Bulk Edit (UXPROD-868)

[UXPROD-3925]  Bulk edit - inventory holdings- csv approach Created: 09/Dec/22  Updated: 30/Nov/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: Umbrellaleaf (R2 2025)
Parent: Bulk Edit

Type: New Feature Priority: P3
Reporter: Magda Zacharska Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: LC5, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-3707 Bulk edit - inventory items - csv app... Draft
Epic Link: Bulk Edit
Front End Estimate: Large < 10 days
Front End Estimator: Magda Zacharska
Front-End Confidence factor: 20%
Back End Estimate: XXL < 30 days
Back End Estimator: Magda Zacharska
Back-End Confidence factor: 10%
Development Team: Firebird
PO Rank: 0
Rank: Cornell (Full Sum 2021): R3

 Description   

During MM SIG meeting on June, 16, 2022 it was decided that the In-app approach is the preferable approach for editing item records. I'm removing the feature from the scope for Nolana

Current situation or problem:
The in-app approach for holdings records bulk edit supports only modifications to holdings record locations (temporary and permanent). The purpose of this feature is to give power users an option to update any field within the holdings record.

In scope

  • Identify records for bulk update based on the submitted list of item identifiers
  • Save records that match the search criteria in a file in CSV format
  • Allow user to make changes locally to the downloaded records
  • Upload the modified file so that the changes are posted
  • Log errors
  • Notify user about:
  • successfully updated records
  • errors that occurred during the update

Links to additional info
Mockups: TBD

*Use case: *
Have the ability to identify a batch of holdings records with the same characteristic (belonging to a set of batch loaded materials, in a particular location and belong to a particular campus) and then perform a change on any field in the FOLIO holdings. This change could include adding a prefix or suffix to urls or updating the url in holdings for electronic resources.

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



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

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

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