Bulk Edit (UXPROD-868)

[UXPROD-3523] Bulk Edit - in app approach - item locations Created: 20/Jan/22  Updated: 08/Dec/22  Resolved: 09/Aug/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 MODEXPW-115 Download link shouldn't be available ... Closed
is defined by MODEXPW-119 Improvements for Are you sure form Closed
is defined by UIBULKED-56 Change bulk-edit preview endpoint Closed
is defined by UIBULKED-102 Inconsistent behavior when repeating ... Closed
is defined by FEXPCMN-3 Update schemas to support item retrieval Closed
is defined by FEXPCMN-4 Update schemas to support bulk-edit i... Closed
is defined by MODEXPS-79 Update folio-export-common schemas Closed
is defined by MODEXPW-80 Retrieve item records based on the pr... Closed
is defined by MODEXPW-81 Spike - Preview of the records before... Closed
is defined by MODEXPW-86 Saving edited item locations Closed
is defined by MODEXPW-89 Update: Users Preview API (/bulk-edit... Closed
is defined by MODEXPW-90 Items Content Update API /bulk-edit/{... Closed
is defined by MODEXPW-91 Download Items Preview API/bulk-edit/... Closed
is defined by MODEXPW-92 Item Preview API (/bulk-edit/{jobId}/... Closed
is defined by MODEXPW-114 "Download changed records (CSV)" is m... Closed
is defined by UIBULKED-28 Replace checkboxes with radio buttons... Closed
is defined by UIBULKED-29 Modify bulk edit permissions Closed
is defined by UIBULKED-30 Record identifiers dropdown Closed
is defined by UIBULKED-31 Item record - preview of matched records Closed
is defined by UIBULKED-32 Error accordion - Items Closed
is defined by UIBULKED-33 Starting bulk edit - in app approach Closed
is defined by UIBULKED-34 In-app bulk edit form Closed
is defined by UIBULKED-35 Are you sure form Closed
is defined by UIBULKED-36 Completion of the in-app bulk edit Closed
is defined by UIBULKED-57 In-app bulk edit permissions only Closed
is defined by UIBULKED-58 CSV bulk edit permissions only Closed
is defined by UIBULKED-59 CSV and In app bulk edit permissions Closed
is defined by UIBULKED-60 Download matched records (CSV) - Items Closed
is defined by UIBULKED-61 Download errors records (CSV) - Items Closed
Gantt End to Start
has to be done before UXPROD-3469 Bulk Edit - in app approach - item st... Closed
Relates
relates to UXPROD-3704 Bulk Edit - in app approach - FOLIO h... Closed
Epic Link: Bulk Edit
Front End Estimate: XXL < 30 days
Front End Estimator: Uladislau Samets
Front-End Confidence factor: Medium
Back End Estimate: XXL < 30 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:
Currently all location changes need to be made one by one and che changes of the items locations are very frequent as the items are being taken on or off reserve, display or new books

In scope

  • Identify records that will be updated based on item barcode, current location, other identifiers?
  • Identify records that will be updated based on the query
  • Add, remove and modify items temporary and permanent locations
  • Provide a feedback about encountered errors errors
  • Provide ways to address the errors
  • Provide an option for reversal of the changes (nice to have?)

Out of scope
Loan types
Holdings location

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)
  • Have the ability to identify a batch of item records with the same characteristic (e.g. temporary location = course reserve) and change them (e.g. remove the temp location)

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

Links to additional info

Questions
1. How should the items be identified for the bulk edit?
2. Which inventory fields should be displayed on the preview form?
The questions were answered during the Bulk Edit Working Group meeting on February 8, 2022: https://folio-org.atlassian.net/wiki/display/BULKEDIT/2022-2-8+Bulk+Edit+Working+Group+Meeting+Notes


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