2023-06-05 Meeting notes: Implementers topics: UX/UI Inventory/QuickMarc

Date

Jun 5, 2023

Housekeeping

• Convener: joining for Martina today @Laura E Daniels 

• Notes: @Jana Freytag  

• Next meeting: Jun 14, 2023 

Discussion items

1. Implementers topics | Cross-app: UX/UI

   1. Enhancements to the UI for Inventory/Quick Marc: UI Enhancement list - status of 2023 (Nolana) | @Natascha Owens 

Minutes

Natascha Owens guides us through the UI Enhancement list:

• Owen:should be an enhancement request for Inventory

• Owen: skipping dircetly to the edit screen

• Zak: How would folks know what happens when they klick the save button? - What are the expectations here?

• Laura: consistency would be good  - to accommodate a pattern across FOLIO would be good

• Owen asks Natascha: What would the flow be without going through the Edit screen?

  • Natascha: adding more than two option

  • Zak: idea: include an option menu

  • Maybe we can come up with a youple of different things people want out of it and get the UX/UI designers involved too?

• General agreement: it is worth discussing this topic further - get the input from the SIGs what the default would be - get back to this with a UI/UX designer

• Zak: are there things specific about eholdings versus non electronic holdings?

• Answer: The URL is location information for eRessources - more complexity

• The only Solution might be customization

• Owen: the MCL method of displaying the info attached to the holding could be useful

• Kimberly makes a point that different workflows require different views of the holdings or other parts

• Laura: UXPROD-1732 deals with UI customization

• Zak: Is there a common way to do this?

• Laura: one approach could be to display a card with all the info and let the customization get rid of all the info that the specific user does not need

• there is resistance against the card idea from some in the group

• Laura: slide deck for Inventory display

• This is probably something that needs to be adressed by the inventory/MM SIG although it might not be an isolated problem

• Adressing the problem of adressing certain problems with customization vs. finding general solutions for them at WOLFCon

• General agreement: Laura gets this back to MM SIG

• Owen: shares an example of an agreement with lots of agreement lines:

• there was a long standing request to add the show list option to show the whole list of agreement lines and adding filter options

• Zak: there is no option for this in inventory right now - the MM SIG has to talk about this

Next steps

Chat

Owen Stephens: I think finding a way to accommodate the “directly edit a ‘child’ record from a ‘parent’ record” use case it would be a good pattern to have across apps

   Maura Byrne: Hard agree

Maura Byrne: Maybe we should put a pin in this one and we can come back with more info form other apps?

Owen Stephens: A possible idea that occurs to me is the idea of a “quick edit” where that triggers a modal/pop-over edit screen rather than a full edit screen.

Maura Byrne: And shortcut keys?

NEXT TOPIC:

Owen Stephens: Suggest we call them ‘online holdings’ in the issue rather than ‘eHoldings’ which (to me) refers to the app

Pamplin, Kimberly B: Summary level customization would be nice in invoices and orders as well.

Owen Stephens: I do wonder from Kimberley’s comment if there is any broader approach that could be taken but I’m not sure what that would be - Inventory is perhaps unusual here in having 3 levels to deal with (perhaps Finance would be another place where that is common?)

Owen Stephens: Orders, Invoices, Agreements, Licenses all only ever have 2 levels that are usual (i.e. Order / Order line, Invoice / Invoice line, etc. etc.)

Olin 111B: UXPROD-1732 deals with UI customization

Owen Stephens: I do think that the Holdings issue here is something that probably could be improved by adding a “Holdings MCL” as well as the current accordions to that Instance display

Owen Stephens:I’d love for this to be more linked up with the KnowledgeBase / Agreements approach for ERM

But that’s a whole other issue 🙂

Owen Stephens: The problem is that you want to have the Instance data on the screen at the same time as the holdings + items I guess

Attendees

Action items