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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-137] Move Holdings and/or Items</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-137</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Goal: Ability to move (transfer) attached records and maintain existing relationships&lt;br/&gt;
When moving holdings to another instance, all associated items have to be transferred as well&lt;/p&gt;

&lt;p&gt;Use Case: As a cataloger I want to move holdings and all associated items from a temporary record to the newly created full record.&lt;/p&gt;

&lt;p&gt;Bulk moving items and holdings. Ease of linking/relinking bib/holdings/item data. Part of the refined UX design of Inventory. Drag and drop is one possible solution.&lt;/p&gt;

&lt;p&gt;&lt;font color=&quot;orange&quot;&gt;&lt;b&gt;Spec and requirements - DONE (3/20/2020):&lt;/b&gt;&lt;/font&gt;&lt;br/&gt;
Slide deck with updated UX mock ups: &lt;a href=&quot;https://docs.google.com/presentation/d/1E_tCI2zwUnJi9cCEJ9JBPR0SDZ8Z-ivQb5IXK8vSdEs/edit#slide=id.p&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/presentation/d/1E_tCI2zwUnJi9cCEJ9JBPR0SDZ8Z-ivQb5IXK8vSdEs/edit#slide=id.p&lt;/a&gt;&lt;br/&gt;
Working group established (2/6/2020): Lisa McColl (Lehigh), Lisa Furubotten (TAMU), and Natascha Owens (uchicago).&lt;br/&gt;
Dependencies with other apps; e.g. Request, Orders, Circulation module, MARCcat, etc - listed: &lt;a href=&quot;https://docs.google.com/presentation/d/1E_tCI2zwUnJi9cCEJ9JBPR0SDZ8Z-ivQb5IXK8vSdEs/edit#slide=id.g7f18bee7d3_0_108&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/presentation/d/1E_tCI2zwUnJi9cCEJ9JBPR0SDZ8Z-ivQb5IXK8vSdEs/edit#slide=id.g7f18bee7d3_0_108&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://discuss.folio.org/t/card-file-box-arrow-right-card-file-box-bulk-moving-items-or-holdings/1401/4&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://discuss.folio.org/t/card-file-box-arrow-right-card-file-box-bulk-moving-items-or-holdings/1401/4&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;font color=&quot;red&quot;&gt;Note:&lt;br/&gt;
FE high-level estimate: &amp;gt;50 man-days&lt;br/&gt;
FE high-level duration: ~4-5 sprints&lt;/font&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="10340">UXPROD-137</key>
            <summary>Move Holdings and/or Items</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13656">UXPROD-785</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="5d794c218ce6b60c3810eb8a">Stephanie Buck</assignee>
                                                                <reporter accountid="5af5ed55244bc90a106063c7">Cate Boerema</reporter>
                                    <labels>
                            <label>cf_candidate</label>
                            <label>inventory</label>
                            <label>metadatamanagement</label>
                            <label>mm-review</label>
                            <label>po-mvp</label>
                            <label>round_iv</label>
                    </labels>
                <created>Thu, 18 Jan 2018 22:48:51 +0000</created>
                <updated>Tue, 23 Mar 2021 10:45:10 +0000</updated>
                            <resolved>Wed, 4 Nov 2020 19:25:43 +0000</resolved>
                                                    <fixVersion>Q3 2020</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>16</watches>
                                                                <comments>
                                                            <comment id="10844" author="557058:cc3a6c4e-7a1b-4087-94a0-699dd7069f92" created="Wed, 20 Jun 2018 15:18:43 +0000"  >&lt;p&gt;Is this referring to the system having the ability to transfer holdings and/or items from one bibliographic record to another, or does it refer to changing locations for holdings and items? The discuss post above references both cases. Each are distinct.&lt;/p&gt;</comment>
                                                            <comment id="10849" author="5af5ed55244bc90a106063c7" created="Thu, 21 Jun 2018 09:16:03 +0000"  >&lt;p&gt;Thanks for your question, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Acc3a6c4e-7a1b-4087-94a0-699dd7069f92&quot; class=&quot;user-hover&quot; rel=&quot;557058:cc3a6c4e-7a1b-4087-94a0-699dd7069f92&quot; data-account-id=&quot;557058:cc3a6c4e-7a1b-4087-94a0-699dd7069f92&quot; accountid=&quot;557058:cc3a6c4e-7a1b-4087-94a0-699dd7069f92&quot; rel=&quot;noreferrer&quot;&gt;Lisa McColl&lt;/a&gt;.  This one covers  the ability to transfer holdings and/or items from one bibliographic record to another.&lt;/p&gt;

&lt;p&gt;We have a separate feature for bulk editing of records: 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-120&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-120&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Bulk edit Inventory records&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/images/icons/issuetypes/epic.svg&quot; /&gt;
            UXPROD-120
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-current jira-macro-single-issue-export-pdf&quot;&gt;In Progress&lt;/span&gt;
            &lt;/span&gt;
&lt;/p&gt;
</comment>
                                                            <comment id="10855" author="5af5ed55244bc90a106063c7" created="Fri, 22 Mar 2019 14:09:07 +0000"  >&lt;p&gt;Removing all but the essential features from the Q2 2019 Core Functional team backlog.  After we&apos;ve run the estimates through the cap plan, we may find we can pull in more.&lt;/p&gt;</comment>
                                                            <comment id="10860" author="5afc1ced2083b15a0bd3e494" created="Thu, 22 Aug 2019 16:01:04 +0000"  >&lt;p&gt;Hi! Is there a separate issue for relinking &lt;em&gt;items&lt;/em&gt; between &lt;em&gt;holdings&lt;/em&gt; (manually and/or in bulk), or would that be included in this one?&lt;/p&gt;</comment>
                                                            <comment id="10863" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Fri, 23 Aug 2019 08:21:22 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5afc1ced2083b15a0bd3e494&quot; class=&quot;user-hover&quot; rel=&quot;5afc1ced2083b15a0bd3e494&quot; data-account-id=&quot;5afc1ced2083b15a0bd3e494&quot; accountid=&quot;5afc1ced2083b15a0bd3e494&quot; rel=&quot;noreferrer&quot;&gt;Lisa Sj&#246;gren&lt;/a&gt; - this is also covering relinking of items. &lt;/p&gt;

&lt;p&gt;Transfer relink is a rather small feature while in the architecture, we have build in references between instance &amp;gt; holdings &amp;gt; items. &lt;br/&gt;
so if you move a given holdings record, the associated items will follow. Or you move items to another holdings record/or a new holdings record, then the new associated linking with ID references is build: instance &amp;gt; (new) holdings &amp;gt; item.&lt;/p&gt;

&lt;p&gt;See also: &lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-1625&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1625&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Re-order Item records&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1625
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Draft&lt;/span&gt;
            &lt;/span&gt;
 Order/sequence of items within a holdings record. Add and (manually) re-order Item records&lt;/li&gt;
	&lt;li&gt;
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-1635&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1635&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Order/sequencing of holdings on an instance record. Re-order Holdings records&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1635
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Draft&lt;/span&gt;
            &lt;/span&gt;
 Order/sequencing of holdings on an instance record. Re-order Holdings records&lt;/li&gt;
&lt;/ul&gt;

</comment>
                                                            <comment id="10871" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Fri, 23 Aug 2019 08:23:47 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5ed55244bc90a106063c7&quot; class=&quot;user-hover&quot; rel=&quot;5af5ed55244bc90a106063c7&quot; data-account-id=&quot;5af5ed55244bc90a106063c7&quot; accountid=&quot;5af5ed55244bc90a106063c7&quot; rel=&quot;noreferrer&quot;&gt;Cate Boerema&lt;/a&gt; - the estimates looks a bit weird?&lt;br/&gt;
They need to be revisited. &lt;/p&gt;</comment>
                                                            <comment id="10875" author="5af5ed55244bc90a106063c7" created="Wed, 11 Sep 2019 08:58:35 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af80403de-e149-421e-8750-af45c853402f&quot; class=&quot;user-hover&quot; rel=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; data-account-id=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; accountid=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; rel=&quot;noreferrer&quot;&gt;Charlotte Whitt&lt;/a&gt;, there is a feature 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-1647&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1647&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Theme: Ability to maintain relationships between other apps when holdings/items are moved&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1647
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Open&lt;/span&gt;
            &lt;/span&gt;
 which seems to relate to this.  As I read that feature, it seems like it&apos;s basically saying &quot;don&apos;t break FOLIO when implementing transfer/relink of holdings or items&quot; &lt;img class=&quot;emoticon&quot; src=&quot;/images/icons/emoticons/smile.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;  Is that right?  If so, I think we can probably just make a note in this feature to make sure that relationships are maintained when re-linking and close that feature as a duplicate.  Thoughts?&lt;/p&gt;</comment>
                                                            <comment id="10881" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Wed, 8 Apr 2020 07:49:05 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5ed55244bc90a106063c7&quot; class=&quot;user-hover&quot; rel=&quot;5af5ed55244bc90a106063c7&quot; data-account-id=&quot;5af5ed55244bc90a106063c7&quot; accountid=&quot;5af5ed55244bc90a106063c7&quot; rel=&quot;noreferrer&quot;&gt;Cate Boerema&lt;/a&gt; - what are the changes to get this feature in for Qs-2020.&lt;/p&gt;

&lt;p&gt;As you know: &lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;The spec work is ready - &lt;a href=&quot;https://docs.google.com/presentation/d/1E_tCI2zwUnJi9cCEJ9JBPR0SDZ8Z-ivQb5IXK8vSdEs/edit#slide=id.p&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/presentation/d/1E_tCI2zwUnJi9cCEJ9JBPR0SDZ8Z-ivQb5IXK8vSdEs/edit#slide=id.p&lt;/a&gt; &lt;img class=&quot;emoticon&quot; src=&quot;/images/icons/emoticons/check.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;&lt;/li&gt;
	&lt;li&gt;The UX work is done (with help from &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A56d17d25-b547-4ef9-a521-1e213f0374b3&quot; class=&quot;user-hover&quot; rel=&quot;557058:56d17d25-b547-4ef9-a521-1e213f0374b3&quot; data-account-id=&quot;557058:56d17d25-b547-4ef9-a521-1e213f0374b3&quot; accountid=&quot;557058:56d17d25-b547-4ef9-a521-1e213f0374b3&quot; rel=&quot;noreferrer&quot;&gt;Kimie Kester&lt;/a&gt;) &lt;img class=&quot;emoticon&quot; src=&quot;/images/icons/emoticons/check.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;&lt;/li&gt;
	&lt;li&gt;The suggested reuse of the drag and drop component - existing funcitionality implemented in Request - has been presented for &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aff6a9612-bb35-41b2-88a8-a5b66d0a41a0&quot; class=&quot;user-hover&quot; rel=&quot;557058:ff6a9612-bb35-41b2-88a8-a5b66d0a41a0&quot; data-account-id=&quot;557058:ff6a9612-bb35-41b2-88a8-a5b66d0a41a0&quot; accountid=&quot;557058:ff6a9612-bb35-41b2-88a8-a5b66d0a41a0&quot; rel=&quot;noreferrer&quot;&gt;Michal Kuklis&lt;/a&gt; &lt;img class=&quot;emoticon&quot; src=&quot;/images/icons/emoticons/check.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;&lt;/li&gt;
	&lt;li&gt;The work has been presented and reviewed by the MM-SIG on 3/5/2020 &lt;img class=&quot;emoticon&quot; src=&quot;/images/icons/emoticons/check.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;I can easily write up all underlying jira stories. But no point in doing this work, if this feature is not in the pipe line before 2021, 2022 ...&lt;/p&gt;

&lt;p&gt;CC: &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5afc1ced2083b15a0bd3e494&quot; class=&quot;user-hover&quot; rel=&quot;5afc1ced2083b15a0bd3e494&quot; data-account-id=&quot;5afc1ced2083b15a0bd3e494&quot; accountid=&quot;5afc1ced2083b15a0bd3e494&quot; rel=&quot;noreferrer&quot;&gt;Lisa Sj&#246;gren&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3Abe36acda-040d-4925-b3df-ebd7e16d4b5b&quot; class=&quot;user-hover&quot; rel=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; data-account-id=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; accountid=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; rel=&quot;noreferrer&quot;&gt;lew235&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A1f7ba455-c0e7-4a53-8dc9-ae77c53065af&quot; class=&quot;user-hover&quot; rel=&quot;557058:1f7ba455-c0e7-4a53-8dc9-ae77c53065af&quot; data-account-id=&quot;557058:1f7ba455-c0e7-4a53-8dc9-ae77c53065af&quot; accountid=&quot;557058:1f7ba455-c0e7-4a53-8dc9-ae77c53065af&quot; rel=&quot;noreferrer&quot;&gt;Kirstin Kemner-Heek&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3A363234f4-7171-418a-92d6-83fbb9f543fc&quot; class=&quot;user-hover&quot; rel=&quot;712020:363234f4-7171-418a-92d6-83fbb9f543fc&quot; data-account-id=&quot;712020:363234f4-7171-418a-92d6-83fbb9f543fc&quot; accountid=&quot;712020:363234f4-7171-418a-92d6-83fbb9f543fc&quot; rel=&quot;noreferrer&quot;&gt;Felix Hemme&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5ae08bd47b44642d39d323c4&quot; class=&quot;user-hover&quot; rel=&quot;5ae08bd47b44642d39d323c4&quot; data-account-id=&quot;5ae08bd47b44642d39d323c4&quot; accountid=&quot;5ae08bd47b44642d39d323c4&quot; rel=&quot;noreferrer&quot;&gt;Mike Gorrell&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5b1434bffa615349cb01726d&quot; class=&quot;user-hover&quot; rel=&quot;5b1434bffa615349cb01726d&quot; data-account-id=&quot;5b1434bffa615349cb01726d&quot; accountid=&quot;5b1434bffa615349cb01726d&quot; rel=&quot;noreferrer&quot;&gt;Mark Veksler&lt;/a&gt; &lt;/p&gt;</comment>
                                                            <comment id="10887" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Wed, 8 Apr 2020 08:36:05 +0000"  >&lt;p&gt;
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-1647&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1647&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Theme: Ability to maintain relationships between other apps when holdings/items are moved&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1647
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Open&lt;/span&gt;
            &lt;/span&gt;
 is incorporated into 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-137&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-137&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Move Holdings and/or Items&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-137
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 - which means following dependencies to be addressed: &lt;/p&gt;

&lt;p&gt;Ability to maintain relationships between other apps when holdings/items are moved from one instance to another, and Items (with all existing item states) can be moved:&lt;/p&gt;
&lt;ol&gt;
	&lt;li&gt;Request (also the Request statistics)
	&lt;ul&gt;
		&lt;li&gt;Item level request&lt;/li&gt;
		&lt;li&gt;Title level request&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;Orders (this is important - will loop in Dennis. AppInteraction SIG - will loop in Martina Schildt)&lt;/li&gt;
	&lt;li&gt;Existing loan, statistics for check out (Chalmers comment)&lt;/li&gt;
	&lt;li&gt;MARCcat (check with Tiziana)
	&lt;ul&gt;
		&lt;li&gt;MFHD - moving holdings (Duke, Alabama ...)&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;SRS (check with AM-B)&lt;/li&gt;
	&lt;li&gt;Course Reserve (check with Kelly)&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;This require: &lt;br/&gt;
Review each item state, and make sure a correct context specific warning/action note etc. is populated, e.g. if the item is checked out, then a note for technical service staff&lt;/p&gt;
</comment>
                                                            <comment id="10892" author="63e2a2771b13d42998e4e706" created="Fri, 8 May 2020 12:20:37 +0000"  >&lt;p&gt;Does this feature include managing the impact of transfers on (dependent) associated records like requests, orders etc?&lt;/p&gt;</comment>
                                                            <comment id="10897" author="63e2a2771b13d42998e4e706" created="Fri, 8 May 2020 12:24:09 +0000"  >&lt;blockquote&gt;&lt;p&gt;Use Case: As a cataloger I want to transfer holdings and all associated items from a temporary record to the newly created full record.&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;This question might reveal how naive I am about cataloguing practices in libraries. If the full record is newly created, could that information have instead been added to the temporary record, meaning no transfer is required? &lt;/p&gt;

&lt;p&gt;Or does the temporary record often represent more than one bibliographic resource, and this process involves splitting up many heterogenous resources up?&lt;/p&gt;</comment>
                                                            <comment id="10903" author="70121:be36acda-040d-4925-b3df-ebd7e16d4b5b" created="Mon, 11 May 2020 14:29:20 +0000"  >&lt;p&gt;That&apos;s not a naive question, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=63e2a2771b13d42998e4e706&quot; class=&quot;user-hover&quot; rel=&quot;63e2a2771b13d42998e4e706&quot; data-account-id=&quot;63e2a2771b13d42998e4e706&quot; accountid=&quot;63e2a2771b13d42998e4e706&quot; rel=&quot;noreferrer&quot;&gt;Marc Johnson&lt;/a&gt;. In many cases yes, the new record can simply overlay the existing temporary record and no transfer would be required. But there are cases, as you describe, where the temporary record represents more than one bibliographic resource. There are also cases where a record was created for the order but the item belongs on an existing bibliographic record. And of course, the cases where the item has simply been attached to the wrong record and a correction needs to be made. &lt;/p&gt;

&lt;p&gt;Short answer, yes, the associations to other records should be maintained.&lt;/p&gt;</comment>
                                                            <comment id="10908" author="63e2a2771b13d42998e4e706" created="Tue, 12 May 2020 14:50:57 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3Abe36acda-040d-4925-b3df-ebd7e16d4b5b&quot; class=&quot;user-hover&quot; rel=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; data-account-id=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; accountid=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; rel=&quot;noreferrer&quot;&gt;lew235&lt;/a&gt;&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;there are cases, as you describe, where the temporary record represents more than one bibliographic resource. There are also cases where a record was created for the order but the item belongs on an existing bibliographic record.&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;Thanks, that context really helps with my understanding.&lt;/p&gt;

&lt;blockquote&gt;&lt;p&gt;Short answer, yes, the associations to other records should be maintained.&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5ed55244bc90a106063c7&quot; class=&quot;user-hover&quot; rel=&quot;5af5ed55244bc90a106063c7&quot; data-account-id=&quot;5af5ed55244bc90a106063c7&quot; accountid=&quot;5af5ed55244bc90a106063c7&quot; rel=&quot;noreferrer&quot;&gt;Cate Boerema&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5d794c218ce6b60c3810eb8a&quot; class=&quot;user-hover&quot; rel=&quot;5d794c218ce6b60c3810eb8a&quot; data-account-id=&quot;5d794c218ce6b60c3810eb8a&quot; accountid=&quot;5d794c218ce6b60c3810eb8a&quot; rel=&quot;noreferrer&quot;&gt;Stephanie Buck&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3Abe36acda-040d-4925-b3df-ebd7e16d4b5b&quot; class=&quot;user-hover&quot; rel=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; data-account-id=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; accountid=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; rel=&quot;noreferrer&quot;&gt;lew235&lt;/a&gt; Is that part of the scope of this feature? &lt;/p&gt;</comment>
                                                            <comment id="10913" author="5d794c218ce6b60c3810eb8a" created="Tue, 12 May 2020 14:58:13 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=63e2a2771b13d42998e4e706&quot; class=&quot;user-hover&quot; rel=&quot;63e2a2771b13d42998e4e706&quot; data-account-id=&quot;63e2a2771b13d42998e4e706&quot; accountid=&quot;63e2a2771b13d42998e4e706&quot; rel=&quot;noreferrer&quot;&gt;Marc Johnson&lt;/a&gt; yes, that&apos;s in the scope of this feature. &lt;/p&gt;</comment>
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