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:

  1. 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.

  2. To contribute to an existing topic. Add a new paragraph to the description column.

  3. @mention yourself at the beginning of the paragraph

How to indicate you are also interested in a topic:

  1. @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.

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

  2. 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

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

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

 

 

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

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

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

 

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

 

 

 

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