2023-2-7 Bulk Edit Working Group Meeting Notes
Attendees (please add your name):
Magda Zacharska Don Depoorter (OLD ACCOUNT) Erin Nettifee Jennifer Eustis Scott Perry
Monica Arnold Sara Colglazier Kim Amanda Ros Lynne Fors Jamie Jesanis (Unlicensed) Jackie Magagnosc Peter Martinez Kimie Kester
Note Taker:
Meeting Recording:
- Recording and chat: https://recordings.openlibraryfoundation.org/folio/bulk-edit-working-group
Discussion:
Topic | Details | ||||||||||||||||||
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Housekeeping
| [Magda Zacharska] 10:02:13 [Magda Zacharska] 10:02:26 [Erin Nettifee] 10:02:36 [Magda Zacharska] 10:02:36 [Erin Nettifee] 10:02:52 | ||||||||||||||||||
| Magda Zacharska] 10:02:54 [Magda Zacharska] 10:03:34 [Magda Zacharska] 10:03:52 [Erin Nettifee] 10:04:43 [Magda Zacharska] 10:04:58 [Erin Nettifee] 10:05:00 [Erin Nettifee] 10:05:05 [Magda Zacharska] 10:05:11 [Erin Nettifee] 10:05:21 [Magda Zacharska] 10:05:36 [Magda Zacharska] 10:05:56 [Magda Zacharska] 10:06:43 [Erin Nettifee] 10:06:50 | ||||||||||||||||||
Item status In Process (MODEXPW-348) Follow up fron the last meeting:
| [Magda Zacharska] 10:06:59 [Magda Zacharska] 10:07:30 [Magda Zacharska] 10:07:35 [Erin Nettifee] 10:08:06 [Sara Colglazier (MHC/5C)] 10:08:16 [Sara Colglazier (MHC/5C)] 10:09:14 [Sara Colglazier (MHC/5C)] 10:10:07 [Erin Nettifee] 10:10:30 [Magda Zacharska] 10:10:37 [Erin Nettifee] 10:10:45 [Magda Zacharska] 10:10:47 [Erin Nettifee] 10:10:53 [Magda Zacharska] 10:11:04 [Erin Nettifee] 10:11:15 [Magda Zacharska] 10:11:20 [Erin Nettifee] 10:13:11 [Magda Zacharska] 10:13:16 [Sara Colglazier (MHC/5C)] 10:13:33 [Erin Nettifee] 10:13:34 [Magda Zacharska] 10:13:42 [Sara Colglazier (MHC/5C)] 10:13:59 [Magda Zacharska] 10:14:45 [Sara Colglazier (MHC/5C)] 10:14:50 [Magda Zacharska] 10:15:56 [Magda Zacharska] 10:16:48 | ||||||||||||||||||
[Magda Zacharska] 10:17:18 [Magda Zacharska] 10:17:55 [Magda Zacharska] 10:18:03 [Magda Zacharska] 10:18:20 [Magda Zacharska] 10:18:27 [Magda Zacharska] 10:18:46 [Jennifer Eustis (she/her)] 10:19:20 [Jennifer Eustis (she/her)] 10:19:40 [Magda Zacharska] 10:19:54 [Magda Zacharska] 10:20:18 [Magda Zacharska] 10:20:39 [Magda Zacharska] 10:20:52 [Magda Zacharska] 10:21:01 [Erin Nettifee] 10:23:59 [Magda Zacharska] 10:26:55 [Magda Zacharska] 10:27:45 [Erin Nettifee] 10:28:41 [Magda Zacharska] 10:28:44 [Magda Zacharska] 10:31:14 [Erin Nettifee] 10:31:18 [Erin Nettifee] 10:31:25 [Erin Nettifee] 10:31:37 [Jennifer Eustis (she/her)] 10:31:46 [Magda Zacharska] 10:32:02 [Magda Zacharska] 10:32:14 [Jennifer Eustis (she/her)] 10:32:50 [Sara Colglazier (MHC/5C)] 10:33:48 [Magda Zacharska] 10:34:28 [Magda Zacharska] 10:35:38 [Magda Zacharska] 10:36:00 | |||||||||||||||||||
Bulk edit - user permissions (UXPROD-3468) Follow up from the last meeting with proposed changes to the confirmation ("Are you sure?") | [Magda Zacharska] 10:36:12 [Magda Zacharska] 10:37:31 [Magda Zacharska] 10:38:00 [Magda Zacharska] 10:38:29 [Jennifer Eustis (she/her)] 10:39:00 [Magda Zacharska] 10:39:30 [Magda Zacharska] 10:39:51 [Magda Zacharska] 10:39:59 [Magda Zacharska] 10:40:17 [Magda Zacharska] 10:40:50 [Magda Zacharska] 10:41:12 [Thomas Trutt] 10:41:46 [Erin Nettifee] 10:42:12 [Ros, Amanda L] 10:42:17 [Magda Zacharska] 10:42:29 [Magda Zacharska] 10:43:05 [Peter Martinez] 10:43:28 [Magda Zacharska] 10:43:40 [Magda Zacharska] 10:43:59 | ||||||||||||||||||
Bulk edit - suppressing item records from discovery (UXPROD-3989) Review the requirements | [Magda Zacharska] 10:44:24 [Magda Zacharska] 10:44:41 [Magda Zacharska] 10:44:50 [Magda Zacharska] 10:44:57 [Magda Zacharska] 10:45:03 [Magda Zacharska] 10:45:17 [Magda Zacharska] 10:45:22 [Magda Zacharska] 10:45:28 [Magda Zacharska] 10:45:41 [Ros, Amanda L] 10:45:56 [Magda Zacharska] 10:46:49 [Ros, Amanda L] 10:47:08 [Magda Zacharska] 10:47:22 [Magda Zacharska] 10:47:37 [Magda Zacharska] 10:48:08 [Ros, Amanda L] 10:48:14 [Sara Colglazier (MHC/5C)] 10:48:18 [Magda Zacharska] 10:49:36 [Sara Colglazier (MHC/5C)] 10:49:53 [Magda Zacharska] 10:50:39 | ||||||||||||||||||
Bulk edit - in app - item notes (UXPROD-3713) Review the requirements. Please add examples of the item records notes: https://docs.google.com/spreadsheets/d/1iqwaCQH_Jlz45z7PAqUkZ7bT0a1lvFwJ9dpqbiLJboA/edit#gid=1225919958 | [Magda Zacharska] 10:51:06 [Magda Zacharska] 10:51:38 [Magda Zacharska] 10:51:51 [Sara Colglazier (MHC/5C)] 10:52:15 [Sara Colglazier (MHC/5C)] 10:52:39 [Magda Zacharska] 10:52:56 [Magda Zacharska] 10:53:09 [Thomas Trutt] 10:53:25 [Thomas Trutt] 10:53:32 [Thomas Trutt] 10:53:37 [Thomas Trutt] 10:53:41 [Thomas Trutt] 10:53:47 [Thomas Trutt] 10:53:53 [Thomas Trutt] 10:54:06 [Thomas Trutt] 10:54:16 [Sara Colglazier (MHC/5C)] 10:54:21 [Erin Nettifee] 10:54:44 [Magda Zacharska] 10:54:49 [Peter Martinez] 10:55:10 [Peter Martinez] 10:55:44 [Magda Zacharska] 10:55:53 [Thomas Trutt] 10:56:20 [Magda Zacharska] 10:56:31 [Magda Zacharska] 10:56:48 [Magda Zacharska] 10:56:52 [Magda Zacharska] 10:57:03 [Magda Zacharska] 10:57:37 [Magda Zacharska] 10:57:52 [Magda Zacharska] 10:57:57 [Sara Colglazier (MHC/5C)] 10:58:09 [Sara Colglazier (MHC/5C)] 10:58:22 [Ros, Amanda L] 10:58:29 [Erin Nettifee] 10:58:34 [Magda Zacharska] 10:58:44 [Magda Zacharska] 10:59:23 [Magda Zacharska] 10:59:27 [Magda Zacharska] 10:59:31 [Sara Colglazier (MHC/5C)] 10:59:41 [Magda Zacharska] 11:00:16 [Sara Colglazier (MHC/5C)] 11:00:20 [Magda Zacharska] 11:00:20 | ||||||||||||||||||
Query tool (UXPROD-3785) | |||||||||||||||||||
Bulk Edit Use cases | Follow up questions on:
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Chat | 00:09:07 Thomas Trutt: sounds straight forward 00:09:54 Sara Colglazier (MHC/5C): May I ask a question when it fits in about the Item notes examples spreadsheet 00:15:25 Thomas Trutt: I would agree 00:16:39 Thomas Trutt: as Erin said its a separate module for pieces. If you have pieces as well as a check-in note you get two modules. 00:25:41 Bob Scheier (Holy Cross): The label in Users App is “Active" 00:31:44 Erin Nettifee: i just looked at a user record in the underlying json and the field is "active" as a Boolean - value is true or false - so the UI change would make sense to me 00:33:52 Kimie (Keemee) Kester: It would be nice if it could wrap. I agree 00:34:09 Ros, Amanda L: wrapping is better 00:34:10 Lynne Fors: Wrapping notes would be preferred 00:34:10 Thomas Trutt: agreed, wrap and multiple lines. 00:34:37 Bob Scheier (Holy Cross): Can we wrap after so many char 00:34:51 Kimie (Keemee) Kester: space | space 00:34:53 Bob Scheier (Holy Cross): I would not want each pipe to wrap 00:34:53 Kimie (Keemee) Kester: ;-) 00:35:18 Thomas Trutt: its going to depend on the user looking at it. 00:35:38 Jamie Jesanis: Wrapping or a "See more" expandable functionality 00:36:02 Thomas Trutt: or a popup. 00:36:21 Erin Nettifee: we could consider trying to take advantage of functionality like acquisitions has with the blue (i) that you can hover over to get help text 00:36:40 Ros, Amanda L: I like Jamie's suggestion 00:36:46 Thomas Trutt: i like that. It woudl allow for better formatting of the note text. 00:41:17 Thomas Trutt: looks good to me. 00:45:52 Bob Scheier (Holy Cross): I was thinking to just put download in the column for permissions to indicate you can see these details when you download the file. 00:46:03 Bob Scheier (Holy Cross): I think I have seen this elewhere 00:50:23 Lynne Fors: I can see suppressing items from discovery for withdrawn monographs as a use case 00:52:03 Bob Scheier (Holy Cross): I think this should be consistent 00:52:50 Bob Scheier (Holy Cross): It seems confusing to sometimes use the UI terminology and they use the backend data terminology 00:57:12 Lynne Fors: I like the double select idea 00:58:14 Lynne Fors: Would reduce accidental errors being applied to records possibly 00:59:25 Lynne Fors: How will custom item notes be handled? They are unique to each library 00:59:48 Erin Nettifee: can libraries add their own note types? 01:00:25 Erin Nettifee: ah, i see you can 01:00:44 Lynne Fors: We migrated in custom notes, for example reserve notes 01:00:54 Erin Nettifee: Reacted to "We migrated in custo..." with ðŸ‘🻠01:01:21 Sara Colglazier (MHC/5C): Find and duplicate to ?? |