2023-08-09 Meeting notes: Implementers topics: UX/UI Inventory/QuickMarc

Date

09 Aug 2023

Housekeeping

• Convener and notes Martina Schildt 
• Next meeting: 14 Aug 2023 
• Meetings Aug 23rd and 28th will be cancelled due to WOLFcon and travelling 

WOLFcon 2023

• Chicago, USA
• August 22nd - 24th 2023

Discussion items

1. Implementers topics | Cross-app: UX/UI
   1. Enhancements to the UI for Inventory/Quick Marc: UI Enhancement list - status of 2023 (Nolana) | Natascha Owens

Minutes

Enhancements to the UI for Inventory/Quick Marc: UI Enhancement list - status of 2023 (Nolana)

Especially:

• this is revisiting the container discussion
• not sure whether this is a priority for libraries
• but it makes sense to check the use cases and see whether they are solved now
  • e.g. through packages in Acquisitions
• needed for the discussion: Dennis, Sara, Jennifer, others

Documents and links

• Charlotte’s presentation from DC https://docs.google.com/presentation/d/17gjJOUCJbMPOw2ficYsLtiaKMHv3ivvRh7Kiwyhd7QI/edit#slide=id.p
• App Interaction: Modeled workflows with and without container record: https://docs.google.com/document/d/1r7olPeix2TaS-ZXJZtoW4a7w_-Qo79NancIV0LdlBXc/edit?usp=sharing (Martina)
• Google drive folder: https://drive.google.com/drive/folders/1Xn-agNxtZ83E9fmANqBUBRxiuwIMkJk1
• Local Package Record Subgroup | Wiki space
• Local Packages in Inventory (UIIN-155)
• Use cases for containers: https://docs.google.com/spreadsheets/d/1KZ3ejxrlw5TlP5mmBSHf3rJjmI_00VWpZwxqTywjgDU/edit#gid=0

Next steps

• Martina Schildt will schedule a meeting with Sara, Jennifer and Dennis on containers
• Schedule meeting with UX/UI designers in September Martina Schildt 

• Inventory holdings: After editing a holdings record the current option is to "save and close"-- It seems that some people would like to save and close the record without having to see the Holdings record in "view" mode (and just be sent directly back to the Instance record) and some people would like to be able to save the Holdings record and still see it in view mode. Perhaps there is a way to accommodate both scenarios?
• here's what was shared with MM:
• Owen and Gill have some designs as well to discuss

Chat

18:03:25 From Martina Schildt To Everyone:
    Agenda: https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=4099098
18:08:55 From Owen Stephens To Everyone:
    So sorry I’m late
18:11:13 From Laura Daniels To Everyone:
    here's what we shared with MMhttps://docs.google.com/document/d/1mVJijipoWkZNjKzgM0RMBD07BwdoF5Wwy6xLX3rIAOc/edit
18:14:26 From Laura Daniels To Everyone:
    I'm excited to see this, Owen, thanks for sharing
18:15:00 From Dung-Lan Chen To Everyone:
    A quick click on Save is always reassuring!
18:19:46 From Charlotte Whitt To Martina Schildt(Privately):
    @Martina Schildt - there is a feature (in Draft) about Leading and trailing spaces. I can find the UXPROD feature in jira - 2 sec
18:20:34 From Charlotte Whitt To Martina Schildt(Privately):
    UXPROD-3473
    Strip leading, trailing, and double spaces out of data in some elements (instance, holdings, item)
18:21:45 From Martina Schildt To Charlotte Whitt(Privately):
    Reacted to "UXPROD-3473
    Strip le..." with 🙏
18:21:59 From Martina Schildt To Charlotte Whitt(Privately):
    Thank you very much @charlotte
18:22:42 From Charlotte Whitt To Everyone:
    UXPROD-492 Analyse and implement container object in Inventory
18:22:48 From Owen Stephens To Everyone:
    And those discussions were such fun we want to do it again 🙂
18:22:59 From Charlotte Whitt To Everyone:
    Reacted to "And those discussion..." with 💯
18:23:06 From Owen Stephens To Everyone:
    I think it was DC
18:24:21 From Owen Stephens To Everyone:
    I think the challenge from the ERM side is (partly at least) the divide between Inventory instances and KB resources in ERM
18:25:07 From Owen Stephens To Everyone:
    Charlotte’s presentation from DC https://docs.google.com/presentation/d/17gjJOUCJbMPOw2ficYsLtiaKMHv3ivvRh7Kiwyhd7QI/edit#slide=id.p
18:25:40 From Charlotte Whitt To Everyone:
    Modeled workflows with and without container record: https://docs.google.com/document/d/1r7olPeix2TaS-ZXJZtoW4a7w_-Qo79NancIV0LdlBXc/edit?usp=sharing
18:25:49 From Owen Stephens To Everyone:
    Agreements and Orders now has Packages as well
18:26:06 From Charlotte Whitt To Everyone:
    Reacted to "Agreements and Order..." with 😄
18:26:27 From Martina Schildt To Everyone:
    I found this Google rive Folder: https://drive.google.com/drive/folders/1Xn-agNxtZ83E9fmANqBUBRxiuwIMkJk1
18:26:33 From Laura Daniels To Everyone:
    https://folio-org.atlassian.net/wiki/display/MM/Local+Package+Record+Subgroup
18:27:04 From Laura Daniels To Everyone:
    https://docs.google.com/document/d/1DakHW6D5_09uKJPQzCSTwycP0gqkPs6E7k35_KpfCxg/edit#heading=h.qoqu1vta1deq
18:27:11 From Owen Stephens To Everyone:
    I would be interested in Sara’s comments on whether she’s found Packages in Orders has proved successful and where it falls short
18:32:23 From Martina Schildt To Everyone:
    Use cases for containers: https://docs.google.com/spreadsheets/d/1KZ3ejxrlw5TlP5mmBSHf3rJjmI_00VWpZwxqTywjgDU/edit#gid=0
18:33:24 From Kristin Martin To Everyone:
    And within ERM, where do we have current access? vs. How is our access managed and paid for?
18:34:00 From Dung-Lan Chen To Everyone:
    Container discussions predated our institution’s joining FOLIO project 🙂. Sara presented about package orders last year in ACQ SIG.  It’s not a bad idea to see if she has different opinions or approaches regarding packages PO.
18:34:26 From Owen Stephens To Everyone:
    Replying to "And within ERM, wher..."
    
    ERM can answer both those questions (I believe) if it is used with a KB
18:35:01 From Charlotte Whitt To Everyone:
    Replying to "I would be intereste..."
    
    Now bringing this discussion up again, here 4-5 years later. Then we have the possibility to analyze the landscape on misc. FOLIO modules using packages/containers, and then evaluate, the missing links, and what we want to improve, and figure out what is relevant to implement in the catalogue (in Inventory)
18:35:27 From Owen Stephens To Everyone:
    Replying to "I would be intereste..."
    
    I agree that would be a good starting point
18:36:50 From Laura Daniels To Everyone:
    Reacted to "Now bringing this di..." with ➕
18:37:51 From Laura Daniels To Everyone:
    it's so much less hypothetical now!
18:37:59 From Owen Stephens To Everyone:
    Reacted to "Now bringing this di..." with ➕
18:38:19 From Charlotte Whitt To Everyone:
    Reacted to "it's so much less hy..." with 💯
18:38:56 From Dung-Lan Chen To Everyone:
    Replying to "I would be intereste..."
    
    I can check with Sara if revisiting packages orders would be something she is interested in discussing in Acq SIG.

Attendees

Action items