2022-07-27 Meeting notes: Implementers topics: UX/UI

Date

27 Jul 2022

Housekeeping

Discussion items

Updates on topics from last call?
- Review tables across all Apps
  - MCLs
  - Request to have frozen headings on MCLs
Page to collect our agreements on UX/UI topics: UI / UX agreements across apps
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: export lists - current view	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 multi page list: difference between export this page and export all could start with exporting current page and extend with option to select page or all data depending on how many lines it can be expensive there are situations in ERM where we do not want to export all export view vs export all → add an intermediate step and open a modal where user can select Chat: Von Brooks Travis an alle 06:13 PM Could we build Von Sara Colglazier an alle 06:14 PM But for Items will be the same, too For Serials/Periodicals Von Brooks Travis an alle 06:14 PM And uses the MCL UI to “specify” the data to be exported (records, via search/filter, and columns, via visible column selection)? Von Zak Burke an alle 06:17 PM We likely could. "Export to Excel" flirts with “Generate an expensive report” in some cases, and “reporting" is a whole different ball-of- IOW, some parts of this are really easy. Some parts are pretty hard. Is a partial solution that addresses the easy bits useful, or does it just feel like an incomplete implementation? Sara: we need a way to browse in lists Owen in chat: And for Agreement Lines that's why we've got this story just underway ERM-2289 - Getting issue details... STATUS This makes the agreement lines "first class citizens" in terms of search & filter, whereas previously they've only been accessible via the Agreement Kimie in chat: Of possible interest - I made some export mockups with Khalilah for eholdings here that allows users to make choices in a pop-up modal. https://drive.google.com/drive/folders/1ygzG-iviLq7VZ9yfB5G_rKrksksmppQm?usp=sharing	AGREED needs confirmation depends on use case/MCL
MCL: export lists - all data	John Coburn and Zak Burke will have a look and check possible ways to export full MCL list to excel technically maybe create a Spike come back and talk about results in a few weeks	TBD

New topics

Topics	Notes	AI SIG status
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. 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. modals could be moved somewhere where user cannot see them anymore; should not happen To Do: collect use cases creation modal: receiving: creating receiving piece; information needed is hidden; creating somethin with modal look up modal: title look upinformation is variable warning modal	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 apart from scroll option
Modals: Keyboard shortcut modal	When I use keyboard shortcuts I need to view them separately from the screen I am working on maybe open in a separate window or pane Charlotte in chat: An extra pane, sounds a bit like Tags, when in the three pane layout	TBD
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.
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

Next steps

Group will collect use cases where modals need to be moved or resized
will reconvene in 2 weeks

Chat

18:07:34 Von Charlotte Whitt an Alle:
You are so super well organized. It’s a joy, Martina
18:07:44 Von Maura Byrne an Alle:
+1, Charlotte
18:07:45 Von Laura Daniels an Alle:
+100 Charlotte!
18:08:08 Von Jana Freytag | VZG an Alle:
💯
18:10:37 Von Dung-Lan Chen an Alle:
I can imagine there will be time that all results will need to be exported.
18:13:34 Von Brooks Travis an Alle:
Could we build something that hands off the exports to mod-data-export-spring?
18:13:48 Von Sara Colglazier an Alle:
But for Items will be the same, too
18:14:08 Von Sara Colglazier an Alle:
For Serials/Periodicals
18:14:56 Von Brooks Travis an Alle:
And uses the MCL UI to “specify” the data to be exported (records, via search/filter, and columns, via visible column selection)?
18:15:58 Von Zak Burke an Alle:
We likely could. "Export to Excel" flirts with “Generate an expensive report” in some cases, and “reporting" is a whole different ball-of-wax, and something of a can of worms.
18:17:07 Von Zak Burke an Alle:
IOW, some parts of this are really easy. Some parts are pretty hard. Is a partial solution that addresses the easy bits useful, or does it just feel like an incomplete implementation?
18:22:54 Von Owen Stephens an Alle:
And for Agreement Lines that's why we've got this story just underway https://folio-org.atlassian.net/browse/ERM-2289
18:23:35 Von Owen Stephens an Alle:
This makes the agreement lines "first class citizens" in terms of search & filter, whereas previously they've only been accessible via the Agreement
18:24:30 Von Laura Daniels an Alle:
I agree with Zak that we need to differentiate between exporting a results list and reporting
18:25:41 Von Kimie Matsudo Kester an Alle:
Of possible interest - I made some export mockups with Khalilah for eholdings here that allows users to make choices in a pop-up modal.
18:25:42 Von Kimie Matsudo Kester an Alle:
https://drive.google.com/drive/folders/1ygzG-iviLq7VZ9yfB5G_rKrksksmppQm?usp=sharing
18:29:38 Von Kristin Martin (University of Chicago; she/her) an Alle:
Orders
18:30:33 Von Owen Stephens an Alle:
The eHoldings export is available on snapshot at least
18:35:21 Von Owen Stephens an Alle:
I'm very supportive of what Zak is suggesting and do think there could be a useful small win here
18:42:39 Von Maura Byrne an Alle:
That sounds like we need to open a window with keyboard shortcuts.
18:42:50 Von Laura Daniels an Alle:
Yes! (what Maura said)
18:44:23 Von Charlotte Whitt an Alle:
An extra pane, sounds a bit like Tags, when in the three pane layout
18:46:00 Von Laura Daniels an Alle:
interesting point, John, about needing the modal to stay visible -- I work with applications that routinely end up opening modals off-screen and it's maddening!
18:52:45 Von Kimie Matsudo Kester an Alle:
We can debate whether or not the modals and which modals can be moveable but my question is there a technical coding reason that makes it too difficult to make the modal movable?
18:52:48 Von Sara Colglazier an Alle:
+1 Owen ... thanks!
18:53:26 Von Charlotte Whitt an Alle:
+ 1 Owen. I’m sure the Instance Look up modals have the same issue
18:54:21 Von Kristin Martin (University of Chicago; she/her) an Alle:
This problem is not unique to FOLIO.
18:58:54 Von Sara Colglazier an Alle:
I think the bigger problem are those that actually create things, like the Interface one or Receiving Pieces etc
18:58:55 Von Owen Stephens an Alle:
I have a theory that the ticket system used when developing software influences the way the system works because we (as product owners and developers) get so used to how the ticket system works we mistake it for intuitive 🙂
18:59:21 Von Laura Daniels an Alle:
I am intrigued by that theory, Owen, I think you're onto something.
19:00:32 Von Owen Stephens an Alle:
4 weeks I will be away
19:00:44 Von Kristin Martin (University of Chicago; she/her) an Alle:
I'll be away in two weeks, but I shouldn't be the deciding factor.
19:00:44 Von Dung-Lan Chen an Alle:
2 weeks is fine.

Attendees

Present	Name	Home Organization
	Ann-Marie Breaux	EBSCO
x	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
	Heather McMillan Thoele	TAMU
	Ian Ibbotson	Developer Lead - K-Int
x	Jana Freytag	VZG, Göttingen
	Khalilah Gambrell	EBSCO
	Kirstin Kemner-Heek	VZG, Göttingen
x	Kristin Martin	Chicago
x	Laura Daniels	Cornell
	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