2019-09-11 Meeting notes
Meeting URL
Date
Sep 11, 2019
Attendees
@Michelle Suranofsky
@(OLD ACCOUNT) Erin Nettifee
@patty.wanninger
@Björn Muschall
@Jana Freytag
@mey
@Stefanie Sußmann
@Uschi Klute Klute
@Maura Byrne
please add your name
Meeting Agenda
Notetaker: Jana
Proposed meeting agenda
Update on call for additional members (Erin)
Open Topics Requested from Meeting Attendees / POs
Item | Who | Notes | Discussed Today? | Resolution / Next Steps | Carry topic to next week? |
|---|---|---|---|---|---|
Searching by specific fields | 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) | YES | Uschi's test results see below | YES
|
Notes on user record providing popups | Steffi | notes may be used for communication about users, and pop-ups on user transaction (or displaying of notes) is desired. Khalilah indicated this should be raised as a new feature request. | |||
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 | Patty to ask for info / updates from Ebsco staff while in Sweden next week | ||
Deleting User Records | 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) | Patty to write user stories | ||
Custom Fields | Uschi | https://folio-org.atlassian.net/browse/UXPROD-33 the tag cap-mvp has been removed - reason? Further activities? | |||
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:
| ||||
Other | Patty will work on stories for:
|
Meeting Notes
New participants
Call out for new UM participants (especially from the implementers group)
Björn will take it with him to the PC
Missing Implementers: A&M, FLO, UA
Patty will send Mails out
REP-136: Unique Collection Services Report
was dicsussed in RA
It is not an issue for us
Maura is going to double check with Ed Merkel
UIU-1196: CRUD to add External System ID Fields to the User record in Settings
Checking the Scenarios
Mock-ups for the table
would be set in: settings/users
unique fields should be specified via check box (check for uniqueness)
Björn: should be not only on the UI but also in the batch load
UI: check for duplicates should be in place
batch load is blocked (to add external ids)
loader shouldn't allow duplicates
UIU-1198: Settings CRUD to allow additional External IDs to be used by Checkout
other settings mock-up
everyone is ok with it
Other
Patty is going to write a story for the departments
add department name, code, source, update date
were should it be displayed?
User Information or extended infotmation
repeatable
there will be a card sorting exercise with Beth German in the future
Erin: Hey Erin, on Friday I contacted Beth German (TAMU) about the card sort exercise. She has been busy with a work transition. She plans to have the exercise ready in two weeks.
Search function:
search by type
search in the name field
search performance
What does the search box search at the moment: user name, name
required searches would be:
username
name
klute
klute, u
klute, uschi
mail
birth date
Search results, that work: klute@gbv.de , klute, u, klute, Barcode
Erin: performance concerns
Uschi: duplicates in username and name (she will test it)
Maura: Use Case lastname Li and Kim
Erin will follow up on that after she askes the RA SIG about it
Test Results for User Search (Uschi)
These fields are taken into account
Last name
First name
Username
Barcode
Email
FOLIO number (=UUID)
External system ID
These fields are not taken into account:
Middle name
name of Sponsor
name of Proxy
the other Address fields
Birth date
Notes: Note title / Note detail
The search term is automatically truncated. This may not be desirable in all cases.
Example: Searching with b also returns users whose UUID starts with b. As the UUID is only shown in the "Extended information" accordion, I wonder why this user is present in the result set.
I would like to have the possibility to explicitly truncate the user:
User A: Klute, Uschi 1
User B: Klute, Uschi 2
Search term → expected result
klute → no hits
klute* → 2 hits
klute, u → no hits
klute, u* → 2 hits
1 → no hits
Of course I don't want to get any hits from the ID fields (incl. barcode) when searching for a name....
Ideally there should be additionally a (sort of) key-value search for Last name, Username, Barcode, Email and System IDs.
Please try yourself in https://folio-testing.aws.indexdata.com/ and use the search term "uschi"