Bulk Edit (UXPROD-868)

[UXPROD-4399] Bulk Edit - in app - SRS holdings notes Created: 17/Jul/23  Updated: 18/Dec/23

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

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

Issue links:
Cloners
clones UXPROD-4020 Bulk Edit - in app - FOLIO holdings n... In Review
Potential Workaround: ETL is available work around
Epic Link: Bulk Edit
Front End Estimator: Magda Zacharska
Back End Estimator: Magda Zacharska
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 statement public and staff notes
    3. holdings statement for supplements public and staff notes
    4. holdings statement for indexes public and staff 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
  5. Changes made in SRS records should propagate to inventory holdings
    1. Provide a feedback about encountered errors
    2. Provide ways to address the errors
  6. Users should be able to change note from public to staff and from staff to public

Out of scope

  • Regular expression for finding the notes and for notes updates
  • Updates in holdings records with source set to FOLIO ( UXPROD-4020 In Review )

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

Generated at Fri Feb 09 00:39:37 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.