Bulk Edit (UXPROD-868)

[UXPROD-3230] Bulk delete user records Created: 20/Aug/21  Updated: 25/Jan/24

Status: In Refinement
Project: UX Product
Components: None
Affects versions: None
Fix versions: Trillium (R1 2025)
Parent: Bulk Edit

Type: New Feature Priority: P2
Reporter: Magda Zacharska Assignee: Magda Zacharska
Resolution: Unresolved Votes: 0
Labels: LC2, consortia-ebsco, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File screenshot-5.png     PNG File screenshot-6.png     PNG File screenshot-7.png     PNG File screenshot-8.png    
Issue links:
Defines
is defined by UIBULKED-26 Bulk delete user records - Are you su... Draft
is defined by UIBULKED-27 "Are you sure?" form - Error accordio... Draft
is defined by UIEXPMGR-47 Update Export Manager app for search ... Draft
is defined by MODBULKED-24 Bulk delete users In Refinement
is defined by UIBULKED-99 User records bulk delete permissions In Refinement
Release: Trillium (R1 2025)
Epic Link: Bulk Edit
Front End Estimate: XXL < 30 days
Front End Estimator: Uladislau Samets
Front-End Confidence factor: 80%
Back End Estimate: XXL < 30 days
Back End Estimator: Viachaslau Khandramai (Inactive)
Back-End Confidence factor: 80%
Development Team: Firebird
PO Rank: 0
Rank: Cornell (Full Sum 2021): R3

 Description   

Current situation or problem:
User records need to be deleted manually one by one as there is no mechanism to delete a group of records that can be identified either by a submitted list of identifiers or by a simple query.

In scope:

  • Identify records for the deletion by submitting a list of identifiers. Supported identifiers include: user barcodes, usernames, external system ids, internal FOLIO user id (UUIDs)
  • Identify records for the deletion by submitting a simple query, for example by a patron status or a patron group
  • Preview the records that will be deleted. The preview can be exported in the .csv format
  • Errors encountered while identifying records are reported and can be exported in the .csv formaLog the changes. The log contains information about affected record (identifier) and the short description of the encountered problem
  • Before the records are deleted, the user will have a chance to review them again before committing.
  • Once committed records without outstanding dependencies are removed from the system (hard delete) and user is notified about the number of deleted records
  • Records that cannot be removed due to the existing dependencies are reported in the error log. The log contains information about affected record (identifier) and short description. The list can be exported in the .csv format
  • All other errors encountered during the deletion are reported with the list of record identifiers and description of the problem. The list of errors can be exported and the .csv format
  • Bulk delete of the user records requires a separate permission that is independent of the other bulk edit permissions and user delete permissions granted for the deletion of the single record
  • Accessing matching record files, preview files and error messages through Export Manager

Out of scope:

  1. Soft delete - currently not implemented for user records
  2. Advance query and cross app searches - to be addressed in later releases

 Use cases:

  1. Bulk delete of patron records who have passed their expiration date and have no other associated dependencies (e.g., open loans or unpaid fines.)
  2. Bulk delete of patron records who have not passed their expiration date but have no dependencies
  3. Bulk delete based on a list of user barcodes, which needs to be uploaded

Mockups:

Additional information
Bulk edit use cases: https://folio-org.atlassian.net/wiki/display/BULKEDIT/Bulk+Edit+Use+Cases



 Comments   
Comment by Erin Nettifee [ 16/Nov/21 ]

Magda Zacharska are we considering bulk delete in scope for the bulk edit app? I'm a bit confused by this jira and the discussion in the Slack convo about whether it's in scope or not

Comment by Magda Zacharska [ 17/Nov/21 ]

Hi Erin Nettifee - bulk delete is in scope of bulk edit app as discussed during the SIGs presentations https://docs.google.com/presentation/d/1ZhZSKKE4llIlR3lPPPURKqSY3kykQZC4_YK4lG6EZW0/edit#slide=id.p25

It will not be a part of the pilot project. I believe the Slack convo was about bulk inserts not about bulk deletion. If there was another conversation that I might have missed - please let me know.

Comment by Magda Zacharska [ 08/May/23 ]

Moving LC1 label from epic to defining features with Caitlin Stewart permission.

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