| 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
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