2023-06-28 Meeting notes: cross-app implementers topics

Date

14 Jun 2023

Housekeeping

• Convener and notes: Martina Schildt 
• Next meeting: 12 Jul 2023 | July 3rd will be cancelled

Discussion items

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

   1. Open action items from former discussions

      1. MCL: export lists - complete list

         1. is a Spike created?
         2. are there possible ways to export full MCL list to excel technically
   2. Enhancements to the UI for Inventory/Quick Marc: UI Enhancement list - status of 2023 (Nolana) | Natascha Owens → postponed

Minutes

Edit mode: Add a just "save" button, instead of having only "Save & close" or "cancel"

• in some apps there is already the option to "Save & keep editing"

• Available in QuickMarc

• Button is called "Save & keep editing" - that is very explicit but very long at the same time

• Will be available for holdings UIIN-2404 - Getting issue details... STATUS

• and item level: UIIN-2456 - Getting issue details... STATUS

• as well as instances: UIIN-2457 - Getting issue details... STATUS

• Owen in chat: In Orders and Agreements with have a “Create another” checkbox next to the Save button for situations where you want to save but immediately open another create form
• Needed: consistent behaviour and labelling
• on the other hand we shouldn't have too many buttons
• checkbox "create another" could be a button as well
• for organisations where contact people or interfaces are to be added, just "save" could help make the workflow smoother | otherwise users need to save and close - click actions - edit again and then connect the new contact or interface
• idea by Dung-Lan in chat: May be to just create a floppy disk icon for people to click to save from time to time as an alternative?!  People understand what the floppy disk icon means.
• TOPIC topic for meeting with UX/UI designers

Navigation within records

• needs input from stripes team
• collapsing accordions helps reducing the amount of information in edit mode
• shortcuts can help
• idea: copy shortcuts into a separate document and keep it open while working in FOLIO
• alternative: print shortcuts and have the physical paper available
• shorts are mainly the same across apps; except for there were specific reasons

Open action items

• MCL: export lists - complete list

  1. is a Spike created?
  2. are there possible ways to export full MCL list to excel technically
• further MCL agreements: UI / UX agreements across apps → if no tickets existing → Martina will create them

Next steps

Chat

18:02:47 Von  Martina Schildt | VZG  an  Alle:
    https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=4098986
18:09:25 Von  Pamplin, Kimberly B  an  Alle:
    https://folio-org.atlassian.net/browse/UIIN-2404
18:09:50 Von  Laura (she/they)  an  Alle:
    thank you, Kimberly
18:10:49 Von  Pamplin, Kimberly B  an  Alle:
    Instances: https://folio-org.atlassian.net/browse/UIIN-2457
18:10:49 Von  Owen Stephens  an  Alle:
    In Orders and Agreements with have a “Create another” checkbox next to the Save button for situations where you want to save but immediately open another create form
18:11:10 Von  Pamplin, Kimberly B  an  Alle:
    Items: https://folio-org.atlassian.net/browse/UIIN-2456
18:27:15 Von  Dung-Lan Chen  an  Alle:
    May be to just create a floppy disk icon for people to click to save from time to time as an alternative?!  People understand what the floppy disk icon means.
18:28:28 Von  Owen Stephens  an  Alle:
    I think that’s true of my generation, but not sure if it holds for those entering the profession now
18:33:49 Von  Laura (she/they)  an  Alle:
    I know we can collapse accordions in view mode, can we do the same in edit mode?
18:33:56 Von  Owen Stephens  an  Alle:
    Yes you can
18:34:07 Von  Laura (she/they)  an  Alle:
    because I find collapsing helps navigatno
18:34:12 Von  Laura (she/they)  an  Alle:
    *navigation
18:34:19 Von  Owen Stephens  an  Alle:
    I use the shortcuts keys all the time to do this
18:34:48 Von  Owen Stephens  an  Alle:
    I have to admit I find the automatic expansion generally irritating rather than helpful esp when going to edit
18:35:32 Von  Owen Stephens  an  Alle:
    I think that’s an interesting comment (about learning shortcut keys) - do people (real users!) use the shortcut keys do we think?
18:35:43 Von  Owen Stephens  an  Alle:
    And if not what can we do about that?
18:36:11 Von  Laura (she/they)  an  Alle:
    I use them sometimes, and they are incredibly useful for macros as well
18:36:45 Von  Pamplin, Kimberly B  an  Alle:
    I always feel like they would be useful and then forget to use them.
18:37:00 Von  Ros, Amanda L  an  Alle:
    Reacted to "I always feel like t..." with 👍🏻
18:37:45 Von  Owen Stephens  an  Alle:
    Shortcut keys are mainly the same for most apps except where there are some special reasons for different
18:37:56 Von  Owen Stephens  an  Alle:
    So only really need to print out one list
18:38:56 Von  Owen Stephens  an  Alle:
    Sorry - it’s a bit of a digression from the record navigation!
18:40:46 Von  Laura (she/they)  an  Alle:
    I like the idea of tickets because we could have an app-interaction label
18:41:38 Von  Owen Stephens  an  Alle:
    I think making sure POs know about these things is important - and probably needs to be continually emphasised to them.
18:41:47 Von  Laura (she/they)  an  Alle:
    +1 Owen
18:42:06 Von  Owen Stephens  an  Alle:
    I speak for myself but its easy to overlook some details like this when you write a new feature implementation
18:42:34 Von  Laura (she/they)  an  Alle:
    I find it helpful when POs are able to join these calls, but I know that's not always possible (or fruitful)
18:43:44 Von  Owen Stephens  an  Alle:
    I think a conversation with Khalilah is a good idea
18:43:57 Von  Owen Stephens  an  Alle:
    Happy to take things to PO meetings if that helps
18:44:10 Von  Pamplin, Kimberly B  an  Alle:
    Thank you!

Attendees

Action items