2021-09-13 Resource Access Meeting Notes



Date


Zoom

https://zoom.us/j/337279319 (pw: folio-lsp)

Attendees

Kara Hart

(OLD ACCOUNT) Erin Nettifee

Elizabeth Chenette

Andy Horbal

lisa perchermeier

Mark Canney

Erin Weller

Martina Tumulla

Dwayne Swigert

Kimie Kester

Brooks Travis

Andrea Loigman

Nick Cappadona

Schwill, Carsten

Laurence Mini

Magda Zacharska

Donna Minor

Molly Driscoll

David Bottorff

Thomas Trutt

Joanne Leary

Cornelia Awenius

Robert Scheier

Amelia Sutton

mey

Thomas Paige


Discussion Items

TimeItemWhoDescriptionGoals/Info/notes
2minAdministrivia

Chat

45MinBulk editingPresentation on the Bulk edit app including mockups

Meeting Notes

Magda from EBSCO discussed the upcoming FOLIO Bulk Edit app and presented mockups and workflows. 

  • Bulk Edit is a way of making changes to one or more properties to one or more records at the same time. For example, in Circulation (requests, loans), Users, and Inventory. This is a highly-ranked and much sought feature. Have to move carefully with development because of data integrity issues. 
  • Question. Where are Fees and Fines in the functional areas? In the backend, F&F are a seperate module but does not have it's own app. In the application, F&F belongs within Circulation. 
  • Workflow. Identify records for editing by file or query. Ability to save queries. Select records by identifiers. Edit records. Review, Confirm, Commit, Log, Handle exceptions.
  • Once record identifier is selected there is a tool to "select a file". Then Preview or records matched and Errors. 
  • To edit, the user will use the Actions menu: download matched records, download errors, start bulk edit, start bulk delete, download errors. 
  • Pilot candidates. Inventory Item or Users. Users deemed a safer option. Build pilot September 2021 - January 2022. February 2022 - 2023, every four months release next functional area in increasing complexity. The goal is for Users edit to be in Lotus, the 2022 Q1 release.
     
    A concern was raised about the complexity of workflows for people at the desk who need to do bulk edit of item records for example (changing locations, or loan types or material types). For non-programmers there seems be space for error. Should compare workflows to Pick and Scan feature in Voyager for example. Perhaps need more "guard rails" for edits related to circulation which are done in high volume by front line staff or even students.
  • Development is very aware of the high trust placed upon users with this app. As the application matures there will be acceptance testing and increased complexity to safeguard the users.