2022-06-01 Meeting notes

Date

Attendees

Goals

Discussion items

TimeItemWhoNotes
5 minNote-takerErin W.
  • Erin graciously volunteered to take notes today.
 20 minFeedback on Bulk delete user featureMagda 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.
    • To create and upload list:
      • Go in Bulk Edit app
        • select record identifier and choose your file
        • query search example: “patron group”=faculty
          • 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:
    • Soft vs hard delete?
      • 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
      • The preview shows top 10 records, if you want to see the whole list click “Download preview”
  • Showed us bulk edit permissions
    • 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

Action items

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