2021-08-04 Meeting notes

Date

04 Aug 2021

Attendees

Goals

Magda Zacharska will do a walkthrough of mockups as a first stage of the Bulk Edit project.

Discussion items

Time	Item	Who	Notes
5 min	Note-taker	Amelia	Amelia has graciously volunteered to take notes.
40 min	Walkthrough of mockups of Bulk User Edit workflow	Magda	Bulk Edit Mockups Review of the proposed workflow Identifying records for editing (searching & selecting records) Editing records (add, remove, update) Review changes Confirm changes commit changes Log changes Handle exceptions Mockups are in very early stages Bulk edit as an independent app (starting with only user’s functionality) Potential to save queries to be reused Queries are done in the bulk edit app Records could be selected individually queries will use some controlled language in the form of dropdowns Mockup includes some form of cross app searching This is well outside the scope of the pilot Combination of searching between Circulation and Users potentially planned for mid 2022 Potential to upload either UUIDs, Username, external system ID (once it is made unique), or user barcodes to match on This behavior will be similar to the data export identifier upload This would require having a list of identifiers pre-made What would happen if those identifiers don’t bring up any matches? Some kind of notification It would be useful if these failed matches could be downloaded as a list Select Edit/Delete Select kinds of edits (this screen lists the number of records to be changed) Multiple edits could be added to the changes list Confirmation screen showing some of the matching records with a preview of the selected changes as well as a list of the changes that have been selected Before the delete action is taken it will provide a list of records that cannot be deleted because of open transactions This list would need to be downloaded in the case of a longer list There may be some cap on the number of records that can be changed (at least in the pilot) Many more things to be discussed around deletions
10 min	Revisit Profile Pictures	Brooks	The development work to remove the setting to disable/enable the profile picture has been done, should we allow them to add this to the project Yes, this should be removed it is confusing to have the option to enable a feature that is not extant. We just need to make sure the change will be easily reversible when the feature is developed In the long term this feature will need to be specced out This kind of issue of features being incomplete, without any development planned should be addressed with a policy. Brooks will bring up this issue with PC.

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2021-08-04 Meeting notes

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