Bulk Edit (UXPROD-868)

[UXPROD-4020] Bulk Edit - in app - FOLIO holdings notes Created: 04/Feb/23  Updated: 05/Feb/24

Status: In Review
Project: UX Product
Components: None
Affects versions: None
Fix versions: Quesnelia (R1 2024)
Parent: Bulk Edit

Type: New Feature Priority: P3
Reporter: Magda Zacharska Assignee: Magda Zacharska
Resolution: Unresolved Votes: 0
Labels: LC-priority1, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File screenshot-1.png    
Issue links:
Cloners
clones UXPROD-3713 Bulk Edit - in app - item notes Closed
is cloned by UXPROD-4400 Bulk Edit - in app - FOLIO holdings s... Open
is cloned by UXPROD-4021 Bulk Edit - in app - instance notes Draft
is cloned by UXPROD-4399 Bulk Edit - in app - SRS holdings notes Draft
Defines
is defined by MODBULKOPS-214 Add "note" postfix to dynamic notes f... Closed
is defined by UIBULKED-356 Separate holdings notes by note type Closed
is defined by MODBULKOPS-131 Supported bulk edit actions for holdi... Closed
is defined by MODBULKOPS-149 Separate holdings notes by note type Closed
is defined by UIBULKED-315 Group holdings record properties usin... Closed
is defined by UIBULKED-316 Bulk edit actions for holdings notes ... Closed
is defined by UIBULKED-331 Bulk edit actions for holdings notes ... Closed
is defined by UIBULKED-332 Bulk edit actions for holdings notes ... Closed
is defined by UIBULKED-333 Bulk edit actions for holdings notes ... Closed
is defined by UIBULKED-410 Holdings records - Administrative not... In Review
Epic Link: Bulk Edit
Front End Estimate: XL < 15 days
Front End Estimator: Vadym Shchekotilin
Front-End Confidence factor: 80%
Back End Estimate: XL < 15 days
Back End Estimator: Viachaslau Khandramai (Inactive)
Back-End Confidence factor: 80%
Development Team: Firebird
PO Rank: 0

 Description   

Current situation or problem:

Currently all holdings 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 holdings records identifiers (HRID, barcode, UUID, holdings HRID) or a query
  2. Updates to:
    1. administrative notes
    2. holdings notes as defined under Inventory settings for holdings note types:

  1. Users should be able: add new, remove all, remove an existing note and modify existing notes
  2. Users should be able to change the type of the notes and newly added notes types should be supported
    1. Provide a feedback about encountered errors
    2. Provide ways to address the errors
  3. Users should be able to change note from public to staff and from staff to public

Out of scope

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

  • Mockups: TBD


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

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

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