2022-06-16 Metadata Management Meeting notes

Notetaker

@Lisa McColl 

Announcements

No announcements

PC update

Charlotte was in today's meeting. TC cross app data sync working group presented for the second time the work they've done. Martina gave a presentation. Some technical concerns were addressed. Charlotte expressed appreciation about the presentation and work that that group has done. There is a recording. Presentation slides

There will be a similar presentation give to the TC in 2 weeks. This will be guideline for how to do cross-app data synchronization.

Release Notes/Changes

@Jenn Colt @Laura E Daniels 

Hotfix 1 for Lotus was released. Release filter.

@Magda Zacharska (Deactivated) 

1. Bulk deleting items records (UXPROD-3706 )

   • "There is an urgent need for bulk delete of item records"

   • Charlotte clarified that all dependencies have been identified - update to slide.

   • Desired functionality - allow user to save list to be affected in a csv format so the records will be saved locally. 

   • Export manager will save jobs.

   • Question: What happens to circ stats on items that have circulated and are deleted?

   • Magda asked if this would be a satisfactory implementation? - Records are deleted permanently, before warning "are you sure" with preview. Records can be downloaded. - These would follow same dependency checks as Inventory UI. 
     - Jacquie likes the storing of the log file. 
     - Charlotte asked if reason for failure could be given in Export Manager - Magda said "yes" - she showed mock-ups with this behavior. Example:
     

     
     - Positive feedback given.
     -The error list would go to the Export Manager
     
     "Magda mentioned scheduled jobs.  Which version of FOLIO did we get scheduled jobs in?  Sorry I missed that!" – Jacquie Samples
     
     
     
     

2. Bulk edit inventory item records in CSV approach (UXPROD-3707)

   • CSV approach - User downloads a csv file, make modifications, upload corrected file.

Questions: Is this way of updated Inventory Item desired or should another option of adding fields to in app (Bulk Edit app) approach be considered?
-Jacquie - CSV is a "workaround" because it is not inside of FOLIO. Prefers that this happens in the Bulk Edit app. Would help avoid data corruption.
-Magda - not "either or" for long-run - just current prioritization. - Is worth waiting for Nolana
-Most people would like to wait for work to be done in Bulk Edit app. 
-Group agreed that work on in app approach should be continued. 

Test Rail

@Ann-Marie Breaux (Deactivated) 

@Charlotte Whitt 

Intro to creating/editing test cases in TestRail, then the rest of the meeting will be a workshop, with attendees working on cases, and Ann-Marie/Charlotte on hand for questions

Background PPT here