2024-01-10 Meeting notes: Text field enrichment in Patron notices

Date

10 Jan 2024 

Housekeeping

• Convener and notes: Martina Schildt 
• Next meeting: 15 Jan 2024

Discussion items

1. Text field enrichment - julie.bickle will talk about best practices in Patron notices

Minutes

Use cases for text field enrichment

• There were many requests for text field enrichment in the FOLIO community
• although not all text fields need it - opt-in / opt-out seems the way to go

• Julie talks about how text field enrichment has been implemented for patron notices and about best practices

• Patron Notices: there is the need to send notices out
• expectation: be able to edit - like in an e-mail
• Charlotte in chat: We are also sending out printing notices on reminder fees :-) (hebis and Index Data)
• In FOLIO settings: user can define a patron notice template
  • name 
  • active: y/n
  • description
  • category
  • Email
    • subject
    • body - here the text field can be enriched
  • text can be populated in patron notices via tokens
  • there is a preview option
  • coloured text or highlighted text can be copied in from e.g. word 
  • the fancier you get the more there may be difficulties with export - the simpler - the better
  • tokens need to know to pull in data from where
• goals:
  • formatiing options
  • populate tokens
• best practice: keep as simple as possible
• Maura: my instinct is to look for places where things can go wrong
  • if user puts in links to external sources - those can be out of date after a time
• Julie: this is a template - not as in ERM where there is the need to edit individual fields
• Martina S.: the current use cases in ERM are rather for individual fields
• Owen in chat: The use cases in ERM are more like the current use in the Notes app
• Maybe supporting Markdown might be an option
• Owen in chat: This box in the notice template is essentially storing HTML
  • With additional processing of the tokens (which is where mustache kicks in I believe)
• export requests are very important here
• Martina S.: users already raised different exporting wihes, e.g. financial systems from ACQ apps
• Owen in chat: Pretty much all email clients support email in html now (unless you explicitly turn it off for security reasons etc.)
• Owen in chat: Although I don’t know what would happen here if you printed out the notice which depended on a link - perhaps just print the link text and not the URL?
• Julie: test in the template - wehre it works - Julie will do further testing after the meeting
• Maura in chat: I could see that being more secure, but if the link text says “Please visit this link” then the patron might be a little frustrated…
• Owen in chat: I agree @Julie Bickle (LMU) - I’d be very surprised if the link doesn’t work in PDF
  And then  you print it, the link is just rendered as text (which is normal)
• Julie is happy to answer further questions any time
• Khalilah cannot make this call, but is happy to answer any questions regarding the Notes helper app
• Martina will provide a document where we can collect questions that Khalilah can answer 

Next steps

Chat

18:08:45 Von Charlotte Whitt an Alle:
    We are also sending out printing notices on reminder fees :-)
18:28:04 Von Owen Stephens an Alle:
    The use cases in ERM are more like the current use in the Notes app
18:28:12 Von Martina Schildt an Alle:
    Reacted to "The use cases in ERM..." with 👍
18:28:49 Von Owen Stephens an Alle:
    Markdow
18:28:55 Von Owen Stephens an Alle:
    Markdown!
18:29:07 Von Maura Byrne an Alle:
    Reacted to "Markdown!" with 👍
18:29:21 Von Martina Tumulla an Alle:
    Reacted to "The use cases in ERM..." with 👍
18:29:40 Von Owen Stephens an Alle:
    This box in the notice template is essentially storing HTML
18:30:52 Von Owen Stephens an Alle:
    With additional processing of the tokens (which is where mustache kicks in I believe)
18:32:03 Von Owen Stephens an Alle:
    Pretty much all email clients support email in html now (unless you explicitly turn it off for security reasons etc.)
18:32:41 Von Julie Bickle (LMU) an Alle:
    Reacted to "Pretty much all emai..." with ✔️
18:33:52 Von Owen Stephens an Alle:
    Although I don’t know what would happen here if you printed out the notice which depended on a link - perhaps just print the link text and not the URL?
18:34:51 Von Owen Stephens an Alle:
    It doesn’t really matter - I’m just curious 🙂
18:35:31 Von Maura Byrne an Alle:
    Replying to "Although I don’t kno..."
    
    I could see that being more secure, but if the link text says “Please visit this link” then the patron might be a little frustrated…
18:35:48 Von Owen Stephens an Alle:
    Reacted to "I could see that bei..." with 💯
18:37:07 Von Owen Stephens an Alle:
    I agree @Julie Bickle (LMU) - I’d be very surprised if the link doesn’t work in PDF
18:37:51 Von Owen Stephens an Alle:
    And then  you print it, the link is just rendered as text (which is normal)
18:38:05 Von Maura Byrne an Alle:
    Reacted to "And then  you print ..." with 👍
18:39:01 Von Owen Stephens an Alle:
    Thanks all!
18:39:06 Von Owen Stephens an Alle:
    Happy New year

Attendees

Action items