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5 min | Note-taker | Amelia has agreed to take notes | Additionally, during this time, Maura shared the link to the folder for common test cases. |
40 min | Bulk User Edits | Magda Zacharska | A Bulk Edit Workgroup has come up with several pilot projects to make sure Bulk Edits work correctly. Bulk Edits are defined as: The funtional areas where Bulk Edit is necessary are: Inventory Circulation Users Acquisitions ERM SRS Courses Tags
All of these functional areas have similar workflow needs for a Bulk Edit. They are: Search for records, and select records to be edited Records are edited, data is either added removed or updated Changes are reviewed and confirmed then committed Then changes will need to be logged and have exceptions handled
There should be other ways to select items The pilot projects will be in either Users of Inventory. The pilot project involving Users will work with these initial features: Start with searching and selecting users by user groups or a use of barcodes Edits: remove permissions, update expiration date, update patron group, update email
If the pilot works, UM-SIG gave a list of other functions that are desired. Full pilot scope will be determined after development resources are secured Project goal: full implementation of Bulk Edit across FOLIO by 2023 Project needs a SME working group for verifying and determining requirements Determining priorities, must have scenarios, and nice to have scenarios We were presented with making a working group or using SIG meeting time to do this work. Decision: This work will be done in time set aside in UM SIG meetings starting in August.
UM can have conversations about whether there should be a Bulk Edit App or if Bulk Edit actions should be implemented individually to each app.
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15 min | Roadmap | Björn | Björn presented a document that showed the roadmap, which was a purely informative diagram showing what was being worked on, what was scheduled to be done in the future, and when things would be completed. The document was purely for informational purposes, and doesn't reflect any decisions or policy changes. Everything in the document is subject to change. The document will not be shared, because anything on it could change at any time, so no one could rely on the data there at any time. The document was shared in the meeting, so if anyone wants to see it they can watch the recording of this meeting.
As an added note, Björn will be stepping away from the Roadmap team and will no longer be the PC Liaison for UM-SIG. We are grateful for his many efforts in both areas.
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