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FOLIO Bulk Edit�

Magda Zacharska – EBSCO

August 2022

| www.folio.org

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About Me

  • Originally from Kraków, Poland, currently living in Massachusetts
  • Worked as a resarch librarian at the Jagiellonian Library in Kraków and a cataloger Hillman Library at University of Pittsburgh
  • Involved in building software in different roles since 2000
  • Joined EBSCO in 2012, FOLIO in 2017

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Agenda

  • Bulk Edit (Morning Glory release)
    • User records – CSV approach
    • Item records – In-app approach
  • UX Research results
  • Demo
  • Nolana and beyond

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User Records – CSV approach (Pilot project)

  • Identify records by lists of identifiers
  • Download matching records in CSV file and make changes locally
  • Upload the updated file and commit the changes
  • Review errors (if any)

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Bulk Edit – Project evaluation

The CSV approach was positively accepted by expert users as they recognized the flexibility it provides.

However, majority of the FOLIO community opted for an In-app approach that would guide users through the bulk editing process.

The findings were confirmed by EBSCO’s UX Research study, that included FOLIO’s community members from Chalmers, Five Colleges, Stanford, University of Chicago, Cornell and Duke.

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Summary of findings:

Long term approach: An in-app editor that cuts through the data-level noise is the best long-term option for user workflow and customer satisfaction

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Inventory Item Records – In app approach

  • Identify records by submitting lists of identifiers
  • In-app form guides users through the process of:
    • Selecting fields to be edited and setting new values
    • Review changes before they are committed
    • Download the preview (if desired)
    • Commit changes
    • Review errors (if any)

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Demo

  • Update user records
  • Update item records

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Bulk Edit High-level Roadmap

  • Nolana (R3 2022):
    • User records (In-app approach)
    • Holdings locations
    • Items loan types
    • Delete user records - delayed
    • Delete Item records - delayed

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  • Orchid (R1 2023)
    • Loans (loan dates)
    • Requests (hold dates)
    • Tags (add and remove tags)
    • Permissions (remove)
    • Advanced query – single record

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Bulk Edit High-level Roadmap

  • Poppy (R2 2023)
    • Ledger data
    • Orders (fund code, vendor)
    • Finances (budget)
    • Cross app search
    • User saved queries

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  • Queen Ann’s lace (R3 2023)
    • Delete instances
    • Cross app queries
    • Instances
    • Fees and fines
    • Patron blocks
    • Custom fields

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Bulk Edit High-level Roadmap

  • Rocket (R1 2024)
    • Scheduling
    • Licenses
    • Agreements
    • Course reserves

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  • Sunflower (R2 2024)
    • SRS Bib records
    • SRS Holdings
    • Authorities

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Bulk Edit – Additional information

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Questions?

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