Bulk Edit (UXPROD-868)

[UXPROD-4023] Bulk delete inventory instance records Created: 04/Feb/23  Updated: 27/Nov/23

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: Trillium (R1 2025)
Parent: Bulk Edit

Type: New Feature Priority: P2
Reporter: Magda Zacharska Assignee: Magda Zacharska
Resolution: Unresolved Votes: 0
Labels: LC4, SolutionArchitecture, loc, requires-discussion
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-4022 Bulk delete inventory holdings records Open
is cloned by UXPROD-4024 Bulk delete SRS Bib records 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: Firebird
PO Rank: 0
Rank: Cornell (Full Sum 2021): R2

 Description   

Current situation or problem:
FOLIO does not support Instance record deletion.

In scope:

  • Identify records for the deletion by submitting a list of identifiers.
  • Identify records for the deletion by submitting a query
  • Preview the records that will be deleted. The preview can be exported in the .csv format
  • Errors encountered while identifying records are reported and can be exported in the .csv format. The log contains information about affected record (identifier) and the short description of the encountered problem
  • Before the records are deleted, the user will have a chance to review them again before committing.
  • Once committed records without outstanding dependencies are removed from the system (hard delete) and user is notified about the number of deleted records
  • Records that cannot be removed due to the existing dependencies are reported in the error log. The log contains information about affected record (identifier) and short description. The list can be exported in the .csv format
  • All other errors encountered during the deletion are reported with the list of record identifiers and description of the problem. The list of errors can be exported and the .csv format
  • Bulk delete of instance records requires a separate permission that is independent of the other bulk edit permissions and holdings delete permissions granted for the deletion of a single record.
  • Accessing matching record files, preview files and error messages through Bulk edit logs

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

Mockups:
TBD



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

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

Comment by Khalilah Gambrell [ 14/May/23 ]

Originally ranked as LC2. Need to confirm. cc: Magda Zacharska 

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