2024-09-03 BELA Meeting Notes

Housekeeping

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

Ramsons release updates

• Bulk edit (Kanban Board)

• Lists app (Kanban board

  • Demo of new features in Ramsons

    • Added support for querying repeatable fields with defined inputs

      • Examples: Users – Departments, Items – Statistical code

    • Added ability to “export visible columns (csv)” to Actions menu in addition to “export all columns (csv)”

      • Export list (csv) has changed to these two options

      • Q: possible confusion with terminology “visible columns” maybe change to “selected columns”

        • Agreement by all to clarifying the terminology and easy to change prior to Ramsons release.

Implementation topics

Updates for:

• Is this still needed? Add indicator when waiting for additional data to display discussed on 2023-11-28 List App Meeting Notes . UILISTS-79: Add indicator when waiting for additional data to displayDraft

  • Processing indicator isn’t prominent at the moment. It’s very small at the top of the screen when refreshing a list.

    • Also, not intuitive to new/less-frequent users of the Lists app to refresh list content using the actions menu. Those not familiar with the Lists app would expect the list content to refresh from browser refresh button.

  • Processing indicator when building/testing the query is good, especially when it is processing a large dataset.

  • Adding columns in the query builder could take a long time if the dataset is large.

• In Test Query:

  • When it’s testing and you add a field, it stops the query being tested.

  • Pencil icon can be confusing. Users want to click it but it’s a non-active.

  • “Test Query” is confusing.

    • Maybe change the language to “Preview Query”?

    • Need to review terminology/language for clarity

• Suggestion: Add a Refresh List shortcut

  • Add the refresh list icon next to Records found or next to Actions menu?

  • Add a Keyboard shortcut

New feature to discuss:

• Display enumeration, chronology, volume, and display summary with effective call number for items and holdings. These are in draft. Do we need to add the new “Display summary” field which is present only in the item? There are 2 aspects to this.

  • Aspect on how to display item effective call number: MODINVSTOR-1159: Item effective call number missing enumeration dataDraft

    • Add “Year, caption” for institutions that use it

    • Include shelving order

  • Aspect on what we can include in our list query search: MODFQMMGR-158: Add enumeration fields to Items entity typeDraft

    • Add “Year, caption” for institutions that use it

    • Include shelving order

  • Import for Circulation and Cataloging workflows

    • Serials

    • Multi-volume sets

  • Need the shelving order to come out correctly for sorting in Excel

Comments from chat:

• It's not always the item for effective location. It gets tiered down from the holdings

• It would be helpful to have the Item effective call number and the permanent call number & location.

• Need for enhancements to the Inventory API(s) so the data in Lists (and perhaps Bulk Edit) stays in sync

  • Important for Cross App interactions

  • And other API endpoints that could be utilized by the Lists app

Link to Topic Trackers

• Bulk Edit Resource Management Implementation Topics

• https://folio-org.atlassian.net/wiki/x/BICdD