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2025-04-29 BELA Meeting Notes

2025-04-29 BELA Meeting Notes

@Attendees (please add your name)

@Magda Zacharska @Amanda Ros @Jennifer Eustis @Lynne Fors @@Kimie Kester @Scott Perry @Corrie Hutchinson @Kimberly Pamplin @Jackie Magagnosc @Peter Martinez @Ruth-Ann Jones @Jeanette Kalchik @Lisa English

Note Taker: @Jennifer Eustis

Meeting Recording

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

  • Sunflower bugfest is in progress - please participate. Executing even one test case will help.

    • Discussion of bugfest and how the community participates

      • Majority of the community no longer participate due to the overhead and the developer/technical nature of testrails

        • Difficult to navigate testrails

      • Most just want to test if they can do their job with the new release as end users of FOLIO

2

Bulk edit

  • Follow up on Bulk edit profiles discussion from the last meeting. Review mockups for tokenizing the profiles. Profiles can be edited until they are locked. Can you change the status between locked and unlocked and is this based on permissions? Yes this is based on permissions and that profiles can be locked and unlocked. Is there an inactive status? No, we talked about inactive and archived. Having private and shared also makes sense. Magda will add features in Jira for this functionality which will be a phase II. Are the tokens described in the profiles? Where the tokens are defined, are they defined by the profile or independently? You select the profile, then you provide the data in the new window. That way you can reuse the profile for different situations. This makes sense thanks to the mockups. For dates, once you get to the window to fill in the data, there will be a calendar. Can you put the file name in a field? Can this be done? MARC has some defined uses for date changes; MARC ISO 8601 is required to be yyyy or yyyymmdd (in the 586 field). Bulk Edit is thinking of using the marc validation rules from quickMarc.

    1. Related features:UXPROD-4025: Creating and Managing Bulk Edit Profiles for Scheduling JobsIn Review and UXPROD-5277: Token support in bulk edit profilesIn Refinement

    2. Related mockups:

      1. Creating/editing profiles with tokens:

      2. Executing profiles with tokens during bulk edit job:

  • Requirements for the UAT feedback stories:

    1. UIBULKED-594: Provide additional visual clues to notify users that they are updating MARC instancesClosed

      1. Perhaps the visual clues could be backported to Ramsons?

    2. MODBULKOPS-443: Additional bulk operations for MARC fields and subfieldsDraft

    3. UIBULKED-590: Remove all operation on MARC instance edits is not intuitiveDraft

3

Implementation topics

Bulk Edit Resource Management Implementation Topics Page

  • Implement ability to change “Holdings type” in Bulk Edit (No Jira)

  • Capture job requirement (No Jira): It would be nice to know what changes were made to the records. The job type gives you a clue but not what was actually done, ex: remove temporary location