Bulk Edit (UXPROD-868)

[UXPROD-3469] Bulk Edit - in app approach - item statuses Created: 31/Dec/21  Updated: 04/Feb/23  Resolved: 06/Jul/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Morning Glory (R2 2022)
Parent: Bulk Edit

Type: New Feature Priority: P2
Reporter: Magda Zacharska Assignee: Magda Zacharska
Resolution: Done Votes: 0
Labels: feature-dev, firebird-morning-glory
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines UXPROD-120 Bulk edit Inventory records In Progress
is defined by UIBULKED-103 Incorrect records count reported when... Closed
is defined by MODEXPW-105 Update item statuses Closed
is defined by UIBULKED-38 Add item status to In-app bulk edit form Closed
Gantt End to Start
has to be done after UXPROD-3523 Bulk Edit - in app approach - item lo... Closed
Relates
relates to MODINV-366 BE: Allow changes between new item st... Closed
relates to FAT-1689 Bulk-Edit (Items) API tests - Item st... Closed
Epic Link: Bulk Edit
Front End Estimate: Small < 3 days
Front End Estimator: Uladislau Samets
Front-End Confidence factor: High
Back End Estimate: XL < 15 days
Back End Estimator: Viachaslau Khandramai (Inactive)
Development Team: Firebird
PO Rank: 0
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1

 Description   

Current situation or problem:

FOLIO does not support bulk edit of the item records and any changes in the item status need to happen for each record separately.

This functionality has been identified by the Bulk Edit Working Group as the one of the most needed bulk edit functions.

 

In scope
Following updates of the statuses are supported:
List of supported statuses:

From status To status From status To status From status To status
Available Missing
Withdrawn
In process (non-requestable)
Intellectual item
Long missing
Restricted
Unavailable
Unknown
Missing Available
Withdrawn
In process (non-requestable)
Intellectual item
Long missing
Restricted
Unavailable
Unknown
Withdrawn Available
Missing
In process (non-requestable)
Intellectual item
Long missing
Restricted
Unavailable
Unknown
In process (non-requestable) Available
Missing
Withdrawn
Intellectual item
Long missing
Restricted
Unavailable
Unknown
Intellectual Item Available
Missing
Withdrawn
In process (non-requestable)
Long missing
Restricted
Unavailable
Unknown
Long missing Available
Missing
Withdrawn
In process (non-requestable)
Intellectual item
Restricted
Unavailable
Unknown
Restricted Available
Missing
Withdrawn
In process (non-requestable)
Intellectual item
Long missing
Unavailable
Unknow
Unavailable Available
Missing
Withdrawn
In process (non-requestable)
Intellectual item
Long missing
Restricted
Unknown
Unknown Available
Missing
Withdrawn
In process (non-requestable)
Intellectual item
Long missing
Restricted
Unavailable

Out of scope:

Bulk edits to other item statuses

 

Use case(s)

  • Have the ability to scan a bunch of materials (maybe during check-in) and then perform a batch change on all the item records (e.g. change location, change item status, or update damaged field)
  • Identify items with specific characteristics and apply a bulk change of item status (e.g., marking them as Missing). 
  •  Load a file of item uuids, hrids, or barcodes and make multiple changes at once, e.g., add a temporary location and a temporary loan type and change the item status. 

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

Links to additional info

 


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