2024-05-14 BELA Meeting Notes

Housekeeping

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

• Who can take notes today?

• Anything else?

Wolfcon 2024

We've scheduled a 50-minute working session for the BELA group. The session will be conducted in a hybrid format, meaning you don't have to travel to London to participate. Currently, Stanford and Wellesley have expressed interest in presenting their experiences with Bulk Edit and possibly Lists apps in their respective environments. Is there anyone else who would like to participate or present?

No need to commit to participate at this time. Planning will start in June, so if interested, please let Magda know soon.

Which release will we focus on? Participants can share their experiences with whichever release they use(d) for Bulk Edit/Lists.

Quesnelia release update

• Quesnelia bugfest issues

  • Open: UIBULKED-468

  • In Progress:

• Quesnelia UAT feedback

• Quesnelia known issues - issues will be resolved in Ramsons release.

  • MODBULKOPS-268: Issue resolved for Inventory.

  • MODBULKOPS-263: Call number column in Item records displays holdings call number.

Quesnelia is scheduled to release to public on Monday, May 20, 2024.

Ramsons release update

• Bulk edit (Kanban Board)

• Mark new notes as Staff only:

  • https://folio-org.atlassian.net/browse/UIBULKED-459

  • https://folio-org.atlassian.net/browse/UIBULKED-458 ; Discussion postponed. Example forthcoming.

• Discuss expected behavior for https://folio-org.atlassian.net/browse/UIBULKED-468

• Working on: LC call number support to allow Bulk edit to work in Consortia; bulk edit can be done across multiple tenants without switching away from central tenant in Consortium manager.

Open

Bulk edit - protecting MARC note fields

• Overwrite the protection

• Honor the protection

• Let the user decide if the protection should be honored

• Permission for letting the user overwrite the protection

  • Record level permissions only; currently unable to provide permission to overwrite protected fields.

  • Examples to consider:

    • Circulation needs to change a Location in an Item record, but should not be able to change the Instance.

    • Course reserves staff need to change locations, change Item records, etc. to process reserves at the end of a semester.

    • Some libraries would like to have a separate permission to bulk edit Source: FOLIO records to avoid major, accidental errors. (We would want a separate permission for bulk editing SRS records. There is a small group of people trusted with that kind of power in my institution.)

• Errors/warning reports
  

Feedback/Questions about proposed Bulk Edit UI (See Google slides):

• Looks good.

• How does Bulk edit know which fields are protected?

  • Protections are provided through Data Import.

• Ramsons will not provide the Override protected field column.

  • Bulk edit should HONOR protection rather than provide an option to OVERRIDE.

  • Protected fields will not change (unless overwritten); all other fields in the record WILL update.

Surveys results

• Quesnelia UAT feedback

  • BELA members are strongly encouraged to participate in UAT for each release. Recent participation has been minimal. Survey to let Magda know why people did not participate in Q UAT testing.

    • Bugfest, Dry runs (locally), and UAT often coincide and it can be challenging to manage the workload.

    • Can be difficult to manage working in different FOLIO versions.

    • Preference to UAT as a group during a meeting.

  • Suggestion: Have a work session to conduct UAT with MM SIG, App Interaction SIG, and others as appropriate; maybe hold a “UAT LAB DAY.”

• BELA meetings evaluation:

  • Note takers: schedule in advance; have a group of volunteers who rotate note-taking duty.

  • Will revisit notetaking situation

Bulk edit queries - follow up from Slack chat

Bulk Edit Queries Examples

Bulk Edit - in app approach - statistical codes - (UXPROD-3714)