Magda Zacharska will do a walkthrough of mockups as a first stage of the Bulk Edit project.
Discussion items
Time
Item
Who
Notes
5 min
Note-taker
Amelia
Amelia has graciously volunteered to take notes.
40 min
Walkthrough of mockups of Bulk User Edit workflow
Magda
Bulk Edit Mockups
Review of the proposed workflow
Identifying records for editing (searching & selecting records)
Editing records (add, remove, update)
Review changes
Confirm changes commit changes
Log changes
Handle exceptions
Mockups are in very early stages
Bulk edit as an independent app (starting with only user’s functionality)
Potential to save queries to be reused
Queries are done in the bulk edit app
Records could be selected individually
queries will use some controlled language in the form of dropdowns
Mockup includes some form of cross app searching
This is well outside the scope of the pilot
Combination of searching between Circulation and Users potentially planned for mid 2022
Potential to upload either UUIDs, Username, external system ID (once it is made unique), or user barcodes to match on
This behavior will be similar to the data export identifier upload
This would require having a list of identifiers pre-made
What would happen if those identifiers don’t bring up any matches?
Some kind of notification
It would be useful if these failed matches could be downloaded as a list
Select Edit/Delete
Select kinds of edits (this screen lists the number of records to be changed)
Multiple edits could be added to the changes list
Confirmation screen showing some of the matching records with a preview of the selected changes as well as a list of the changes that have been selected
Before the delete action is taken it will provide a list of records that cannot be deleted because of open transactions
This list would need to be downloaded in the case of a longer list
There may be some cap on the number of records that can be changed (at least in the pilot)
Many more things to be discussed around deletions
10 min
Revisit Profile Pictures
Brooks
The development work to remove the setting to disable/enable the profile picture has been done, should we allow them to add this to the project
Yes, this should be removed it is confusing to have the option to enable a feature that is not extant. We just need to make sure the change will be easily reversible when the feature is developed
In the long term this feature will need to be specced out
This kind of issue of features being incomplete, without any development planned should be addressed with a policy. Brooks will bring up this issue with PC.