Bulk Edit (UXPROD-868)

[UXPROD-3704] Bulk Edit - in app approach - FOLIO holdings locations Created: 08/Jun/22  Updated: 27/Apr/23  Resolved: 02/Nov/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Nolana (R3 2022)
Parent: Bulk Edit

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

Attachments: PNG File Feature Roadmap.png     PNG File Feature Roadmap_Sep 2022.png    
Issue links:
Cloners
is cloned by UXPROD-4252 Bulk Edit - in app approach - SRS hol... Open
Defines
is defined by FEXPCMN-14 Bulk edit: holdings locations - Updat... Closed
is defined by MODEXPW-216 Get matching records CSV file by hold... Closed
is defined by MODEXPW-217 Bulk edit: holdings locations - Updat... Closed
is defined by MODEXPW-219 Bulk edit: holdings locations - Conte... Closed
is defined by MODEXPW-220 Bulk edit: holdings locations - Creat... Closed
is defined by MODEXPW-222 Bulk edit: Holdings locations - Holdi... Closed
is defined by MODEXPW-235 Holdings in-app approach: Download Ho... Closed
is defined by UIBULKED-109 Add Inventory - holdings options to R... Closed
is defined by UIBULKED-110 Populate holdings record identifiers ... Closed
is defined by UIBULKED-115 In-app bulk edit form - holdings loca... Closed
is defined by UIBULKED-116 Bulk edit - Holdings locations - con... Closed
is defined by UIBULKED-141 Holdings record - preview of matched ... Closed
is defined by UIBULKED-142 Bulk edit holdings locations - Are yo... Closed
is defined by MODEXPS-141 Bulk edit: holdings locations - Updat... Closed
Relates
relates to UXPROD-3523 Bulk Edit - in app approach - item lo... Closed
Release: Nolana (R3 2022)
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: 90%
Development Team: Firebird
PO Rank: 0
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Solution Architect: Taras Spashchenko

 Description   

Current situation or problem:
This feature is a continuation of the bulk edit functionality implemented in UXPROD-3523 Closed for item locations so the same functionality is available on FOLIO holdings record level. Until this feature is implemented the libraries that track their locations on the holdings record level need to make the location changes one by one record.

In scope

  • Identify records that will be updated based on current location (permanent or temporary) or provided list of identifiers (holdings HRIDs, holdings UUIDs, instance HRIDs, others?)
  • Identify records that will be updated based on the query
  • Add, remove and modify holdings temporary and permanent locations for records that do not have underlying MARC records
  • Provide a feedback about encountered errors during the update
  • Provide ways to address the errors
  • Permissions that will allow users to conduct bulk edits of inventory records

Out of scope
Other holdings records fields
Query search

Use case(s)

  • Have the ability to identify all holdings with location A and change them to location B. This is very important for cases where collections are moving, both permanently and for temporary closures, etc.

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

Links to additional info



 Comments   
Comment by Denis [ 19/Aug/22 ]

Comment by Taras Spashchenko [ 29/Aug/22 ]

This feature does not require architecture changes for the Bulk Edit functionality

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