2022-06-15 Meeting notes

5 min

Note-taker

15 min

Update on Bulk delete user records

Magda

• Nolana will have a simple query to identify records for deletion (Nolana development begins July 1. Release in December 2022.)

•  Query by identifier or write a simple query (i.e., Patron Group="Faculty")

•  Use case: Query by Expiration Date; Magda will experiment and test.

  •  soft delete for user records is out of scope (soft delete = marking the record for deletion but not actually deleting it)

•  option to preview records to be deleted prior to deletion; can download .csv file before deletion. Deleted records are stored in Export Manager (in case you forget to save the .csv file before deleting records.)

•  no dependencies => records will be removed from system

  •  using functionality in place in Users app (Kiwi)

• records with dependencies will be reported in error log; information about affected records and short description of problem to resolve before deletion can occur.

• Bulk Edit Delete User Records requires permission independent of users delete permissions granted for single record deletion.

• Scheduled patron notices may be impacted by bulk edit delete of user records or item records. Magda will reach out to Julie Bickle (PO - patron  notices). 

• Discussion re: user records with dependencies; Can we still see open loans if user record is (soft) deleted?

Documentation suggestion: Include list of query options in Bulk Edit. 

• Bulk Edit - User data - in-app approach for user records (Magda Z.)

• UXPROD-3705 (https://folio-org.atlassian.net/browse/UXPROD-3705)

• functionality expected in Nolana

• Bulk edit for: Patron Group, Expiration Dates, Email Address

• Can we search for null fields?

Scheduled patron notices may be impacted by bulk edit delete of user records or item records. Magda will reach out to Julie Bickle (PO - patron  notices). 

Nolana development begins July 1. Release in December 2022.  

Discussion re: user records with dependencies; Can we still see open loans if user record is (soft) deleted?

15 min

Lotus documentation

Christine

Documentation Update (Christine T.)

• Lotus docs are published (https://lotus.docs.folio.org/docs/users/)

• suggestion to add Custom Fields (text) to Keyword Search and Custom Fields as Filter in User search

• Documentation WG is caught up! We will publish docs for future releases in sync with the actual release! :)

• Morning Glory docs due with FOLIO release in late July. Plan to review with UM SIG by July 20 meeting.

• Bulk Edit will be written by a group of volunteers (including Christine and Erin Nettiffee) and published in late July with Morning Glory release.