2022-11-15 Bulk Edit Working Group Meeting Notes

2022-11-15 Bulk Edit Working Group Meeting Notes

 

Attendees (please add your name):

@Magda Zacharska @(OLD ACCOUNT) Erin Nettifee @leeda.adkins@duke.edu @Jackie Magagnosc @Scott Perry @Kimie Kester @Jennifer Eustis @Thomas Trutt @Kim Wiljanen   @Lisa Smith @Donald Depoorter 

Note Taker:

@Robert Scheier

Meeting Recording:

Discussion:

 

Topic

Details

Notes

Topic

Details

Notes

Housekeeping

  • Attendees  - please add your name to the list of attendees

  • Meeting host -  please turn on Transcript option for the meeting  - do we still need that?

  • @Amanda Ros will be working on Bulk Edit docs - thank you Amanda! - still looking for help since this app is cross-functional

 

Development updates

  • Recordings of implemented Nolana functionality can be found here

 

Feedback from libraries that have Morning Glory environments. 

If your institution already upgraded to Morning Glory and you experimented with Bulk edit in that environment, please share with the group.

Discuss the problem of  MODEXPW-204

 

Review bug triage process  

How can we make it better so that the issues are addressed in the desired order.  Here is the list of current Nolana bugs:

key summary due priority status
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Updates to the proposed roadmap. 

 

Please note that any functionality currently scheduled after the Orchid release may change.

Orchid (R1 2023)

  • Bulk edit - architectural improvements (UXPROD-3842)

  • Bulk edit - query tool (UXPROD-3785) - the work will continue through Poppy release as well

Poppy (R2 2023)

Queen Ann's Lace (R3 2023)

  • Instances (in-app)

  • Delete Instances (in-app)

  • Orders (in-app)

  • Finances (in-app)

  • Ledger data (in-app)

  • Cross app queries

Rocket (R1 2024)

  • Scheduling jobs

  • Licenses (in-app)

  • Agreements (in-app)

  • Course reserves (in-app)

  • Custom fields (in-app)

  • Fees-fines (in-app)

  • Patron block (in-app)

Sunflower (R2 2024)

  • SRS Bib records

  • SRS holdings

  • Authorities

 

 

Nolana UAT Kick-off

UAT Scenarios

Test files

 

Meeting Transcripts

[Magda Zacharska] 10:00:44
Helps me to to get to those that participated.

[Magda Zacharska] 10:00:45
So. if you don't mind please add your names

[Magda Zacharska] 10:00:57
And then you ring for adding the link

[Robert rscheier@nelib.org] 10:01:12
I am sorry i'm so far behind in the notes catching up.

[Robert rscheier@nelib.org] 10:01:17
I hope to start to wrap up and get get all caught up.

[Magda Zacharska] 10:01:25
It's been busy. Thank you thank you Bob is there anything we as a group could help you with.

[Robert rscheier@nelib.org] 10:01:34
I just I if someone else wants to do it i'm i'm, i'm fine with that i'm i'm I will try to get up to where we where we are very soon.

[Robert rscheier@nelib.org] 10:01:44
I just been caught up with library, conference I was involved in. So that's just been set back by too much going on.
[Robert rscheier@nelib.org] 10:01:53
So it's up to the group if someone wants wants to take it over or wait for me to catch up.

[Erin Nettifee] 10:01:59
That's that's. the best I can do or even if somebody may be wanted to alternate with you, Bob, cause you've been doing this for a while.

[Robert rscheier@nelib.org] 10:02:06
Yeah. i'm i'm open to any urban suggestions.

[Robert rscheier@nelib.org] 10:02:11
I I do intend to catch up this weekend over the weekend and and get back on track.

[Magda Zacharska] 10:02:18
But i'm open to 2 other scenarios is there Anyone who would be willing to replace rep Bob, or help him, or whatever is the preferred way of moving forward.

[Magda Zacharska] 10:02:37
I really feel bad Bob, that you have so much work with this.

[Erin Nettifee] 10:02:45
Well, Bob is also way more thorough than most people are when they take these notes.

[Robert rscheier@nelib.org] 10:02:51
So and then they are awesome. They help me a lot when I go back, and I can relate exactly what was said.

[Robert rscheier@nelib.org] 10:03:03
I will be finished with 9, 20 today, and start on 14

[Robert rscheier@nelib.org] 10:03:08
If someone like I said, I I i'd like to continue and just catch up.

[Robert rscheier@nelib.org] 10:03:15
But I also understand this is I don't want to send you back, Mac.

[Magda Zacharska] 10:03:20
Like not having this on track sooner it's it's fine with me, because if I need something I always have a recording and I can go back to the recording, but let me catch up and I think just give me another

[Magda Zacharska] 10:03:33
another week, and let's see where we are thank you thank you so much.

[Robert rscheier@nelib.org] 10:03:38
Yeah, I think we have a majority of those who.

[Magda Zacharska] 10:03:45
No, I join us for the meeting, so what why don't We start again, Please add your name to the attendees list.

[Magda Zacharska] 10:03:52
We have 11 people right now, and I don't think we have 11 names on the attendees.

[Erin Nettifee] 10:03:59
Least meeting host. I mean, can you? claim the meeting in host and already Oh, you did it, and did. you enabled transcription?

[Erin Nettifee] 10:04:16
You see jets. Thank you very much, and I see you also updated the information that Amanda will be working on bucket Thank you so much.

[Erin Nettifee] 10:04:30
Amanda i'm not sure if i'm on this support from her management at Texas A.

[Erin Nettifee] 10:04:43
M to to do that. but we are still trying to find at least one other person, because this is a big, and because this is also a cross functional thing.

[Erin Nettifee] 10:04:55
So it would be good to have somebody maybe from circus or from to somebody who is not metadata management, who could help with that as well.

[Erin Nettifee] 10:05:02
So we're still looking for somebody. but amanda has stepped up, which is which is wonderful.

[Magda Zacharska] 10:05:07
I'm very grateful thank you i'm i'm very happy for this, as well, because it is so nice to share with user the link to the to the documentation regarding the development updates the links are

[Magda Zacharska] 10:05:25
here. the snapshot environment has not been rebuilt in couple of days.

[Magda Zacharska] 10:05:34
So. i'm not going to dive in into a demonstration.

[Magda Zacharska] 10:05:39
I have a question for those who are present. Do you have time?

[Magda Zacharska] 10:05:46
Do you do this sometimes? Just go to the snapshot environment and try bulk edit, or this is outside the scope of your time.

[Erin Nettifee] 10:05:55
Oh, you don't have time to do that I would only do it. if I had like a specific question, I was trying to answer. But Snapshot is such a terrible environment for this cause there aren't really any records there

[Erin Nettifee] 10:06:07
so it's just really hard to answer questions there sometimes for this app Nobody else wants to chime in Jennifer, saying only for specific questions.

[Magda Zacharska] 10:06:20
And she's also tried it in her sandbox it.

[Jennifer Eustis (she/her)] 10:06:24
It also didn't work in our sail box. I kept getting an error like a note type error, kind of reminiscent of the get errors.

[Magda Zacharska] 10:06:33
So it Maybe our sandbox is messed up. We will get to this and thank you very much, Erin, for bringing it up?

[Magda Zacharska] 10:06:43
Would you be able to share the screen and demo some problems or not?

[Erin Nettifee] 10:06:49
Really me or you kind of jennifer yeah I I Can't just let me sign into just give me a minute, and i'll sandbox and all that.

[Magda Zacharska] 10:07:11
I'll be right back, sure, and I see Tom mentioned same same meaning.

[Thomas Trutt] 10:07:15
You are not able to make it working. No. just time.

[Magda Zacharska] 10:07:19
Constraints. Okay, I. For a moment I almost got the heart attack.

[Thomas Trutt] 10:07:28
But Okay. So the soundbox is great, and I would like to spend some time listening to your feedback.

[Magda Zacharska] 10:07:34
But I was hoping to to get the feedback earlier.

[Magda Zacharska] 10:07:43
Do you think it would make sense if, during our our meetings we would spend time on walking through the development environment.

[Magda Zacharska] 10:07:54
Snapshot. My concern is our list of things.

[Magda Zacharska] 10:07:57
Every time we meet is long, and I would like to spend time getting feedback from you instead of spending time on snapshot environment.

[Magda Zacharska] 10:08:07
But if you think this would be helpful, we can adjust.

[Erin Nettifee] 10:08:14
I think it depends on what you want to get done. like.

[Erin Nettifee] 10:08:18
Are you wanting us to give you, wanting us to give feedback on functionality and things like that?

[Magda Zacharska] 10:08:22
I think Demos can be helpful but if we're talking about new features and things like that it wouldn't.

[Magda Zacharska] 10:08:28
So I mean, I think it's really up to you I was to be honest.

[Magda Zacharska] 10:08:32
I was hoping that you not your rain rain, but everyone who is part of this working group.

[Magda Zacharska] 10:08:45
Spend some time in the snapshot environment and checks what is is going on.

[Magda Zacharska] 10:08:49
That's Why, i'm adding the links to the agenda.

[Magda Zacharska] 10:08:54
But let me think about this. what we, what we can do and talk in the in the future.

[Magda Zacharska] 10:09:01
The links to the recordings of the expected behavior, or how the this behaves on snapshot is linked to the agenda.

[Magda Zacharska] 10:09:13
So if you for some at some point, our queues, how should this work and or it is not working as I expected?

[Magda Zacharska] 10:09:21
This may be some a quick review on how it should work.

[Magda Zacharska] 10:09:28
The recordings is like 1 min, or less, for each record type, so it will not take much of your time to to review the implemented functionality.

[Magda Zacharska] 10:09:40
The next part is the feedback from the libraries that have morning glory environments that have is snapshot.

[Magda Zacharska] 10:09:52
Jennifer, perfect timing with your S.

[Magda Zacharska] 10:09:57
Sandbox. I also we we have some exchange of comments with

[Jennifer Eustis (she/her)] 10:10:07
Jen is done on the call. jen cole or Nijian agenda.

[Magda Zacharska] 10:10:15
You're Jennifer no just left a message she couldn't make it today.

[Magda Zacharska] 10:10:21
Oh, okay, as maybe Tom will be able to to say what we're at the problem. jennifer Eustace is saying that she has something to share.

[Magda Zacharska] 10:10:32
Go ahead ahead. Jennifer. Oh, okay. So I let me share my screen.

[Magda Zacharska] 10:10:38
Oh, I can't share screen yes, and I'm staring at the screen, saying, Why can I sure it's great

[Jennifer Eustis (she/her)] 10:10:47
Obviously I need caffeine. so we better watch out with my demonstration.

[Magda Zacharska] 10:10:51
Anyway, i'm just gonna share my screen hopefully you can all see that.

[Magda Zacharska] 10:10:57
And can you see our I see Sandbox? Yeah.

[Magda Zacharska] 10:11:04
All right above party. So I just took this one. barcode which is H. to lost for the so i'm doing an item change, not a user.

[Magda Zacharska] 10:11:13
Change that's what I tried I think I tried it wasn't last week, maybe the week before.

[Jennifer Eustis (she/her)] 10:11:20
So we just our sandbox is morning chlorine.

[Jennifer Eustis (she/her)] 10:11:24
Our production is still outside, whatever we are still on. Jennifer.

[Jennifer Eustis (she/her)] 10:11:31
Yes, i'm getting my flowers mixed up anyway.

[Jennifer Eustis (she/her)] 10:11:34
Alright. so I go to bulk edit did this, and then it is Barcode, and then I have here's my loan barcode.

[Magda Zacharska] 10:11:48
So it's only one age to loss. alright so I just wanted to change this status and I start to bark, bulk, load, and go to item status.

[Magda Zacharska] 10:12:06
And let's just say available so you're You're watching like this.

[Magda Zacharska] 10:12:11
So this way. This is not going to work because age to lost is a restricted, is it?

[Erin Nettifee] 10:12:19
I was wondering that yeah, cause there's an attached loan record. So so, in my opinion, it worked because it did not

[Jennifer Eustis (she/her)] 10:12:37
It's kind of hard for i'm just gonna do this one, and maybe oh, well, all right, so let me do.

[Erin Nettifee] 10:12:50
Yeah, I was gonna say, I think you have the filter on that's probably why I have to find one of our So

[Jennifer Eustis (she/her)] 10:13:04
Alright.

[Jennifer Eustis (she/her)] 10:13:09
Oh, so this is available. So let me save that, and

[Magda Zacharska] 10:13:31
So this is one thing that I would like to mention with the Csv.

[Magda Zacharska] 10:13:37
Csv. has a tendency to well, not the tendency.

[Magda Zacharska] 10:13:41
This is the future of Csv. when we are opening in excel.

[Jennifer Eustis (she/her)] 10:13:46
Is this in Excel: Yeah. Yeah, this is what is happening.

[Magda Zacharska] 10:13:53
It is changing the and the text, the the format of the cell to general, and especially for barcodes or for users.

[Magda Zacharska] 10:14:06
This is the problem with the the status. when it changes bleam.

[Jennifer Eustis (she/her)] 10:14:12
We need to have those fields in in format text so sometimes it's better to open the file in just a regular text editor like Node path or not, but plus plus I actually did it in no pad and then it it's

[Magda Zacharska] 10:14:31
just automatically recognizing itself. too, I I think That's probably have it set up.

[Jennifer Eustis (she/her)] 10:14:41
Let's do missing

[Magda Zacharska] 10:14:49
So this is the oh.

[Magda Zacharska] 10:14:58
So this is what i'm talking with my developers right now, at this point.

[Magda Zacharska] 10:15:05
So, as you see, the at the status has changed, because this was the field that was hmm!

[Magda Zacharska] 10:15:15
That you are trying to update. The reason for error is that the note type identifier that you have specified in this record is invalid.

[Magda Zacharska] 10:15:28
So if you go to the item record

[Magda Zacharska] 10:15:35
And if you search by this market

[Magda Zacharska] 10:15:47
If you scroll down to notes

[Magda Zacharska] 10:15:58
So the note is here not populated because it's probably in the in the record that you have has invalid node.

[Jennifer Eustis (she/her)] 10:16:13
Oh, you you know this might be a problem on our migration.

[Magda Zacharska] 10:16:18
They migrated all of our legacy account data, and it's all going into these notes here. So we might run into that problem for everything we have.

[Magda Zacharska] 10:16:31
So Yeah. So what will happen happen? Jennifer

[Magda Zacharska] 10:16:38
What will happen, Jennifer? You will be able to, update the status of the of the records like what we support.

[Magda Zacharska] 10:16:49
You will be just getting er stating that for this record.

[Magda Zacharska] 10:16:53
The note is in invalid. We have a Jira right now.

[Magda Zacharska] 10:16:59
That developer is working on. Hmm! And so this is. is this misleading for you.

[Magda Zacharska] 10:17:09
What would you like to happen? Would you like to have suppressed this information?

[Magda Zacharska] 10:17:15
Because you are not updating node. you usually don't care what is going on with the note.

[Jennifer Eustis (she/her)] 10:17:22
Yeah, yeah, that's yeah, okay, I see what you say yeah I'm gonna yeah, let me think about it. because it does.

[Jennifer Eustis (she/her)] 10:17:33
And let me see, let me find one that actually has a real like one of our real, like legacy.

[Magda Zacharska] 10:17:39
Search notes in it, and see what happens, and and talk to a couple of people here.

[Magda Zacharska] 10:17:47
Cause yeah, I I don't know so to so to be a to to give you some additional information.

[Magda Zacharska] 10:18:00
This is what I see right now in the Nolana that the

[Magda Zacharska] 10:18:06
We have a Jira, and I will try to find it quickly.

[Robert rscheier@nelib.org] 10:18:11
For We don't see your screen okay Let me share

[Magda Zacharska] 10:18:30
Hmm! let me go quickly to to find this to get

[Magda Zacharska] 10:18:55
If to tell every time I share screen. Aja is so slow.

[Magda Zacharska] 10:19:01
So this is the conversation that I have lengthy conversation with the developer, because, what was happening guardian around.

[Magda Zacharska] 10:19:11
Originally. we were not able to update the like Holdings location.

[Magda Zacharska] 10:19:19
If the electronic access was invalid so here is the screenshot.

[Magda Zacharska] 10:19:28
I don't know if this is here's the example of the record.

[Magda Zacharska] 10:19:33
This is the holdings record. the data is populated with in the relationship here.

[Magda Zacharska] 10:19:41
It's not populated or is populated with invalid and with invalid value as a result.

[Magda Zacharska] 10:19:49
This is the error that is happening on the back end.

[Magda Zacharska] 10:19:53
The the value is invalid this is what you don't need to know actually.

[Magda Zacharska] 10:20:00
But and he's exact and this example what

[Magda Zacharska] 10:20:10
Jennifer will share, showing that it states that the record has been valid.

[Magda Zacharska] 10:20:16
Electronic access relationship from my point of view when I am updating location.

[Magda Zacharska] 10:20:22
And if there is a problem with other part of the data, I want to have location updated and the other errors that are not related, 2 locations are misleading for me, because when I go to directly to

[Magda Zacharska] 10:20:43
inventory, and I try to update the same record with invalid electronic access relationship.

[Magda Zacharska] 10:20:54
It still allows me to save the delegation and doesn't complain.

[Erin Nettifee] 10:20:59
So this is the behavior I would like to present in. Look at it as well.

[Magda Zacharska] 10:21:06
It allows you to save it. It will location and it doesn't do anything to the I to the electron here.

[Erin Nettifee] 10:21:16
Yeah, I tried that. So shouldn't be able to save the full record.

[Magda Zacharska] 10:21:21
If your note is invalid cause what's happening. is this is like this is all. it's doing is it's sending a put of the entire item record back that's the only Api.

[Magda Zacharska] 10:21:32
Part. So if any part of that data is invalid it's gonna fail, So I actually think it should you don't want to post invalid data back towards so. But we are not.

[Magda Zacharska] 10:21:45
So in. If we are going this way, Aaron and the bulk edit will become a data cleanup issue for every single field in the record.

[Erin Nettifee] 10:21:55
So this is what is happening. For the example, Your data should be correct.

[Magda Zacharska] 10:22:01
Well, I understand where You're coming from. but yeah show me show me a library that has corrected data, because I don't see that I see this on oapmh.

[Magda Zacharska] 10:22:16
We are being constantly hit with the problems that are associated with.

[Magda Zacharska] 10:22:22
Well, everybody is blame, Oapmh, that our Apm age is not working when they have that data.

[Magda Zacharska] 10:22:30
So this is going to happen with bug edit as well.

[Erin Nettifee] 10:22:33
Here is an example, I mean, and please let me know if you can see the details here, and I will post the the Jira the chat.

[Thomas Trutt] 10:22:42
So in case the found is too small, everybody else can take a look perfect from what Aaron was saying, though, too, is, I don't think any of the Apis actually even support partial updates.

[Erin Nettifee] 10:22:56
So like if you if you wanted to do this you couldn't well, I was able.

[Magda Zacharska] 10:23:03
I was able to do this. This is the screenshot and this is the it is just sending the same invalid data, and I don't think I were a follier.

[Erin Nettifee] 10:23:13
Apis are that smart? Because if they were smart enough they would not allow for the to the begin with to put this data, so the relationship idea is wrong. there.

[Magda Zacharska] 10:23:23
It is invalid, and it is an Api does not complain about that.

[Thomas Trutt] 10:23:27
That's odd that but this is this is what is happening in inventory in every single record type.

[Erin Nettifee] 10:23:37
So the and this will this is I don't know there's a at least several nigeria. There is a lengthy conversation with between between 2 94 I don't think it is a specific here but there is

[Magda Zacharska] 10:23:58
another Jira that is related to the back end that allows holdings source not being populated again.

[Magda Zacharska] 10:24:06
Something that should be handled by the A schema.

[Magda Zacharska] 10:24:12
Right schema should not, should make it required. The other is for our Apm.

[Magda Zacharska] 10:24:18
H. when away when the api's inventory api's.

[Magda Zacharska] 10:24:27
Allow, for example, to save a invalid. you ids for a statistical code, or I think it.

[Magda Zacharska] 10:24:37
It takes invalid statistical code and any other.

[Magda Zacharska] 10:24:40
There is a lot, and I can later look at those girs and post them if if you want to.

[Erin Nettifee] 10:24:49
So this is your you're telling this tool to to ignored data.

[Erin Nettifee] 10:24:55
That's incorrect and I just feel like that's we should fix inventory.

[Magda Zacharska] 10:25:02
We should not have bulk at it. ignore things that are wrong, so that that is good that I hear, because what we can do. right now I see Christie is typing Christie.

[Erin Nettifee] 10:25:16
I cannot read and talk. Christie says it does allow this.

[Magda Zacharska] 10:25:20
It also allows data other than U. Ids to be posted into that field well Erin.

[Magda Zacharska] 10:25:30
Do you want to wait for bulk edit for the next 5 releases?

[Erin Nettifee] 10:25:32
Because this, what is happening in inventory

[Magda Zacharska] 10:25:45
Is behaving in ways that we don't want it to behave. So let's go back to

[Thomas Trutt] 10:25:57
There is, there is, there is a mid ground, and I agree with Aaron.

[Thomas Trutt] 10:26:02
And in the respect that we this is an issue with inventory, that and that should be addressed like. If it should not be accepting bad Uuids, it should not be accepting bad extra h ids.

[Thomas Trutt] 10:26:14
At the same extent, is one of the things that frustrates with me with folio.

[Thomas Trutt] 10:26:20
And this is kind of the middle ground i'm talking about is you cannot do partial updates, and if the Api endpoints were there to do partial updates.

[Thomas Trutt] 10:26:28
I think that would be a good middle ground, where, instead of ignoring, are allowing this, you could do a partial update that just updates a location or updates a few fields walk at it could use those so that it could

[Thomas Trutt] 10:26:43
run do the processes it needs to without supporting bad data.

[Magda Zacharska] 10:26:51
Does that make sense? Yes, so I talked to my developers about that.

[Magda Zacharska] 10:26:55
Why do we do the the put and add all the all the fields?

[Magda Zacharska] 10:27:02
There response was that the updates are The other updates are not supported.

[Erin Nettifee] 10:27:07
I think the the other we command is patch right. The patch is not implemented in infoia Christie has her hand up.

[Magda Zacharska] 10:27:19
Go ahead, Crusy. So I apologize if i'm focusing on an issue that is secondary to the primary discussion.

[Christie Thomas (she/her)] 10:27:31
But I guess I just I still don't understand why it is saying that note is not a valid note type for items.