Bulk Edit Resource Management Implementation Topics

Bulk Edit Resource Management implementation topics, questions, or issues.

Please add questions and topics here. If these are posted in Slack, please copy those here.

Topic Status Legend:

OPEN - To be discussed

BLOCKED - The group is waiting for further information or some specific action to be completed before progress can continue.

IN PROGRESS - Discussion is ongoing and work is potentially in progress.

CLOSED - Discussion resolved and required actions completed

How to contribute to other people's discussion topics:

Do not add detail to closed or discussed topics as your comments may be overlooked. In this situation, it might be best to Add your details as a new topic and reference the previous topic.
To contribute to an existing topic. Add a new paragraph to the description column.
@mention yourself at the beginning of the paragraph

How to indicate you are also interested in a topic:

@mention yourself in the "Interested parties" column and add your institution name

How are topics archived:

When a topic status is set to closed by it's "Owner". The topic must also be moved to the "Acquisitions/Resource Management implementers Archive" page.

Copy the topic and paste it at the top of the Archived topics page that is nested under this page
Delete the topic from this page

https://folio-org.atlassian.net/issues/?jql=project%20in%20(MODBULKOPS%2C%20MODBULKED%2C%20UIBULKED)%20and%20status%20in%20(Active%2C%20%22Analysis%20Complete%22%2C%20Approved%2C%20%22Awaiting%20deployment%22%2C%20%22Awaiting%20release%22%2C%20Blocked%2C%20Deferred%2C%20Draft%2C%20%22In%20bugfix%20review%22%2C%20%22In%20Automated%20Testing%22%2C%20%22In%20Code%20Review%22%2C%20%22In%20Development%22%2C%20%22In%20PC%20Review%22%2C%20%22In%20Progress%22%2C%20%22In%20QA%22%2C%20%22In%20Refinement%22%2C%20%22In%20Review%22%2C%20%22In%20SIG%20Review%22%2C%20%22On%20Hold%20in%20SIG%22%2C%20Open%2C%20%22Parking%20lot%22%2C%20%22Prep%20Deployment%22%2C%20%22Provisionally%20Accepted%22%2C%20%22Ready%20for%20delivery%22%2C%20Reopened%2C%20Submitted%2C%20%22Under%20Evaluation%22%2C%20%22Under%20Review%22%2C%20%22Under%20TC%20Review%22)%20ORDER%20BY%20created%20DESC

https://folio-org.atlassian.net/issues/?jql=(text%20~%20%22Bulk%20Edit*%22%20or%20summary%20~%20%22Bulk%20Edit*%22)%20and%20project%20in%20(UXPROD)%20ORDER%20BY%20created%20DESC

	Topic	Status	Description/Use Case	Data Added	Discussed On	Provided by Name, Institution	Interested Parties	Has been discussed in meeting: Link to agenda/minutes	Link to Jira issue	Action required
1	MARC fields protection on bulk edit	IN PROGRESS	How should Bulk Edit handle protected fields	2024-05-16	2024-05-14	Jennifer Eustis	ALL	2024-05-14 BELA Meeting Notes	https://folio-org.atlassian.net/issues/UIBULKED-500	More discussion around permissions and when to overwrite
2	Implement RegEx for matching	OPEN	Ability to use regular expressions in Bulk Edit	2024-05-23		Laura E Daniels	ALL	2024-05-23 Metadata Management Meeting notes
3	Error messaging refinement	IN PROGRESS	Refine UI error messages to users when something goes wrong to a more human readable message. Keep the API response in Logs for troubleshooting with hosting providers.	2024-05-23	2024 (Several meetings from May-Aug)	Lynne Fors	ALL	2024-07-9 BELA Meeting Notes	https://folio-org.atlassian.net/issues/UXPROD-4671
4	optimistic locking solution	CLOSED	optimistic locking in Bulk Edit	2024-07-09	2024-07-09		ALL	2024-07-9 BELA Meeting Notes	https://folio-org.atlassian.net/issues/UIBULKED-456
5	Override of optimistic locking	OPEN	Ability to override the optimistic locking in bulk edit rather than having to click on the link to correct each version	2024-7-09	2024-07-09	ALL	ALL	2024-07-9 BELA Meeting Notes		Magda will look into this
6	Ability to select a subset of the records retrieved to be acted on by bulk edit.	OPEN	The use case: when the uploaded identifiers return records, the user can select a subset and then perform a bulk edit action on that subset. For example, the users searches for items to do updates and wants to also change only those with the status of “Long missing” to missing.	2023		Consortia SIG	ALL
7	Ability to apply logic/calculations/conditions to bulk edit changes	OPEN	When setting up a bulk edit change, this feature will provide the ability for the user to apply logic such as if x then y, or apply change if date is z. For example, this could be applied to updating a patron expiry, applying changes to fields when a certain value is met or exceeded or to apply changes when a field is equal to a certain value.	2023			ALL
8	Implement ability to change “Holdings type” in Bulk Edit	OPEN	Users would like to be able to do bulk changes on the property called Holdings type in the Holdings Record.	2023		Jennifer Eustis	ALL
9	Implement ability to change call number array of type, prefix, suffix, and call number	OPEN	Users would like to update any of the properties in the Holdings Call Number fields (type, prefix, call number, suffix)	2023		Lynne Fors	ALL		https://folio-org.atlassian.net/issues/UXPROD-3715
10	Ability to bulk edit srs marc bib LDR and fixed fields (007, 006, 008)	OPEN	Users would like to update the LDR and fixed fields. A use case is to remove the Gov Doc character for records that aren’t government documents but univ. presses	2024-07-23		Jennifer Eustis	ALL