2024-03-20 Meeting notes

5 min

Note-taker

Maura, Amelia

10 min

Web-based app for printing library cards

Amelia

• There is work being done on a new Folio app, called “Reading Room.” This question has to do with “Reader Registration,” a part of this app.

• None present used a web-based app to make library cards for users.

  • Two libraries used pre-made cards to give to users; neither had the ability to add photos to the cards, though it was desired.

  • Chicago uses an outdated system that isn’t web-based, and are working on migrating to a different system. The head of that department was willing to talk to people interested in printing library cards. Maura passed that information to Amelia.
    
    

20 min

WOLF Con sessions

Maura

• Workshop on how various libraries manage permissions (entry-level).

  • User Management Work Group

  • How we created permission sets

  • How we manage user accounts/permissions with Google Sheets

  • Best practices for permission management/user management

• Demos - How do people use the Users APIs

  • Amelia’s UAT script for record count comparisons

  • Maura - Permissions APIs

• Intro to User Management/Users Help Session

  • General overview of how User Management is done in FOLIO

  • Sharing workarounds

  • Troubleshooting time

25 min

Updates on Pronoun Field and Custom Fields.

Amelia

• Pronouns are being developed as their own field, not as one of many custom fields. This allows us to apply logic to the field

  • The pronouns, e.g. “(he/him)” appear after the user’s name at the top of the record if the field is filled in.

  • The pronouns will not appear, and neither will unfilled parentheses, if the field has no values in it.

  • The pronouns field is free-text. The alternative is to create a configurable list in Settings, which would create a great deal of development. Those present heavily favored keeping the field a free-text field.

• Custom Fields

  • Many libraries put custom fields in the Extended Information accordion in the User record. Much work is being put into cleaning up the look of the Extended Information section.

    • Request Preferences - click yes on “Delivery,” a new set of fields appear and the username gets pushed down the screen. They’re working on streamlining the appearance of that part, making it a line across the window instead of side-by-side blocks.

    • Department - a user can have a department added to their record using a drop-down menu. The user can also have a second department added. However, only the first is retained after saving it. They’re working on changing the mechanism for adding departments using a multi-select field.

    • Patron Block section has a button that says “Create Block.” Fees and Fines section has a button that says “Create fee/fine.” Notes section has a button that says “New.” They are changing all to “New” + block, fee/fine, or note.

      • Also, the labels under the Actions button will have “New” block, fee/fine, or note in the order these sections appear in the user record.

• Those present were in favor of these changes.

• Both features are scheduled for the Sunflower release.