Bulk Edit Resource Management Implementation Topics
- Jennifer Eustis
- Amanda Scott
- Lynne Fors
- Jeanette Kalchik
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
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 | 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 |
|
| |
| 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 |
| ||
| 4 | optimistic locking solution | CLOSED | optimistic locking in Bulk Edit | 2024-07-09 | 2024-07-09 |
| ALL |
| ||
| 5 | Override of optimistic locking | IN PROGRESS | 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 |
| ||
| 6 | Ability to select a subset of the records retrieved to be acted on by bulk edit. | iN PROGRESS | 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 | IN PROGRESS | Users would like to update any of the properties in the Holdings Call Number fields (type, prefix, call number, suffix) | 2023 |
| @Lynne Fors | ALL |
|
| |
| 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 |
|
|
|
| 11 | (Instance/SRS Only) Ability to use “System control number” to search for Instances | OPEN | When working with eResources a number of schools had a unique identifier to the MARC 035 9\$a which is mapped to the Instance System control number. We would like the ability to select this as one of the Record Identifiers for Instance and MARC SRS bib. | 2024-07-26 |
| @Jennifer Eustis | ALL | https://folio-org.atlassian.net/wiki/spaces/DDG/pages/376471589 | MODBULKOPS-326: Bulk Edit: Ability to select Instance system control numberOpen MODBULKOPS-327: Bulk Edit: Ability to select OCLC numberOpen |
|
| 12 | Item record property: Display Summary | OPEN | As a serials cataloger, I need to make changes to this field for serials. | 2024-08-05 |
| @Jennifer Eustis @Sara Colglazier | ALL |
|
|
|
| 13 | Capture job requirement | OPEN | It would be nice to know what changes were made to the records. The job type gives you a clue but not what was actually done, ex: remove temporary location | 2024-09-11 |
| @Jeanette Kalchik , Stanford |
|
|
|
|
| 14 | Ability to bulk update ILL policy field in the Holdings Record | OPEN | made bulk changes to this field in the holdings record | 2024-11-22 |
| Jennifer Eustis |
|
|
|
|