Item states (status) (UXPROD-1321)

[UXPROD-1622] Bulk manipulation of item state for staff workflow needs Created: 25/Mar/19  Updated: 13/Dec/22  Resolved: 13/Dec/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Item states (status)

Type: New Feature Priority: TBD
Reporter: Emma Boettcher Assignee: Unassigned
Resolution: Duplicate Votes: 0
Labels: round_iv, swag
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
is blocked by UXPROD-120 Bulk edit Inventory records In Progress
is blocked by UXPROD-1590 Implement Process in the Three-Part I... Draft
Epic Link: Item states (status)
Front End Estimate: XL < 15 days
Front End Estimator: Cate Boerema (Inactive)
Front-End Confidence factor: Low
Back End Estimate: XXL < 30 days
Back End Estimator: Cate Boerema (Inactive)
Estimation Notes and Assumptions: CB: Per discussion with Jakub and cap planning team, a few of us non-developers are going to estimate the remaining unestimated features so as not to disrupt development. I am giving this 15/30 (FE/BE) based on the estimates for UXPROD-1590. I'll tag this feature as "SWAG" so we know to come back to this when we have more info.
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 2
PO Rank: 68
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R3
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R2
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

Current situation or problem:
When a bulk editing function is introduced to FOLIO, it should also include the ability to edit item status in bulk.

Item status bulk edits can't be a free-for-all; certain restrictions should exist:

  • Can't change item status from Checked out, Declared lost, Claimed returned, Aged to lost, or On order
  • Can't change item status to Checked out, Declared lost, Claimed returned, Aged to lost, Awaiting pickup, or Awaiting delivery

In scope

  • Restrict certain item status changes in bulk edit as they would be restricted when changing item status from the item record
  • Handle failures
  • Handle editing item status to be Available when there's a request on an item (should item status then be Paged?)

Out of scope

Use case(s)

Proposed solution/stories

Links to additional info
From comments on UXPROD-1731: "Certain workflows also require setting of the item status at the point that an item is created or when it is updated, whether it is manual or in batch. For example, contract cataloging: when we send batches of titles out for cataloging, we may need to set the item status in batch and then again when we receive them back."
https://folio-org.atlassian.net/wiki/display/AppInt/Item+status+%28item+state%29+subgroup

Questions



 Comments   
Comment by lew235 [ 19/Aug/20 ]

Should this feature be linked to the bulk edit epic?

Comment by Emma Boettcher [ 24/Aug/20 ]

lew235 Maybe, but I've kept it here because there's not a product owner assigned to the bulk edit epic right now.

Comment by lew235 [ 25/Aug/20 ]

Comment by Marie Widigson [ 02/Dec/20 ]

We would love a lot of bulk editing, but editing item status is not prioritized for us. Changing the ranking from R2 to R4 and instead rank UXPROD-120 In Progress higher.

Comment by Erin Nettifee [ 13/Dec/22 ]

This was done in UXPROD-3469 Closed as part of the Bulk Edit epic, so I am going to close this and mark it as a duplicate.

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