WEBVTT

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Hello!

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Someone actually rang my doorbell, and I was like,

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Like, what's going on? I live in an apartment, so that doesn't happen very often. I was very excited.

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The little things in life.

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Um, alright, let me get screen sharing set up here.

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Sweet. Alright.

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And do we have Joe?

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I do have to.

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Thank you, uh, disembodied voice of Joe.

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Okay, uh…

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Looks like people are piling in. Hopefully, I did not, again, send people to the wrong Zoom link, but uh, I guess we'll find out.

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on Slack, if I did. Um…

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Alright, uh, so, uh, to get us started off, uh, we have, um, just a little bit of housekeeping to take care of. Um, the first is upcoming sessions.

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We do not have anything scheduled for this coming Monday.

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I will check one more time on Slack if there are any topics, or feel free to shout it out.

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Um, but if there are no topics, I will go ahead and cancel that, the meeting on, uh, Wednesday,

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Uh, April 1st.

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is going to be canceled for calendar calming. I think that's the week of Easter, um, which might be

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Boy, that's a little bit different than normal?

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Um, so let me know if you have any topics for these, otherwise we'll go ahead and cancel.

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The next thing, um…

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We are, of course, still in search of a new co-convener. I know that Laura is very interested in being

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potentially a co-convener, uh, but we need at least two to make it a co, of course.

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Um, so we'll keep asking, um, if there's anyone who would like to step up.

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Um, I will, of course, stick around, uh, for March and April, and then we'll start figuring out if we have an actual problem on our hands.

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And then the last thing that I wanted to, uh, ask is I created a…

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draft of a cross-app stay working session.

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Um, but we need to find someone who will actually

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probably be at WolfCon, or at least virtually at WolfCon, to submit this, um, because I will be neither, and I've been told it's…

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challenging to change, uh, who the speaker is, like, the main speaker.

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Um, so if you'd like to volunteer, uh, let me know, and I'll post again on Slack. I think I already posted this one.

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That's all the housekeeping I have. Did anyone else have any other announcements they wanted to make?

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Okay, sounds good. Um, alright, so that is you, Joe. Did you want to share your screen, or do you want me to just…

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Keep sharing.

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No, I'm not here.

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It doesn't matter, because really all I've got is the page.

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I'll just pull it up then.

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Oh. Yeah.

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Um, but yeah, so this actually originated with…

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Uh, was it Zach Burke?

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The person responsible for the Stripes team?

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raised this with, uh, with me.

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Um, basically the court issue is that stuff that was developed very early on for acquisitions that was identified as an acquisitions requirement.

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um… behaves differently than…

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what is coded in Stripes as the default behavior.

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And…

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Behaviors should be in stripes wherever possible, because we want Folio to behave consistently.

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So, the issue that we're facing

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is, um…

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we've got business requirements.

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that exist in acquisitions, and this specifically pertains to…

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Um…

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facets and filters, like, pre-selected filters.

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in given, uh, applications.

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So, I believe the stripes default is when you enter an application, nothing is selected.

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But in acquisitions.

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Uh, the acquisitions module remembers

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what was last selected.

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And so, um…

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your pre-selected filters will carry on from session to session.

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The problem with that is if a user copies and pastes a URL,

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It's going to behave differently.

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Um, so this is where we…

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Um, I said, you know,

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the acquisition SIG, I think, is generally happy with the behavior.

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Um, but it's inconsistent with folio at large, so I wanted to come to…

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this broader group, this broader cross-app group.

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to discuss ways in which we might possibly find the best of both worlds.

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Or how do we resolve this conflict? Because…

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Um, having one app

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with separate behaviors. Again, inconsistency isn't good, but it's also challenging, uh,

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Just in terms of…

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testing and migration and translations, and all of those little under… other underlying things.

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that feed into, uh, stripes.

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So that's… that's really why I'm… I'm… I'm coming to you, because we do have a business need.

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for creating durable filters.

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But I also recognize that that's not necessarily universal.

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Laura, I see you have your hand up.

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Hello!

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Yeah, I was thinking about this when I read this and hearing you talk about it, thinking about it again, that I could see a lot of area… other places where

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Some users really might want and benefit from durable filters.

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Um, and so my ideal solution to this is probably a whole lot of work, but would be

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to… to make this personalizable across Folio.

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Across the app, so that in every app,

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The filters are not…

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By default, sticky, but…

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Um, each user or institution.

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could set…

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filters, and I'm thinking of something like in inventory.

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If something is staff-suppressed. Some institutions really want that always

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to be, um, not true for the default. Others want it to not be not true.

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Um, so I… I see some potential here to…

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to come up with a better experience for everyone if it's possible to prioritize that work for personalization.

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I'm not opposed to, uh, it might be a lot of work.

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Um, I know there's…

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a growing number of, of, uh…

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cases where we're starting to do personalization work.

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And this does seem like it would be a good candidate, which is why I wanted… one of the reasons I wanted to discuss it more thoroughly here.

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Um, especially if I can dump it onto stripes rather than keeping it in ThunderJek, that would make me ecstatic.

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But, um…

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Yeah, so, um, I definitely don't want to discount that.

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But I think…

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Um… yeah.

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Yeah, this is just a question, if this is part of why the behavior is different. So.

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in reg- like, if you're in orders right now, and you do… You do a search.

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Um, and you open up, say, like a PO line, let's just say, and you do another search.

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Um, it doesn't close the peel line that you're looking at, you know?

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But if you're in inventory, it closes like the record that you're… we're currently looking at.

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Is that also going to be part of this change, or is that, like, a separate, um, issue?

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Uh, Kristen, I see you've got your hand up as well.

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I think it…

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Because sometimes it throws people off. Like, you know, they… do you know what I'm saying? Like, if you do a search, especially, like, if you do, like, a general search.

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and then you're like, oh, you know what, I actually, I have this really specific number, and then you can do a search for that number. You'll see the results.

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in your details, but then what's actually open is not going to be related to your search anymore.

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Right. Um…

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that hadn't been factored in, but uh… I…

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definitely think it's something that could be added.

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to, uh, the page as…

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an additional aspect of the problem.

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So, I'm glad… I'm glad you… you mentioned that, um, because this is some… another thing that we probably should raise with Stripes.

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Because, again, this is about… this is about consistency across apps.

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Yeah.

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Um…

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And so related to that, what…

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should the behavior be? I would assume that in most cases, if you're…

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working, uh, in multiple…

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areas or tabs, and you have to switch back and forth, you would want some memory of where you were working.

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I know in acquisitions, it's particularly important, because so many various components of the system are…

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are impacted.

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I don't know enough about inventory to, uh…

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to say for certain…

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why that decision would have been made, but…

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Yeah, let's…

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Yeah, I think, you know, I like where Laura was going here, too, is just.

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Like, I know right now, if I'm working in acquisitions versus working in inventory, it just works different.

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Uh, and so I've gotten in the habit of, like, oh, if I'm doing a search in an orders, I better make sure there's no filters on that I don't want, because I had previously done a search that used these filters. Um, so I think the idea of maybe making a customizable.

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Yeah, so…

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First of all, though, I'd say

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Or this isn't the only app that has

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uh… maybe some… some different behaviour,

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around filters, and it's something that's been…

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Um, an issue in agreements,

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And…

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well, mainly agreements, I think.

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as well, which is that

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we've always had a default set of filters that are applied.

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Um, automatically.

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Um, on visiting the app.

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Which, um…

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Which is kind of partly because… I mean, essentially,

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the reasoning, I suppose, goes initially that

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if you've got a set of things where

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some things are shown and some things are not.

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Um, and you have…

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some, uh…

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like, orders or, like, agreements where…

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those things that are in the past and no longer active are really

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I'm rarely of interest to the current user. I mean, not never. Obviously, sometimes you want to find the specific thing.

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Um, but often you're dealing with, you know, what is currently

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active on the system, then

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having the user have to click that filter every time.

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feels like an imposition on the user.

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and not great usability. So…

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Um, so Agreements has…

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some default filters. They don't work in quite the same way as

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the orders ones, and that leads to some…

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different behaviour, so the exact

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issue, I think, that led to this being raised in the first place was that…

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If you paste a URL in orders,

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actually then the…

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filters are applied on top of the URL you have pasted, so…

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you… you kind of get a situation where the user's pasting a URL and then really not getting

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the results they're expecting.

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I'm in agreement, we always…

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defer to what has been

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put into the address bar. So the address bar is the lead

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thing, not the, um…

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Not the app never overrides what's been put into the address bar.

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Um, so there's some different behaviour there, but I think

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probably, like, the reasons at the heart of why agreements behave differently…

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you know, overlap, at least, or are the same for why orders behaves differently in terms of

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the desire for use from the desired behavior from a user perspective.

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And we have always kind of said,

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making it customisable per user is probably the ultimate

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like, behavior you'd want here, that they could define.

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Uh, the default filters that are used.

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And I guess that actually in…

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Um, inventory, there's kind of a bit of a…

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a cheat to this, which is there's the staff suppressed

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thing that I think just automatically applies unless you…

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kind of…

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It… that was changed, because so many of us

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Okay.

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had problems with it.

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So… so that…

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Yeah, so that was a behaviour, but it's just that this…

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This idea of automatically having some filters

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is a desirable behaviour, and I… I do think…

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that having customizable

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options is probably the right way to go here. I… I…

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I do think still…

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you… if somebody pastes something into the browser bar,

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I think overwriting that is dangerous. I think that that… that stops sharing… that stops users sharing links, and I think that that should be…

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something that we should not do. I think that we… I think whatever solution here has to avoid…

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a situation where you can't freely share a link with a colleague.

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And… and have the behaviour

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essentially have them see what you, you know,

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what you expect them to see. But, um…

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I think that having some ability to customize default filters,

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Um, maybe even having some way of applying a set of filters that you've previously saved.

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Um, uh…

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Rather than having to click through every

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Every filter that you want to apply to a particular scenario would be a really good idea. And to some extent,

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That is also something that we do in the…

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Um, dashboard app.

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is that actually what that allows the user to do is to save a fault… a set of filters.

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Which, uh…

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are used automatically. Um, it's a bit of a different scenario, but it… but it's… I think, ultimately, it's the same idea that

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Some searches are more useful than others, and you might want to do them

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on a regular basis, and therefore…

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being able to access those searches and filters very easily is a…

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a good behaviour. So, certainly very much in favor of…

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Having this customizable both at a tenant level, I think tenant level

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options are good, um, but I think ultimately you need it at a personal level, because…

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Um… staff… different members of staff will have different…

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purposes that they go to the search screen to…

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to fulfill, and I think that that's…

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really important, um…

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you know, if you're only dealing with

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monograph orders, why not have that as a filter that you've, you know, you're starting with? You don't need all the rest of the…

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the stuff in there, so…

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Yeah, uh, that's a long-winded way of saying

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I'm with you, Joe. Um, I do think there are some

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things we need to be careful about in terms of how pasting URLs work specifically, but in general.

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I think having some level of customizing both of the tenant and at the

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personal… the user level is…

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Oh, and I see you've got your hand up, and I saw, uh, Tara, you posted an important question in the chat as well, so go ahead, Owen.

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Yeah, the… where we do the custom… where we would do that… that setting of things.

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Um…

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I think it's safe to assume that most people

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given the option, would prefer that it be personal rather than tenant-wide.

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And I'm… I'm thinking a small library would probably be fine.

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with tenant-wide…

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Just based on their workflows, but when you get into larger institutions,

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Where you have specialized staff that work in specialized areas.

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that… that could actually be counterproductive, because then you'd have…

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Um, for instance, if you have

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acquisitions and serials acquisitions that are…

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separate, or e-resource acquisitions that are all separate.

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they're probably going to want separate

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defaults for different types of defaults, so…

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Um, in that case, having it durable…

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From session to session.

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or having a personalized per user.

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would make a lot more sense. So, um…

00:24:30.000 --> 00:24:36.000
I think in terms of doing it… I mean, I'm kind of of the opinion, even if it's more work, let's do it right the first time.

00:24:36.000 --> 00:24:39.000
Especially since we are now

00:24:39.000 --> 00:24:43.000
introducing awe.

00:24:43.000 --> 00:24:47.000
some level of personalization.

00:24:47.000 --> 00:24:50.000
Um, the other… the other question, then,

00:24:50.000 --> 00:24:56.000
would be with the personalization, because we don't want death by a thousand paper cuts.

00:24:56.000 --> 00:24:59.000
Um, would we want to, like,

00:24:59.000 --> 00:25:06.000
for me, portfolio, remember all my settings, or would we want to break it down, say,

00:25:06.000 --> 00:25:10.000
Uh, by… app.

00:25:10.000 --> 00:25:16.000
or by some other area, because I don't… I don't want it.

00:25:16.000 --> 00:25:22.000
like, um, I'm assuming if you wanted in orders, you'll probably also want it in invoices and receiving.

00:25:22.000 --> 00:25:25.000
I could be wrong. Um…

00:25:25.000 --> 00:25:31.000
But, like, does it make sense to do an app acquisitions, or do I have to do it for each…

00:25:31.000 --> 00:25:34.000
armed. Each little sub-component.

00:25:34.000 --> 00:25:37.000
Um…

00:25:37.000 --> 00:25:51.000
I guess. It's… yeah, the question is, what is… what is the sweet spot in terms of granularity?

00:25:51.000 --> 00:25:55.000
This personalization here remember the last thing I did, or set defaults?

00:25:55.000 --> 00:25:58.000
I was thinking, um…

00:25:58.000 --> 00:26:01.000
remember the last thing I did?

00:26:01.000 --> 00:26:04.000
would, like, either remember or don't remember.

00:26:04.000 --> 00:26:06.000
Um…

00:26:06.000 --> 00:26:09.000
But… we could certainly look…

00:26:09.000 --> 00:26:12.000
at setting defaults.

00:26:12.000 --> 00:26:16.000
Although, setting defaults

00:26:16.000 --> 00:26:19.000
would then require… the setting defaults would require a lot more work.

00:26:19.000 --> 00:26:22.000
Because then we'd need to figure out a place where to set defaults,

00:26:22.000 --> 00:26:29.000
or save what I've got as the default for this application.

00:26:29.000 --> 00:26:37.000
So, Joe, it sounds like you're saying that what you're proposing is app-by-app or folio-wide, you could set

00:26:37.000 --> 00:26:40.000
for the user to remember the last thing that they did.

00:26:40.000 --> 00:26:51.000
But I'm also hearing a lot of, like, there should be defaults and they should be different for different members of staff.

00:26:51.000 --> 00:26:52.000
But it sounds… yeah.

00:26:52.000 --> 00:26:54.000
And again, I'm not really, you know, I'm not… I'm not necessarily married to a certain…

00:26:54.000 --> 00:26:56.000
I'm more trying to get to

00:26:56.000 --> 00:27:04.000
what would the ideal case be here? We're gonna have to look at this. So, that's kind of why I'm coming to you as…

00:27:04.000 --> 00:27:06.000
you know, this was, uh…

00:27:06.000 --> 00:27:09.000
brought to me by Stripes, saying,

00:27:09.000 --> 00:27:13.000
This is inconsistent. So, if we're gonna make it consistent, I want to do it right.

00:27:13.000 --> 00:27:18.000
And I want to talk with…

00:27:18.000 --> 00:27:24.000
a group that is invested in folio at large and in multiple applications, because consistency is key.

00:27:24.000 --> 00:27:27.000
So, if we're going to do it consistently, and if we're going to put it into stripes,

00:27:27.000 --> 00:27:32.000
How would we want it to work? How can we make this really good?

00:27:32.000 --> 00:27:33.000
So I'm…

00:27:33.000 --> 00:27:41.000
I mean, I'm definitely on Team Default, but my job's different from a lot of library users, so…

00:27:41.000 --> 00:27:45.000
But it sounds like there are maybe others here who are also on Team Defaults.

00:27:45.000 --> 00:27:46.000
I'm…

00:27:46.000 --> 00:27:47.000
I'm… oh, sorry, go ahead.

00:27:47.000 --> 00:27:49.000
Go ahead.

00:27:49.000 --> 00:27:57.000
I was gonna say, I'm very much on team defaults, because I know I'm not always going to folio to do the same thing.

00:27:57.000 --> 00:28:02.000
And the apps that do remember what I did last time always throw me.

00:28:02.000 --> 00:28:08.000
Because they're showing me something that was relevant to me last week, maybe.

00:28:08.000 --> 00:28:10.000
Um, and I think…

00:28:10.000 --> 00:28:14.000
it's rare. There are cases, but I feel like it's rare where a

00:28:14.000 --> 00:28:23.000
a library staff person really only ever does one thing.

00:28:23.000 --> 00:28:25.000
And, like, the behavior in…

00:28:25.000 --> 00:28:28.000
orders right now, at least, seems like it's, like,

00:28:28.000 --> 00:28:31.000
remember that you searched for newspaper a week ago? Is that right?

00:28:31.000 --> 00:28:37.000
Yes, and it always makes me wonder what I did wrong, because I'm expecting

00:28:37.000 --> 00:28:50.000
something different than, you know, what I might have done literally because I don't look in orders very often. I… I don't remember that I did that search. So I think it's making stuff up.

00:28:50.000 --> 00:28:59.000
Yeah, like, here's an example. So, if you're looking here, for example, we at Chicago should not have any order lines that are in the pending.

00:28:59.000 --> 00:29:06.000
category. But I might search I might filter depending to find those out and be like, oh.

00:29:06.000 --> 00:29:20.000
These are a problem because, you know, something went wrong and somebody didn't finish them, or whatever, so let's figure out what's happening. Then, if I come back to orders later, and I have an actual, like, PO number.

00:29:20.000 --> 00:29:37.000
I don't want it to be limited to pending. Like, I was doing that search because I, you know, needed to find things that were pending, and it was great, it was easy to find them, I got the report, I exported it out, you know. But when I'm, you know, if I'm searching by a PO number, I don't… I have to just make sure I reset my limits.

00:29:37.000 --> 00:29:46.000
Um, so I think that that's a little different, like, I would not choose to have, I only want to look at pending order lines as a default.

00:29:46.000 --> 00:29:52.000
Um, but I like having that filter as an option to like check for it, you know.

00:29:52.000 --> 00:29:57.000
Maura, I see you have your hand up.

00:29:57.000 --> 00:30:08.000
Yeah, and this might be. you know, trying to, like… Come up with a technical solution before we've defined what we want.

00:30:08.000 --> 00:30:18.000
But what that sounds like to me is that, like, you've done this thing, your browser remembers it, at least for the duration of your browser session.

00:30:18.000 --> 00:30:27.000
and that, you know, it will forget it when you if you do it again, unless you have something specifically.

00:30:27.000 --> 00:30:37.000
set as a default. Um, but… you know, sort of… I'm thinking visually, if you have something where.

00:30:37.000 --> 00:30:54.000
Your browser session is going to remember. a filter that you put on, then maybe the thing to do is to have the… you know, like the indication of the filter being applied.

00:30:54.000 --> 00:31:08.000
being, like, put at the top of this, like, list on the, um… on the left side here in the left column where we have, you know, repeat receipt status and payment status and etc. And etc. If that one could sort of be…

00:31:08.000 --> 00:31:23.000
You know, listed up top to say, oh, by the way, right now, you're filtering for this for at least the duration of this browser session. Um, and if you want that to change, you can, you know, unfilter.

00:31:23.000 --> 00:31:36.000
So that's, you know, that might be getting ahead of, you know, what we're what we're talking about, but it seems like, you know, we're doing, you know.

00:31:36.000 --> 00:31:41.000
It seems like what we're looking for, you know, the I wish involved.

00:31:41.000 --> 00:31:53.000
Is that we'd like to be able to do things in the short term and have something remember, you know, in work that you're doing now, which we could call like.

00:31:53.000 --> 00:32:10.000
you know, the app remembers it for the duration of the browser session. And then forgets it tomorrow when you reopen the browser. As opposed to something you can set as a default thing, because it's something you do.

00:32:10.000 --> 00:32:23.000
Every time you're in that app. Um, do I do I have that right?

00:32:23.000 --> 00:32:24.000
But not with AI.

00:32:24.000 --> 00:32:29.000
Yes, Laura. Of course we want Folio to read our minds. But, uh, um… No, no.

00:32:29.000 --> 00:32:31.000
AI is just a dressed up Clippy.

00:32:31.000 --> 00:32:36.000
Yeah, um, so I agree with what Tara says about, um,

00:32:36.000 --> 00:32:38.000
If you paste the URL,

00:32:38.000 --> 00:32:42.000
the URL should be obeyed hard stop.

00:32:42.000 --> 00:32:49.000
And I think we agree with that. Um, and I think that's one of the stated outcomes that we need. So…

00:32:49.000 --> 00:32:57.000
Um, Tara, I'm gonna put your mind at rest. That is one of the acceptance criteria for doing this, because you URLs do need to behave consistently across the board.

00:32:57.000 --> 00:33:03.000
Um, what I was going to ask is… so we're on… this is actually a really good screen to be on.

00:33:03.000 --> 00:33:07.000
Um, where…

00:33:07.000 --> 00:33:11.000
How would… what would be the…

00:33:11.000 --> 00:33:15.000
process, workflow, uh, UX, whatever.

00:33:15.000 --> 00:33:19.000
that you would expect if you want to set

00:33:19.000 --> 00:33:22.000
a default search slash filter.

00:33:22.000 --> 00:33:26.000
like, how would you want to say, I'm here in orders,

00:33:26.000 --> 00:33:28.000
this is what I want as the default.

00:33:28.000 --> 00:33:33.000
Because if we try to go into settings…

00:33:33.000 --> 00:33:43.000
Um, and do that for every screen. It's going to be death by a thousand paper cuts.

00:33:43.000 --> 00:33:49.000
So you're picturing, like, like, kind of… I don't know if I can bring one of these up, uh…

00:33:49.000 --> 00:33:56.000
I'm sure someone knows what I'm about to say, but like, you know, like, these little buggers here? Like, you're picturing one of those up here.

00:33:56.000 --> 00:33:58.000
Where you could set defaults or something like that?

00:33:58.000 --> 00:34:03.000
It's just something somewhere.

00:34:03.000 --> 00:34:04.000
Yeah.

00:34:04.000 --> 00:34:05.000
Um, like, and I'll probably need… I'll need to talk with Kimmy about it, too.

00:34:05.000 --> 00:34:12.000
But, like, what would be quick, easy, painless, not take up too much real estate, and… and just…

00:34:12.000 --> 00:34:15.000
makes sense. Because, like, the…

00:34:15.000 --> 00:34:18.000
Or, like, something up here.

00:34:18.000 --> 00:34:19.000
Yeah.

00:34:19.000 --> 00:34:25.000
Yeah, I think being over on the search and filter side would make more sense than over on the actions.

00:34:25.000 --> 00:34:27.000
side.

00:34:27.000 --> 00:34:29.000
Yeah, I was picturing, like, little…

00:34:29.000 --> 00:34:34.000
little… whatever icon means default to all humans in existence.

00:34:34.000 --> 00:34:38.000
like, on this thing. Um, but this seems like…

00:34:38.000 --> 00:34:42.000
Mostly, I just want to know what Kimmy says, because…

00:34:42.000 --> 00:34:44.000
The last suggestion was great, and…

00:34:44.000 --> 00:34:46.000
I'm smarter than me.

00:34:46.000 --> 00:34:51.000
Yes. Kimmy is so good.

00:34:51.000 --> 00:34:54.000
Um,

00:34:54.000 --> 00:34:56.000
But yeah, if I walk in with…

00:34:56.000 --> 00:35:03.000
like, a bad idea, then she'll take it and make it way, way, way better, rather than if I walk in with no idea.

00:35:03.000 --> 00:35:04.000
But… yeah.

00:35:04.000 --> 00:35:06.000
We've had at least two medium-okay ideas, so…

00:35:06.000 --> 00:35:08.000
Yeah, yeah. So…

00:35:08.000 --> 00:35:15.000
Um, but I'm definitely getting loud and clear that having it in the search and filter bar somewhere, and maybe having a little icon.

00:35:15.000 --> 00:35:19.000
Or… or the orders drop-down.

00:35:19.000 --> 00:35:20.000
Yep.

00:35:20.000 --> 00:35:22.000
Or something like that. Just…

00:35:22.000 --> 00:35:25.000
set as, you know…

00:35:25.000 --> 00:35:31.000
Yeah, set default filter.

00:35:31.000 --> 00:35:34.000
Owen is asking…

00:35:34.000 --> 00:35:40.000
Do we need to collect user stories about when it's useful to preserve the last filter and when it's useful to have defaults?

00:35:40.000 --> 00:35:46.000
And when it's useful to have no fig… no, uh, filter set.

00:35:46.000 --> 00:35:47.000
I think it would be worth doing.

00:35:47.000 --> 00:35:51.000
Um, I think in the absence of that, it makes sense…

00:35:51.000 --> 00:35:56.000
to have memory within a folio session.

00:35:56.000 --> 00:36:04.000
And defaults on a clean login.

00:36:04.000 --> 00:36:07.000
But that's just me.

00:36:07.000 --> 00:36:14.000
Like, if I log out and log back in, I should expect everything to be clean. If I'm staying logged in, I'd want the memory, but…

00:36:14.000 --> 00:36:25.000
I'm a sample size of 1.

00:36:25.000 --> 00:36:35.000
Hard refresh also resets, yeah.

00:36:35.000 --> 00:36:43.000
In my work, I am more likely to be frustrated by a filter still being applied that I forgot I set.

00:36:43.000 --> 00:36:53.000
than I am by having to set the filter, but that's also sample size of 1.

00:36:53.000 --> 00:36:54.000
You know,

00:36:54.000 --> 00:36:55.000
Well… Oh, sorry.

00:36:55.000 --> 00:36:59.000
I'm just… go ahead.

00:36:59.000 --> 00:37:11.000
I was wondering to follow up on Laura's question and and the notion that you know, like, if you send a URL, and you want it to behave the way.

00:37:11.000 --> 00:37:19.000
the URL, you know, is set. and not sort of override anything.

00:37:19.000 --> 00:37:34.000
Do you want, um, does that mean that. Does that mean that the app contains the filter and continues to contain the filter that's included in the URL until like you close that tab.

00:37:34.000 --> 00:37:41.000
And open a new one. Or does that filter propagate for the remainder of your browser session?

00:37:41.000 --> 00:37:50.000
Um, in which case you can… someone can… inadvertently set filters for you.

00:37:50.000 --> 00:38:02.000
By sending you a URL and then you click on it, there's a filter being set to get you the data you're looking for. And then when you come back to do something else, that filter is still.

00:38:02.000 --> 00:38:09.000
is still working.

00:38:09.000 --> 00:38:10.000
No, it's clear, it's something to think about.

00:38:10.000 --> 00:38:18.000
and thus might confuse you.

00:38:18.000 --> 00:38:24.000
I see Charlotte's comment about, uh, an alternative to listing in the top of the search.

00:38:24.000 --> 00:38:28.000
of a colored icon next to the given filter being selected as default.

00:38:28.000 --> 00:38:31.000
I was thinking about, like, right under…

00:38:31.000 --> 00:38:34.000
and just spitballing here, right under the search and filter.

00:38:34.000 --> 00:38:41.000
as you check and uncheck, you have, like, a box that basically creates… shows you exactly

00:38:41.000 --> 00:38:45.000
what's in real time. So, orders right underneath…

00:38:45.000 --> 00:38:53.000
orders or above where, like, the little tabs have a box that… because right now, it's just pending.

00:38:53.000 --> 00:39:02.000
So the… just… it only has status appending, and then as you add additional things, the box up top just fills in automatically.

00:39:02.000 --> 00:39:08.000
And when you set anything, then there's a little button saying set default.

00:39:08.000 --> 00:39:14.000
could possibly be a weight, yeah.

00:39:14.000 --> 00:39:20.000
Because right now, yeah, we see status and order type are both selected, so I'm seeing, like, a little box right at the top.

00:39:20.000 --> 00:39:27.000
Um, either under… right underneath search and filter and above orders, or right below orders, something.

00:39:27.000 --> 00:39:31.000
Where it says…

00:39:31.000 --> 00:39:36.000
orders, status equals pending, and order type equals…

00:39:36.000 --> 00:39:40.000
whatever.

00:39:40.000 --> 00:39:44.000
Um, so that you know… you see right at the top.

00:39:44.000 --> 00:39:46.000
That is the active filter.

00:39:46.000 --> 00:39:49.000
Precisely. That is the precise filter.

00:39:49.000 --> 00:39:53.000
Um, my only hesitation on, like, color coding and stuff,

00:39:53.000 --> 00:40:02.000
is some apps have very, very long lists of filters, so you have to scroll through the whole list to see anything that's potentially filterable.

00:40:02.000 --> 00:40:09.000
Um, we're having a box at the top saying,

00:40:09.000 --> 00:40:10.000
Yeah.

00:40:10.000 --> 00:40:12.000
Yeah, reset all is…

00:40:12.000 --> 00:40:20.000
mostly… yeah, if you see reset all, that's usually correct, except I know for a fact we have an open bug for that in…

00:40:20.000 --> 00:40:24.000
one of our apps where it's coming up as reset all when it shouldn't.

00:40:24.000 --> 00:40:26.000
And… we are…

00:40:26.000 --> 00:40:30.000
planning to be able to get to that when we're able to.

00:40:30.000 --> 00:40:35.000
But… yeah, colors do add accessibility issues.

00:40:35.000 --> 00:40:46.000
The little X is a good indication that something in there is selected, but not exactly what. That's why I was thinking having a box up top, because I would just be very clear.

00:40:46.000 --> 00:40:58.000
And again, I'm sure Kimmy will have a thousand and one thoughts about the way we could handle this.

00:40:58.000 --> 00:41:06.000
But yeah, some sort of… we definitely need some sort of visual clue.

00:41:06.000 --> 00:41:09.000
So, on the assumption that, uh…

00:41:09.000 --> 00:41:12.000
An expert's going to come back with the best of all possible

00:41:12.000 --> 00:41:16.000
how to make it look nice options. Um…

00:41:16.000 --> 00:41:19.000
going back to, uh…

00:41:19.000 --> 00:41:28.000
Do we need to collect user stories about when it's useful to preserve the last filter? Is that something that the cross-app SIG will need to do?

00:41:28.000 --> 00:41:29.000
Yes, probably.

00:41:29.000 --> 00:41:32.000
I think it would be helpful.

00:41:32.000 --> 00:41:33.000
Yeah.

00:41:33.000 --> 00:41:35.000
Um, I can certainly bring it to the acquisition SIG.

00:41:35.000 --> 00:41:39.000
Um, and I think, you know, people who have…

00:41:39.000 --> 00:41:46.000
who are engaged with other SIGs, I think that would be very, very useful.

00:41:46.000 --> 00:41:48.000
Um…

00:41:48.000 --> 00:41:54.000
Just because, yeah, I mean, I think the various SIGs should, uh,

00:41:54.000 --> 00:41:58.000
should evaluate this, because…

00:41:58.000 --> 00:42:00.000
that those are where the real subject matters are, so…

00:42:00.000 --> 00:42:04.000
Um…

00:42:04.000 --> 00:42:09.000
Okay, so this seems like a case where, like, because it could potentially affect everyone, we have to make sure that we hit every single…

00:42:09.000 --> 00:42:11.000
Yeah.

00:42:11.000 --> 00:42:12.000
app that could be affected, right?

00:42:12.000 --> 00:42:14.000
Yeah.

00:42:14.000 --> 00:42:19.000
So, maybe, maybe we should do something…

00:42:19.000 --> 00:42:20.000
slightly more…

00:42:20.000 --> 00:42:22.000
I can…

00:42:22.000 --> 00:42:23.000
shop around to our favorite SIGs.

00:42:23.000 --> 00:42:25.000
Yeah, I'll reach out to…

00:42:25.000 --> 00:42:26.000
make a table or something.

00:42:26.000 --> 00:42:29.000
Is anybody here, uh, part of Resource Access?

00:42:29.000 --> 00:42:32.000
If not, I'll ask Anne or Steph to…

00:42:32.000 --> 00:42:37.000
raise the issue with them.

00:42:37.000 --> 00:42:40.000
Well, I think we need to form the question really specifically, because it's like,

00:42:40.000 --> 00:42:43.000
Yeah.

00:42:43.000 --> 00:42:45.000
It's… it's hard to say, like, uh…

00:42:45.000 --> 00:42:55.000
when it's useful to preserve the last filter, because, like, the example that I thought of immediately, it was, like, when you're checking stuff out, and, like, you've got your patron here, and then you pop over to look at the patron,

00:42:55.000 --> 00:43:00.000
And then it takes you right back to the checkout screen, and that sticks around, but also…

00:43:00.000 --> 00:43:06.000
I think while you're checking things out, the user sticks around, but that might be a function of actually what's in the URL.

00:43:06.000 --> 00:43:14.000
Laura might know, because I don't actually know how that's set, because I think if you go back to users after that, it will…

00:43:14.000 --> 00:43:17.000
after you end your checkout session, it'll be blank again, I think.

00:43:17.000 --> 00:43:19.000
Right.

00:43:19.000 --> 00:43:25.000
I think that's how we have it designed. So that, you know, privacy.

00:43:25.000 --> 00:43:32.000
Yeah, I mean, this is really easy to check. Uh, so it takes us straight to the user, you close out of that, and it's blank.

00:43:32.000 --> 00:43:37.000
Right? But then I go back to checkout, and it's still up because I didn't end the session.

00:43:37.000 --> 00:43:38.000
Right.

00:43:38.000 --> 00:43:45.000
So I don't know if that counts or not, right? Because, like, that's going straight to a record rather than remembering a search.

00:43:45.000 --> 00:43:47.000
No, but it's a pattern we need to be aware of.

00:43:47.000 --> 00:43:49.000
Because maybe that's a better pattern.

00:43:49.000 --> 00:43:50.000
Okay.

00:43:50.000 --> 00:43:56.000
Um…

00:43:56.000 --> 00:44:01.000
So, no, I do think it's relevant.

00:44:01.000 --> 00:44:06.000
Sweet.

00:44:06.000 --> 00:44:07.000
Any other discussion? Go ahead.

00:44:07.000 --> 00:44:13.000
Tara, I'm wondering if maybe our next meeting, we want to try to…

00:44:13.000 --> 00:44:19.000
craft, um, some sort of, you know, just a couple slides and some prompts.

00:44:19.000 --> 00:44:23.000
for us to take to SIGS, so we're all…

00:44:23.000 --> 00:44:26.000
asking the same questions.

00:44:26.000 --> 00:44:28.000
That's a great idea. I love that idea.

00:44:28.000 --> 00:44:31.000
Yeah, I think that's… I was going to say we could also consider doing a, uh…

00:44:31.000 --> 00:44:43.000
like a Google survey or something, but yeah, we do… we absolutely need to be clear and consistent on the, uh…

00:44:43.000 --> 00:44:47.000
messaging. What time… what time is the Monday meeting?

00:44:47.000 --> 00:44:49.000
Same as this one, just on Mondays.

00:44:49.000 --> 00:44:52.000
Okay, that one I have a conflict.

00:44:52.000 --> 00:44:54.000
Eh, okay.

00:44:54.000 --> 00:44:59.000
Um…

00:44:59.000 --> 00:45:00.000
Could we draft it and send it to you for feedback?

00:45:00.000 --> 00:45:03.000
Yeah. Yeah, that's absolutely fine.

00:45:03.000 --> 00:45:08.000
Um, and in fact, the page that I have set up, uh,

00:45:08.000 --> 00:45:12.000
that we were… yeah, where I'm outlining the problem.

00:45:12.000 --> 00:45:15.000
Um, please feel free to edit that.

00:45:15.000 --> 00:45:19.000
Um, and make additional, you know, feedback.

00:45:19.000 --> 00:45:21.000
changes and so forth.

00:45:21.000 --> 00:45:24.000
Um…

00:45:24.000 --> 00:45:27.000
there are a few things that are… that are written in stone.

00:45:27.000 --> 00:45:31.000
Um, like, the desired outcomes, I think,

00:45:31.000 --> 00:45:34.000
So that, at least what I've got there,

00:45:34.000 --> 00:45:38.000
is what Stripes is asking for.

00:45:38.000 --> 00:45:39.000
Okay.

00:45:39.000 --> 00:45:42.000
So we can clarify those, but um…

00:45:42.000 --> 00:45:44.000
that's, like…

00:45:44.000 --> 00:45:48.000
Yeah, if there are additional outcomes, please feel free to add.

00:45:48.000 --> 00:45:52.000
Um, but the 3 that I've added, those come from Stripes in terms of what they're expecting.

00:45:52.000 --> 00:45:57.000
Um… but yeah, this is great, and…

00:45:57.000 --> 00:46:01.000
like, I'm not claiming ownership over this page.

00:46:01.000 --> 00:46:03.000
Um, I…

00:46:03.000 --> 00:46:06.000
Yeah, I actually would, uh…

00:46:06.000 --> 00:46:14.000
Be very grateful if… if you would help answer some of these questions, because this is a community thing and not an acquisitions thing. It's just, we need to get

00:46:14.000 --> 00:46:18.000
everybody in alignment, and acquisitions is one of the, uh…

00:46:18.000 --> 00:46:23.000
problem children.

00:46:23.000 --> 00:46:25.000
Not a problem, child.

00:46:25.000 --> 00:46:26.000
Special flour.

00:46:26.000 --> 00:46:31.000
Now, we're a problem.

00:46:31.000 --> 00:46:37.000
Um, well, what a great opportunity to get some cool functionality added that could be useful across

00:46:37.000 --> 00:46:41.000
different apps.

00:46:41.000 --> 00:46:45.000
It's cool that a problem is becoming a feature.

00:46:45.000 --> 00:46:46.000
Okay, alright.

00:46:46.000 --> 00:46:52.000
Yeah, I think… I think… cool. Well, thank you so much for your time and for addressing this with me.

00:46:52.000 --> 00:47:00.000
Absolutely, thank you for coming to talk with us. Is there anything else that we should talk about on this subject, or should we, uh, just plan to pick this up on…

00:47:00.000 --> 00:47:02.000
Monday, while we're drafting those slides.

00:47:02.000 --> 00:47:08.000
Um, I think… I think I've… I've said everything that I need to said.

00:47:08.000 --> 00:47:10.000
everything that I need to say on this.

00:47:10.000 --> 00:47:17.000
And, uh, we've had a really good conversation, so I've got a lot of ideas and a lot more, um…

00:47:17.000 --> 00:47:18.000
I'm getting a lot more clarity.

00:47:18.000 --> 00:47:26.000
And raising a lot more questions, but we're getting closer to the point where we can actually define a feature. So, once we have the feedback from the SIGS,

00:47:26.000 --> 00:47:33.000
I think we can build out the feature, and then I'll coordinate with Stripes on where to go from there.

00:47:33.000 --> 00:47:37.000
So this is great, thank you.

00:47:37.000 --> 00:47:43.000
Amazing! Any more questions for Joe before we, uh…

00:47:43.000 --> 00:47:51.000
probably list the SIGs really feedback from. Yeah, we should list the SIGs we need feedback from, but I think we should actually list it app by app, because it's going to be different.

00:47:51.000 --> 00:47:53.000
per, um…

00:47:53.000 --> 00:47:56.000
Sorry, per section of folio.

00:47:56.000 --> 00:47:58.000
Um, I'm sure. Uh…

00:47:58.000 --> 00:48:03.000
And which… which SIG owns them. Does that make sense?

00:48:03.000 --> 00:48:05.000
Okay, awesome. Uh…

00:48:05.000 --> 00:48:07.000
Great. Okay.

00:48:07.000 --> 00:48:14.000
If we have nothing else to go over today, um, I will, uh, post what we need to do on Slack.

00:48:14.000 --> 00:48:17.000
And follow up on the Wolfgang, uh, question?

00:48:17.000 --> 00:48:18.000
But other than that, I think we are good for the day. So I will wish everyone a happy Wednesday, and we'll see you

00:48:18.000 --> 00:48:22.000
Yes.

00:48:22.000 --> 00:48:25.000
Next week. All right, bye!

00:48:25.000 --> 00:48:27.000
Thank you.

00:48:27.000 --> 00:48:31.000
Thank

