2022-01-26 Meeting notes

2022-01-26 Meeting notes

Date

Jan 26, 2022

Attendees

  • @Maura Byrne

  • @Christine Tobias 

Goals

  • Patty will give an update on the user stories for UXPROD-3467 (Preferred first name should be present throughout the user record)

  • Discuss UXPROD-242 (Ability to protect fields from being overwritten by User import)

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

5 min

Note-taker

 

Display preferred first name throughout the user record (UXPROD-3467)

Patty

  • Preferred first name in checkout in Lotus

  • SIG decided that both first name and preferred first name would show up in a browse search for preferred first name (i.e., Last Name, Preferred First Name (First Name), Middle Initial).

  • SIG decided that the user record should show LastName, PreferredFirstName at the top of the user record in the Checkout modal.

  • Need to figure out how to show preferred first names in Tokens for Notices. (Julie Bickle, PO for Notices, is seeking a development team.)

  • Folijet can work on this.

 

The Folio project is looking for Product Owners

Patty

A Product Owner gathers requirements, writes user stories, gets wireframes, and smooths out stories with developers.  It's about 10 hours a week.

Products that were noted as needing a PO: Item status changes for bulk edits; and Loans.

 

Protect fields from being overwritten by user import (UXPROD-242)

Patty

  • This requires more stories. Then we should look at mockups and get it to a development team.

  • Libraries that are live on Folio currently protect fields by managing individual records manually.

    • This feature should protect the records once and it would continue to do so until it's deactivated by staff.

  • Should this feature flag an entire user record, or just specific fields? SIG favors protection of entire user record at this time.

  • This feature should have permissions to assign to staff, and not just be available to all users.

  • If an entire user record is frozen, then the user import can't update it.  Staff can update the record manually.

Action items