrell  an  Alle:
    I think we should support ability to filter such lists too along with allow one to change lists.
18:23:23 Von  Brooks Travis  an  Alle:
    Yeah, that problem didn't even occur to me, as a trackpad user with side-scrolling.
18:23:41 Von  Martina Schildt | VZG  an  Alle:
    + 1 @khalilah
18:24:29 Von  Charlotte Whitt  an  Alle:
    Will the change of the list be per session, or something the user can customize
18:25:05 Von  Kimie Matsudo Kester  an  Alle:
    JFYI - normally if the accordion contains a list of items, there is a badge with a number showing to the right of the accordion. https://folio-org.github.io/stripes-components/?path=/story/badge--basic-usage
18:28:54 Von  Maura Byrne  an  Alle:
    Does the list of columns show up better if the user closes the “Search and filter" frame?
18:29:29 Von  Brooks Travis  an  Alle:
    Could we consider a standard full-screen list view that could be invoked for all MCLs?
18:29:45 Von  Maura Byrne  an  Alle:
    +1 Brooks
18:30:11 Von  Lloyd (Marmot Library Network)  an  Alle:
    +1 Brooks
18:30:58 Von  Khalilah Gambrell  an  Alle:
    What other problems do folks have with viewing/navigating long lists on a detail record?
18:31:21 Von  Laura Daniels  an  Alle:
    +1 to Zak's point about hiding and forgetting that one has hidden something
18:31:44 Von  Laura Daniels  an  Alle:
    I often forget I've selected facets for my search!
18:34:24 Von  Gill Osguthorpe  an  Alle:
    In some cases it seems like a full search and sort for the sub-MCLS is needed. An option to pop out a sub-MCL into out into its own full screen window with search and filter options.
18:35:07 Von  Owen Stephens  an  Alle:
    That seems like a nice idea
18:35:50 Von  Martina Schildt | VZG  an  Alle:
    +1 Gill
18:35:57 Von  Khalilah Gambrell  an  Alle:
    @Gil - eholdings has a search/filter within a list feature.
18:36:23 Von  Charlotte Whitt  an  Alle:
    I like the full screen option too
18:37:07 Von  Charlotte Whitt  an  Alle:
    View in full screen as a temporary view, and then you can click out of that, and will be back in the three pane layout
18:37:23 Von  Maura Byrne  an  Alle:
    +1 Charlotte
18:40:28 Von  Gill Osguthorpe  an  Alle:
    @Khalilah 👍🏼I've seen the filter for eHoldings, it's nice.
18:46:16 Von  Lloyd (Marmot Library Network)  an  Alle:
    +1 for line numbers
18:53:17 Von  Kristin Martin  an  Alle:
    Maybe that would be easier if we pop out the MCL into a different window too.
18:55:47 Von  Khalilah Gambrell  an  Alle:
    We need to consider two patterns 1.) View lists only and 2.) View lists and take action on the lists
19:00:31 Von  Charlotte Whitt  an  Alle:
    Yes, sounds great Martina
19:00:42 Von  Dung-Lan Chen  an  Alle:
    Allow user to set how many records from the result list can be displayed before one keeps clicking on "next" button to get to see more?!
19:00:54 Von  Owen Stephens  an  Alle:
    For me as a PO I have to admit it's easy to overlook including making each column in the MCL sortable

Attendees

Action items