Attendees (please add your name):
Magda Zacharska Amanda Ros Lynne Fors Kathleen Moore Christine Tobias Robert Scheier Jackie Magagnosc Kara Hart Sara Colglazier Thomas Trutt Jennifer Eustis Autumn Faulkner Kimie Kester Jenn Colt
Note Taker:
Christine Tobias
Meeting Recording:
Discussion:
| Topic | Notes |
|---|
| 1 | Housekeeping - Attendees - please add your name to the list of attendees
- Meeting host - please turn on Transcript option for the meeting
- Who can take notes today?
- Other topics?
| Notetaker - Christine Tobias |
| 2 | List app demo by Kathleen Moore | Problem statement: Data in FOLIO is difficult to access and shape into actionable information.
The Lists app provides an actionable list in FOLIO at point of need. Live demo: Test environment contains 8m records.
Lists: Shows lists you have created or lists that others have created and you have access to
Visibility: Shared or Private
Record types: Items, Loans
- Example shown: Expired Patrons List; Loan status = Open; User Active = False
Actions: Choose columns to be visible Use Cases:
- Create a custom list when report isn't available in FOLIO.
- Create lists of records across apps and across record types.
- Enable actions and workflows. Functionality:
- Records metadata is static; Updates - record metadata is changed but remains on list. Refresh list to view updated list (or re-run query). Click on View updated list.
- Create new list: Actions: New; Build query - Select field(s); Select operator (==, !+,); Select Value; Click + to add. Create Boolean if applicable.
- Test Query button to preview list. Displays first 100 records.
- To save list: Run query & click save button
- Lists can be refreshed or edited
- Lists data updated in real-time
- Export records from a list to .csv file Timeline
- User Acceptance Testing - July/August 2023
- Gather feedback; List UI enhancements; Submit app for Technical Council and Product Council approval (July - November 2023)
- GOAL: Lists App available for all FOLIO adopters with the extended Poppy release (November 2023) Q&A
- Cannot not upload your own list
- .csv files generated include all columns; Does not limit to selected columns.
- Difference between shared and private? Shared = created by you or another user and shared (access to view/edit the list). Private = created by you and not shared (others do not have access to view/edit list).
- Why no fields related to Holdings? Some labels are not correct and are in the process of being fixed.
- Are there limits to number of results? Up to 250K records.
- Can you see only your lists if they aren't private? No, not at this time.
- Tagging? No, not at this time.
- Can you make a private list shared? Yes.
- Filtering/ Searching? There currently is no search box in the left pane (above the "reset All" button). Why?
- Can you sort before exporting? No. You'd have to sort the exported .csv file. |
| 3 | Development updates | Development team update: Options to bulk edit Notes (Administrative, Check in, check out, Item) and Suppress from discovery. - Notes are not saved as a alpha string; Rendered by Note type. Do not have ; in notes as this currently renders as %3B in string. - You can still bulk edit records by Notes. Additional scenario added to Bulk Edit - Suppressing/Unsuppressing Bound-with Items: - Scenario 5: User triggers bulk edit by submitting Identifier of Item B (barcode, UUID, HRID)
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