2021-03-17 Meeting Notes

Owned by Maura Byrne
Mar 18, 2021

Date

 


Attendees

Brooks Travis

Maura Byrne

Michelle Suranofsky

patty.wanninger

Amelia Sutton

Annalisa Di Sabato

Christine Tobias

Deb Maddox

Cammie Wyckoff

Matthew Harrington

Thomas Paige

Mary Yokubaitis


Agenda

Check back on the following previous discussion items:

  1. Notes that pop up at checkout - UXPROD-2814
  2. Filter users by permission set - UIU-1904
  3. Merging user records when a duplicate is loaded in error
  4. Have "Preferred Name" value show up for staff if there is a value in that field.


Discussion items

TimeItemWhoNotes

Notes that pop up at checkoutPatty

The SIG wanted the ability to delete the note, so that a note that no longer applied would stop popping up at checkout.  That is not how Notes are designed to work.

  • Does the code need to be refactored or re-architected for note deletion to work?
  • Should notes appear in a full pane rather than a modal window?
  • Would it be sufficient for there to be a count of notes, with a link to a list of notes for the patron?  Woud this work for purely informational notes?

Patty will write a new feature request and take it to the RA-SIG.


Preferred first namePattyPatty has written a user story, UICHKOUT-699, that says that we want the preferred name at the Checkout and Request screens.

Add filter for permissions/permission sets to Users appMaura

This is written up in story UIU-1904.  It is more difficult than it appears, possibly because it has to gather information from different apps.

Maura will ask Erin N. if she's interested in working with us for a solution.  The story is part of UXPROD-1744.


Merging user records when there are duplicates loaded via user-mod-importMaura

There is more than one match point in mod-user-import - External System ID and Username. 

Currently, in some libraries, a bulk user load will contain a user record that already exists in the system.  These user records are put into a report that goes to a human to check against the ID Management system, and the human merges the records.  It is not a common occurrence, but it is a problem when it happens.

Merging user records requires a lot of dependency checks.  Those dependency checks should be incorporated into the proper user record.  Such transfers are tracked in the inventory module.  Perhaps we can work with that model.

A workaround, though not an ideal one, is for the human merging the records to manually transfer loans and other dependencies to the proper user record.

Patty will write a feature request.  It must be a high-level description, with user stories or solutions being lower-level.


User profile pictures UIU-1096Maura

This story has historically been rated fairly low, compared to other functions.  It is not currently being worked on.  Erin N. suggested in the story that, if there are not going to be profile pictures at go-live, then the placeholder for the image should be removed (or removable through configuration).  This story is related to  UXPROD-36. 

It was suggested that, instead of loading user images, the feature could be a link to a user photo from the central ID database.

We will discuss further at next week's meeting.