2021-10-14 Metadata Management Meeting notes

PC update

Minutes

Other updates/announcements

• Bugfest is next week – designate MM meeting time as Bugfest testing time?

• Plea from Anton E: please claim tests if you haven't yet (and are planning on testing)

• Other ways we (SMEs) can help our POs???

Ann-Marie via chat: In happy news, all 3 scenarios for Single record import (new Instance and SRS MARC, updated Instance and new SRS MARC, updated instance and updated SRS MARC) all seem to be working in the pre-Bugfest Kiwi environment

Jenn Colt via chat: Data import people are going to look at test rails in lab today if anyone wants pointers

Optimistic locking

@Khalilah Gambrell @Ann-Marie Breaux (Deactivated)

See umbrella feature in JIRA: UXPROD-3058: Optimistic LockingIn ProgressPreview

Important - record updates get saved. Currently in FOLIO, if two people are editing the same item record, the person who saves first will loose their changes. Another scenario is that two system actions could occur at the same time, or a system and a user action on the same record. System action example: status of an item being checked out changes.

FOLIO is planning on implementing optimistic locking. 

Charlotte via chat: "Right now Optimistic locking is implemented for apps interacting with Inventory. Then next step will be to roll is out for all apps, including Agreements. "...optimistic locking is to be solving SRI and Data Import as well. SRI and Data Import collisions/conflicts as well"

Jenn (via chat): "It’s not really the collision I’m concerned about, it’s passing the messaging through a multi-step process and reporting the result to the user"

With optimistic locking, FOLIO will make the user aware that the record has changed as the user has had it in edit mode and made changes themselves.

The code is present in Kiwi but not "turned on". More testing is needed.

User messaging JIRA 

This will be tested with Inventory first, then other apps are considering. 

Screenshot messaging:

Open

"View latest version" will return them to Instance, Holding, or Item and user will able to see the latest changes made. 

Jenn Colt asked how this will translate to more complex cases like single record import overlays or batch updates. 

Khalilah - We do have to test workflows and see the outcome. This is one of the reasons it will not be released in Kiwi - need to test these complex cases. That is part of the plan so it can be released for Lotus.

Ann-Marie (via chat) - "I think part of the Single Record Import messaging issue is that the UI messaging you see in Inventory was a first iteration, and needs to be worked on in general. Maybe we can use Kiwi Bugfest as a venue for trying to refine those current messages."

Tim Watters (via chat) - ""Close = closes the modal and keeps user on the record in edit mode"  Does that keep your edits alive then?"

Laura suggested a new tab would open. When you click on "View latest button" it could open the latest version in a new tab or window to give the user the chance to copy edits to the record that will be saved.  Desire for temp screen and permanent record to be obvious. 

Tim (via chat) - "We are in a consortial setting and never know when someone else is editing for all kinds of reasons. People blame that *other person* at *that other library* if they lose their work. Not good for relationships."

Jenn - Language is important. Not "old version" - maybe more like, unsaved changes. 

Janet Ewing (via chat) - "Does the system know if/when the Edit screen is opened?  If so, can it alert a user who clicks Edit that someone else has already started editing the same record?"

Suggestion, agreed by Khalilah that the record not open in "edit" but "view" mode to let the user decide what is needed. 

Khalilah will work on a mock-up with suggested changes, come back to MM meeting, get response, then move forward from there.

Next week's meeting will be BugFest testing

Aaron Trehub

Auburn

Amelia Sutton

U Mass-Amherst

Amanda Scott

Middle Tennessee State University

Ann-Marie Breaux

EBSCO

Ann Kardos

UMass Amherst

Annalisa Di Sabato

@Cult

Brian Clark

University of Alabama

@Charlotte Whitt

Index Data

Christie Thomas

Chicago

Christin Seegert

hbz

Colin Van Alstine

Smith (FC)

Damian Biagi

Western New England Univ

Dennis Bridges

EBSCO

Dennis Christman

Duke University

Douglas Chorpita

Goethe Uni Frankfurt

Dracine Hodges

Duke University

Dwayne Swigert

Missouri State

Felicia Piscitelli

Texas A&M

Felix Hemme

ZBW

Jackie Magagnosc

Cornell Law

Jacquie Samples

Duke University

        x

Janet Ewing

Mount Holyoke College

Jason Kovari

Cornell

Jeanette Kalchik

Stanford University

Jenn Colt

Cornell

Jennifer Eustis

UMass Amherst

Jesse Lambertson

University of Chicago

Jessica Janecki

Duke University

Joshua Barton

Michigan State

Joshua Lambert

Missouri State

Kathleen Norton

Mount Holyoke

Khalilah Gambrell

EBSCO

Kristin Martin

University of Chicago

Kristen Wilson

Index Data

Laura Daniels

Cornell

Laura Evans

Amherst College

Linda Turney

Middle Tennessee State University

Linh Chang

Stanford

Lisa Furubotten

Texas A&M

Lisa McColl

Lehigh University

Lisa Sjögren

Chalmers

Lucas Mak

Michigan State

Lloyd Chittenden

Marmot Library Network

Lynne Fors

Wellesley

Magda Zacharska

EBSCO

Mark Arnold

Missouri State

Martina Schildt

VZG

Meghan Bergin

U Mass-Amherst

Molly Driscoll

EBSCO

Nancy Burford

Texas A&M

Nancy Lorimer

Stanford

Natalie Sommerville

Duke University

Natascha Owens

Chicago

Niels Erik Nielsen

Index Data

Patricia Ratkovich

University of Alabama

Patty Wanninger

EBSCO

Philip Schreur

Stanford (PC Liaison)

Raegan Wiechert

Missouri State University

Rita Albrecht

hebis-Verbundzentrale

Rita Lunnon

Stanford

Robert (Bob) Scheier

Holy Cross

Ryan Tamares

Stanford

Sara Colglazier

MHC/5C

Susan Ponischil

Grand Valley State Univ

Theodor Tolstoy

EBSCO

Tim Watters

Library of Michigan

Tiziana Possemato

@Cult

Wayne Schneider

Index Data