2025-03-24 Resource Access Meeting Notes

📄 Meeting Minutes:

🗣️ Discussion Points:

1. Introduction and Agenda Overview (11:01:28 - 11:05:55)

   • Susan welcomed attendees and outlined the agenda, emphasizing the focus on the Lists app and Bulk Edit app. She mentioned the recent announcement of Bugfest starting on Monday, the 31st, and provided details on how to participate in Bugfest tests. Susan highlighted the importance of Bugfest for testing new features and ensuring system stability. She encouraged attendees to join the Bugfest Slack channel and request a TestRail account to participate in testing. Susan also noted the recording of the Bugfest kickoff meeting, which provides a quick overview of Bugfest operations and the new permissioning in Eureka.

2. Lists App Presentation by Kathleen (11:06:13 - 11:12:07)

   • Kathleen presented the current state and future plans for the Lists app, highlighting the Folio Query Machine (FQM) and its role in the backend. She explained the framework for simple and composite entities, which allows for efficient data integration and validation. Kathleen discussed the automation tool being developed to scale data types in Lists, enabling other development teams to provide schemas of their data. This tool will convert these schemas into entity types or records in FQM, making them accessible through the Lists app. Kathleen emphasized the importance of meaningful data exposure and collaboration with subject matter experts to ensure the most valuable fields are presented in the UI. She provided examples of current features in flight for Trillium, such as acquisitions data integration.

3. Bulk Edit App Presentation by Magda (11:16:02 - 11:21:38)

   • Magda discussed the high-level roadmap for the Bulk Edit app, focusing on performance enhancements and the introduction of bulk edit profiles and scheduling jobs. She addressed the challenges of bulk editing large datasets, which can take hours to complete. Magda explained the separation of warnings and errors in Sunflower, allowing users to clearly identify issues that prevent bulk edit completion. She highlighted the goal of supporting up to 100,000 records in a single bulk edit job and the need for predefined changes through bulk edit profiles. Magda mentioned the potential for scheduling bulk edit jobs in future releases, such as Umbrella Leaf. She encouraged attendees to provide feedback on features and priorities.

4. Use Cases and Desired Functionality (11:23:16 - 11:37:05)

   • Susan and other participants shared various use cases for the Lists and Bulk Edit apps. Susan described the use of bulk edit for course reserves, collection moves, and inventory management. She emphasized the ease of changing temporary locations and loan types for items on reserve. Erin highlighted the need for bulk deletion of expired patrons and the ability to modify the former identifier field in items. Erin explained her process of combining lists from the Lists app and Panorama to determine which patrons can be deleted. Olga mentioned the use of bulk edit for changing item locations for displays and inventory purposes. Participants discussed the challenges of manually updating due dates during unexpected closures and the desire for automated solutions.

5. Permissions and Scalability Concerns (11:32:06 - 11:54:05)

   • David raised questions about the granularity of permissions in Bulk Edit and the potential impact on system performance when running queries in Lists. Magda explained the current permission structure, which allows for editing specific record types based on user permissions. She acknowledged the limitations of Folio in supporting permissions at the property level and the potential for future improvements with Eureka. Kathleen addressed concerns about system performance, noting that the Lists app can be used with a read replica to mitigate impact. She emphasized the importance of monitoring performance and ensuring that queries do not affect other system operations.

6. Follow-Up and Next Steps (11:58:55 - 11:59:22)

   • Susan concluded the meeting by thanking the presenters and participants. She encouraged attendees to add their use cases and desired functionality to the Google Doc and mentioned the next meeting focused on Jira ticket review. Susan highlighted the progress made in proposing closures for old requests and expressed hope for completing the review in the next session.

✅ Decisions Made:

• Kathleen and Magda agreed to prioritize user feedback for future development of the Lists and Bulk Edit apps.
• The group decided to continue discussions on desired functionality and use cases in the next meeting.

📌 Action Items:

• Attendees to add their use cases and desired functionality to the Google Doc.
• Susan to capture the roadmap link for notes and ensure it is accessible to all participants.
• Magda to share the detailed description of Bulk Edit permissions in the chat.

📊 Data & Insights:

• Kathleen presented the framework for simple and composite entities in the Lists app, emphasizing the need for meaningful data exposure.
• Magda discussed the performance enhancements for Bulk Edit and the introduction of bulk edit profiles and scheduling jobs.

🔄 Follow-Up:

• Next meeting scheduled for Thursday to review old Jira tickets, focusing on requests.

🐝 JIRAs:

• JIRA:UXPROD-5157 – Feature related to querying by loan type in Item and Loan records.
• JIRA:UXPROD-5222 – Feature related to bulk edit permissions.

💻 Related Projects:

• High level Bulk edit roadmap: 12[This Output has been Truncated]
• Supported fields in Ramsons: 13
• BE Query builder list for Quesnelia: 14
• Bulk edit performance tests: 15