Bulk Edit (UXPROD-868)

[UXPROD-3713] Bulk Edit - in app - item notes Created: 16/Jun/22  Updated: 20/Oct/23  Resolved: 18/Sep/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Poppy (R2 2023)
Parent: Bulk Edit

Type: New Feature Priority: P3
Reporter: Magda Zacharska Assignee: Magda Zacharska
Resolution: Done Votes: 0
Labels: LC-priority3, firebird-previously-q-release, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File screenshot-1.png    
Issue links:
Cloners
is cloned by UXPROD-3924 Bulk Edit - in app approach - tags Draft
is cloned by UXPROD-4020 Bulk Edit - in app - FOLIO holdings n... In Review
Defines
is defined by UIBULKED-341 Separate Item notes in different colu... Closed
is defined by MODBULKOPS-101 Supported bulk edit action for item n... Closed
is defined by MODBULKOPS-139 Separate notes in different columns Closed
is defined by STCOM-1121 Spike - create optgroup component Closed
is defined by UIBULKED-298 Group Item record properties using op... Closed
is defined by UIBULKED-299 Bulk edit actions for notes - add and... Closed
is defined by UIBULKED-300 Bulk edit actions for notes - add and... Closed
is defined by UIBULKED-301 Bulk edit actions for notes - find an... Closed
is defined by UIBULKED-302 Bulk edit actions for notes - change ... Closed
is defined by UIBULKED-311 Bulk edit actions for notes - duplica... Closed
Release: Quesnelia (R1 2024)
Epic Link: Bulk Edit
Front End Estimate: XL < 15 days
Front End Estimator: Vadym Shchekotilin
Front-End Confidence factor: 80%
Back End Estimate: Medium < 5 days
Back End Estimator: Viachaslau Khandramai (Inactive)
Back-End Confidence factor: 100%
Development Team: Firebird
PO Rank: 0
Rank: Cornell (Full Sum 2021): R2

 Description   

Current situation or problem:

Currently all item records notes can be updated but there is a frequent need to make changes in batches in case a set of items changes location and the notes need to be updated accordingly.

In scope
1. Identify records that will be updated based on a list of item records identifiers (HRID, barcode, UUID, holdings HRID)
2. Updates to item's administrative notes, check-in/check-out notes and item notes

3. Users should be able: add new, remove all, remove an existing note and modify existing notes
4. Users should be able to change the type of the notes and newly added notes types should be supported

  • All item level notes (including circulation notes and administrative notes)
  • Provide a feedback about encountered errors
  • Provide ways to address the errors

5. Users should be able to change note from public to staff and from staff to public

Out of scope - to be covered by separate features

  • Other item records fields
  • Query search for item record
  • Regular expression for finding the notes and for notes updates

Use case(s)

  • Have the ability to batch add or update a note or other field for all instances or holdings or items in a given set.

(Christie Thomas changed this to high as we are currently adding electronic bookplates to the holdings notes field in the absence of a donor management app and associated functionality. Because the notes are repeatable, ETL would only work if you are adding a new note to existing notes or deleting all notes and adding notes. it is not possible to replace a specific note.)

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

Links to additional info



 Comments   
Comment by Magda Zacharska [ 08/May/23 ]

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

Generated at Fri Feb 09 00:34:13 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.