2021-08-18 Meeting notes

5 min

Note taker

Christine Tobias

Christine graciously agreed to take notes

18 min

Bulk Edit User Search Query

Magda

• The mockup showed a Search by patron group -

  • Preview displays 100 results per screen, but there is a full count of results displayed

    • Last name, First Name, Barcode, Patron Group, Username, Status are fields (columns) shown in preview

    • Could we include Expiration Date in the preview?

  • The Export list can include additional criteria 

    • Choose columns to include via a checklist

      • Have an “All” option to include all fields in exported report

      • If we can’t have a checklist, then export report should automatically include all fields

  • The pilot will download full report as .csv file to local machine

• Limited number of fields to select in query currently, but more fields and values will be available as product is developed

  • Patron Group: User barcode, permissions, status, email

• Queries can be simple (Search terms should include equals, not equals, in, not in, contains). Sometime in the future, searching by regular expressions will be added.

3 min

User search identifiers

Magda

• We will search by:

  • User UUID’s

  • User Barcodes

  • Username

  • External ID

  • Some staff would use the External System ID, but developers may need to use UUID.

• Preview shows full count of records that match query. Shows record identifiers queried. Displays file name of .csv file downloaded. Displays error notes, if any.

• In the previous meeting, we stated we wanted to see the errors in a query result set.  Possible error notes:

  • Duplicate entries

  • Error while downloading report

  • No match found

6 min

Edit operations

Magda

• Review Records - We were in favor of removing this screen from preview since we have already downloaded a list, and there will be a Preview screen.

• BE-User-Editing 1 - Choose operation for bulk editing: Add to existing, Replace all with, Find and remove

• BE-User-Editing 2 - Add an identifier to bulk operation.  This is a second edit on the same screen. So we can Add the users to the Alumni patron group, and change their email address in the same operation.

• The user can add other fields to the edit.

9 min

Confirm Editing

Magda

• This screen confirms edit details

  • Shows preview of records affected by the bulk edit

  • Shows count of records affected by the bulk edit

• Can we have the option to download report so we can see which records were changed and what changes were made?

5 min

Success Confirmation

Magda

• Message displays when records are updated successfully

• Should we have an email message sent about update?

• Can we queue update? If queued, could we have a confirmation email stating that update occurred?

  • This should be an option to choose, immediate vs. option; balances need for immediate change vs. resources needed.

• Can we have an “Undo” or “Cancel” option?

  • How long would it be available after the edit was run?

  • "Cancel" would be more helpful if we queue batch edits.

  • Should we have a place where there are logs/reports of the batches, so they can be reviewed if needed?

  • Can we save an edit, and use it again in the future (such as when moving users to a different patron group)?

8 min

Success with Errors

Magda

• These errors/failures occurred in the update.

• If there are errors in the batch, should the entire job fail and not update anything, or should the error records be skipped?

  • As long as there's a list of failed updates, skip the error records and apply the edit to the other records.

• What can go wrong?

  • Operator error results in bad data.  It can't be eliminated, so it should be planned for.

6 min

Choose Delete Operation

Magda

• Preview of records to be deleted...but do we want to scroll through a full preview?

• Preview includes notifications of records that cannot be deleted and the reason (i.e., active patron block, open loans, etc.)

• Can we set limiters at the local level for what should fail? Which transactions should limit deletion of user records?

5 min

Homework

All members

1. https://docs.google.com/spreadsheets/d/138eTmCiZbZ1F-kZL71_GsRR4zePNyuUG/edit#gid=1015505883 
   Prioritize User fields to be used in searching and in editing

2. https://docs.google.com/forms/d/e/1FAIpQLSe5-3hIgKlNd7IefuLkh3Kk54dy5ha6vX8HUncvlunB5wCm0w/viewform
   Fill out this survey of tools we currently use for bulk edits.