2021-08-25 Meeting notes

Date

Attendees

Goals

  • Review user record fields priority that need to be supported by the Bulk Edit:
    • Wildcard searches
    • Patron blocks (search criteria and edits)
    • Other?
  • Review delete limitation:
    • Open unexpired proxy
    • Open loans
    • Open fees/fines
    • Open requests
    • Other?
  • Permissions:
    • Who should have access to the bulk edit app?
    • Should edit and delete functionality require the same permissions or should be separated?
    • Concerns related to data privacy
    • Other?

Discussion items

TimeItemWhoNotes
5 minNote takerMaura



Review user record fields priorityMagda

It's recommended that we focus our rankings and use cases on things that we don't have/don't like in our current system.  Also, functions that we do like, and would like to keep.

Use cases that we discussed are included in the document.


Edits to permissionsMagda

Should we do bulk edits to permissions?  That would be better served by editing permission sets.

It would be terribly useful to be able to search by permissions, to get a list of people assigned to a permission.

Perhaps it would be helpful to search for the students assigned to a permission set, and removing that permission set once the student records have expired.


Wildcard searchesMagda

Should a wildcard search be anchor-left or anchor-right?  That would depend on the data being searched.

Using a "contains" search may solve that question.


Search by patron blocksMagdaThere is value to being able to search by patron blocks.

Action items

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