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Meeting Agenda

Notetaker: Erin

Intro Discussion

  • Erin has asked Karen Newbery to put out a call to the FOLIO Implementers Group to encourage 2020 participants to send someone to join the UM SIG
  • Discussion of how we can communicate work outwards so folks can see what actually is working. No real consensus as to what might be helpful.


Multiple external IDs:

  • Discussion of proposal to add a table to settings, and then have ID info populated in the extended information accordion
  • General consensus - people think it's a good proposal, and appropriate.
  • Additions – scenario about bulk loading
  • Patty will take to Cate to get feedback on User Stories and move into the development process.

Discuss searching user names with diacritics.

  1. Some Jiras regarding diacritics:
  • Jana - colleague gave her feedback about search for "Müller" (w/umlaut) vs "Mueller" / "Muller" etc. and it didn't behave as expected.
  • Expect Müller even if you type u, or ue.
  • Björn has tried this in their test system, and it seems to work?
  • Search is working with a diacritics
  • Björn is not sure what is making this work. The records they have have been added manually through the GUI.
  • Do you want all the results to come back interfiled? Yes.
  • Patty - can we write some test cases with these examples? There is a bugfest coming in a few weeks (Sept 16 - Sept 20). Patty will write test cases for the next bug fest, and talk to Anton about including them. 
  • Patty will report back to us next week on status of this.
  • Our character set - UTF-8
  • Shanghai Public Library is joining FOLIO – that's cool.

Protecting User Records

  • Rankings right now seem reasonable to people - not sure at Cornell if they use this.
  • Uschi might now more about experience with this feature.
  • Patty - there's an example from Inventory of how they use data source fields, example, if a record comes from MARC, you can't edit it in Inventory.
  • Let's call this "protecting" records rather than "freezing"
  • Patty will write user stories about freezing a record.
  • mod-user-import-bl and mod-user-import? which APIs are affected
  • Michelle suggests thin thread with flag – Patty will focus on that for user story.

Proposed meeting agenda:

  1.  Discuss freezing user records, as brought up in this JIRA ticket:
    our meeting notes say we should look at this ticket before the meeting.
  2. Discuss searching user names with diacritics.
    1. Some Jiras regarding diacritics:
  3. Multiple external IDs:

Open Topics Requested from Meeting Attendees / POs

ItemWhoNotesDiscussed Today?Resolution / Next StepsCarry topic to next week?

Search function


Search function, esp. names with diacritics (Åäöü)

e.g. last name Müller or Åhman

Freezing/Protecting User RecordsErin

Discussing the Jira for freezing user records

UXPROD-242 - Getting issue details... STATUS (is this the appropriate issue?)

YNeeds more discussion outside of context of patron loader / bulk loader.N
Bulk User importErin

from Slack channel

Does anyone know (or can tell me) what the current, supported approach is (or will be) for bulk importing user records? I can see a github for mod-user-import, jiras for that project with comments that ask if that mod is still being supported. |I can see a very old jira ( for bulk-loading that was last updated last year.I can see a very old jira about performance improvements ( that was last updated last 

Patty to ask for info / updates from Ebsco staff while in Sweden next week

Deleting User Records

(not part of the discussion today)


Discussing the need for deleting patron records (no Jira currently; need for one discussed in comments of

UXPROD-291 - Getting issue details... STATUS

Patty to write user stories

Searching by specific fields

(not part of the discussion today)


Right now Users has general keyword searching; we will want to be able to search specific fields - IDs, emails, addresses, notes?

Perhaps one of these issues fits:

UXPROD-1015 - Getting issue details... STATUS

UXPROD-907 - Getting issue details... STATUS (New feature)

UXPROD-869 - Getting issue details... STATUS (Epic)

UXPROD-1941 - Getting issue details... STATUS (new feature)

Custom FieldsUschi

UXPROD-33 - Getting issue details... STATUS

the tag cap-mvp has been removed - reason? Further activities?

Multiple Patron Identifiers

Additional patron identifiers will not be in the MVP(?).  Conversation turns to custom fields and wondering if they are searchable.  Will custom fields work for multiple user identifiers?

Patty & Erin will work on users stories for:

  • Repeatable ID Field which must be 'nameable'


Patty will work on stories for:

  • the department field
  • preferred name/preferred pronouns