MARC authority app and Inventory app | Audit log/Change tracker v1 (Spitfire dev)

Description

As a cataloger I want to be able to view/track updates to Inventory and MARC authority app records

Changes should include any updates made a.) by a user manually, b.) via bulk-edit, c.) via data import, d.) another app/module (i.e. Orders) 

v1 expectations

  • Unlike the Orders app ( https://folio-org.atlassian.net/browse/UXPROD-3215#icft=UXPROD-3215), we only need to return and/or display 

    • Each update

    • Each update <<last name>>, <<first name>> 

    • Each update date-time stamp 

    • Need to consider how to support via API ability to search/filter updates by date

  • Based on scope, we might only support retrieving this information via API

  • Be able to query

    • any update date-time stamp

    • operator

  • Handle long history UX

  • Ability at tenant level to not track operator? Or track by the action versus the person?


As a cataloger I want to be able to view/track updates to 

  • Instance record 

  • Bib record (currently MARC)

  • Holdings (MARC) 

  • Holdings (FOLIO)

  • Item record 

Changes should include any updates

  • made a.) by a user manually (for example move an item/holding to another instance, b.) via bulk-edit, c.) via data import, d.) another app/module (i.e. Orders) 

  • AND if the connected SRS is updated then record changes too 

v1 expectations

  • Unlike the Orders app ( https://folio-org.atlassian.net/browse/UXPROD-3215#icft=UXPROD-3215), we only need to return and/or display 

    • Each update

    • Each update <<last name>>, <<first name>> 

    • Each update date-time stamp 

    • Have a

      • FOLIO view

      • MARC view

      • Linked Data view?

    • How to find the exact holdings record and item record that changed

    • Review Updated date filter requirements.

    • Be able to query

      • any update date-time stamp

      • operator

    • Handle long history UX

  • Feature toggle - Do not track or enable version history for any inventory record.

Out of scope

  • View previous version

  • Rollback to previous version

  • Show process/app/service that created/edited the record

  • Anonymize operator who took action

  • Sorting

UX implementation ROUGH DRAFT - https://drive.google.com/drive/folders/17ghSSy1kvLOVGO8JzFyFJXfjbJHt8mo6

Priority

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Solution Architect

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Sean Boyle March 28, 2025 at 2:02 PM

Is there an associated test case GALIELO can test in bugfest?

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Tech Design Ready

Yes

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Created March 13, 2023 at 6:01 PM
Updated April 16, 2025 at 8:43 AM
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