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2023-1-24 Bulk Edit Working Group Meeting Notes

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Attendees (please add your name):

Magda Zacharska leeda.adkins@duke.edu Jennifer Eustis (OLD ACCOUNT) Erin Nettifee Amanda Ros Kimie Kester@Erin Weller Lisa Smith Jackie Magagnosc Lynne Fors 

Note Taker:  

Robert Scheier

Meeting Recording:

Discussion:


TopicDetails
Housekeeping
  • Attendees  - please add your name to the list of attendees
  • Meeting host -  please turn on Transcript option for the meeting 
  • Other topics?

Development updates


Item status In Progress (MODEXPW-348)

  • Change to values supported in the Inventory UI (Missing and Withdraw)?
  • Should it require additional permission?
Bulk edit - user permissions (UXPROD-3468)

1. What are the most common use cases for removing or adding permissions?
2. How permissions for the bulk edit should be identified:

  • User identifiers (barcodes, uuids, external system ids, usernames)
  • User groups ?? (since they are not employers groups they might not be applicable)
  • Permissions UUIDs (or should it be permission names or permissions display name?)
  • Should the hidden permissions be also bulk editable?

3. What data should be presented in the matching records table:

  • Last name, first name, middle name, patron group?
  • Permission name or permission display name?

4.  Should the user be able to bulk edit  mutable, hidden and deprecated permissions?

Query tool (UXPROD-3785)
Bulk Edit Use cases

Reviewed use cases and associated existing JIRA tickets or marked which ticket still needs a JIRA to be created.   

Follow up questions on:

NumberUse case Notes
29

Add a similar feature to Sierra Global Update that allows you to see the data from the fields of the same type (author, subject, title, etc.) present in a set (review file) of records.  

Use case – Identify bib records from the daily headings reports that have not been sent for authorities processing. 

Example: Backstage inserts a code indicating that a bib record has been processed in the 040 field. I can view all the 040 fields from a set of records using the “toggle” function in Global Update and select records for future authorities processing. 

Use case – Find patterns of problems in a set of records. 

Example: During record loading, some MARC fields may end up being duplicated. Sierra Create List searching cannot find duplicate fields, but the “toggle” function in Global Update helps identify affected records. 


30

Ability to temporarily add or remove a MARC field in SRS.

Use case – To temporarily exclude some bib records from authorities processing, we add a 9XX note and re-write the monthly search query to exclude records using that note. 

Example: The recent EEBO record load was huge, so we had to temporarily exclude them from the month’s authorities processing query.  


36When the 3-part Item State is available/developed, there will be the need to identify item records based on a 1-part item state, location, etc. in order to update them with one or more of the 3-part states.  This could be done based on a list of item records (HRIDs or Barcodes), or by location alone, depending on how the 1-part item state is used with location, or other data, at individual institutions.
49

Ability to identify records with certain characteristics (a particular 650, for example) and permanently add a MARC field in SRS and Instance to those records.

Use case: In-house record enhancements (adding new controlled vocabularies such as LCGFT or LCMPT)


57We want to be able to find and delete duplicate fields.  We want to be able to specify the field or fields where we want to remove duplicate data. 
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