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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-3785] Bulk edit - query tool - FE</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-3785</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;:&lt;/p&gt;

&lt;p&gt;Currently users can trigger bulk edit by submitting a list of records identifiers.&#160; However, in many cases the list of identifiers is not available and users will need to have a way to identify records for bulk editing based on a query.&#160; In many cases, the search will need to be performed across different record types (for example, searching for users with a specific permissions or users with outstanding fees)&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;br/&gt;
1. Create a tool that will visually guide the user in building a query&lt;br/&gt;
2. Support selecting one or more record types that will be used to build the query&lt;br/&gt;
3. For multiple record types selection, maintain the supported relationship between those records so that it is not possible to select unrelated records&lt;br/&gt;
4. Support picking fields based on selected records&lt;br/&gt;
5. Support operation on the selected fields. For example:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;&quot;in&quot; and &quot;not in&quot; for repeatable fields&lt;/li&gt;
	&lt;li&gt;&quot;=&quot; and &quot;&amp;lt;&amp;gt;&quot; for single value field&lt;/li&gt;
	&lt;li&gt;possible support for regular expressions&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;6. Supported operation should include: &quot;starts with&quot;, &quot;contains&quot;&lt;/p&gt;

&lt;p&gt;7. For the fields with predefined values (for example, patron groups or note types) the list should be prepopulated&lt;br/&gt;
8. Support Boolean operators (AND, OR, NOT)&lt;br/&gt;
9. Query validation&lt;br/&gt;
10. Query execution (invocation of the appropriate back-end data provider)&lt;br/&gt;
11. Show the retrieved resultset to the user; the resultset is pageable so that the user can see all records matching the search&lt;br/&gt;
12. Users can narrow down the list from the records matching the query  by selecting rows&lt;/p&gt;

&lt;p&gt;Existing bulk edit operations will remain unchangeds&lt;br/&gt;
1. Users still can download matching results in .csv format.&lt;br/&gt;
2. Users can preview the list of selected records before the update is committed.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;br/&gt;
&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/BULKEDIT/Bulk+Edit+Use+Cases&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/BULKEDIT/Bulk+Edit+Use+Cases&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Mockups&lt;/b&gt;: &lt;br/&gt;
&lt;a href=&quot;https://drive.google.com/drive/folders/1mIPB4_VpFYe7gv_-SWDrJlj-KbQTalko&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://drive.google.com/drive/folders/1mIPB4_VpFYe7gv_-SWDrJlj-KbQTalko&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Additional info&lt;/b&gt;&lt;br/&gt;
Examples of multi record queries:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Search for holdings based on item record location, barcode&lt;/li&gt;
	&lt;li&gt;Search for holdings based on instance ISBN, ISSN, OCLC number&lt;/li&gt;
	&lt;li&gt;Search items based on holdings location&lt;/li&gt;
	&lt;li&gt;Search for users with a specific permission&lt;/li&gt;
	&lt;li&gt;Search for SRS holdings based on Inventory holdings administrative data&lt;/li&gt;
	&lt;li&gt;Search for users with open loans&lt;/li&gt;
	&lt;li&gt;Search for users with outstanding fines&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="12480">UXPROD-3785</key>
            <summary>Bulk edit - query tool - FE</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="13692">UXPROD-868</parent>
                                    <priority id="10001" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p2.svg">P2</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="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b">Magda Zacharska</assignee>
                                                                <reporter accountid="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b">Magda Zacharska</reporter>
                                    <labels>
                            <label>LC-priority3</label>
                            <label>bulk-edit-query</label>
                            <label>consortia-ebsco</label>
                            <label>loc</label>
                    </labels>
                <created>Sat, 20 Aug 2022 13:48:28 +0000</created>
                <updated>Thu, 30 Nov 2023 16:43:25 +0000</updated>
                            <resolved>Thu, 10 Aug 2023 20:02:22 +0000</resolved>
                                                    <fixVersion>Poppy (R2 2023)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>7</watches>
                                                                <comments>
                                                            <comment id="15482" author="632e12f7748d1bfcb85875fd" created="Mon, 10 Oct 2022 15:52:05 +0000"  >&lt;p&gt;Another example that arose in the Oct. 10, 2022 RA SIG meeting is being able to search by patron expiration/patron group to use those results to bulk edit related loans and requests.&lt;/p&gt;</comment>
                                                            <comment id="15484" author="5c48911b54e1e6466b11f38c" created="Wed, 12 Oct 2022 12:55:06 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; class=&quot;user-hover&quot; rel=&quot;557058:8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; data-account-id=&quot;557058:8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; accountid=&quot;557058:8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; rel=&quot;noreferrer&quot;&gt;Magda Zacharska&lt;/a&gt; - you have both Orchid and Poppy in the &quot;fix version&quot; but the release version is blank - can we clarify what release this is currently targeted for? Thank you!&lt;/p&gt;</comment>
                                                            <comment id="15488" author="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b" created="Fri, 14 Oct 2022 18:49:46 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt; - the work will start in Orchid but will continue until Poppy.&lt;/p&gt;</comment>
                                                            <comment id="15491" author="557058:003b2b3f-c9ac-4207-96eb-21cdb3765e26" created="Sun, 16 Oct 2022 21:30:33 +0000"  >&lt;p&gt;Hey &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; class=&quot;user-hover&quot; rel=&quot;557058:8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; data-account-id=&quot;557058:8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; accountid=&quot;557058:8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; rel=&quot;noreferrer&quot;&gt;Magda Zacharska&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;I keep only one fix version - Orchid&lt;/p&gt;

&lt;p&gt;For Poppy separate UXPROD will be required.&lt;/p&gt;

&lt;p&gt;Thank you&lt;/p&gt;</comment>
                                                            <comment id="15495" author="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b" created="Mon, 17 Oct 2022 03:19:09 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A003b2b3f-c9ac-4207-96eb-21cdb3765e26&quot; class=&quot;user-hover&quot; rel=&quot;557058:003b2b3f-c9ac-4207-96eb-21cdb3765e26&quot; data-account-id=&quot;557058:003b2b3f-c9ac-4207-96eb-21cdb3765e26&quot; accountid=&quot;557058:003b2b3f-c9ac-4207-96eb-21cdb3765e26&quot; rel=&quot;noreferrer&quot;&gt;Oleksii Petrenko&lt;/a&gt; - the work will span through several releases - we start working in Orchid and it will significant part of the front end development capacity but we might not release the tool until Poppy release.&lt;/p&gt;</comment>
                                                            <comment id="15501" author="557058:003b2b3f-c9ac-4207-96eb-21cdb3765e26" created="Tue, 18 Oct 2022 21:36:28 +0000"  >&lt;p&gt;That is fine. Let&apos;s keep only one release in your case it should be Poppy.&lt;/p&gt;

&lt;p&gt;Sorry, Magda. If my understanding is correct we expect to point only one release in FixVersion field.&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=62a96ae7192edb006f9f1bf9&quot; class=&quot;user-hover&quot; rel=&quot;62a96ae7192edb006f9f1bf9&quot; data-account-id=&quot;62a96ae7192edb006f9f1bf9&quot; accountid=&quot;62a96ae7192edb006f9f1bf9&quot; rel=&quot;noreferrer&quot;&gt;Khalilah Gambrell&lt;/a&gt; Please correct me if I&apos;m wrong&lt;/p&gt;</comment>
                                                            <comment id="15505" author="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b" created="Mon, 8 May 2023 21:03:19 +0000"  >&lt;p&gt;Moving LC1 label from epic to defining features with &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A017e0035-5c9e-46cb-bba3-10e21feed38d&quot; class=&quot;user-hover&quot; rel=&quot;557058:017e0035-5c9e-46cb-bba3-10e21feed38d&quot; data-account-id=&quot;557058:017e0035-5c9e-46cb-bba3-10e21feed38d&quot; accountid=&quot;557058:017e0035-5c9e-46cb-bba3-10e21feed38d&quot; rel=&quot;noreferrer&quot;&gt;Caitlin Stewart&lt;/a&gt; permission.&lt;/p&gt;</comment>
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