2022-04-25 Meeting notes: Planning Wolfcon sessions

Date

Housekeeping

  • New page to collect cross-app implementers topics: Implementers topics | Cross-app

    • SIG conveners: please make SIG members aware

    • everyone can add topics; will be invited to the relevant meeting for discussion

  • Next topics
    1. Permissions
      1. field based → walk through where needed?
      2. SIG reps and PO
        1. example: specific perms to edit the barcode field
        2. view and edit vs. only view e.g. source record (quickmarc) - there seems to be a JIRA
        3. would be UI-based permissions
        4. Brooks: better-focused on managed customized UIs?
        5. Owen: would be good to undertsand the use cases
    2. searching in FOLIO
      1. ERM SIG started to collect areas of improvement - of Interest for all apps? - consistency when filtering ...
      2. save searches/filters and apply them in one click
      3. look-up for users: add filter for tags
      4. in Organizations: keep search/filter after editing a record
        1. users applies filters and has 5 results that all need to be edited
        2. when one record is edited, the search/filter is deleted and the user needs t start searching/filtering again
    3. ACQ units in ERM

Discussion items

  • Potential topic: Planning for Wolfcon sessions

Minutes

Workflow sessions

  • Libraries walk through workflows from beginning to end, e.g. Purchase a resource for a patron (incl. Orders, Receiving, Requests, Invoices, Check-in, Check-out, Inventory)

    Incl. gap analysis

  • pain points related to record interactions
    • when migrating 
    • moving items, holdings 
    • right use cases and right library person needs to be there
  • Managing upgrades so that implemented libraries to take advantage of new functionality
    • Example: new connection between order lines and holdings records with Kiwi, but existing orders migrating over will not have this information populated. There should be a way to support existing data in FOLIO to take advantage of the new feature.
    • May be related to earlier issue of reference data getting overwritten when upgrading. Tech Council recommended a series of test scripts as part of definition of done. Maybe we need to also address assisting libraries who are upgrading.
    • There will be a conversation with the Acquisitions SIG - can also go to Implementer's SIG.
  • talking through use cases
  • Inventory is a central app; how can we make interactions easier
  • define business processes involved
  • thinking about process rather than data points
  • SWOT related to design decisions: showing advantages of FOLIOs approach vs. disadvantages (we do not want to build a monolithic system)
    • devs needed

Chat

00:07:20	Martina Schildt | VZG:	https://folio-org.atlassian.net/wiki/display/AppInt/Implementers+topics+%7C+Cross-app
00:08:49	Brooks Travis:	Apologies for missing context on my part, but what do you mean by field-based permissions?
00:09:03	Brooks Travis:	Is this crossover with UI-customization?
00:09:46	Kristin Martin:	BRB
00:10:42	Brooks Travis:	So, ui-only permissions, because we don’t presently have the ability to limit that at the API level
00:11:30	Brooks Travis:	I think there’s a Jira for that
00:12:35	Kristin Martin:	back
00:14:59	Brooks Travis:	I just wonder if the lift would be better-focused on managed customized UIs
00:15:32	Maura Byrne:	So to configure things in Settings?
00:19:18	Brooks Travis:	My audio dropped out there… :/
00:19:47	Jana Freytag:	It's Monday!
00:20:17	Maura Byrne:	And I'd like to ask UM.
00:20:36	Jana Freytag:	And I RA
00:28:52	Brooks Travis:	I say this as someone who isn’t going to be at WOLFCon in-person, but I think that cross-app data sync should be on the agenda for discussion, because even if our group has something actually out by then, it will only be a sub-set of the desired functionality.
00:32:43	Brooks Travis:	It’s potentially a fundamental shift in the data architecture of FOLIO…
00:33:30	Kristin Martin:	What's our desired outcome from the discussion?
00:33:42	Maura Byrne:	I would think that for this topic, we’d want a developer there to see the problem, and be able to say if the problem can be solved, or if we have to find a workaround.
00:36:52	Maura Byrne:	BRB
00:39:04	Maura Byrne:	Back.
00:39:25	Laura (she/they):	I really appreciate you bringing this up, Brooks
00:40:41	Owen Stephens:	Perhaps something like a session to do a SWOT of current state of Folio to understand where we are might be a start?
00:44:52	Brooks Travis:	Download glitches, upload fixes, Owen 🙂



Attendees

Present

Name

Home Organization


Ann-Marie Breaux

EBSCO

x

Brooks Travis

EBSCO


Charlotte Whitt

Index Data

regrets

Dennis Bridges

EBSCO

xDung-Lan ChenSkidmore College

Gill Osguthorpe

UX/UI Designer - K-Int

x

Heather McMillan Thoele

TAMU


Ian Ibbotson

Developer Lead - K-Int

x

Jana Freytag

VZG, Göttingen


Khalilah Gambrell

EBSCO


Kirstin Kemner-Heek  

VZG, Göttingen


Kristin Martin

Chicago

x

Laura Daniels

Cornell

x

Lloyd Chittenden

Marmot Library Network

x

Martina Schildt

VZG, Göttingen

x

Martina Tumulla

hbz, Cologne

x

Maura Byrne

Chicago


Mike Gorrell

Index Data

x

Owen Stephens

Product Owner -  Owen Stephens Consulting


Patty Wanninger

EBSCO

Action items

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