2023-4-04 Bulk Edit Working Group Meeting Notes

2023-4-04 Bulk Edit Working Group Meeting Notes

Attendees (please add your name):

@Magda Zacharska @Thomas Trutt @(OLD ACCOUNT) Erin Nettifee @Amanda Ros @Kim Wiljanen @Donald Depoorter @Jennifer Eustis @leeda.adkins@duke.edu @Sara Colglazier  @Christine Tobias @Monica Arnold @Jackie Magagnosc @Jamie Jesanis (Unlicensed) @Lynne Fors @Kimie Kester @Peter Martinez @Jeanette Kalchik 

Note Taker:  

@Robert Scheier

Meeting Recording:

Discussion:

 

Topic

Notes

Topic

Notes

1

Housekeeping

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

  • Meeting host -  please turn on Transcript option for the meeting 

  • Other topics?

 

2

  Development updates

 

3

Bugfest updates

key summary type priority status
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4

Questions from dev team:

  • UIBULKED-279  Reorder columns on Logs page to be consistent with other apps

  • UIBULKED-269 Modify text when updates are committed

 

5

Bulk edit app permissions vs  inventory and user records edit permissions

Review expected behavior for the bulk edit when users have bulk edit permissions but do not have required edit/view permissions for editing each record type. 

Bulk edit permissions

 

6

Bulk edit - in app - item notes (UXPROD-3713) -  follow up on survey results

 

7

Query tool (UXPROD-3785) - update

 

8

Transcript

[Robert rscheier@nelib.org] 10:02:48
Okay.

[Robert rscheier@nelib.org] 10:02:56
Hey? That's going!

[Magda Zacharska] 10:02:58
Hold on 1 s. I'm having problems with. I share this one.

[Magda Zacharska] 10:03:05
Can you see? What can you see? Can you see the which of my screens?

[Magda Zacharska] 10:03:13
Not Miss Option.

[Robert rscheier@nelib.org] 10:03:13
It's black.

[Erin Nettifee] 10:03:15
I can't see anything yet. It says it's started screen sharing. There it is.

[Thomas Trutt] 10:03:19
There it goes!

[Amanda Ros (she/her)] 10:03:19
There we go the notes in the minutes.

[Magda Zacharska] 10:03:23
Okay, that's the right. Thanks. That's the right screen.

[Magda Zacharska] 10:03:33
And we start with housekeeping. As always.

[Magda Zacharska] 10:03:39
Please add your name to the attendees lists, and I see the transcripts is enabled.

[Magda Zacharska] 10:03:50
Is there anything else anyone would like to bring up before we move on?

[Magda Zacharska] 10:04:02
Development status. The I'm a little bit hesitant to talk about development status, and I will tell why in shortly. We did a lot of progress on the on the query tool.

[Magda Zacharska] 10:04:22
Part, however, it's only the ui you can. Everything. What you see.

[Magda Zacharska] 10:04:29
It's the driven by equal.

[Magda Zacharska] 10:04:37
I think this will do our with.

[Magda Zacharska] 10:04:44
Oh, yeah, this is not implemented. And anyway, everything.

[Magda Zacharska] 10:04:50
What you see here is driven by Ui! There is no back end for this.

[Magda Zacharska] 10:04:57
Right now, and the implementation of the backend most likely will not make into the puppy.

[Magda Zacharska] 10:05:09
Release. The reason for this is that the team that is working on bog edit is also working on Oapmh and data export.

[Magda Zacharska] 10:05:22
Both of those areas are needed for consortium support and for Library of Congress.

[Magda Zacharska] 10:05:31
So the plan is that the team will speed their responsibility into those 3 areas which lesson the time we can spent on pocket.

[Magda Zacharska] 10:05:47
It. We will be doing, we will be adding functionality, and for the poppy release.

[Magda Zacharska] 10:05:57
This is the most pessimistic view that we will do.

[Magda Zacharska] 10:06:06
Those 2 features finish the ui, the front end development for a query tool, and we will do the suppression of the item records from discovery.

[Magda Zacharska] 10:06:16
And this will be for.

[Magda Zacharska] 10:06:21
There are couple of features that are stretch goals, and at this point I am not able to tell the we will be able to doiver or not.

[Magda Zacharska] 10:06:34
The high level, the high, level roadmap that we have on our V key space.

[Magda Zacharska] 10:06:43
I will update that. I just wanted to talk to you first before I I make those changes.

[Magda Zacharska] 10:06:52
Any comments, questions, concerns.

[Erin Nettifee] 10:06:55
So if the query tool front end is worked on, but it's also not going to be functional until the backend work is done.

[Erin Nettifee] 10:07:06
Then the guidance to implementing libraries is just to not permission.

[Erin Nettifee] 10:07:12
The query, tool?

[Magda Zacharska] 10:07:14
We will most likely hide the tab in the poppy. Release.

[Magda Zacharska] 10:07:20
So you don't need to worry about the permission at all.

[Erin Nettifee] 10:07:23
Okay, cause it's visible. Now.

[Magda Zacharska] 10:07:24
And yeah, unfortunately, it's visible now in in our kids.

[Magda Zacharska] 10:07:32
We introduced the in our kit, we introduce the the permission that allows to hide in Nolana.

[Magda Zacharska] 10:07:44
However, the query tool works to some extent. It's just very slow, and the syntax is very hmm, cumbersome.

[Magda Zacharska] 10:07:58
You have to be a very precise, with spaces and question marks to make it working.

[Magda Zacharska] 10:08:05
So, for example, if you want to search by users, by user group, you will get the information.

[Magda Zacharska] 10:08:13
It will take a while. So it is not that it's not operational.

[Magda Zacharska] 10:08:18
It's not working nicely.

[Erin Nettifee] 10:08:22
But with this stuff and Poppy, we're gonna change the Ui, so that it just is no longer operational at all until until the back end piece is done.

[Magda Zacharska] 10:08:25
Yeah.

[Magda Zacharska] 10:08:29
And that's why we will hide.

[Magda Zacharska] 10:08:33
Exactly the way we will hide the height of the tab.

[Erin Nettifee] 10:08:34
Okay.

[Erin Nettifee] 10:08:36
Well, all that be in the release notes.

[Magda Zacharska] 10:08:40
For puppy. Yes.

[Erin Nettifee] 10:08:41
Yeah, yeah, okay.

[Magda Zacharska] 10:08:50
The link to the scrum board is attached to here.

[Magda Zacharska] 10:08:54
You can see that we have right now a lot of our Apmach issues that we are working on adding support for the Zoom Platform.

[Magda Zacharska] 10:09:07
We will also be working on making it even more robust and support multiple full harvests around concurrently.

[Magda Zacharska] 10:09:18
So those are are the things that all other libraries will be will benefit.

[Magda Zacharska] 10:09:25
But it will slow down the development.

[Sara Colglazier (MHC/5C)] 10:09:35
Monta, can I interject a moment? Just I will.

[Magda Zacharska] 10:09:39
Oh, no! Oh, I did!

[Sara Colglazier (MHC/5C)] 10:09:40
I don't I don't. I don't!

[Sara Colglazier (MHC/5C)] 10:09:41
I don't I just wanted to follow up on a quote something.

[Sara Colglazier (MHC/5C)] 10:09:45
So Aaron just asked about will that be in the release notes for Poppy about the query, Where are we talking? Yeah. Being hidden?

[Magda Zacharska] 10:09:55
Tool.

[Sara Colglazier (MHC/5C)] 10:10:00
Would it be possible to include in the orchid release notes that in Poppy it will be hidden because I think it's you know it as we move forward it would be good to know.

[Magda Zacharska] 10:10:09
Oh, okay. Uhhuh.

[Magda Zacharska] 10:10:15
What to expect.

[Sara Colglazier (MHC/5C)] 10:10:15
Oh, we're what we expect, because then I think a lot of people.

[Sara Colglazier (MHC/5C)] 10:10:21
I think we would. Then, you know, we would put that out there that please don't start using it, you know.

[Magda Zacharska] 10:10:29
Don't get used to it. Okay?

[Magda Zacharska] 10:10:33
Okay, oh, I can do that. I am behind with the release notes for all the areas that I'm responsible.

[Sara Colglazier (MHC/5C)] 10:10:35
Thank you.

[Magda Zacharska] 10:10:43
They are on my to do list for this week, so hopefully, by the end of the week they will be.

[Sara Colglazier (MHC/5C)] 10:10:49
Well, we're all we're all just getting to know now.

[Sara Colglazier (MHC/5C)] 10:10:54
We can wait for release notes. Don't worry.

[Magda Zacharska] 10:10:59
Okay. Thank you. I'll keep it in mind.

[Magda Zacharska] 10:11:03
And once I update the the release notes, I will ask the group to take a look and the comments you think are needed, or changes.

[Magda Zacharska] 10:11:15
We will take them into account.

[Magda Zacharska] 10:11:21
On the backfest. We all the all the bugs that were found to drink the backfast has been closed, fixed, and closed, verified, and closed.

[Magda Zacharska] 10:11:39
The performance tests confirm that we can right now update back edit up to 100,000 records for items, holdings and user records.

[Magda Zacharska] 10:11:57
So it is improvement from Nlana in Nlana.

[Magda Zacharska] 10:12:01
We could only improve a we could only update 5,000, or I'm sorry.

[Magda Zacharska] 10:12:08
2 and half user records. And I believe this was 10,000 for items.

[Magda Zacharska] 10:12:15
So the changes in architecture paid off, we can really support more.

[Magda Zacharska] 10:12:23
And the questions about the bug.

[Magda Zacharska] 10:12:28
A test, a breakfast.

[Magda Zacharska] 10:12:37
If not, there is one more thing I think I forgot to mention.

[Magda Zacharska] 10:12:41
As a result of our user acceptance testing that we did last last meeting.

[Magda Zacharska] 10:12:49
I have created a list of girs. Some of them we will be talking.

[Magda Zacharska] 10:12:56
Some of them are in draft, and I will be following on the requirements with you and the birth date.

[Magda Zacharska] 10:13:06
This was a simple fix. It's already fixed, but will be a part of poppy release.

[Magda Zacharska] 10:13:21
Take 2 tickets that I listed below. I would like to get your feedback about the order of the columns on the logs, page, and the modified text that is displayed while the the changes are being committed.

[Magda Zacharska] 10:13:38
So when we talk about the the columns you mentioned that the columns are inconsistent with the with the other Ops.

[Magda Zacharska] 10:13:53
So this is the log. This is the log and order of the columns in log edit.

[Magda Zacharska] 10:14:03
Start with Id records. Type status run by started running, and the running number of records.

[Magda Zacharska] 10:14:11
How many records were processed, type of editing and actions.

[Magda Zacharska] 10:14:16
Not all of the columns are applicable for other modules.

[Magda Zacharska] 10:14:21
But here is the example from data export. It starts with file name statues, total, total total number of reference.

[Magda Zacharska] 10:14:33
How many failed job profile, and it running and run by an Id.

[Magda Zacharska] 10:14:40
And on the data import is slightly different. It starts with the file, but then it's status record profile started running and running run by.

[Magda Zacharska] 10:14:53
And id so the way I would propose.

[Magda Zacharska] 10:15:02
We would start with status. Then there will be a number of records.

[Magda Zacharska] 10:15:10
Record type started running. But we talk about this, that this is confusing, because this is not when the process of saving the changes occurred.

[Magda Zacharska] 10:15:21
This is when the file with the identifier was uploaded.

[Magda Zacharska] 10:15:26
Then under training. When this is the moment where the bucket it completed run by, and Id.

[Magda Zacharska] 10:15:36
But the question is, what do we do with the following columns process, this is the number of records that was processed editing that will tell tell if this is in App or Csv approach, and the the call with actions.

[Magda Zacharska] 10:15:54
This is the column where we allow user to download the file.

[Magda Zacharska] 10:16:01
It's for downloading any suggestions how we should approach Dot.

[Erin Nettifee] 10:16:11
Well, one thought about the editing piece is, I can't remember if we were gonna if we included that because we needed to filter on it or search on it.

[Erin Nettifee] 10:16:22
But that in my mind is a candidate for an icon.

[Erin Nettifee] 10:16:26
Right cause. We've used that in other contexts, I know on like for transaction tables in circulation.

[Erin Nettifee] 10:16:37
If you check a book in, and there's a fee fine, accrued a little icon pops up, and then you can kind of go see what the fee find is.

[Erin Nettifee] 10:16:46
So maybe there could be an icon that says Csv.

[Erin Nettifee] 10:16:50
And then an icon that says, Fe. Fine, I mean not only work that only works if we don't need to filter sort right, but that that was my first reaction.

[Magda Zacharska] 10:16:52
Okay.

[Erin Nettifee] 10:17:00
What are?

[Sara Colglazier (MHC/5C)] 10:17:00
That's my first reaction was actually very different. I actually felt like that was more akin to what I think of the job.

[Sara Colglazier (MHC/5C)] 10:17:09
Profile, and that I wouldn't mind that in export.

[Magda Zacharska] 10:17:11
So the job profile, I think, would be yes, I think in data import as well.

[Sara Colglazier (MHC/5C)] 10:17:17
Yeah.

[Magda Zacharska] 10:17:18
I think the record type would be more equivalent of the job profile, because in record type we are specifying on which records we are executing the.

[Magda Zacharska] 10:17:35
The changes which I think it's more important for you that you are updating the users or inventory items.

[Magda Zacharska] 10:17:43
Then it really matters if this is done by Inapp or Csv.

[Sara Colglazier (MHC/5C)] 10:17:47
I guess. Well, yeah, I'm hoping we can filter on it, and I guess I'm not.

[Sara Colglazier (MHC/5C)] 10:17:54
I don't think I want an icon, for I think it's pretty important. Csv.

[Sara Colglazier (MHC/5C)] 10:17:58
Or in app like to just have that as an icon seems.

[Sara Colglazier (MHC/5C)] 10:18:04
It's not.

[Erin Nettifee] 10:18:05
I guess it depends on what you're gonna do with it right?

[Erin Nettifee] 10:18:08
I mean, it helps you interpret the log, but I also I will say this also.

[Erin Nettifee] 10:18:13
Don't have a strong opinion about it. That was just what popped into my head.

[Erin Nettifee] 10:18:17
So bye, bye, you know you're still on it.

[Erin Nettifee] 10:18:21
It's very is very important, but I guess yeah, my thought process was, basically if you're not filtering or sorting on it, maybe it doesn't need to be its own column.

[Magda Zacharska] 10:18:29
It could be icons.

[Erin Nettifee] 10:18:32
Magda, are we at some point supposed to get check boxes in here for like bulk?

[Erin Nettifee] 10:18:39
I'm looking at the data import log screen. I'm just kind of wondering about. Maybe that's.

[Magda Zacharska] 10:18:41
Not this not what? What would you do with this checkbox?

[Erin Nettifee] 10:18:50
Well, I'm just thinking like, if a we're going to be purging logs.

[Erin Nettifee] 10:18:56
I don't know if we've talked about that, but that might be another column that eventually would need to go in here, but we don't have to spend time on it if we're not there yet.

[Magda Zacharska] 10:19:04
So I have to be honest. We will be talking about the checkboxes for the results after you upload the file of identifiers, or, if you run the query, then you will be narrowing down the results set by checkboxes.

[Magda Zacharska] 10:19:24
Similarly the similar to the way it is done in inventory, but for logs it did not occur to me to have the check boxes.

[Magda Zacharska] 10:19:36
We will be talking about purging, but that would be driven by the date.

[Erin Nettifee] 10:19:43
I, okay, sure, okay.

[Magda Zacharska] 10:19:46
So!

[Erin Nettifee] 10:19:48
I see, I see a comment in the chat.

[Magda Zacharska] 10:19:51
Uhhuh.

[Erin Nettifee] 10:19:51
Another vote against the icons, which is totally fine. So maybe that's not a good idea.

[Erin Nettifee] 10:20:00
Sarah saying, I would like to see record type and Inapp, Cfsv.

[Erin Nettifee] 10:20:06
Next to each other. I can see the logic there, you know, to see those.

[Erin Nettifee] 10:20:11
If editing is a column still to pair those together, so that would suggest maybe putting editing like it. Number 3.

[Magda Zacharska] 10:20:15
Uhhuh.

[Erin Nettifee] 10:20:23
If we're looking at your ticket list.

[Magda Zacharska] 10:20:24
So the question, the first question I have is the status that the most important.

[Magda Zacharska] 10:20:32
Would you have this? Would you like to have it as a first car?

[Magda Zacharska] 10:20:37
First column, or something else.

[Erin Nettifee] 10:20:39
I kind of want record type first, but that's just cause. That's how I think about it.

[Erin Nettifee] 10:20:45
Logically, I go. Okay. I did users, and then I guess you know, I did users, and I did it.

[Erin Nettifee] 10:20:52
Csv. And it worked, or I did users in app, and it worked.

[Erin Nettifee] 10:20:57
But there were some errors like that's how I would think about reading that line.

[Erin Nettifee] 10:21:01
So to me the record type is more important than status. But others please definitely definitely chime in more chat, comments Jen, saying, I like caring number of records and processed together. That's another comment. There.

[Jennifer Eustis] 10:21:16
Yeah.

[Jennifer Eustis] 10:21:22
Yeah, I think record type is really important, especially when you're gonna have, like, you know, in the 5 C, it's a different people who are gonna be doing different types of bulk edits.

[Jennifer Eustis] 10:21:34
So I guess we can filter by that, too. But I do like record type first, and then looking at the status.

[Jennifer Eustis] 10:21:44
Yeah. And I do like actions at the end. I don't know why, but I know you have to scroll to get there, but I like it at the end.

[Magda Zacharska] 10:21:53
So is this.

[Erin Nettifee] 10:21:54
I mean, that's it. That's a pretty consistent Ui pattern.

[Erin Nettifee] 10:21:56
Across folio so I wouldn't move the Actions column.

[Magda Zacharska] 10:22:01
So record type first, then, status or the editing.

[Erin Nettifee] 10:22:08
I would do record type status editing.

[Magda Zacharska] 10:22:13
Anyone has that option.

[Amanda Ros (she/her)] 10:22:19
I'm okay with that.

[Erin Nettifee] 10:22:22
Status editing, and then the suggestion is number of records, and then processed.

[Erin Nettifee] 10:22:33
Cause? Aren't those separate columns? Those are separate columns.

[Magda Zacharska] 10:22:35
Yes. Uhhuh. Yeah.

[Erin Nettifee] 10:22:36
Yeah, yeah.

[Magda Zacharska] 10:22:40
So number of records.

[Magda Zacharska] 10:22:44
And process right?

[Magda Zacharska] 10:22:59
Start the running run by and id id, and then action, or it after action.

[Erin Nettifee] 10:23:06
Yeah.

[Erin Nettifee] 10:23:14
I still feel like, well, I guess on the I guess in data export there's no action column. I'm just looking at the screenshots.

[Magda Zacharska] 10:23:23
So in the Hmm data export, you have the the first.

[Magda Zacharska] 10:23:32
The file that was generated by the export in the first column that would move action to the beginning.

[Erin Nettifee] 10:23:35
Sure!

[Magda Zacharska] 10:23:39
But you said you prefer this order, so let me save it, and see how.

[Erin Nettifee] 10:23:45
I, yeah, I still feel like actions at the end is most consistent with the rest of folio.

[Sara Colglazier (MHC/5C)] 10:23:54
But why do we need action? Actor? Id like? Then I have to scroll even further over, like depending on my screen.

[Sara Colglazier (MHC/5C)] 10:24:01
I won't even like I'll have to go over over over like Id.

[Sara Colglazier (MHC/5C)] 10:24:05
Number to me is like the least relevant to my activity like that's only if I need to reference it to say, Hey, my, you know id number blah blah blah is stuck, or something I have to submit a ticket, whereas my action don't I wanted to do that like I would think I would

[Sara Colglazier (MHC/5C)] 10:24:24
want that upfront somewhere more.

[Sara Colglazier (MHC/5C)] 10:24:28
I mean.

[Erin Nettifee] 10:24:29
What are folks think?

[Erin Nettifee] 10:24:37
I mean I'm coming at it that when I say it's the most consistent I have a Po had on there.

[Erin Nettifee] 10:24:42
You want to be consistent across apps. But definitely folks folks chime in.

[Thomas Trutt] 10:24:48
Yeah, I mean.

[Amanda Ros (she/her)] 10:24:48
I like consistency, because people from different areas are going to be using this.

[Thomas Trutt] 10:24:55
Yeah.

[Magda Zacharska] 10:24:56
The action. It's it gives you the access to the files.

[Magda Zacharska] 10:25:02
But this is not something. You will be using all the time.

[Magda Zacharska] 10:25:05
This is, you have those files generated every step through bug edits.

[Magda Zacharska] 10:25:13
So when you do, the Balkan edit you all the files that you can access to the actions.

[Magda Zacharska] 10:25:19
Menu, you can access them also while you do the bog edit.

[Magda Zacharska] 10:25:26
So, for example, you upload the list of identifiers and you want to see the matching records.

[Magda Zacharska] 10:25:31
You can download it from the file where the matching records are displayed.

[Magda Zacharska] 10:25:35
Then the review. You can also see those download the files from the preview of the matched file as well, and I don't know. Walk you through to.

[Magda Zacharska] 10:25:49
Maybe this will make more sense if I just walk you through and show you how it works.

[Magda Zacharska] 10:25:53
I just need to point my mouth. Okay, so we are in in the bulk addicts.

[Magda Zacharska] 10:26:01
And let's meet. So like the user buckles.

[Magda Zacharska] 10:26:07
Choose the file.

[Magda Zacharska] 10:26:11
And I will not find this very quickly.

[Magda Zacharska] 10:26:23
I can hold on. Let me do this in breakfast, because I can find it.