2023-09-20 Meeting notes: UI options for "save" button | part III

Date

Meeting Time:   12 pm ET / 5 pm UK / 6 pm CET

Zoom

Meeting URLhttps://zoom.us/j/869183544  - Password needed: please see here.

Recordings Mondays (since February 2022)

Housekeeping

Discussion items

  1. UI options for "save" button | meeting with UX/UI designers and Stripes team members to agree on a way forward (Gill Osguthorpe Kimie Kester Zak Burke )
    1. Mock-ups by Gill
  2. Responsive text fields UXPROD-4431 - Getting issue details... STATUS
  3. MCL: export complete lists

    1. is a Spike created?
    2. are there possible ways from a technical perspective to export full MCL list to excel?
      1. possibly create a Spike if not yet existing
  4. further MCL agreements: UI / UX agreements across apps → if no tickets existing → Martina will create them


Minutes

UI options for "save" button

Mock-ups by Gill

Results

A | 1st question - pattern - single choice

B | 1st question - pattern - after adding the alternative choices from the comments section

C | 2nd question - options to change primary Save button

D | Comments

Requirements

Requirements Notes
A keyboard shortcut for each save function should be implemented as well. Perhaps ctr+alt+R for save and close (release record from editing)?
Save & keep editing: record should stay in edit mode, not refresh the pagejust save data
Save & keep editing: no long loading times
Save & keep editing: editing should continue where the user "left" the record
Fixed buttons
Confirmation: green toast / banner to confirm that data is saved
Showing the time of the last save in edit mode | close to the save button | administrative data

Meeting notes

  • in general the community voted on 2 buttons, the shorter labels were preferred
  • Martina  will create an umbrella ticket, the different teams can create subtickets, that can be cloned
  • there will be separate tickets for:
    • save button option taht community agreed on
    • customisation option that is preferred
  • reason: the more complicated development on customisation should not stop the UI for save buttons to be implemented across FOLIO
  • Owen will present the UI agreement for save buttons in a PO meeting

Requirements

  • different event handling
  • question tbd: is it possible to share a form template

Responsive text fields

UXPROD-4431 - Getting issue details... STATUS

  • we should do a poll to learn whether
    1. this change should apply to all text fields and should be applied globally
    2. or whether it is a field by field decision | attributes can be added individually per text field

MCL: export complete lists

  • is a Spike created? → no
  • are there possible ways from a technical perspective to export full MCL list to excel? → yes
  • possibly create a Spike if not yet existing
  • how do we handle handle too many rows to export? →
    • add a warning?
    • reject the download
    • do the download via data export → submit data (UUIDs) to data export
  • what is a reasonable amount of data? - needs analysis
  • Kristin in chat: You can download every single order in FOLIO right now.
  • in orders: it is requesting 25 IDs at a time
  • filtering afterwards ine xcel is easier than filtering in FOLIO and then exporting
  • Kristin sometimes exports 50.000 records - takes time, but that is okay

Next steps

  •  

Chat

18:01:20 From Martina Schildt | VZG To Everyone:
    AI Agenda for today: 2023-09-20 Meeting notes: UI options for "save" button | part III
18:02:17 From Charlotte Whitt To Everyone:
    Interesting diagram 😊
18:02:32 From Martina Schildt | VZG To Everyone:
    Reacted to "Interesting diagram ..." with 😊
18:07:06 From Dung-Lan Chen To Everyone:
    I'm noting attendance in case you wonder what I'm updating the page on
18:10:37 From Kristin Martin To Everyone:
    BRB
18:13:44 From Kristin Martin To Everyone:
    back
18:16:21 From Dung-Lan Chen To Everyone:
    I think answering the questions from the survey is a great idea
18:32:15 From Kimberly Pamplin To Everyone:
    Currently it looks like save & keep editing in inventory will kick you back to the top of the record.
18:33:04 From Kimberly Pamplin To Everyone:
    It's fixed
18:35:36 From Dung-Lan Chen To Everyone:
    Yes, confirming an action happened is helpful!
18:36:15 From Gill Osguthorpe To Everyone:
    Showing the time of the last save would be nice.
18:53:23 From Kristin Martin To Everyone:
    You can download every single order in FOLIO right now.
19:00:01 From Kimie (Keemee) Kester To Everyone:
    Thank you, Goodbye
19:00:04 From Kristin Martin To Everyone:
    Thanks!

Attendees

Present

Name

Home Organization

xAmanda RosTAMU

Ann-Marie Breaux

EBSCO


Brooks Travis

EBSCO

x

Charlotte Whitt

Index Data

x

Dennis Bridges

EBSCO


Dung-Lan ChenSkidmore College
x

Gill Osguthorpe

UX/UI Designer - K-Int

x

Heather McMillan Thoele

TAMU


Ian Ibbotson

Developer Lead - K-Int


Jana Freytag

VZG, Göttingen


Khalilah Gambrell

EBSCO

      xKimberly PamplinTAMU

Kirstin Kemner-Heek  

VZG, Göttingen

x

Kristin Martin

Chicago


Laura Daniels

Cornell


Lloyd Chittenden

Marmot Library Network


Marc JohnsonK-Int
x

Martina Schildt

VZG, Göttingen


Martina Tumulla

hbz, Cologne


Maura Byrne

Chicago


Mike Gorrell

Index Data

xNatascha OwensChicago
x

Owen Stephens

Product Owner -  Owen Stephens Consulting


Patty Wanninger

EBSCO


Sara ColglazierFive Colleges / Mount Holyoke College Library
xKimie KesterEBSCO

John CoburnEBSCO
xZak BurkeEBSCO

Action items

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