2024-04-02 BELA Meeting Notes

Housekeeping

• Attendees: please add your name to the list of attendees.

• Who can take notes today?

• Any library interested in sharing their experience with using Bulk edit and Lists app during WOLFcon’s working session?

• Anything else?

Please contact Magda by end of this week Apr 5, 2024 if you are interested in sharing your experience with Bulk Edit in production

Quesnelia Bugfest Bugs

BF-674 not entirely BE issue

Fixes will be released soon for these bugs

 Quesnelia UAT - Jira tickets

Based on feedback provided during Quesnelia UAT

UAT - Bulk edit - continued

• Test data and test scenarios are located in the Bulk edit Google drive. This time we will cover:

  • Holdings notes

  • Holdings electronic access

  • Query search

• Test environment:  Quesnelia bugfest

• Test user:  to be provided

  • More feedback needed - two institutions have completed

  • Bring any issues to Magda/the group

@Sara Colglazier working through bulk edit of holdings

https://bugfest-quesnelia.int.aws.folio.org/

• username: bulk-edit-uat (password is same)

• Permissions - inventory, bulk edit, editing user profiles

Tests:

• Holdings Note

  • changing and adding columns in Actions

  • bulk edit: Add Note

  • Check in Inventory

  • Logs - reflects if change is In App

  • Successful

• Find and Replace

  • Find is most restrictive – requires exact match

  • Successful

• Instance - Cataloged Date is null/empty

  • Change to suppress from discovery

  • Successful

Notes from testing and discussion:

• if edits include both staff suppress and suppress from discovery, two edits will be necessary; cannot do both at same time

• If records have been changed through bulk edit, must start over to change records again. Bulk Edit no longer available in Actions

• One action in one job

• When something is very specific in the app (i.e., Find requires exact match), can be challenging to know what the requirements/limitations are. An explanation in app may provide clarity and be indication that user needs to pay attention.

  • This is a larger issue than Bulk Edit and this specific case

  • This working group can watch for inconsistencies across FOLIO and report them

  • small blue i icon with pop-up informational bubble could be helpful

  • these icons do not take much development; most important is knowing where they are needed

• Exact match on Find will be added to documentation.

  • Alternate suggestions for label: Full field search, Find (exact match)

  • In query language, "exact match" seems more in the category of exact match vs. broad match