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2022-8-23 Bulk Edit Working Group Meeting Notes

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Attendees (please add your name):

Magda Zacharska leeda.adkins@duke.edu Amanda Ros Jennifer Eustis (OLD ACCOUNT) Erin Nettifee Monica Arnold Kimie Kester Erin Weller  Lloyd Chittenden Timothy Dannay  Sara Colglazier Jackie Magagnosc Jeanette Kalchik Christine Tobias Autumn Faulkner Donald Depoorter Robert Scheier

Note Taker:

Robert Scheier  

Meeting Recording:

Discussion:

Topic
Housekeeping
  • Please add your name to the list of attendees
  • Please turn on Transcript option for the meeting
  • Bulk edit WOLFcon meeting is scheduled on August 31 at  4PM CEST (10 AM ET).  It is planned as a hybrid meeting (zoom and in person)
  • No meeting September 6th - Magda's vacations
  • Buk edit  - Morning Glory Bugfest tickets:

 

type key summary assignee reporter priority status resolution created updated due
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Expected behavior for: 
  • UIBULKED-122 - Implement logic for record counts when items bulk edit is triggered by holdings id
Existing behavior: 


UXPROD-3704  - Bulk edit holdings record locations - Survey results

Main questions to be discussed:

  1. What is the best way to present call number in the preview and confirmation screens?  Should each element be in a separate column or should they be combined in one?  What are the pros and cons for each approach?
  2. What is the use case for displaying holdings statements in the preview and confirmation screens? How should multiple values be concatenated?
  3. What is the use case for displaying holdings notes in the preview and confirmation screens? How should multiple values be concatenated?
  4. What is the use case for displaying Electronic access the preview and confirmation screens?  Should all the elements of electronic access to be displayed?  How should multiple values be concatenated?

Further details of the survey results available here

Notes are in progress...

Magda  02:31
I would ask everyone who is present today to add your name to the attendees' list. That helps later on when we discuss things we discussed in the past. A quick reminder that we have a Bulk Edit session in Hamburg on Wednesday, August 31, at 4 pm Central European Time, it's 10 am. Eastern Time. It will be a Hybrid meeting, which means it's for in-person and Zoom attendees. And the last housekeeping item is we are not going to have a meeting on September 6th, I will be on vacation, so I will not be available. If you have any comments, questions, or suggestions regarding WOLFCon, please feel free to reach out to me anytime, unless you want to speak up now and say something to everyone.

Magda  06:09

Let's dive into the Morning Glory bugfest tickets. As you see, the list is significantly shorter than last time; we have three remaining stories. Two of them are in code review. One is in progress. All of them are related to making MOD data export horizontal scaling. And the issue is not only for Bulk Edit but also for other modules that use it for exporting reports, e.g., EDIFACT exports, eHoldings exports, Circulation log, and Bursar information. All of them are using this module. So the work we put in here will benefit others as well. The other good news is that we were able to resolve the issue where once the Bulk Edit completes, the confirmation banner needed to be manually refreshed to provide the number of records affected or updated. This is done. We are not able to recreate it anymore. So it's good news. The links to the performance tests are here, they have not changed since the last meeting, and we will definitely be doing more tests once those three stories regarding horizontal scaling are addressed, and we are sure how the system behaves when we have more than one module available. And the questions?

Erin  08:16
So the other two things that are listed as known issues, it looks like we're going to talk about one of them, the other is going to be worked in no Nolana?

Magda  08:25
So the first, 122, will be worked on in Nolana. 

  • UIBULKED-122 - Implement logic for record counts when items bulk edit is triggered by holdings id

The second one, 203, is in progress now. The developer is looking into it. If ,we find a solution for this and we can squeeze it into Morning Glory then we will include it there. The issue occurs when you try to upload more than 3000 user records, which if this is the case and we we are not able to fix it in Morning Glory, I still feel it's okay if we move it to Nolana. I will know more about that at our next meeting.

  • MODEXPW-203 - "Fail to upload file" error with large amount of Users barcodes

In terms of the development status, if we look at the SCRAM board, in addition to the bugs that we are addressing from bugfest, the team is also working on the backend functionality for Nolana so that UI work can start in the sprint that started yesterday. So we will be addressing issues in Nolana. The links are here if anyone wants to review them. if you have questions please let me know.



Magda  10:30
So I would like to move to the expected behavior for the bulk edits-122. I have slides here and I can also demonstrate the behavior if this is not clear. So what is happening right now, is that if we upload a file with 25 holding records, and out of those 25 Holdings, only 20 holdings find a match, there are 5 errors with no matches. So does this result screen make sense?




Erin  13:03

So what can we control here? Can we add like a blue eye and show information? What are we able to do to try and provide clarity?

Magda  13:22
Just tell me what you think would make sense. And then I can discuss this with the developers.

Erin  13:33
Lita chimed in in the chat, and I definitely think more people should talk. But you know, that's valid, right? Y

Lita  13:43
This is a case we are used to seeing when you're working with holding IDs. And in this case, you want to edit all the items associated with those holding IDs. Some of those holdings are going to have more than one item.

Magda  14:02
Yes. And we will have the same behavior if we start, for example, editing holdings by providing instance IDs. There are many other use cases for this. So I just want us to come up with a solution or approach that would make sense so that it will not be confusing for the user. Bob has his hand raised.

Bob 14:34
Yeah, I just want to be sure I understand what the confusion is, is it because the user knows that they loaded 20 and they see the number 24?

Magda  14:45 - Magda clarified again what the issue is with the displayed results.

Erin  16:27
So I have my first suggestion is rather than using the word records, can we use the name of the identifier? Or say the name of the thing we're actually talking about, e.g., 24 item records 24 or 24 item records matched and five holdings UU IDs errored, or had errors.

Lita  17:01
I don't really have a problem with this top screen, because I can see here in the column that says barcode, if I have a barcode, I'm on an item. I would start to worry is if I have fewer numbers than I submitted.

Magda  17:25
This may happen as well, because if out of those 20 holdings, there were some holdings that did not have associated items, then you may end up say, 18 items, for example.

Erin  17:50
So I think adding the name of the record type in front of "record," and the type of the identifier in front of "error" would help.

Magda  18:01
Okay, so the top level would be 24 items records match. And on the errors, we will have 29 entries, and I need to investigate how we got to the number 29, to be honest because 29 is nowhere to be found here. But this is the bug on the technical side.

Erin 18:55
24 item records matched. And then you can say five UID errors. Or, yeah, I don't know the best way to handle plural versus singular there. I'm sure there's guidance somewhere about it.

Magda 19:15
Would it be okay as holdings identifiers errors?

Rein  19:21
I thought it would be easy just to use the name of the identifier, but I don't have a strong opinion about it. If anybody else does, please speak up.

Bob  19:34
On the left, you're using the term holdings UU IDs.

Magda  19:38
So you would like to preserve this naming? Correct?

Erin 19:44
I just think it would make sense in context. It looks like Christie has her hand up.

Christie  19:56
My question would be, are the errors always going to be related to the holdings UU IDs, because I can imagine that there is a holdings with an item and there was an error with the item.

Magda  20:13
You will see all the errors that occurred while matching the provided IDs.

Christie  20:28
So it will only be the holding UUIDs there?

Magda  20:35
In this case, the errors that are here will be IDS you have provided that don't match.

Chrisie  20:44
So my other question is, what happens if you have a holdings ID and it's got 10 items, but only nine items show up because one of them had an error? Would you even know about that?

Magda  21:09
This is a very good question. And why do you think would not? Why do you think that one of those would not show up?

Christie  21:25
That's a good question.

Erin  21:27
All that's happening here is you're giving a set of holdings record IDs, and then it should just return all of the item records that are on these holding UUIDs.

Magda 21:40
But this is a good question. So for example, if, let's say one of the item records, has some invalid data that prevents rendering it in the UI. Christy, is this the scenario you have in mind?

Christie 22:02
I didn't really have a specific scenario in mind. I was thinking about this from a quality control standpoint. How will I confirm that I'm changing everything I expected to change? And, looking at the errors, I would be really surprised if we'd never have that happen. And this scenario you gave is actually a really good one because we're finding that some of the data we migrated with is just not standing the test of time as we migrate from one version to another. So I think it's perfectly reasonable that we have items out there with data that will go stale and no longer be valid in the system or is corrupted for some reason. And you know, what happens in that scenario? And I would expect it to show in errors that, you know, there was one record that we couldn't pull for whatever reason.

Magda  23:16
So, in this case, let's say we have one item that did not show up. So we would add here a barcode and the comment, data corrupted. And then, you will need to know which is the value for holdings and which is the value.

Unknown Speaker  23:44
In Christie's scenario, you might not even get a barcode back.

Magda  23:49
But you will have the UUID.

Erin  23:56
My question is how does Bulk Edit know how many items it expects to get?

Magda  24:09
It doesn't know. It just gives you this is what it found for what it was given. We can track the errors that occur in the process. It will be kind of difficult to recreate this issue with the data. But let's come back to this at some point.

Bob  24:47
I just have a quick question. So what's happening down below under the errors is a simple match on the the UID in the spreadsheet to the UUIDs in the system. So no items are really being checked. It's just a simple comparison. So, it doesn't come into play regarding this error message down here, right?

Unknown Speaker  25:19
Yes, but

Unknown Speaker  25:22
it may come into play up above when we're trying to display the items. But it won't even do that, because it's it didn't, I'm sorry, yeah, so it makes the match. And there's five items attached to the holdings. And he tries to display it in the upper section here, you might get an error, right? If it's corrupted or whatever way at all.

Magda  25:48
When the user saves all matches locally, if there is a problem with one of those records, that may cause a problem down the road. I would like to table this and come back to this conversation. Our let me think about this. For now, obviously, we will not handle this case; the record will be excluded unless the problem is such that will prevent users from saving the matches found. The files of the matching records locally, let me think about this. And I will come back to this group. But this was a good point. Christie.

Unknown Speaker  27:23
Can I just add one, one thing I thought of, in terms of the messages about the different record numbers that are coming back? just occurred to me it may be a single box with multiple lines describing the results in one place might might read better?

Unknown Speaker  27:46
Can you could you repeat? A so instead of the we are talking about errors part, right? So you're suggesting that instead of one line to make it multi line or

Unknown Speaker  28:00
rather than I'm not saying this is just an idea that occurred to me to have single box somewhere in this maybe on the left? That is reporting the results of every type of record that came back the errors, and you know, the different verbiage for each results category, all in one place. So you're not scanning in different places for to make sense of the numbers. Just one idea.

Unknown Speaker  28:36
Okay, we can talk about this too. My understanding is that if everything goes fine, if there are no errors, and you see this top 24 This is all you really need. And when there are errors, you have them in one place and then it's followed by what went wrong. But I put this also on the list of things to discuss how make there's a little bit more prominent or the reporting more prominent. Are we any comments in the in the chat that I need that we would like to talk before we move to the next part? When we download a CSV of the preview file, do we get CSV with only the columns chosen? We are all columns. We got the whole record so

Unknown Speaker  29:36
that I know that's a bit of a non sequitur but it leads into our agenda items further down.

Unknown Speaker  29:44
So we you got everything in CSV format, whatever is in the in the item record. Okay, I can show you some example. polls, I believe I'm clicking here. So let me open up some examples here. So those are the user records and human video item record that I'm doing in that quick way of opening it in Excel. This is not the most elegant way. But I just wanted to show you the data quickly. So you see you have IDs, you have H IDs, holdings, you have the title, that is part of the record. And all the things that are part of the of the item record. Great, thank you.


Transcribed by https://otter.ai

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