2022-2-8 Bulk Edit Working Group Meeting Notes

Housekeeping

• Please add your name to the attendees list

• Please state your name when you join the conversation to help with meeting notes

• Bob: It would be helpful for me before we get started today, Magda if everyone could introduce themselves. So I can go back if I don't see a name and match the voice the name

• Everyone introduced themselves.

• Magda: A small correction. I don't remember who said it. We are just a working group. We are not SIG. If you think we should be SIG I don't know who makes those decisions. We are a very large working group.

Development updates

• Development status

• Development team scrum board

• Walk through implemented functionality

Review mockups for bulk edit Item locations and statuses  (UXPROD-3523 and UXPROD-3469)

Questions:

• Columns on the preview screens 

• Action menu→Show columns

• In app screen - selecting location

Open

• Magda: The selective identifiers for items as we discussed last time will be item barcodes, item UUID, item HRID, item former identifier, item accession number, and holdings UUID. Any comments about that?

Open

• Sara: What is the item of session number?

• Magda: On the item record you have the accessions number field that you can populate.

• Erin: Like at Duke, one of the use cases for that is our DVDs. They're often cataloged and sorted by a session number instead of other things.

• Magda: Do you think we don't need to support searching by accession number?

• Erin: No, at Duke we would want that. I don't know what others think.

• Christine: Is the accession number the FOLIO number?

• Magda: No, the FOLIO number is the UUID.

• Erin: It is a field on the item record. It's just a field there. It's not required, but some institutions will use it.

Open

• Magda: Opening/choosing the file to upload the identifiers has the same behavior as with users.

Open

• Magda: Next, we see the matched records displayed with errors below.

Open

• Magda: Actions are the same. I just want to get your opinion about the column selections. By default, we show item barcode, status, item effective location, effective call number, item HRID, material type, permanent loan type, and temporary loan type. Is this the order you would expect or do you think some of the calls are not needed or should be in a different order? What is your opinion?

Open

• Erin: I agree with what is checked by default, but if I was looking at this and needed to compare locations, I would want those columns next to each other.

• Magda: We can, we can do that. It will be the effective item effective location immediately followed by two unchecked items permanent and temporary locations.

  So when you select them, you will move them up.

• Erin: And then I don't know if the copy number, enumeration, chronology, and volume are in the right order either or if it really matters?

• Jennifer: I don't think it really matters.

• Magda: I believe I took this from the item record.

• Jennifer: Magda, do you have tags in that list?

• Magda: No I do not. Would you like to have tags?

• Jennifer: I am not sure. Is that something people want to see?

• Magda: The challenge may be that tags come from a separate table. I will need to check. But what is the opinion of others? Is this important to have tags?

• Erin: And Lloyd has a related question, which is if tags are included would you be able to bulk edit tags on a record?

• Magda: Since we are doing the in-app application in Morning Glory, we will allow only three item record fields available to be edited by the end of the release. So we will not have this option. It is not like it was in users where you're getting the whole record and you can do whatever you want.

• Jennifer: Another quick question, I'm not seeing a discovery suppress. And I can't remember if we talked about leaving that off or, or including that.

• Erin: My presumption would be that you would be able to query based on that field. And then you could download and edit the discovery suppressed field and re-upload it. You would see if records were suppressed or not. You just wouldn't see it on this screen. You would see it in the download of the matched records, the CSV.

• Sara: The only other thing wondering about are notes.

• Erin: On the item record, the note is a field in the item. So it will come through in the CSV. For users, notes are the module so it is stored separately. Do you have use cases where you'd want to see a column of notes here on this screen? 

• Sara: I guess I'm wondering, is that something that can be edited with this.

• Magda: In the morning glory you will not be able to edit other fields in the item record than location and status. I think we are all confused with whatever was done for user. We are not going to do the CSV approach in the Morning, Glory. We will do the in-app approach. I am not saying that you will never be able to use the CSV approach for items, but not with the work we are going to do in Morning Glory.

• Magda: ISo in Morning Glory, what will happen once you are on the inventory item records (after uploading your file of identifiers) you will see the preview screen including any errors. Then you start bulk edit, and the behavior is different because you are not getting the file you upload, you are getting the in-app screen.

Open

• Magda: The only options implemented will be temporary item location, permanent item location, and item status. Once we are done with this, we will be working on the item status. So on the in-app screen, you'll see these options, but the only supported action will be "replace with." There will be nothing else possible.

Open

• Bob: Should we be thinking about the design as it is being implemented now or when it's fully implemented?

• Magda: We are not talking about fully implemented until Nolan. In Morning Glory we are still in a partial implementation. What will happen between Morning Glory and Nolan is that on this screen you will have more fields and more options. You will also have the option of the CSV approach, downloading the whole file, making local changes, and uploading. Also for other record types than users.

• Magda: And going back to the preview screen, let's say you have to send 248 records, you still will have only have a few of the records, at most 10, in the preview screen. And you will have the option to download the whole list to your computer.

• Leeda: that leads to my question. Let's say I realize I don't want to handle the records that are "aged to loss." So I'm going to take 14 out of this set of 248 records. How would I avoid touching those 14? Would I have to refine my query?

• Magda: You would need to refine the query and submit the file with identifiers again.

• Magda: I would like to show you the last slide. Here are selecting the temporary location and using the replace with action. We select the new location using the location lookup that is already in place in FOLIO.

Open

• Magda: Here is the location modal where the user selects the location.

Open

• Magda: They can add another row if they want to change both fields.

Open

Open

• Magda: The question I have for you is do you need the option to replace a location with an empty string?

• Leeda: Yes.

• Sara: It would be good to have it replaced with null or something really specific like ZZ instead of empty.

• Magda: Yes we will take of this to make it null instead of an empty string. But I just wanted to make sure that it is the case that you need to have the removal of a location supported.

•  I think what you were talking about when we discussed the current implementation. So this is the "are you sure" warning that tells you what will happen when you click the save. And this is where you can see and download a preview. And if you click on "keep editing," it will take you back to the prior screen.  And if you click "save and close," it will commit to the changes.

Open

• And this is the confirmation screen.

Open

• And for items, let's say select user-selected items, status, and replace with, and those are the statuses that we will be able to modify. The others like in-transit or checked-out will not be available until we start working in the circulation area.

Open

• Magda: Any questions or comments? We are on top of the hour. I apologize for keeping you longer.

• Sara: One thing that I actually liked that you said was "commit and close" rather than "save and close" because I do find the save and close button is a little bit--It's not quite the same thing, right? I don't know how the others feel?

• Thomas: I think that'd be fine. But commits does flow a little bit better and it seems to have a little bit more emphasis behind it. 

• Magda: We can come back to this at our next conversation. I don't think this form will be developed in the next two weeks. So we still have time to have a discussion about that.

• Magda: For the next meeting in two weeks, I would like it to be a working session that we all do something similar or what we have done on the snapshot environment today. But, we will be doing that on the larger data set. So, we can put all our heads together, and then I will reach out to you for the user acceptance testing to be done in the following weeks.

• Magda: Thank you so much for your feedback and for staying longer. I did not see the chat. I will take a look at this after the meeting. If you had questions and they did not get addressed, then please feel free to reach out on slack or email or whatever you prefer. Thank you.

Scenarios for UAT  - we still need to revisit it

Future discussion topic (time permitting):

• Bulk Edit of the linked records

• Scheduling edits

• Chat Transcript from today's meeting

00:05:41    Lloyd (Marmot Library Network):    mic not working

00:06:27    Leeda Adkins:    And my video camera stopped working

00:07:04    Lloyd (Marmot Library Network):    I got my mic working, maybe

00:20:20    Lloyd (Marmot Library Network):    mic not working again.

00:20:45    Erin Nettifee:    it's ok, if you ask in chat i can read it for you if you want

00:21:21    Lloyd (Marmot Library Network):    Is there a way to see the records just changed without looking them up individually?

00:21:51    Lloyd (Marmot Library Network):    I see.

00:25:53    Christine Tobias (Mich State):    Could we use "Upload" instead of Save & Close?

00:26:08    Lloyd (Marmot Library Network):    What is in the file you are choosing? Is it just a list of barcodes that are getting matched to existing records? or are those new records?

00:26:13    Erin Weller (Michigan State):    +1 Christine

00:30:32    Christine Tobias (Mich State):    +1 Magda...it would make more sense to say Continue rather than Upload.

00:32:28    Erin Weller (Michigan State):    Agree Bob. It's a nice feature in Sierra.

00:33:09    Thomas Trutt:    agreed..  i would suggest file name and maybe the first few line of the file that was uploaded.

00:35:17    Thomas Trutt:    I like the idea of a progress board showing it was uploaded and then showing the file name, with an option to delete it and return to this screen.

00:35:24    Bob Scheier (Holy Cross):    I like the idea of a few lines in the preview

00:41:40    Christine Tobias (Mich State):    +1 Bob

00:49:15    Lloyd (Marmot Library Network):    Can you bulk edit tags?

00:53:02    Thomas Trutt:    is that both not types?? circ and item notes?

00:53:04    Jennifer Eustis (she/her):    check in, check out notes

00:53:19    Erin Nettifee:    no - circ notes are fields on the item record just like item notes

00:53:30    Thomas Trutt:    thanks..

00:53:47    Erin Nettifee:    i need to drop off for another meeting - thanks all

00:59:54    Thomas Trutt:    yes..

00:59:55    Jennifer Eustis (she/her):    Yes for the temporary location

01:00:03    Bob Scheier (Holy Cross):    yes

01:00:16    Christine Tobias (Mich State):    yes to temp location

01:00:45    Thomas Trutt:    Voyager was --Remove Value--

01:02:02    Thomas Trutt:    Im not sure if im a fan of all the downloads for previews.. Could we just add pagination to the displays?

01:03:05    Bob Scheier (Holy Cross):    +1 Thomas for preview instead of download to preview

01:03:16    Christine Tobias (Mich State):    +1 Thomas