2025-03-18 BELA Meeting Notes

@Attendees (please add your name)

@Kathleen Moore@Kim Wiljanen @Peter Martinez @Jennifer Eustis @Scott Perry @Christine Tobias @Whitney Christopher

Note Taker: @Jennifer Eustis

Meeting Recording

Recording and chat: Bulk Edit Working Group (FOLIO) | FOLIO Meeting Recordings

Links to Implementers' Topics

Bulk Edit Resource Management Implementation Topics Page

List App Resource Management Implementation Topics Page

Discussion:

	Topic	Agenda

	Topic	Agenda
1	Housekeeping	Attendees - please add your name to the list of attendees WOLFcon 2025 registration and call for proposals is now open.
2	Lists app updates	Review of Lists app user feedback Review of January 2025 Lists app user feedback 11 participants. The majority of people has used it 5+ times. Most users report weekly or monthly usage and one person using it on a daily basis. Majority of usage is on Inventory items. A typical list is 1000 or less where 100000+ is a max list. 70% find actions take a reasonable amount of time. Users reported lists app useful for them or someone in their institution. Overall experience is 3.1 stars. User feedback reported on fields that can’t be queried on. New fields are coming especially for Trillium. Sunflower update: Features: https://folio-org.atlassian.net/jira/software/c/projects/UXPROD/boards/249/?quickFilter=1922 Demo of Sunflower stories to make more data available via FQM: https://folio-org.atlassian.net/browse/MODFQMMGR-676 https://folio-org.atlassian.net/browse/MODFQMMGR-158 https://folio-org.atlassian.net/browse/MODFQMMGR-511 https://folio-org.atlassian.net/browse/MODFQMMGR-605 https://folio-org.atlassian.net/browse/UXPROD-4977 New entity types available via the Lists app: Budgets Fund with ledger Invoice lines Invoices Purchase order lines with titles Purchase orders Transactions Voucher lines with fund Voucher lines with invoice, fund, organization Vouchers Hoping to have UAT of new entities during Sunflower bugfest For a list of supported fields if they are available and when is on the wiki: https://folio-org.atlassian.net/wiki/spaces/FOLIOtips/pages/264831080 . Will it be possible to create a list that have more than one copy or more than one item connected to a holdings? This makes sense. The components are there. High level overview of plan to accelerate data coverage in FQM in Trillium FQM (FOLIO Query Machine) needs access from across FOLIO but Corsair dev team is the only one that creates and maintains all record (entity) types. Corsair has created the groundwork for cross app functionality. Looking at an automation tool to scale up. An example is UXPROD5202 order-invoice reports. This UXPROD5202 was shown in Acquisitions SIG the other day where all the fields of the pol displayed. You can build the query, you can then add more columns to see it to export it. Answer: That’s one example. FQM doesn’t support repeating fields that use free text; it can return and display this content. We should be careful in terms of what we can query. User feedback will be important to know how to support user needs.
3	Implementation topics	Lists App: Add indicator when waiting for additional data to display https://folio-org.atlassian.net/browse/UILISTS-79 Potentially for Trillium Display enum and chron & Volume with effective call number for items and holdings https://folio-org.atlassian.net/browse/MODINVSTOR-1159 - Need to Return to this next meeting Financial Lists with no JIRA Create a list of orders that don’t have any invoices for a given fiscal year [query build: includes fiscal year] Create a list of orders, funds, budgets, invoices, and associated inventory information Budget overview