2022-06-01 Meeting notes

5 min

Note-taker

Erin W.

• Erin graciously volunteered to take notes today.

 20 min

Feedback on Bulk delete user feature

Magda Z.

• Magda gave us a demo of the User Bulk Delete feature

• Create and upload your list of records to delete in the Bulk Edit app, not the User app. Preview is displayed.

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  • To create and upload list:

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    • Go in Bulk Edit app

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      • select record identifier and choose your file

      • query search example: “patron group”=faculty

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        • search produces a preview – user can download the file

      • query search example: active=false

• Select “Start bulk delete” under the actions function which takes user to the “Are you sure?” pop-up which shows a preview and an error portion (won’t delete due to outstanding issues).

• “Download preview” will show the records that will be deleted, errors will not be included.

• Click “Delete” and a confirmation banner will appear.

• Under “actions” user can download errors in a csv file

• Questions for group:

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  • Soft vs hard delete?

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    • Soft - when user clicks “delete” the records are not really deleted but marked for deletion and will be deleted later in a purging job that will run as scheduled

    • Hard – when user clicks “delete” the records are deleted instantly

    • Make an abbreviated record that stays forever in the data base

    • Magda will ask developers for more information on this

  • The elements of the “are you sure” form

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    • The preview shows top 10 records, if you want to see the whole list click “Download preview”

• Showed us bulk edit permissions

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  • CSV: delete, edit, view

  • In app: delete, edit, view

  • They’re considering different permissions for bulk edit inventory and bulk edit users

• Magda will return in two weeks with an update