2019-09-11 Meeting notes

Meeting URL

https://zoom.us/j/488543197

Date

11 Sep 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

1. REP-136 - Getting issue details... STATUS  (Patty)
   
2. UIU-1198 - Getting issue details... STATUS  (Patty)
3. Update on call for additional members (Erin)

Open Topics Requested from Meeting Attendees / POs

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"