2021-09-13 Resource Access Meeting Notes

Date

Sep 13, 2021

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

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.