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2021-12-14 Bulk Edit Working Group Meeting Notes

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Attendees (please add your name):

Magda Zacharska Donald Depoorter leeda.adkins@duke.edu  Amanda Ros (OLD ACCOUNT) Erin Nettifee Sara Colglazier 

Note taker:

Robert Scheier

Meeting Recording:

Discussion:

TimeTopicNotes 

Housekeeping

  • Please add your name to the attendees list
  • Should we cancel our next meeting (December 28)?

Announcements

  • Product Council recommended including Bulk Edit Pilot in the Lotus release. 
  • Technical council requested additional documentation - which is expected considering that the deadline for the core platform modules is February 4th   

Development updates


Mitigation of Bulk Edit UX issues 

Slide 16:

  • Long term -  we will support both in app and local editing
  • Short term  - local editing for the pilot program

Slide 17:

  • Provide a more transparent way of understanding what FOLIO did when batch processing
  • Better understanding of what a failure means -- did it revert the record, delete the record, invalidate the record?
  • Itemize failures so it’s easy to identify affected records, e.g. “record #XXXXXX failed,” not “7 of 10,000 changed failed”
  • Pay particular attention to global failure where feedback is especially spare
  • Give some indication, if possible, of how failure can be avoided
  • Provide some indication on how to re-try or follow-up from a failure

Slide 19

  • Optimize .csv files for understandability
  • Make it very clear which fields can or should be edited and which should be avoided  (in app or local edits?)
  • Provide some degree of instruction on how to make changes to commonly edited fields like status and location (in app?)
  • Give users the power to rollback changes upon upload if files are corrupted or mistakes were made (pre-update records stored in S3)
  • Anticipate potentials error and provide warnings, e.g. “Is this correct?,” “Are you sure?”

Mockup- file uploadMockup - are you sure | Mockup - delete modal | Mockup - delete errors


Survey review:




Future discussion topic (time permitting):

  • Bulk Edit of the linked records
  • Scheduling edits



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