2025-02-18 BELA Meeting Notes

Housekeeping

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

• Who can take the notes?

  • Corrie volunteered.

Bulk edit app updates

1. Ramsons update:

Ramsons was released on February 7th. The preliminary Ramsons bulk edit performance tests results:

Open

Recommended max volume for bulk editing MARC instances is 50 000 records. The team is working on improving performance for the next release.

2. Sunflower update: https://folio-org.atlassian.net/jira/software/c/projects/UXPROD/boards/21?quickFilter=188

   1. Two features in progress : editing MARC bib records, modifying errors & warnings

3. Questions:

   1. https://folio-org.atlassian.net/browse/MODBULKOPS-445

      1. Raised in Ramsons UAT and previous BELA discussion. Adding the file name helps when the file is no longer available for download due to expiration.

      2. Proposal : add a new, last column with header ‘File or Query’ containing file name or query (using FQL) ; can be sorted alphabetically

      3. Feedback :

         1. Instead of the name, could it be just a the name ‘File’ or ‘Query’ with details available upon download?

            1. Concern : more on the screen to scroll, lengthy queries

            2. Problem : a user might need to download multiple files/queries looking for a particular one.

            3. Workaround : use Developer Tools for more details

      4. Expiration date of files is a configurable value

      5. Topic tabled until Peter can join the discussion

   2. https://folio-org.atlassian.net/browse/MODEXPW-564

      1. Background : looking into how to avoid time wasted waiting for the entire process to know that the underlying data is corrupted

      2. Proposal : Address 3 instances with corrupted data : MARC instances without SRS, one MARC associated with multiple SRS record, and one SRS associated with multiple MARC records. If BE encounters corrupted data, it will be reported under ‘Errors & warning’ after the user has submitted the query.

         1. Wording for 3 types of errors discussed. Magda’s proposals were accepted with minor adjustments.

      3. Will be included in the Sunflower release.

Lists app updates

Sunflower update:

• Features: https://folio-org.atlassian.net/jira/software/c/projects/UXPROD/boards/249/?quickFilter=1922

  • Review of work for Sunflower :

    • Adding more data & record types for Finance data

      • Will be demoed in a future meeting along with a UAT

    • Performance improvements

    • Support for custom fields

• Demo of UI update: https://folio-org.atlassian.net/browse/UIPQB-180

  • Change coming in the query builder ; available in both Bulk Edit & the Lists app

  • Previously : values reset after an operator was changed

  • Proposal : values are ‘sticky’ when the operator changes ; does not apply when the operator changes to or from ‘is null/empty’

• Review of January 2025 Lists app user feedback - this is postponed until our next meeting

Lists app FYI

If an instance record is staff suppressed, you cannot retrieve the record by barcode in Inventory. Encountered while retrieving records via the Lists app.

• Issue is with Inventory app, not Lists app

• ‘Instances - Staff suppress’ is an available column in output as of Ramsons.

• Staff without permissions to view Staff-suppressed materials in Inventory can still see those items in the Lists app.

Implementation topics

Bulk Edit:

• Follow up on the discussion from the last meeting:

  • Extracting optimistic locking errors to a separate file:

    • would have a negative impact on the overall performance

    • will require additional development on the backend (larger scope) and frontend (smaller scope)

  • As a workaround, we can use Excel’s sorting or filtering functionality.

Lists App:

• List for Finance & Acquisitions. How do these fall into the roadmap?

• Kathleen just started to look into the feedback more this week. Will be reaching out to individuals to discuss.

• Many were added by the Five Colleges. Sara willing to help with these items.