2023-9-5 Bulk Edit Working Group Meeting Notes

Attendees (please add your name):

Magda Zacharska Christine Tobias Erin Weller Jennifer Eustis Lynne Fors Jackie Magagnosc Kim Wiljanen Thomas Trutt Sara Colglazier Kathleen Moore, Robert Scheier

Note Taker: Christine Tobias

Meeting Recording:

Recording and chat: https://recordings.openlibraryfoundation.org/folio/bulk-edit-working-group

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	Development updates Development status Development team scrum board Issues from Orchid UAT Issues from Poppy UAT	Development Status: Duplicate To available only for Check In or Check Out notes. Orchid UAT: Changing labels Poppy UAT: All stories closed.
3	Changing note type - follow up from 8/8/2023	Proposed solution (from 8/8/23 meeting): Add a Tool Tip next to Action menu to explain order of action and highlight that changes affect ALL notes of the selected type. Tool Tip should be in ALL CAPS and BOLD to draw attention. Prevent chaining action in bulk edit of note types; no parallel (simultaneous) bulk edit actions for different note types. Instead, run multiple queries to change note types. Could we have the option to chain action via a checkbox? Conversation tabled to get input from Kimie about display options.
4	Suppressing/Unsuppressing Bound-with Items	Bulk Edit - Suppressing/Unsuppressing Bound-with Items Documentation has been updated with more explanations and screenshots. Please provide feedback. Two options for identifying items for suppressing: Update Item records by submitting Holdings UUID's Updating Holdings records - Applying changes to items while suppressing holdings records. When "Suppress from Discovery" Action is "Set True," Apply to item records checkbox is checked by default. When "Suppress from Discovery" Action is "Set False," Apply to item records checkbox is unchecked by default.
5	Bulk edit holdings notes - (UXPROD-4020)	Bulk Edit - Item, Holdings and Instance Notes FOLIO Holdings only; MARC Holding currently out of scope.
6	Discovery and staff suppressing instance records - (UXPROD-3992)	Unique record identifiers for bulk edit of Inventory - Items, Inventory - Holdings, Users? UUID, HRID, System-controlled identifiers (LCCN, ISBN)? Suppressing records that have Source MARC: Changes are made to the Instance record only. Underlying MARC is not changed. List of display columns: Are there fields of Instance Record that should be included by default?
7	Bulk Edit - in app approach - statistical codes - (UXPROD-3714)
8	Errors and warnings	Field level errors vs record level errors Errors vs warnings Before or after committing changes Current implementation: Error message consistency: field level errors and warnings vs. record level errors and warnings