Attendees (please add your name):
Note Taker: Christine Tobias
- Recording and chat: https://recordings.openlibraryfoundation.org/folio/bulk-edit-working-group
October 3rd (10-10:30 AM ET): UAT for Lists App
October 17: UAT for Bulk Edit (Poppy) functionality
We need volunteers to write accessibility tests. Any of our member libraries able to assist? Is the Accessibility Work Group still convening? If so, could they help?
Development status: Finishing Poppy release work, focusing on Consortia app, Data Export, and OAI-PMH.
Outstanding issues from Orchid UAT:
|3||Query tab - hide for Poppy or rely on permissions?|
Previously, Query tab worked only for User records; Items and Holdings were not supported.
Query tab redesign:
|4||Changing note type: Order of actions|
Continue from 9/5 meeting: Changing note types
Behavior varies depending on order of actions submitted because bulk edit executes the actions sequentially in one round; the actions are not compounded nor executed independently. Bulk edit is performed on a "snapshot" of Inventory records.
Bulk edit #1: Administrative Note → Action Note
Bulk edit #2: Check-in Note → Administrative Note
Bulk edit #3: Action Note → Check-in Note
Much discussion/confusion about this functionality.
Discussion tabled. Will revisit after UAT.
|5||Discovery and staff suppressing instance records - (UXPROD-3992)|
Continue from Sept 5th meeting:
Unique resource identifiers for bulk edit of Inventory - Items, Inventory - Holdings, Users? UUID, HRID, System-controlled identifiers (LCCN, ISBN, ISSN, OCLC).
Duplicate records are identified and error report can be downloaded (.csv).
Check boxes to remove duplicates from list? Will need to show entire record rather than preview. Functionality will be available in future release. (Quesnalia)
Suppressing records that have Source MARC: Changes are made to the Instance record only. Underlying MARC is not changed.
Columns selected by default. Although user cannot edit the list, user can change the default selection. This selection is user specific and persist.
Columns selected by default for Fast Add: Instance status term, Resource title, Publication date, Resource type, ISBN, ISSN, Suppress from discovery.
Magda's spreadsheet: Instance records column by accordion
Are there columns we should not include by default? No. Let's include them all and leave the option for users to select the columns they wish to include.
Bulk edit - FOLIO holdings electronic access - (UXPROD-4008)
Bulk edit Electronic Access - Change Relationship
Allow edit elements of the electronic access:
Fields that are controlled vocabulary, selection will be made via a drop-down menu.