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serverFOLIO Issue TrackerSystem JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
keyUXPROD-137
 - Transfer/Relink  Move Holdings and/or Items

Requirements

This feature covers ability to move attached records and maintain existing relationships. When moving holdings to another instance, all associated items have to be transferred as moved as well. 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.

BE Design

Connections between items, instances, holdings.

Drawio
bordertrue
viewerToolbartrue
fitWindowfalse
diagramNameInstance-Holding-Item
simpleViewerfalse
widthdiagramWidth631
revision1

Possible scenarios and implementation:

1) Move item(s) between holdings

...

This case looks the same to 1). Changing of each moved item with new item.holdingsRecordId.

Bulk operation approach

High-level description

The UI-client sends a collection of items/holdings in a single update move request to endpoints PUT POST /inventory/items/move or inventory/holdings/move API. The mod-inventory processes this request and , retrieves each item/holding from item/holdings-storage, prepares a request for each item/holding in the array update and sends it asynchronously to the mod-inventory-storagetstorage. The mod-inventory waits for all responses from mod-inventory-storage to be completed and populates a response. In case of errors in some of the updating requests in the mod-inventory-storage, the mod-inventory returns a response containing a list of errors for not updated items/holdings.

APIs

PUT
MethodPathProvided permissionsRequestResponseDescriptionNotes
PUTPOST

inventory/items/move

inventory.items.arraymove.item.putpostCollection<Item>Move204 UPDATED201 CREATEDUpdate items from arrayMove items to new holding


POSTinventory/holdings/moveinventory.holdings.arraymove.item.putpostCollection<Holding>Move204 UPDATED201 CREATEDUpdate holdings from arrayMove holdings to new instance

Flow details

Sequence diagram:

Drawio
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diagramNameItems_holdings_bulk_operations
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diagramWidth511
revision15


Steps:

1) Send array of items to be updated in one request with updated item.holdingsRecordId.2) Send asynchronously update request  move request (it contains id of holding to which items should be moved and items ids).

2) Send GET items collection form item-storage.

3) Update retrieved items with new item.holdingsRecordId and send asynchronously update request to item-storage for each item.

34) Wait all responses, populate errors if some of request failed.

45) Return response to UI client.

56) Send array of holdings to be updated in one request with updated holding.instanceId.

6) Send asynchronously update request for each item.

7move request (it contains id of instance to which holdings should be moved and holdings ids).

7) Send GET holdings collection form holdings-storage.

8) Update retrieved  holdings with new holding.instanceId and send asynchronously update request to holdings-storage for each holding.

9) Wait all responses, populate errors if some of request failed.

810) Return response to UI client.


Move schema:

FieldTypeRequiredNote
toUUIDtrueUnique identifier of instance/holding to which holdings/items to be moved
idsArray<UUID>trueArray of holding/item unique identifiers which will be moved to the new instance/holding


Business logic algorithm for mod-inventory:

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diagramNameTransfer_relink_algorithm
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diagramWidth642862
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