2024-05-14 BELA Meeting Notes

Owned by Magda Zacharska
Last updated: May 14, 2024 by Christine Tobias
3 min read

Attendees (please add your name):

@Magda Zacharska @Amanda Ros @Lynne Fors @Christine Tobias @Kimie Kester @Robert Scheier @Peter Martinez

Note Taker: 

@Christine Tobias

Meeting Recording:

Discussion:



Topic

Notes

Topic

Notes

1

Housekeeping

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

  • Who can take notes today?

  • Anything else?



2

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.

3

Quesnelia release update

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

4

Ramsons release update

image-20240514-135534.png

 

5

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.

6

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

7

Bulk edit queries - follow up from Slack chat

Bulk Edit Queries Examples

8

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

UIBULKED-458: Bulk Edit Actions for Item Notes - Staff Only for Added NotesClosed