You can duplicate private, shared, and system lists. From actions menu use the duplicate feature to start then you can update or add to copied list as needed.
Users - new fields added - user defined checkbox custom field.
You can search and display user-defined checkbox fields.
In the demo, Kathleen was able to search on the checkbox custom field.
Post meeting information from Kathleen: user "checkbox" custom fields is what we added support for in the Q release
A new operator was added: “is null/empty”
Demo of Purchase order lines records
Includes both PO and POL fields for queries.
Sara asked if Order type is included and about naming fields in apps vs. in the List app, as well as about consistency in the apps themselves.
For example, in the Orders app, we use “Order type,” but in the List app, we use “PO type.”
Sara also noted another confusion with the naming convention of Status within the Orders app itself, on the filter header it's called “Status” on the column header it's also “Status” but when you open the 3rd pain to view the purchase order is called “Workflow status.”
Katleen noted this inconsistency and confirmed that the Order type/PO type field is included in the Quesnelia release of the List app.
Lynn and Jennifer suggested that this new functionality be brought to Acquisition SIG for further input.
In the Quesnelia release, all three new record types (Purchase order lines, Organizations, Instances/Holdings) support nested tables.
These nested tables are not searchable but can be viewed in the results table. You cannot turn on the display of individual parts of the nested table; you can only turn on the display of the complete table.
For example, the address field and fund distribution in the examples below have nested values that are visible but not searchable yet.
There are also fields that are available for display in results but not available to use to build a query. These are:
Acquisitions unit, PO Note List, and vendor ID
They can contain repeatable (array) and cannot currently be searched but can be displayed in the results table.
Jennifer asked if there is a roadmap to be able to search repeatable fields.
Magda - There are Jira’s for Electronic access, and PO note list fields.
Cross-app queries - when will there be cross-app queries?
Kathleen noted it depends on the apps.
Magda provided clarification on the plan for repeatable field queries.
Repeatable fields that pull values from reference data (predefined) will be looked at first, followed by free text fields like contributor and lastly fields that mix the former.
Sara asked about repeatable fields in a nested table. Kathleen revealed that in these cases, there is one row for each repeatable field in the nested table.
Sara asked if accounting code is searchable and it is indeed searchable.
Demo of Institutional and Holdings records
They hope to build out more. The fields available are just what they could get into this release.
Bob asked whether Call number type was included. It is not yet available.
The ability to search an index for a given field which helps with performance was added. And performance is something that they will continue to work on in each subsequent release.
4
Chat
10:01:54 From Lynne Fors to Everyone: 2024-06-11 BELA Meeting Notes 10:02:00 From Kathleen Moore to Everyone: Reacted to "https://folio-org.at..." with 👍 10:03:31 From Sara Colglazier to Everyone: Lucky! our house heats up! 10:04:11 From Lynne Fors to Everyone: I keep wanting to open the windows, but the pollen has been so bad... 10:04:19 From Kimie (Keemee) Kester to Everyone: Reacted to "I keep wanting to op..." with 👍 10:20:20 From Lynne Fors to Everyone: Maybe take this part (purchase order lines records) of Lists app to the Acqusitions SIG? 10:20:41 From Jennifer Eustis to Everyone: Reacted to "Maybe take this part..." with 💯 10:21:29 From Amelia Sutton to Everyone: This inconsistency in names is pretty common for acquisitions fields 10:22:15 From Lynne Fors to Everyone: And Invoice data with PO/POL 10:22:22 From Amelia Sutton to Everyone: Reacted to "And Invoice data wit..." with 👆 10:24:42 From Sara Colglazier to Everyone: It will be really exciting and helpful to be able to cross the Order and Order lines segments for searching and creating lists! But like Lynne says above, getting at the attached Invoice data would also be really important because that is where the actual final cost info is. 10:27:46 From Lynne Fors to Everyone: Replying to "It will be really ex..."
And receiving data
10:28:01 From Jennifer Eustis to Everyone: thanks 10:28:07 From Jennifer Eustis to Everyone: Reacted to "And receiving data" with 👍🏻 10:28:49 From Sara Colglazier to Everyone: And for ongoing order lines: whether or not An Agreement is associated? 10:29:16 From Magda Zacharska (EBSCO) to Everyone: Feature for query search for notes and electronic access: UXPROD-4859: Query Builder - Handling Repeatable Fields - Objects with defined and free entry textboxesDraft 10:29:28 From Jennifer Eustis to Everyone: Reacted to "Feature for query se..." with 👍🏻 10:33:42 From Sara Colglazier to Everyone: On the POL the Receiving note, Internal note, Renewal note are not repeatable. And then there also other note-like fields that are just not called notes, like Line description, and Cancellation description, …. these are also not repeatable. Are they included? They are all really important to have access to for Lists 10:34:17 From Magda Zacharska (EBSCO) to Everyone: Query repeatable fields (free text entry): UXPROD-4858: Query Builder - Handling Repeatable Fields With Free Entry TextIn Refinement 10:35:14 From Magda Zacharska (EBSCO) to Everyone: Query repeatable fields with pre-defined values: UXPROD-4732: Query Builder - Handling Repeatable Fields With Defined ValuesIn Review 10:37:54 From Jennifer Eustis to Everyone: It would be great to be able to build a query with acquisition unit for POLs and Organizations. 10:41:37 From Sara Colglazier to Everyone: Oh that would be super helpful! Thank you! 10:47:18 From Kimie (Keemee) Kester to Everyone: Need to jump off. Thanks all. 10:56:26 From Lynne Fors to Everyone: A Lists App roadmap would be great 10:56:30 From Kathleen Moore to Everyone: Reacted to "A Lists App roadmap ..." with 👍
5
Transcript from closed caption
[Kathleen Moore] 10:04:23 We'll leave the bulk edit, updates. For the Rams release. We'll skip past that item.
[Kathleen Moore] 10:04:32 And actually in our next session. I'm gonna cover so in 2 weeks from today.
[Kathleen Moore] 10:04:39 Can't recall what the date is for that. Let me see. That's a 25.th
[Kathleen Moore] 10:04:45 I'll actually be doing an overview of the features. For the to go over those. So I'm actually gonna sort of move right past that.
[Kathleen Moore] 10:04:59 Item for today as well. And I'll go right into an overview of what was implemented for the Lis app in the Q release.
[Christine Tobias] 10:05:11 Yeah.
[Kathleen Moore] 10:05:13 And as I go along, please feel free to. Ask questions or clarifications. I will try to watch the chat.
[Kathleen Moore] 10:05:24 But if there are questions or things in, chat that I am missing. Please, somebody would let me know.
[Kathleen Moore] 10:05:42 So I'm just gonna hop over to. The Bugfest environment. Which is where I'm going to demo everything today.
[Kathleen Moore] 10:05:52 So the 1st thing that I want to sort of call out here on the landing page of the list app, you'll see that we've got several new record types.
[Kathleen Moore] 10:06:03 That were added as part of the key release. So we have holdings records. Instance records as well as 2 types of organizations records, purchase line, purchase order lines.
[Kathleen Moore] 10:06:19 And then we did add, A few additional, fields. Other.
[Kathleen Moore] 10:06:30 Record types. So. The another thing I just wanna call out, cause it's. I think it's best to sort of show this through.
[Kathleen Moore] 10:06:41 This functionality through some of our new, record types that we support. But a lot of what we did in the Q release was really back end work.
[Kathleen Moore] 10:06:51 To enable us to support new or different data structures. And so like part of that is being able to support nested tables.
[Kathleen Moore] 10:07:01 Some of that was adding support for, fields that are numbers. We added some base support for custom fields under user records.
[Kathleen Moore] 10:07:13 And so, you know, a lot of this. Okay, on the back end is really gonna help us.
[Kathleen Moore] 10:07:21 Be able to add more content and more record types. Quicker in the future.
[Kathleen Moore] 10:07:28 So the http://first.st feature I wanna sort of walk through is. The ability to duplicate a list.
[Kathleen Moore] 10:07:36 And so, any lists that you have access to, in your, list app.
[Kathleen Moore] 10:07:46 You are able to duplicate. So whether it is your own. Private list or if it is a list that somebody has shared with you.
[Kathleen Moore] 10:07:53 Or if it is a system generated can list. You can duplicate any of those. And so the way it works.
[Kathleen Moore] 10:08:01 I'll come into this. Users list and you can see right here so This list is based on the where a user active, is equal to true.
[Kathleen Moore] 10:08:15 So I'm just gonna come to my actions menu. And so we've got a new button there called, duplicate list.
[Kathleen Moore] 10:08:23 So when I click on that, it'll let me give it a name. So let's just go and call this.
[Kathleen Moore] 10:08:34 And what I can do here is when I click on edit query, it's going to.
[Kathleen Moore] 10:08:41 Pre-populate with the query, Okay, list you are duplicating is based on.
[Kathleen Moore] 10:08:47 So, you know, if you had lots of parameters here, these would all be pre populated. And so I would be able to come in here and modify this or if I wanted to.
[Kathleen Moore] 10:08:59 Add some additional things. So like here, let's go ahead and add. And let's show off.
[Kathleen Moore] 10:09:07 One of our new pieces of functionality. So let's use, user email.
[Kathleen Moore] 10:09:13 And for the operator here. We have a new option. Which is, is Nuller empty?
[Kathleen Moore] 10:09:21 And so let's do user email. And then true. So if I click test query. I'm able to see here that now I've got.
[Kathleen Moore] 10:09:33 30 records that match this that are active users, but. They don't have an email address.
[Kathleen Moore] 10:09:44 So if I come in here and if I choose. Use your email. I can see there is indeed.
[Kathleen Moore] 10:09:53 No actual email.
[Kathleen Moore] 10:09:59 Another piece of functionality that we have, started adding support for. Was I mentioned those custom fields under users.
[Kathleen Moore] 10:10:08 And so it is specifically the single select checkbox custom field. And while you're not able to query on those fields yet, you are able to see that.
[Kathleen Moore] 10:10:23 As a column. So like if I come down here and. Right now.
[Kathleen Moore] 10:10:31 We're also gonna be updating this if there's not. An aposter VS on these fields.
[Kathleen Moore] 10:10:39 But I can see all of these. Custom fields that exist.
[Kathleen Moore] 10:10:44 And so if I add those as visible columns, I'm not sure if any of these records. Course none of these will have that.
[Kathleen Moore] 10:10:54 But the, information would show for those. If I came over here. And if I scroll down just looking for those fields.
[Kathleen Moore] 10:11:04 Oh, I am mistaken. They are back. I wonder if we, we might have actually fixed this.
[Kathleen Moore] 10:11:11 Let's try it.
[Kathleen Moore] 10:11:21 Yeah, I lied to you can query on custom fields.
[Kathleen Moore] 10:11:26 So we must have fixed that. In the slightly extended Q release, which is super exciting. We will be extending that functionality out to additional types of, user custom fields.
[Kathleen Moore] 10:11:42 But this was a That was sort of a nice easy entry point to get us started on that.
[Kathleen Moore] 10:11:50 With duplicating this list, If I would click here. Actually, I'll pause real quick.
[Kathleen Moore] 10:11:58 Bob, I see you've got your hand raised.
[Bob Scheier (Holy Cross)] 10:11:59 Just, quick question about you said single select so. What does that mean? Did you say single select only?
[Kathleen Moore] 10:12:09 Yeah, so let me
[Kathleen Moore] 10:12:19 So let's just go over to settings. For users and custom fields.
[Kathleen Moore] 10:12:31 And then let's just add a custom field.
[Kathleen Moore] 10:12:35 So it's the.
[Kathleen Moore] 10:12:41 Single select.
[Kathleen Moore] 10:12:44 Hang on.
[Kathleen Moore] 10:12:49 Yeah, it's the. It's essentially the option.
[Kathleen Moore] 10:12:57 There's so many here. But it is hard to tell.
[Bob Scheier (Holy Cross)] 10:12:59 So basically, where you can only select one item from the list from a dropdown. Okay, thanks.
[Kathleen Moore] 10:13:04 Yes. You're welcome. And I think it's, yeah, it is this checkbox one here.
[Kathleen Moore] 10:13:11 So it is not the single select. So it is the. Checkbox.
[Kathleen Moore] 10:13:20 Which is a little bit confusing how it's referred to in the UI.
[Kathleen Moore] 10:13:26 But we did that mostly because of the data structure that's behind that content. Made it feasible to Add this in.
[Bob Scheier (Holy Cross)] 10:13:35 Okay, so it's not single select it's Checkbox only.
[Kathleen Moore] 10:13:42 Yes. And I will, 100% confirm that.
[Bob Scheier (Holy Cross)] 10:13:42 That's okay.
[Bob Scheier (Holy Cross)] 10:13:49 I just for the notes I was wondering, okay.
[Kathleen Moore] 10:13:56 Just making a note. To myself to 100% confirm that
[Kathleen Moore] 10:14:02 Okay, so back in the, duplicating a list, workflow.
[Kathleen Moore] 10:14:07 So. You know, once I've.
[Kathleen Moore] 10:14:12 Either modified my query if I want to or if I didn't want to modify the query at all.
[Kathleen Moore] 10:14:17 And I just wanted to create a duplicate. I wouldn't have even had to click the edit query button.
[Kathleen Moore] 10:14:23 But once I click run query and save, what that'll do is that'll create my new list, users without email address.
[Kathleen Moore] 10:14:32 You know, it's kind of a funny name now with my query. And so the original list will not have any edits made to it.
[Kathleen Moore] 10:14:41 But you've got a, your duplicate, list there.
[Kathleen Moore] 10:14:52 So. The duplicate functionality is pretty straightforward.
[Kathleen Moore] 10:15:00 In terms of how it works and, what you can do. With it.
[Kathleen Moore] 10:15:08 Are there any questions about that before I? Keep going.
[Kathleen Moore] 10:15:18 Perfect. So. I'm gonna hop around a little bit and I'm gonna show off some of our new record types that you can use to create lists.
[Kathleen Moore] 10:15:31 To sort of show you. Not only what they contain, but some of that new functionality.
[Kathleen Moore] 10:15:39 That's included. So I'm gonna start with, purchase order lines. And so I'm going to create a new list.
[Kathleen Moore] 10:15:48 And I'm just gonna call this my. POL demo, my record type, choose purchase order lines.
[Kathleen Moore] 10:15:57 I'm gonna go build my query.
[Kathleen Moore] 10:16:01 So. This.
[Kathleen Moore] 10:16:07 The record types that are included. Within this purchase order lines record. We have fields from the purchase order.
[Kathleen Moore] 10:16:16 And so you'll see them all those here prepended with the PO. And then as I, keep.
[Kathleen Moore] 10:16:23 Scrolling down. We've got fields, specifically from the purchase order line.
[Kathleen Moore] 10:16:32 That you can use to query against So we've got sort of a variety of fields here.
[Kathleen Moore] 10:16:42 As well as some fields that are, specific to the,
[Kathleen Moore] 10:16:48 The organization or vendor. So. On this, I'm just gonna do.
[Sara Colglazier] 10:16:53 Kathleen, can you go back up to the top where the PO ones were? Just to see them again.
[Kathleen Moore] 10:16:58 Yeah.
[Sara Colglazier] 10:17:04 So we have approved and then so we go down. Okay.
[Sara Colglazier] 10:17:16 And so are these the Cause that's 1 thing that's really kind of frustrating when you're in the UI is that there are some things on the PO segment that are not available to you on the POL segment and vice versa.
[Sara Colglazier] 10:17:32 So this would be crossing that and So one thing that I am always looking for is.
[Sara Colglazier] 10:17:43 Po,
[Sara Colglazier] 10:17:47 Let me just bring up my orders, sorry, and I know the correct word. Order type. We have PO order type.
[Sara Colglazier] 10:18:03 Okay.
[Kathleen Moore] 10:18:03 Let me see.
[Kathleen Moore] 10:18:07 Okay, to see also.
[Kathleen Moore] 10:18:13 I wonder.
[Kathleen Moore] 10:18:16 See if based on the values. Is this the correct?
[Sara Colglazier] 10:18:19 That, oh yes, that's it, right. So I don't know if it would, for me at least, it would be super helpful if the field can be named the same way that you see it like in the filtering.
[Kathleen Moore] 10:18:23 Okay.
[Sara Colglazier] 10:18:34 At the on the actual app. Does that make sense?
[Kathleen Moore] 10:18:40 Yes, so like in the orders app.
[Sara Colglazier] 10:18:42 Yeah, if I go to the Orders app. And I'm I'm looking at the filtering that I can see there right there it's I have to go to order type And then I see those values.
[Kathleen Moore] 10:18:56 Okay.
[Sara Colglazier] 10:18:57 I don't know how. Others feel. About that but that's 1 thing that's always like kind of a little bit confusing and also in the header.
[Sara Colglazier] 10:19:09 On in orders when you then in the second pane when you're looking at it that column is called order type and those values are there.
[Kathleen Moore] 10:19:31 Yep, that that kind of information. Really helpful because like in This is an area that like I am.
[Kathleen Moore] 10:19:40 Not really familiar with our orders. App much at all. And so a lot of this is really me.
[Kathleen Moore] 10:19:47 Trying to learn as much as I could.
[Sara Colglazier] 10:19:52 Absolutely. And then another one that I'm curious about is. It's just called status, at least in the filtering and on the column header.
[Sara Colglazier] 10:20:05 So. So what is PO workflow status? Cause
[Sara Colglazier] 10:20:18 Okay. Yeah. That will be it. Yeah, it's 1 of those weird things that one for example is within orders itself.
[Sara Colglazier] 10:20:29 A confusing because in the on the filter header it's status on the column header it's status but when you open the 3rd pain to view the purchase order is called workflow status.
[Sara Colglazier] 10:20:42 So it's 1 of these things where it's really confusing what everything is called. Everywhere, right?
[Sara Colglazier] 10:20:50 So I think. That would make sense.
[Kathleen Moore] 10:20:54 Yeah, this is a great call. When I see you've got your hand raised as well.
[Lynne Fors] 10:20:58 Yeah, I put it in the chat, but maybe take the purchase order line records to the acquisitions.
[Lynne Fors] 10:21:05 Since they're the They're the experts on how they use that particular app and how they would want to see.
[Lynne Fors] 10:21:13 These kinds of ones built to be the most helpful for them.
[Sara Colglazier] 10:21:17 Yeah, that's a really great idea. I'm actually presenting at acquisition side later about searching in the using the filters in the GUI.
[Sara Colglazier] 10:21:26 That's why in the UI that's why I'm like so too into this right now.
[Kathleen Moore] 10:21:34 Thank you for calling that out.
[Kathleen Moore] 10:21:39 So I'll reach out to some of our POs about that as well.
[Kathleen Moore] 10:21:46 Jennifer, you got your hand raised there.
[Jennifer Eustis] 10:21:48 Yeah, it might be interesting to find out from the acquisition folks, you know, how they're mixing and matching data from the PO level and the order, levels, you know, because like the workflow status is at the purchase winner level, but, you know, like title and cost, I think.
[Jennifer Eustis] 10:22:08 Well, not maybe not cost. Is that the line level? So you're gonna have the same, I think.
[Jennifer Eustis] 10:22:16 Duality of records with the invoice. And the invoice lines. So the, cause they're different records, right?
[Jennifer Eustis] 10:22:24 So that might be something to take into consideration.
[Kathleen Moore] 10:22:29 Yes. Call out as well.
[Kathleen Moore] 10:22:39 So I'm gonna go ahead and put, pending as a status and. Go ahead and test this query so that we can see.
[Kathleen Moore] 10:22:48 What this looks like. One thing that, is a little bit different about.
[Kathleen Moore] 10:22:57 3 of our new entity types. So the purchase over lines and the 2 organizations ones is that they both Are they all 3?
[Kathleen Moore] 10:23:08 Support. Nested. Tables of data. And so I'll show what that looks like real quick.
[Kathleen Moore] 10:23:17 So if I come into my show columns and Got here if I come down to my fun distribution.
[Kathleen Moore] 10:23:30 It's too hard to get past it. Yeah, so we passed it. Fun distribution. And then I scroll over.
[Kathleen Moore] 10:23:38 Of course, these are all. Let me scroll down to a record that has one. Here we go.
[Kathleen Moore] 10:23:45 And so, If the border line has an associated fund distribution with it. You're gonna have this nested table, that includes information.
[Kathleen Moore] 10:23:58 So like the code distribution type, encumbrance. There is one, fund ID and, value.
[Kathleen Moore] 10:24:07 One thing that will note right now is in a limitation. Is that we don't yet support building a query based on any of these.
[Kathleen Moore] 10:24:22 Fields that are within a nested. Field so like You wouldn't be able to query right now based on code to distribution type, encumbrance, fund ID, or value.
[Kathleen Moore] 10:24:35 And you also cannot. That individually like turn on. The display of those fields.
[Kathleen Moore] 10:24:46 So it's all under fun distributions.
[Kathleen Moore] 10:24:50 Would sort of show or hide that hole. Collection of fields.
[Kathleen Moore] 10:25:05 The only other thing that I wanna call out, specifically, is that these new lists do you have some additional fields that can't yet be queried, but that we are returning as data.
[Kathleen Moore] 10:25:21 And
[Kathleen Moore] 10:25:22 The, just a call out with those are, real quick. So like acquisitions unit.
[Kathleen Moore] 10:25:29 Po Note West, let's see. Let's just include that and see if we get anything that comes back.
[Kathleen Moore] 10:25:39 And so. And then, vendor ID. And so the reason that we are not currently
[Kathleen Moore] 10:25:49 We don't currently support. Querying on these fields is because there are. You can have multiple.
[Kathleen Moore] 10:25:58 Notes And so we have the ability to return all of the notes and display them, but not query on them.
[Kathleen Moore] 10:26:05 Individually yet. And Jennifer, I see you've got your hand.
[Jennifer Eustis] 10:26:11 Yeah, just, a quick question. For those fields that you can't, do now, is there some sort of roadmap as to when will be able to do them.
[Jennifer Eustis] 10:26:24 Because I noticed I think for like holdings and I think holdings you can't search the electronic access yet.
[Jennifer Eustis] 10:26:34 I might be mistaken, but, yeah. Is there some sort of road in roadmap?
[Jennifer Eustis] 10:26:39 When things will become available for which releases.
[Kathleen Moore] 10:26:45 That is a great question. Let me see which, I can't recall off hand which features each of those are associated with.
[Kathleen Moore] 10:26:55 But.
[Magda Zacharska (EBSCO)] 10:26:55 Hello, sorry for interrupting. I'm searching the the GOS. We have GS for notes and for electronic access.
[Magda Zacharska (EBSCO)] 10:27:04 I just cannot find it very quickly. Okay.
[Jennifer Eustis] 10:27:10 And then another question. Cause I know, you know, it came up with like mixing invoice data with orders, cause I know a lot of us are interested in cross ops so which is i find interesting because you mixed the purchase order and purchase order line data, which are actually, I think those are 2 different records, but, when will there be cross OP?
[Jennifer Eustis] 10:27:39 And in. That might be well and yeah.
[Kathleen Moore] 10:27:45 I think it will honestly depend on the types of records. That we're looking at in terms of cross app.
[Kathleen Moore] 10:27:56 If that makes sense.
[Kathleen Moore] 10:28:14 And, Bob, I see that you've got your hand raised.
[Bob Scheier (Holy Cross)] 10:28:22 Sorry, I forgot to take it down. But I do have a question anyway. So just to clarify for the notes, so.
[Kathleen Moore] 10:28:25 Oh, okay.
[Bob Scheier (Holy Cross)] 10:28:33 There is. The ability in this new functionality. To do.
[Bob Scheier (Holy Cross)] 10:28:40 Po and POL wearies in the same query. But in these 2 specific. Instances of electronic access and notes because there's multiple.
[Bob Scheier (Holy Cross)] 10:28:57 The ability to have multiple notes and multiple. Electronic access is that right those cannot be query directly because of the fact that there are multiple.
[Bob Scheier (Holy Cross)] 10:29:08 There are the ability to have multiple. Multiple notes. Multiple data type. Data that's more than, that's in there more than once in the field.
[Kathleen Moore] 10:29:23 Correct. That's, that's definitely true for the notes. Magna can probably speak to the other.
[Bob Scheier (Holy Cross)] 10:29:27 And Somebody mentioned. Jennifer mentioned electronic access. So I'm not sure what that.
[Bob Scheier (Holy Cross)] 10:29:35 If that's something I need to note here. Just make a note of the fact that notes can't be queried because of the ability to have multiple entities in there.
[Sara Colglazier] 10:29:47 So one thing I think we also need is so it's only the PO level note, correct?
[Sara Colglazier] 10:29:53 Because that's the only one that can be multiplied. I mean you can have multiple you can have the POL receiving note which is a single note the peo internal note which is a single note that the cancellation note which is a single you know so there are lots of notes we should be careful when we talk about notes in orders because depending on where you're if you're on the order record or the POL record there
[Bob Scheier (Holy Cross)] 10:30:09 Hmm.
[Sara Colglazier] 10:30:18 are many many different notes and I'm really hoping the POL receiving note is included. Internal note.
[Sara Colglazier] 10:30:28 And because those are single notes. Like there are, there are field and you can only have one. Gonna have
[Sara Colglazier] 10:30:37 And those are hugely important.
[Kathleen Moore] 10:30:38 See.
[Magda Zacharska (EBSCO)] 10:30:46 So to share a little bit. Above those who repeatable fields. And we refer to refer to them as sort of repeatable fields or array fields that developers tend to talk about them in the array.
[Bob Scheier (Holy Cross)] 10:30:52 Repeatable.
[Magda Zacharska (EBSCO)] 10:31:05 And it's on my plate to to clarify the expected behavior we talked a couple of times before about searching.
[Magda Zacharska (EBSCO)] 10:31:14 And for now, the at least 3 types of those who are, ableable fields. One with the Fredifying values.
[Magda Zacharska (EBSCO)] 10:31:24 Those are the values that are populated with the reference data. And the example will be. The single codes, for example.
[Magda Zacharska (EBSCO)] 10:31:41 That you can make a selection multiple selection but you are making the selection from the defined set. Those are relatively easy to implement and we will work on them http://first.st
[Magda Zacharska (EBSCO)] 10:31:55 The next category are the, reputable fields where you have a . TT. And in this category you have, for example, contributors.
[Magda Zacharska (EBSCO)] 10:32:13 To some extent subjects. Etc. those will be addressed in the next feature and I will pass the URL to Virginia as well in the chat.
[Magda Zacharska (EBSCO)] 10:32:25 And the last category is the most difficult is the mix of both. Defined values and 3 texts. And that is the case of electronic access when you have relationship that is a predefined value.
[Magda Zacharska (EBSCO)] 10:32:47 Follow it for 3 and then every text, and also notes when you have a note, as, when you have a note type as a predefined value, follow up, followed by the pretext.
[Magda Zacharska (EBSCO)] 10:33:03 To make it searchable. In the
[Magda Zacharska (EBSCO)] 10:33:09 Can you wait? It's not that straightforward. And it takes me a very long time to define what would be the best approach.
[Kathleen Moore] 10:33:27 Thank you. Magda for adding some additional context there.
[Kathleen Moore] 10:33:40 Okay, I'm gonna go ahead and click run and save on this list. So they'll work the same.
[Kathleen Moore] 10:33:47 These new entity types or sorry, these new record types will work the same. Other record types within the list app.
[Kathleen Moore] 10:33:56 So they support the same, you know, functionality. In terms of being able to come in and edit the query.
[Kathleen Moore] 10:34:02 Or duplicate the list or to export to a CSV.
[Kathleen Moore] 10:34:10 And you can do the same. Being able to, add or. Hide, columns.
[Kathleen Moore] 10:34:20 So like in this case if I wanted to remove the PO assigned to and I wanted to add and distributions.
[Kathleen Moore] 10:34:31 Do that.
[Kathleen Moore] 10:34:35 Scroll over here. I'm gonna see I've got those fun distributions. As part of my view.
[Kathleen Moore] 10:34:50 Okay, and there any more? Like questions or things that we wanted to cover on. Purchase order lines before I hop over and show one of the new organizations types of lists.
[Kathleen Moore] 10:35:13 I can always pop back if needed. So I'm just gonna go in and create a new list.
[Kathleen Moore] 10:35:23 And so we've got, 2 new types here. Organizations, we've got one for contact info.
[Kathleen Moore] 10:35:30 And one for, vendor info. So I'll just open the contact info 1 1.st
[Kathleen Moore] 10:35:38 And when I come in here and build a query. You'll see we've got some basic organizational.
[Kathleen Moore] 10:35:48 Fields so organization accounting code code description ID. Class updated name and status.
[Kathleen Moore] 10:36:00 So we'll come in and.
[Kathleen Moore] 10:36:04 Just go ahead and do active. Just get a list going so that we can see what that looks like.
[Kathleen Moore] 10:36:11 And so you're able to see the code, the names and the statuses. And so, as this list type sort of implies, with contact info, It provides a lot of different contact info here.
[Kathleen Moore] 10:36:28 And so. It's sort of broken out into addresses. Email addresses, phone numbers. And URLs.
[Kathleen Moore] 10:36:39 So if I add If I select the column, contact addresses, what that's gonna do, if I scroll over a little bit here, I'm gonna see that it.
[Kathleen Moore] 10:36:50 Adds this nested field where you're able to see. The actual addresses. So you got your line one line 2 city, Seder province, postal code, country, and the associated categories.
[Kathleen Moore] 10:37:08 With that. In the event that an organization has. Multiple. Multiple addresses.
[Kathleen Moore] 10:37:16 You'll see them. Like here's an example you'll see them.
[Kathleen Moore] 10:37:19 As separate rows within that nested. Contact addresses, sell.
[Kathleen Moore] 10:37:31 And so it's the same, thing here where
[Kathleen Moore] 10:37:36 You're not able to query by any of these individual fields. So like by a city or state or postal code.
[Kathleen Moore] 10:37:44 Or to show column by that it sort of that whole group at once. And it works the same way for, let's just do contact email addresses to show what that looks like.
[Kathleen Moore] 10:38:00 And so it's got the same idea where you've got the email address, description if there is one.
[Kathleen Moore] 10:38:05 And then categories again if there are. Any connected And same thing for phone numbers and URLs.
[Kathleen Moore] 10:38:18 So you can see better phone number. Type if there is one. Categories.
[Kathleen Moore] 10:38:27 So. Looks like I've got a little bit of a funky display going on here. Just gonna actually take a quick screenshot of that.
[Kathleen Moore] 10:38:39 Wanna make sure that we have that noted somewhere that there's.
[Kathleen Moore] 10:38:46 Nothing, no spaces between that display.
[Kathleen Moore] 10:38:51 Alright, that multiple.
[Kathleen Moore] 10:39:05 Are there any? Questions about the organizations, contact info.
[Kathleen Moore] 10:39:27 I'm gonna go ahead and.
[Kathleen Moore] 10:39:31 Change my type to be organizations vendor info and build a query on that.
[Kathleen Moore] 10:39:41 And so, again, we'll have some basic, organization fields here. So.
[Kathleen Moore] 10:39:48 Accounting code, claiming in a role, code, description. Discount. I won't read all of these.
[Kathleen Moore] 10:39:58 But some of the.
[Kathleen Moore] 10:40:04 Vendor specific fields here.
[Kathleen Moore] 10:40:10 And so what I'll do is I'll just.
[Kathleen Moore] 10:40:14 Cool. You see, Bob, you had your hand raised.
[Bob Scheier (Holy Cross)] 10:40:21 2 quick question. So when you're showing us these new fields that have been added, I are all These new record types are all the fields.
[Bob Scheier (Holy Cross)] 10:40:32 In those record types included or there are some that are left out.
[Kathleen Moore] 10:40:40 I believe that this is a subset of all of the organization fields. That are available.
[Bob Scheier (Holy Cross)] 10:40:45 Okay, so just not everything in either of the new types of records.
[Kathleen Moore] 10:40:54 Correct.
[Bob Scheier (Holy Cross)] 10:40:55 Okay, so I'll just look at them later and add those to my notes.
[Kathleen Moore] 10:41:05 And I can also, I have a, a spreadsheet that lists all of the fields.
[Kathleen Moore] 10:41:13 I'll post that to a wiki page that we can also link to. That sort of lists out all of the details.
[Bob Scheier (Holy Cross)] 10:41:22 Perfect.
[Kathleen Moore] 10:41:24 Of what's in the Q release in terms of which fields are with each, list type.
[Kathleen Moore] 10:41:37 I'm just gonna do the same, organization status is active just to, get some.
[Kathleen Moore] 10:41:44 Records here that we can look at when we go to show columns We have. Nested, tables for, the organization account.
[Kathleen Moore] 10:42:00 So let's add that. And so under account, you can see here we've got the.
[Kathleen Moore] 10:42:07 Account name notes if there are any the number that has it a library code library EDI code.
[Kathleen Moore] 10:42:17 So we've got quite a few fields coming specifically, from the account here. That are specific to
[Kathleen Moore] 10:42:32 Yeah. So they're part of that sub table. So again, you can't like individually query those fields yet or.
[Kathleen Moore] 10:42:39 Turn on visibility but you can see it nested under. The organization account, column header.
[Kathleen Moore] 10:42:55 What's and we've also got. For agreements.
[Kathleen Moore] 10:43:05 I think we have. I can't.
[Kathleen Moore] 10:43:14 So it'll have the vendor terms name, the discount percentage. If there is one, a reference URL and notes.
[Kathleen Moore] 10:43:24 And then we have. One more NASA table, which is the, organization alias.
[Kathleen Moore] 10:43:33 And see if any of these.
[Kathleen Moore] 10:43:38 Here we go. Here's an example. Of what the alias looks like. So it's got the actual value of the alias and then a description.
[Kathleen Moore] 10:43:48 If there is one associated with it.
[Sara Colglazier] 10:43:57 Kathleen, can I ask a question about the term agreements because if I look at an organizational record.
[Sara Colglazier] 10:44:08 There is a header, an accordion, rather. All the agreements and that is where My linked agreement.
[Sara Colglazier] 10:44:20 In agreements in the app agreements shows up. If I have linked. The organization to an agreement line or to an agreement rather.
[Sara Colglazier] 10:44:30 So, we're I'm trying to figure out where exactly organization agreements Where this information is pulling from.
[Sara Colglazier] 10:44:44 There's vendor terms. That I think is. The accordion is called vendor terms that seems to have this data.
[Kathleen Moore] 10:44:54 Okay.
[Sara Colglazier] 10:44:56 And then it does it is a little confusing because when you open the vendor the vendor terms according it says if there's nothing there it says no agreements available so maybe that's where that's coming from but the there is I just want to make you aware that there isn't a accordion that is called agreements.
[Sara Colglazier] 10:45:16 And so when I 1st saw organization agreements, I thought, oh, this is so cool. I can then see if I have an agreement from the agreements app attached, right?
[Kathleen Moore] 10:45:27 Oh, okay.
[Sara Colglazier] 10:45:28 Because this would also be really great on the POL side because there is also an accordion when you've attached.
[Sara Colglazier] 10:45:36 An agreement line with your POL. And that shows up. So that's why I was at 1st excited, but then I saw the information that was actually coming through and I was like, oh, that's called something else.
[Sara Colglazier] 10:45:50 That's not agreements.
[Sara Colglazier] 10:45:53 Just again, terminology confusion.
[Kathleen Moore] 10:46:00 Yes. There's definitely lots of that. Yeah, I'll make a note too.
[Kathleen Moore] 10:46:12 Start a broader conversation about
[Kathleen Moore] 10:46:18 How do we name some of these things? Especially like in the case where they're not
[Kathleen Moore] 10:46:26 They're not even always consistent and the app where they come from.
[Kathleen Moore] 10:46:35 Like it might be called different things based on where it is in the UI.
[Sara Colglazier] 10:46:46 So and and then I just have another question to seeing this because of the whole discussion before about repeatability of fields.
[Sara Colglazier] 10:46:54 So for example, I very frequently have many organization aliases. Attached to an organization to a vendor.
[Sara Colglazier] 10:47:07 So how would that appear then under here under organization alias? If I have, you know, 3 or 4.
[Sara Colglazier] 10:47:16 With the Yeah. Oh, there maybe. Okay.
[Kathleen Moore] 10:47:16 Let me find an example. I had one earlier than had multiple. Yeah, this one is looks like it's got 2.
[Kathleen Moore] 10:47:26 Had one earlier that had like had it like 15 or something basically it just would be within this row.
[Kathleen Moore] 10:47:36 Or within the cell there is an additional row. For each value so they would all be listed out.
[Sara Colglazier] 10:47:42 Okay, great, thanks.
[Kathleen Moore] 10:47:46 Of course, none of these are gonna have.
[Kathleen Moore] 10:47:50 A large number of them.
[Sara Colglazier] 10:47:53 That already looked like I had a few. And you just passed it, right?
[Kathleen Moore] 10:48:00 See.
[Sara Colglazier] 10:48:03 Oh no, maybe that's all one, the value itself is long, I guess.
[Kathleen Moore] 10:48:10 Yeah, I think that might be one term. Oh, one. Alias.
[Kathleen Moore] 10:48:29 And then it's the same thing. Let's see if we, if I scroll over and find one that's got a bunch of accounts.
[Kathleen Moore] 10:48:40 Here we go. Just these ones each have 2 it looks like. So you can sort of see how they're on.
[Kathleen Moore] 10:48:50 Separate rows there when they've got. Multiple values within that one.
[Kathleen Moore] 10:49:00 Nested table.
[Sara Colglazier] 10:49:15 And I forget to I just didn't notice it and is the accounting code as a column searchable separately or is that?
[Sara Colglazier] 10:49:24 Also within a nested table or It's.
[Kathleen Moore] 10:49:29 That's also within, the,
[Kathleen Moore] 10:49:39 Come over here. So it looks like there might be an accounting code which is, was it a number or code that you were asking about?
[Sara Colglazier] 10:49:48 Code. So there is in the top in the top area in the summary, area there is the accounting code and then the accounting code is also represented.
[Kathleen Moore] 10:49:49 Okay, so it looks like.
[Sara Colglazier] 10:50:00 That's what I was kind of curious about. How it's being handled.
[Kathleen Moore] 10:50:02 Let's.
[Kathleen Moore] 10:50:07 Let's find an example here because I don't know what any of I want an actual code and, Bug Fest would be.
[Kathleen Moore] 10:50:24 Well, okay. Apparently this one was not broad enough to have multiple, but it looks like, you are able to.
[Kathleen Moore] 10:50:34 Search by the accounting code.
[Kathleen Moore] 10:50:49 And so. I'll just real quick. I'll close out of this and I'll show.
[Kathleen Moore] 10:50:57 The instance and holding records that you can now create list on. So these are really just, some very basic fields.
[Kathleen Moore] 10:51:11 That you can, used to create a list. And We do plan to.
[Kathleen Moore] 10:51:21 Build this out quite a bit more. But this is what we were able to get in.
[Kathleen Moore] 10:51:26 In order to be able to support. Bulk editing on these, fields.
[Kathleen Moore] 10:51:34 And so, you know, again, we do hope to, build out the quantity of fields.
[Kathleen Moore] 10:51:40 Here. A decent amount more. But you can use, some of these basic, instance fields.
[Kathleen Moore] 10:51:50 To create a list of. And since, records.
[Kathleen Moore] 10:51:58 And then it's similar. Over on the, holdings record. Aside.
[Kathleen Moore] 10:52:15 So I don't know if anybody has any. Questions about that.
[Bob Scheier (Holy Cross)] 10:52:21 Yeah, I was just curious under the holdings. Is there, call number type?
[Kathleen Moore] 10:52:26 Yes.
[Kathleen Moore] 10:52:40 No, not yet.
[Bob Scheier (Holy Cross)] 10:52:42 Okay, just checking. Somebody asked me for that.
[Kathleen Moore] 10:52:46 Okay.
[Kathleen Moore] 10:52:53 I'll just roll down a little bit. You can see the fields we have there.
[Kathleen Moore] 10:53:11 Another thing that I'll just sort of briefly mentioned that we worked on, in the key release is, whenever possible.
[Kathleen Moore] 10:53:19 We added. The ability to search and index, for a given field, which has, helped, with performance.
[Kathleen Moore] 10:53:33 We're not always able to. Use an index, but that is definitely, sped up, some of our query.
[Kathleen Moore] 10:53:41 And performance something that will continue to work on in each. Subsequent release.
[Kathleen Moore] 10:54:03 So that's all I have for the
[Kathleen Moore] 10:54:11 Okay, so what we've added in the list app, in the key release.
[Kathleen Moore] 10:54:23 Good answer more questions. Very much appreciate everyone's feedback today.
[Sara Colglazier] 10:54:32 I think like, and Jennifer mentioned and. Reaching out to down long, who, organizes the acquisition stick would be really great because, searching in the UI across the 2 segments is a big problem for us.
[Sara Colglazier] 10:54:54 Right now we're all concerned about fiscal year rollover so we're constantly trying to figure out you know what we still this that and everything so having.
[Sara Colglazier] 10:55:05 And, and, you know, also about price and everything. And it is just really, really hard.
[Sara Colglazier] 10:55:11 To get up the all the different data points and because acquisitions touches so many different apps.
[Sara Colglazier] 10:55:18 You know, including inventory, receiving, invoicing, finance, agreements and I think the acquisition sake would be really, really excited to see this and give you be able to give you lots of feedback.
[Kathleen Moore] 10:55:34 Thank you for mentioning that.
[Sara Colglazier] 10:55:55 That is not to say that this is not super exciting. Don't get me. I just want to emphasize that too.
[Kathleen Moore] 10:55:55 I guess.
[Kathleen Moore] 10:55:59 Oh, no, no, I think.
[Sara Colglazier] 10:56:02 This is so exciting to see this coming.
[Kathleen Moore] 10:56:05 You know, and I think it's essential to make sure that we have. The feedback from the people that are going to be using it.
[Kathleen Moore] 10:56:13 I know Joe, one of my colleagues did some, UAT on this, while I was out.
[Kathleen Moore] 10:56:20 But I'm not entirely sure how broad it was. And who will it included?
[Sara Colglazier] 10:56:38 I think also at least. And acquisitions were very cyclical like what we need to search for what we're focused on changes throughout the year.
[Sara Colglazier] 10:56:49 So right now, like I said, because we're all or many of us not all, but many of us are getting ready for fiscal year rollover.
[Sara Colglazier] 10:56:56 We're trying to close out the year. We're trying to figure out our budgets and all this, right?
[Sara Colglazier] 10:57:00 So, but Ask us in 2 months and we won't care a thing about those searches.
[Sara Colglazier] 10:57:07 We'll be in the new fiscal year. We'll have other things that we're concerned about searching and finding.
[Sara Colglazier] 10:57:12 So it very, so it could be a little bit about when Joe did the UAT. I know I didn't do it and I feel bad now but it's just it's just one of those things where you're just so focused on.
[Sara Colglazier] 10:57:30 A specific things that specific times of the year.
[Kathleen Moore] 10:57:32 Yeah, that makes a lot of sense.
[Kathleen Moore] 10:57:44 Well, excellent. I guess I'll talk to you all. Soon. And we'll talk on Slack in the meantime if you have other questions or things that you think of.
