Bulk Edit (UXPROD-868)

[UXPROD-4012] Bulk edit - Patron blocks Created: 03/Feb/23  Updated: 30/Nov/23

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Bulk Edit

Type: New Feature Priority: P3
Reporter: Magda Zacharska Assignee: Magda Zacharska
Resolution: Unresolved Votes: 0
Labels: LC1, firebird-po-share, loc, volaris-candidate
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-4011 Bulk edit - ERM - tags, access status... Open
is cloned by UXPROD-4013 Bulk edit - Agreements -status update Open
is cloned by UXPROD-4027 Bulk edit - fees/fines Open
Epic Link: Bulk Edit
Front End Estimate: XXL < 30 days
Front End Estimator: Magda Zacharska
Front-End Confidence factor: 20%
Back End Estimate: XXXL: 30-45 days
Back End Estimator: Magda Zacharska
Back-End Confidence factor: 20%
Development Team: Volaris
PO Rank: 0
Rank: Cornell (Full Sum 2021): R3

 Description   

Current situation or problem:
Any patron blocks updates have to be done manually, one record at the time.

In scope

  • Identify records for bulk update based on the submitted list of identifiers or based on a query
  • Support In app edits for editing patron blocks
  • Preview changes before they are committed
  • Notify user about:
    • successfully updated records
    • errors that occurred during the update

Links to additional info
Mockups: TBD

Use case:
Bulk update of patron information - use cases like extending expiration dates; updating delivery preferences when a department changes location; updating custom field information:

  • update Expiration date in general (e.g. to make user inactive)
  • update Patron group
  • update Patron blocks
  • based on a list of user barcodes, which needs to be uploaded

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



 Comments   
Comment by Erin Nettifee [ 06/Feb/23 ]

Hi Magda Zacharska - you probably want to specify here the bulk management of manual patron blocks, as automatic blocks are managed by circulation workflows and should not be part of what bulk edit manages.

Comment by Magda Zacharska [ 08/May/23 ]

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

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