2023-5-30 Bulk Edit Working Group Meeting Notes

2023-5-30 Bulk Edit Working Group Meeting Notes

Attendees (please add your name):

@Magda Zacharska (Deactivated) @Amanda Ros @Jennifer Eustis @Scott Perry @Christine Tobias  @Kimberly Smith @Robert Scheier  @Kimie Kester @Monica Arnold @Sara Colglazier @Thomas Trutt @Kim Wiljanen

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

 Poppy UAT

Test scenarios and test data  URL to the environment and credentials will be provided during the meeting.

4

Transcript

[Magda Zacharska] 10:00:44
Hello everyone.

[Kimberly Smith (MTSU)] 10:00:49
Hello.

[Ros, Amanda L] 10:00:50
Hello.

[Bob Scheier (Holy Cross)] 10:00:53
Good morning.

[Scott Perry (UChicago)] 10:00:54
Hmm.

[Magda Zacharska] 10:00:59
Let me share my screen.

[Magda Zacharska] 10:01:04
Hmm.

[Magda Zacharska] 10:01:20
Can you see the list of, giraffes?

[Ros, Amanda L] 10:01:21
Yes.

[Magda Zacharska] 10:01:23
Great. And I will add to the chat the link to. The end environment that we will be using today.

[Magda Zacharska] 10:01:54
So there is a link to the environment. This is the environment that is normally used by our QA engineer.

[Magda Zacharska] 10:02:04
To the testing, sprint testing. I created 3, 3, users, B, U one, B, U 2 and B U 3.

[Magda Zacharska] 10:02:17
. U. One has all permissions, all bucketed permission, user and inventory edit .

[Magda Zacharska] 10:02:26
2 has And if anyone is going to use this user, please make sure that they user does not have access to downloading user records from the log stable, tab.

[Magda Zacharska] 10:02:40
And the U 3 user has only, user, edit permissions.

[Magda Zacharska] 10:02:51
Before we go and start the, the, the page and as always please add your name to the

[Magda Zacharska] 10:03:07
Attendees list. The the link to test scenarios is in. And meeting notes. I will open this in your tab as well.

[Magda Zacharska] 10:03:21
So that we have. To the data and scenarios as we do. Justing.

[Magda Zacharska] 10:03:34
As always, the link to the development. Where all the snapshot in our test environment we have the latest code deployed and the data that is there is the same as in snaps in.

[Magda Zacharska] 10:03:55
My breakfast environment so that we have a little bit more. Data to experiment with. And I would like to spend a couple of minutes talking about the use, the issues that we found during the, user acceptance testing.

[Magda Zacharska] 10:04:13
For our kit. So as you see in the 4 of them are closed. The addressing user type is scheduled for a current spring sprint and it will be addressed today.

[Magda Zacharska] 10:04:30
Order alphabetically list of columns available. This is what we talk. I still owe you the, survey to send to the group to gather the.

[Magda Zacharska] 10:04:44
The feedback about possible order. And renaming the instance column, I think we will need to revisit this because the column actually does not have only a title.

[Magda Zacharska] 10:04:57
It has all the data that is instance. So, we'll see how the UAT goes today and maybe it will, come up with other issues that need to be I'm just, or, we can reduce those that are still, unresolved.

[Magda Zacharska] 10:05:24
Before we start, testing. Does anyone, wants to add something? Bring to the the group attention.

[Magda Zacharska] 10:05:46
If not, then I would like to ask for the volunteer who will be conducting the UET and sharing the screen with the group.

[Ros, Amanda L] 10:05:56
I can give it a shot. I wasn't able to do it last time, but my computer seems more stable these days.

[Christine Tobias] 10:05:58
Yes.

[Magda Zacharska] 10:05:58
Great. Thank you. Do you have, did you download the data? I have the

[Ros, Amanda L] 10:06:02
Okay.

[Ros, Amanda L] 10:06:07
I, let's see, I didn't, let's, I have this, okay, the test data.

[Ros, Amanda L] 10:06:12
No, I was looking at, at the scenarios list. So.

[Magda Zacharska] 10:06:19
So you need to download the, the test data. So that you can trigger. The.

[Ros, Amanda L] 10:06:21
Okay.

[Magda Zacharska] 10:06:26
The. Okay.

[Ros, Amanda L] 10:06:26
Okay. Let me see.

[Ros, Amanda L] 10:06:38
Oh, it says it's zipping the files. So now it's. It's downloading them.

[Ros, Amanda L] 10:06:45
So. Let's see.

[Magda Zacharska] 10:06:51
I'm going to stop share so that you can show your screen.

[Ros, Amanda L] 10:06:56
Alright, let me just finish getting.

[Ros, Amanda L] 10:07:00
Okay, I think I have it now. So. Let me.

[Ros, Amanda L] 10:07:10
Share my screen.

[Ros, Amanda L] 10:07:14
And.

[Ros, Amanda L] 10:07:18
Okay. Alright, can you all see?

[Ros, Amanda L] 10:07:24
Hmm.

[Magda Zacharska] 10:07:26
Yes, we can see the.

[Ros, Amanda L] 10:07:28
Okay, it's a little bit, odd because the controls are on one screen. For Zoom and the What I'm sharing is on the other screen.

[Ros, Amanda L] 10:07:41
So that seems a little, I've gotten so used to Microsoft Teams that sometimes I don't do well in Zoom anymore.

[Ros, Amanda L] 10:07:47
Okay, let me go back to the chat. And okay, the U one.

[Ros, Amanda L] 10:08:00
Hmm.

[Ros, Amanda L] 10:08:12
Okay, so.

[Ros, Amanda L] 10:08:16
Alright, so going to bulk edit. And.

[Ros, Amanda L] 10:08:24
Do let me pull up the folder that has Okay, what was the first? Okay, so 15 user barcodes.

[Ros, Amanda L] 10:08:38
Okay, someone do user. And do. Sorry, I talk a lot. Myself when I'm doing stuff like this.

[scolglaz] 10:08:46
No, that's actually really helpful. I mean, I don't feel bad. It's that technique that user experience testing technique of a narration or something you should.

[Ros, Amanda L] 10:08:51
Yeah.

[Ros, Amanda L] 10:09:06
Okay. I'm gonna start with the item barcode simply because I deal with item records.

[Ros, Amanda L] 10:09:08
So let's see. I don't bar codes. And then click and drag.

[Magda Zacharska] 10:09:22
We don't see the browser, where you have the bulk edit open. Do you have it open?

[Ros, Amanda L] 10:09:25
Oh, I thought I was, that was the screen. Okay, let me. Try again because that was the screen that I felt that I was sharing.

[Ros, Amanda L] 10:09:31
Okay. All right. Let me. Okay.

[Ros, Amanda L] 10:09:37
Share screen. Is this better?

[Magda Zacharska] 10:09:44
Yes. Yeah.

[Ros, Amanda L] 10:09:46
Okay, alright, sorry about that. You'd think as long as we've had been having to use Zoom that we I know how to use it by now after what has it been 3 plus years.

[Ros, Amanda L] 10:09:54
Okay, so I'm gonna take the 25 item bar codes. Oh, white. I've got to select an identifier.

[Ros, Amanda L] 10:10:04
Okay, and that's kinda nice that it doesn't let you drag and drop until you pick.

[Ros, Amanda L] 10:10:11
The identifier that you're going to use.

[Ros, Amanda L] 10:10:20
Okay, so.

[Ros, Amanda L] 10:10:23
Where is the list of? Actions that We were going to be this this is what you wanted us to be doing, right?

[Ros, Amanda L] 10:10:32
Magda. Okay.

[Ros, Amanda L] 10:10:39
Okay. Okay. Alright, I am going to drag this over to my other screen because you all can look at it on your own, but I want to be able to see.

[Magda Zacharska] 10:10:40
Yes, yes, but you need to go to the item, tab because you are on the user top.

[Ros, Amanda L] 10:10:49
Let me go back to. But that way I can okay upload the file with our codes. Okay, so I was able to do that.

[Ros, Amanda L] 10:11:01
Review the matching records on the screen. And. It's got the preview, so I'm going to assume that since there are no errors.

[Ros, Amanda L] 10:11:17
Okay, change point. Change selected columns. So. I would probably want title and call number.

[Ros, Amanda L] 10:11:27
Actually title is way too wide. For this experiment and item ID. Just changing a couple of them is fine.

[Ros, Amanda L] 10:11:37
So, okay, so I'm able to do that.

[Ros, Amanda L] 10:11:42
Sure.

[Magda Zacharska] 10:11:46
Amanda, may I stop you here? You, you mentioned the title is to wide for this.

[Ros, Amanda L] 10:11:47
Okay, let me go back.

[Magda Zacharska] 10:11:55
So the problem is that you need to scroll, right? Uhhuh.

[Ros, Amanda L] 10:12:04
Yes, and I mean and the fact that it just takes so much off of you know I was able to see a several columns at once and now I'm only able to see.

[Ros, Amanda L] 10:12:07
So if I reordered the columns and I'm not sure that I can do that, but if I reordered the columns, then probably if title was first.

[Magda Zacharska] 10:12:11
Huh. Huh.

[Magda Zacharska] 10:12:15
Huh.

[Ros, Amanda L] 10:12:18
Then I wouldn't be able to see anything else without scrolling.

[Magda Zacharska] 10:12:29
So at this point, this is not supported to have the like moving columns around. But you think that would be useful to have.

[Ros, Amanda L] 10:12:33
Okay.

[Magda Zacharska] 10:12:36
That's option.

[Ros, Amanda L] 10:12:37
I think so because some people have different even within an institution I think some people have different workflows.

[Ros, Amanda L] 10:12:46
Or if they're working on something specific, they may. You know, it may be one time I need the HR IDs.

[Ros, Amanda L] 10:12:57
Where I can see them and at another time, you know, I may need the call number and the barcode.

[Ros, Amanda L] 10:13:04
That's more important to me. So. I would like to be able to. Reorganize them.

[Ros, Amanda L] 10:13:12
To what I would need. And with the title, I mean, especially with the title, but I can see like with the call number and.

[Ros, Amanda L] 10:13:22
Possibly some others depending on how how elaborate like a loan type or a location is, you know, resizing would be very valuable because like I can tell right now.

[Ros, Amanda L] 10:13:40
That these titles. Are all the same, they're probably my guess is that their volumes in a multi volume set.

[Ros, Amanda L] 10:13:49
But at least in the preview, they're all the same. So I wouldn't need this title column to be that wide.

[Ros, Amanda L] 10:13:56
So personally. Those are 2 things I would like to see just from a workflow. Perspective.

[Magda Zacharska] 10:14:07
So in the In chat, I see. Also option, I mentioned on the wrapping. The title.

[Magda Zacharska] 10:14:16
That would that would be a good so there are 3 options that we are actually discussing. One is wrapping the title.

[Ros, Amanda L] 10:14:18
Yeah, that would.

[Magda Zacharska] 10:14:29
Or like longer text, and this will be applicable for notes as well. The other one is manually letting the user resize the column with.

[Magda Zacharska] 10:14:41
So if not the whole with is needed. Then the user can make this change. And the third option, I think the most.

[Magda Zacharska] 10:14:56
Work intense would be to allow user to rearrange the columns in the order they would be interested.

[Magda Zacharska] 10:15:08
To have this plague.

[Ros, Amanda L] 10:15:17
I mean, personally, I think in the grand scheme of things that reorganizing might be. The least.

[Ros, Amanda L] 10:15:21
Needed and that, you know, if it's at least in the same. Order that Other things are in folio.

[Ros, Amanda L] 10:15:30
You know, if there's consistency. With other apps or with what's expected, but, I'm not sure.

[Ros, Amanda L] 10:15:41
I mean, I like both the ideas of resizing and wrapping. But, you know, if If it's gonna only wrap, then how wide is, you know, How, what is the, I can't think of the term, but the, what is going to be the set width of the column would be a concern

[Ros, Amanda L] 10:16:03
because, you know, if it's a really long title like this and it's only as wide as like former identifiers which I don't think it'd be that narrow, but that would make for a very long.

[Ros, Amanda L] 10:16:16
So. So, you know, there had there would have to be a happy medium, I think.

[Magda Zacharska] 10:16:25
We will definitely talk about this a little bit more once I do some.

[Magda Zacharska] 10:16:32
Investigation on on my side.

[Ros, Amanda L] 10:16:35
Okay.

[Magda Zacharska] 10:16:37
Thank you. This was, this was great. You can uncheck the title if you want.

[Ros, Amanda L] 10:16:41
Okay. Alright, so. Okay, so let's see. Change the selected columns, download and review matched records.

[Ros, Amanda L] 10:16:54
So.

[Ros, Amanda L] 10:16:59
Oh. Opening that up.

[Ros, Amanda L] 10:17:16
Alright, so it. Seems to have. Download it all, 25. And not having previously looked at them.

[Ros, Amanda L] 10:17:26
I'm going to assume that all the information is there and is. What was expected is. There.

[Ros, Amanda L] 10:17:36
So. Click the start button.

[Ros, Amanda L] 10:17:50
Click start bulk edit option and actions menu. I'm, I'm trying to do everything exactly is in the list.

[Ros, Amanda L] 10:17:58
And open in at bulk edit page. Sure. Yeah.

[scolglaz] 10:17:59
Can we, could we go back to the previous week for a moment? So if I'm seeing correctly at the top it says in the slight gray at the top at the top there it says 25 right.

[scolglaz] 10:18:17
So bring it over here so I can see. Records match and then the file name is 25 but also at the top it says 25 records match right And but the preview is only ever going to be 10, correct?

[Magda Zacharska] 10:18:18
Records match.

[Magda Zacharska] 10:18:37
Until we have a feature in the backlog to display the entire. Record set, but for now, yes, it's only 10.

[scolglaz] 10:18:45
Okay, so.

[Ros, Amanda L] 10:18:48
Okay, so if you wanted the 25 you you would have to download it. Okay.

[Magda Zacharska] 10:18:49
Correct.

[scolglaz] 10:18:53
So that's fine. I had understood that but it's a little because we don't know like there's no numbering, there's no.

[scolglaz] 10:19:01
There's no indication that this is 10. Right, like you can count them off and you can say, oh, there's 10, but you have to kind of know that like if you just glance at this you might think oh it's 25.

[Magda Zacharska] 10:19:08
Huh.

[Magda Zacharska] 10:19:12
Huh. Huh.

[scolglaz] 10:19:15
This just goes back to the whole wrapping thing again, right? If suddenly everything gets really.

[scolglaz] 10:19:22
Exploded. Due to wrapping or something like that. Like there's just this inconsistency again with what you're seeing as a preview versus what is kind of telling you as a number.

[scolglaz] 10:19:33
Versus, you know, I don't know, I just find it very.

[Magda Zacharska] 10:19:41
So the reason

[scolglaz] 10:19:42
I guess it's too late to have any kind of numbering, but. I still think that it would be nice to have then to say preview of record match, 10 showing or something like that just makes it really clear that you're not seeing everything.

[scolglaz] 10:19:55
And how many you're seeing.

[Magda Zacharska] 10:19:56
Okay. Okay, that makes sense. So. In a name of the accordion.

[Magda Zacharska] 10:20:04
You have preview of much of record. And you would like to add, extended to mention.

[Magda Zacharska] 10:20:15
Top 10 displayed? Or what would be the.

[Ros, Amanda L] 10:20:21
First, I would say first 10. Top 10 makes me think of, you know, like. Records you know the top 10 movies of all time or you know the top favorite records of your love.

[scolglaz] 10:20:23
Yeah, not top first.

[Magda Zacharska] 10:20:31
Okay.

[Ros, Amanda L] 10:20:35
This is what folio thinks is happening. Yeah, I I would go with first.

[scolglaz] 10:20:39
Okay.

[Magda Zacharska] 10:20:42
Hmm. Kristen, okay. So for

[Bob Scheier (Holy Cross)] 10:20:44
Is it possible? Is it possible to say? 10 of 25.

[Magda Zacharska] 10:20:53
First then of 25. The records displayed.

[scolglaz] 10:20:54
Whatever the number is. Yeah.

[Ros, Amanda L] 10:20:55
And however many number.

[Bob Scheier (Holy Cross)] 10:20:55
Okay.

[Bob Scheier (Holy Cross)] 10:21:02
Yeah, of the, you know, to have the number of the total. You don't say 10 of whatever, 10 of 25 in this case.

[Magda Zacharska] 10:21:09
So the preview will be pre the accordion, a name would be preview of matched record, sorry, preview of a record march.

[Magda Zacharska] 10:21:21
Dot or period. And then the next sentence first. 10 of 25 records displayed. Period.

[Magda Zacharska] 10:21:34
Is this

[Bob Scheier (Holy Cross)] 10:21:43
I don't think you need first, just say a preview of records match, then it may be in parentheses.

[Bob Scheier (Holy Cross)] 10:21:43
This

[Magda Zacharska] 10:21:44
Huh.

[Bob Scheier (Holy Cross)] 10:21:46
See what others think.

[Mark Arnold] 10:21:50
You might wanna say showing 10 of 25.

[Mark Arnold] 10:21:56
Had a word there to explain it.

[Magda Zacharska] 10:22:01
So we are not talking about first time. First or top or just stating that this .

[Magda Zacharska] 10:22:10
It is displaying that first 10 from the list of identifiers. And that was used to figure the bucket.

[Christine Tobias] 10:22:19
Okay.

[Ros, Amanda L] 10:22:23
I mean, I get what Bob is saying, but also. I mean it does say 25 records matched.

[Ros, Amanda L] 10:22:27
So I don't know. I don't know enough about the back end to know if it would be too complex at this point to say like.

[Ros, Amanda L] 10:22:37
Showing 10 of. 1,000 records. Are showing 10 of 35 records. And, you know, I don't know if it would be.

[Magda Zacharska] 10:22:50
Yes, it is. This is the goal to make it more informative. So there will be

[Ros, Amanda L] 10:22:58
Right, but how much back end work would it? Require for the Okay.

[Magda Zacharska] 10:22:59
I don't think so. We only we only have the data because we have the data to populate the label on top.

[Magda Zacharska] 10:23:10
So.

[Ros, Amanda L] 10:23:12
Yeah, so yeah, that would, you know, something. Like that, you know, like saying showing 10 of 25.

[Bob Scheier (Holy Cross)] 10:23:24
Jennifer has a good, a good verbiage there in chat.

[Jennifer Eustis] 10:23:25
Yeah, I was just thinking of using what we already have. So, and just, you know, right now it has preview of record match.

[Magda Zacharska] 10:23:29
Huh, huh.

[Jennifer Eustis] 10:23:35
And what if we just say previewing like 10 of 25 records matched. Yeah.

[Magda Zacharska] 10:23:39
10.

[Magda Zacharska] 10:23:48
That's great. Thank you. And Sarah, would that make your life, easier?

[scolglaz] 10:23:53
Yeah, I mean, it the verbiage doesn't matter just that it's clear that you're only seeing.

[Magda Zacharska] 10:24:01
The subset of. Okay.

[Ros, Amanda L] 10:24:15
Okay.

[Ros, Amanda L] 10:24:19
Shall I carry on? Okay. Okay, click start, bulk edit. And open in a bulk edit page.

[Christine Tobias] 10:24:23
Good.

[Ros, Amanda L] 10:24:31
Okay.

[Ros, Amanda L] 10:24:36
And. Suppress items from Discovery.

[Ros, Amanda L] 10:24:48
Okay.

[Ros, Amanda L] 10:24:53
And. Add.

[Ros, Amanda L] 10:24:59
Remote location.

[Ros, Amanda L] 10:25:14
I'm just picking one.

[Ros, Amanda L] 10:25:17
Okay, that works. Only option so that we'll go with that.

[Ros, Amanda L] 10:25:23
Okay.

[Ros, Amanda L] 10:25:26
Or did you want me to do all of these in one or do people want me to?

[Ros, Amanda L] 10:25:33
Okay.

[Magda Zacharska] 10:25:36
It's up to you, whatever, the group, would like to see.

[Christine Tobias] 10:25:37
Hmm.

[Magda Zacharska] 10:25:40
Sure.

[Ros, Amanda L] 10:25:40
Well, I'll try to in the first 3 and see.

[Ros, Amanda L] 10:25:46
How it goes and then Okay, so confirm changes.

[Ros, Amanda L] 10:25:57
25 records will be changed. That's what I expected.

[Magda Zacharska] 10:26:08
Should we also change the verbiage here on the preview of the record preview records to be changed?

[Magda Zacharska] 10:26:08
To make it previewing 10 off. The records to be changed.

[Jennifer Eustis] 10:26:15
Yeah, I was just for consistency. Alright.

[Ros, Amanda L] 10:26:16
Hi. Yeah, that's exactly what I was gonna say. I, whatever we do, I'd like to see it consistent.

[Magda Zacharska] 10:26:24
Okay.

[Ros, Amanda L] 10:26:27
Okay, so commit the changes.

[Ros, Amanda L] 10:26:33
We have unknown. And.

[Ros, Amanda L] 10:26:41
Big, maybe I didn't have suppressed. And. Would I have had to have suppressed?

[Ros, Amanda L] 10:26:50
Showing. As a column.

[Magda Zacharska] 10:26:59
You should suppress from discovery.

[Ros, Amanda L] 10:27:00
Okay, so.

[Ros, Amanda L] 10:27:03
So even though Okay, let me let me phrase this correctly. Okay, so if I wanted to see what actions I was doing then I'd need to make sure that I had those columns select.

[Ros, Amanda L] 10:27:24
I'm glad that I can do it after the fact. Because if I couldn't do it after the fact that I might be sitting here wondering.

[Ros, Amanda L] 10:27:32
Because I had not selected suppressed from. Prior to making the changes as a column to be shown.

[Ros, Amanda L] 10:27:45
So that's just something good for me to know because it might be too much to ask.

[Ros, Amanda L] 10:27:51
If you make a change in the column isn't showing. Could the results. Screen that says that They've been successfully changed or not.

[Ros, Amanda L] 10:28:05
Could it force? Showing the columns that were affected. Even if I hadn't selected it. Does that make sense?

[Magda Zacharska] 10:28:13
And I. Yes, it does and I think it will also make sense to enforce the same behavior for the are you sure form, right?

[Magda Zacharska] 10:28:23
Because when you are under your sure form before you committed the changes, you would like to see that as well.

[Ros, Amanda L] 10:28:31
Yes, so I would like to force for showing a column. That is affected by the proposed. Changes.

[Bob Scheier (Holy Cross)] 10:28:42
And the preview message has to be, consistent here as well.

[scolglaz] 10:28:42
And

[Magda Zacharska] 10:28:48
Yes. Huh.

[scolglaz] 10:28:51
And so. I understand that we're, changing items here and so We should kind of assume that.