2023-11-15 Meeting notes: Ability to sort cards in a customisable order

Date

Nov 15, 2023 

Housekeeping

• Convener and notes: @Martina Schildt 

• Next meeting: Cancel Nov 20, 2023 because of Thanksgiving week? - AI SIG agrees

Discussion items

1. Ability to sort cards in a customisable order | UXPROD-4405: Sort cards in a customisable orderClosedPreview | @Kimie Kester @Gill Osguthorpe ALL

Minutes

Sort cards in a customisable order

Mock-ups:

Mock-ups by Kimie

• user can define in view mode whether cards should sort by name, category, date added

• very good feedback, mock-ups look very useful to the group

• request: insert primary and secondary sort in view mode - as in Gill's mock-ups a primary and secondary sort should be available (currently there is one sort dropdown)

• request: add the option to sort asc or desc

Mock-ups by Gill

Open

• option 1 is manual sorting - this option is easier to implement - sorting would work best when not too many cards - keyboard shortcuts would be added

• option 2: giving weight is something users are used to do e.g. for license terms in settings - this would be a similar option - sorting would be more difficult to change

• option 3: primary and secondary sorting that can be defined in edit mode - sort order can be set for one user and one session

• Preferred option is option 3

• request: add the option to sort asc or desc

• to define the sort order people prefer to do it in the UI instead of the settings (as described in mock-ups)

• reason: define sort order in settings would be more complicated

• as a second step people can imagine to set a default sorting in settings in addition to the option through the UI presented by Gill and Kimie 

• generally option 3 is preferred, but there might be a different sorting needed for different searches

• Owen: for documents a manual order via drag and drop might be more helpful

  • proposal: add a user defined sort as an option in the dropdown

• for results lists drag and drop might make more sense as well

• AI SIG agrees that it would be good to get more input

  • cards are used in other areas as for user addresses or in ACQ

• Laura: it would be good to have the same model at other places, e.g. for Inventory - then drag and drop

  • Charlotte agrees

• Items display in barcode order in Inventory

• they are layed out as a list

• for MCLs a ranking column might make sense

• for MCLs a primary and secondary sort would be useful as well

• when sorting MCLs: the last 2 sorts are joined together - this works for results lists - but does not seem to work for embedded MCLs - we would need to check the kackend request

• but the joined sorts work e.g. for Agreements results

• in Inventory there exist "Actions" for results - option existing to sort the column heading for immediate view - does not only work for columns, but e.g. for "refernce" which is not displayed in a column

• having the option to sort asc or desc for cards as well as MCLs would be great

• important: we should not add more complexity to FOLIO UI by just adding this option

• Charlotte proposes a broad UAT - reason: development of this feature could be expensive

• we should reach out to POs - to learn which apps use cards or something other than a list

Next steps

• Continue this discussion in next meeting

Chat

18:01:27 From Martina Schildt | VZG To Everyone:
    Hi all, Agenda for today: 2023-11-15 Meeting notes: Ability to sort cards in a customisable order
18:02:12 From Jana Freytag | VZG To Everyone:
    Reacted to "Hi all, Agenda for t..." with 👋
18:04:13 From Laura Daniels To Everyone:
    would be happy to cancel next week!
18:04:22 From Kristin Martin To Everyone:
    Won't be here.
18:04:36 From Kristin Martin To Everyone:
    Oh, I will be here Monday, just not Wednesday!
18:13:30 From Kimie (Keemee) Kester To Martina Schildt | VZG(Privately):
    Thank you so much for sharing. I’m sorry I was not prepared to share my screen. Running late with other things on my mind.
18:16:59 From Martina Schildt | VZG To Kimie (Keemee) Kester(Privately):
    No worries, it was a pleasure - thanks so much for the work you did
18:17:28 From Natascha Owens (UChicago) To Everyone:
    I thought the plan for having cards in Inventory was nixxed
18:19:19 From Charlotte Whitt To Everyone:
    Replying to "I thought the plan f..."
    
    Okay
18:20:15 From Charlotte Whitt To Everyone:
    Replying to "I thought the plan f..."
    
    Then maybe UXPROD-491 should be closed as Won’t do?
18:22:20 From Laura Daniels To Everyone:
    Replying to "I thought the plan f..."
    
    Does the hierarchical display require that we use the card model? Or might there be other options for hierarchical results display?
18:22:35 From Laura Daniels To Everyone:
    Replying to "I thought the plan f..."
    
    I'm hesitant for us to close that issue entirely
18:22:39 From Natascha Owens (UChicago) To Everyone:
    Replying to "I thought the plan f..."
    
    Well, I'm not sure it was officially announced.  But I do know that LC seems to have people working on enhancing the MCL for Inventory.
18:24:40 From Charlotte Whitt To Everyone:
    Replying to "I thought the plan f..."
    
    Natascha there was a talk in #metadata-management channel very recently. Here it sounded on Khalilah that no work really was planned. Can I point you to that conversation, and you can share your information re. LoC’s  work
18:26:55 From Charlotte Whitt To Everyone:
    Replying to "I thought the plan f..."
    
    It was in the #metadata-management-meeting-planning channel …
18:28:59 From Kristin Martin To Everyone:
    3
18:29:07 From Ros, Amanda L To Everyone:
    3
18:29:14 From Charlotte Whitt To Everyone:
    Yes 3 looks nice
18:29:54 From Jana Freytag | VZG To Everyone:
    👍
18:30:27 From Ros, Amanda L To Everyone:
    (but I'm like Laura, none of the apps I use have the cards)
18:30:47 From Maura Byrne To Everyone:
    Reacted to "(but I'm like Laura,..." with 👍
18:32:02 From Natascha Owens (UChicago) To Everyone:
    Replying to "I thought the plan f..."
    
    Thanks, Charlotte.  I guess the only MCL refinement being worked on is splitting out the publication date (and I am assuming this is stemming from LoC needs based on some previous conversations)
18:33:56 From Charlotte Whitt To Everyone:
    Reacted to "Thanks, Charlotte.  ..." with 👍🏻
18:35:43 From Charlotte Whitt To Everyone:
    + 1 Laura
18:38:17 From Ros, Amanda L To Everyone:
    agreed, barcode ordering is useless
18:39:34 From Charlotte Whitt To Everyone:
    You can sort on the heading arrow, Martina
18:41:21 From Kristin Martin To Everyone:
    It's also worth noting that if you view the holdings, you can no longer view the associated items.
18:45:01 From Maura Byrne To Everyone:
    It looks like it might be happening across apps, but there’s no visual signal.
18:53:08 From Charlotte Whitt To Everyone:
    + 1 Owen
18:53:18 From Maura Byrne To Everyone:
    Reacted to "+ 1 Owen" with 👍
18:56:11 From Owen Stephens To Everyone:
    Certainly we have a driving use case for the card sort UI in agreements and licenses
18:58:13 From Charlotte Whitt To Everyone:
    I’m sorry - I need to drop off for another meeting coming up. Thanks all it was a good conversation.
18:58:19 From Martina Schildt | VZG To Everyone:
    Reacted to "I’m sorry - I need t..." with 🙏
18:58:39 From Kristin Martin To Everyone:
    Me too! Thanks--hope I didn't confuse any issues.
18:58:46 From Martina Schildt | VZG To Everyone:
    Reacted to "Me too! Thanks--hope..." with 🙏
18:59:26 From Jana Freytag | VZG To Everyone:
    bye

Attendees

Action items