2023-11-14 BELA Meeting Notes

Attendees (please add your name):

Magda Zacharska Amanda Ros Peter Martinez Christine Tobias Robert Scheier Scott Perry Sara Colglazier Jackie Magagnosc Kim Wiljanen Kimie Kester Lynne Fors Ruth Ann Jones Jeanette Kalchik Thomas Trutt

Note Taker:

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?	Notetaker: Christine Tobias
2	Development updates Development status Development team scrum board Issues from Orchid UAT Issues from Poppy UAT Bulk edit accessibility issues	Bulk Edit in Consortia not available in Poppy release. Issues from Orchid UAT: 1 ticket remaining Issues from Poppy UAT: UIBULKED-380 still open. A11y issues: Reader testing - not able to progress after uploading files. Some issues affect all apps, not just Bulk Edit.
3	Electronic access display in Bulk edit record previews	Electronic access fields in Bulk edit previews - PPT presentation (Magda) Create a sub-table in the Electronic access column. If no data is available in a field, the column will remain blank. Q: How will this sub-table be handled in the .csv file? A: More to come with the Quesnalia release. Q: Can we duplicate Holdings HRID's with more than one Electronic access point associating in separate rows rather than displaying the sub-table within that relevant row? The Merge function makes the file messy. A: Bulk Edit does not support local or .csv approach, only UI. More to come with Ransom release. Reminder: We will be able to use Lists to create a .csv file with Poppy release.
4	Inventory records - columns review	Column names review (.xlsx file) Ordering options (possibly by Inventory records display accordions)? YES! 2. Filtering options (UIBULKED-379) - Discussion Should we include column headings for fields that are in Inventory but not in the Bulk Edit UI? There are so many; too many to list in the documentation. Could we not include column headings that are not in the UI? Yes. How about renaming column headings to match the fields in Inventory? Yes! Item HRID: change to Item UUID. Holdings record ID: change to Holdings UUID. Holdings ID: change to Holdings UUID. Are there any column headings we can exclude or suppress? Call numbers (backend) = Effective Call Number (UI); remove Call Numbers from display. Item barcode: remove since some holdings have multiple item barcodes.