2019-08-28 User Management Meeting Notes
Meeting URL
Date
Aug 28, 2019
Attendees
@Michelle Suranofsky
@(OLD ACCOUNT) Erin Nettifee
@patty.wanninger
@Maura Byrne
@Uschi Klute
@Philip Robinson
Please add your name if I missed you!
Discussion items
Notetaker: @Michelle Suranofsky (thanks Michelle)
Maura proposed the following meeting agenda:
Active/inactive users. Erin got feedback from the RA SIG, and we should hear about it.
What is the canonical loader (or loading process) for the bulk import of users? It was discussed a bit on Slack, but we should bring everyone up to speed here.
What can we expect when searching Users, especially when a name has a diacritic in it? - to be postponed as Jana cannot attend today
Notes:
Open Topics Requested from Meeting Attendees / POs
Item | Who | Notes | Discussed Today? | Resolution / Next Steps | Carry topic to next week? |
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Bulk User import | Erin | from Slack channel Does anyone know (or can tell me) what the current, supported approach is (or will be) for bulk importing user records? I can see a github for mod-user-import, jiras for that project with comments that ask if that mod is still being supported. |I can see a very old jira (https://folio-org.atlassian.net/browse/MODUSERS-3) for bulk-loading that was last updated last year.I can see a very old jira about performance improvements (https://folio-org.atlassian.net/browse/MODUIMP-4) that was last updated last Discussed during the meeting:
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| Patty to ask for info / updates from Ebsco staff while in Sweden next week |
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Freezing User Records | Erin | Discussing the Jira for freezing user records https://folio-org.atlassian.net/browse/UXPROD-242 (is this the appropriate issue?) Discussed during the meeting:
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| Needs more discussion outside of context of patron loader / bulk loader. |
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Deleting User Records (not part of the discussion today) | Erin | Discussing the need for deleting patron records (no Jira currently; need for one discussed in comments of https://folio-org.atlassian.net/browse/UIU-1079) https://folio-org.atlassian.net/browse/UXPROD-291 I don't think we ended up discussing this during the meeting. |
| Patty to write user stories |
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Searching by specific fields (not part of the discussion today) | Erin | Right now Users has general keyword searching; we will want to be able to search specific fields - IDs, emails, addresses, notes? Perhaps one of these issues fits: https://folio-org.atlassian.net/browse/UXPROD-1015 https://folio-org.atlassian.net/browse/UXPROD-907 (New feature) https://folio-org.atlassian.net/browse/UXPROD-869 (Epic) https://folio-org.atlassian.net/browse/UXPROD-1941 (new feature) We didn't talk about this today. |
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Custom Fields | Uschi | https://folio-org.atlassian.net/browse/UXPROD-33 the tag cap-mvp has been removed - reason? Further activities? Discussed during the meeting:
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Search function (postponed this discussion) | Jana | Search function, esp. names with diacritics (Åäöü) e.g. last name Müller or Åhman We postponed this discussion for a day when @Jana Freytag is in attendance. | N |
| Y |
Active/ Inactive | Erin | This topic was discussed with the RA SIG Uses cases for active vs inactive?
Inactive patrons are blocked from borrowing because they are inactive & expired Possible plan forward: Leave it 'as is' (coupled with the expiration date). It is acceptable the way it is - managing patrons with their expiration date. However the active/inactive indicator is handy for filtering in the user module. (easier than indicating a date) Close UIU-913 |
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Multiple Patron Identifiers |
| Additional patron identifiers will not be in the MVP(?). Conversation turns to custom fields and wondering if they are searchable. Will custom fields work for multiple user identifiers? Patty & Erin will work on users stories for:
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Other |
| Patty will work on stories for:
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