Bulk edit permissions
Renaming Bulk edit app permissions
Permission / Capability (Set) | App visible | Visible tabs | New name | Notes |
|---|---|---|---|---|
Bulk Edit: In app - View | Yes | Identifiers | Bulk Edit: In app - View inventory records | Renamed permission will correctly identify the records type that can be viewed. |
Bulk Edit: In app - Edit | Yes | Identifiers | Bulk Edit: In app - Edit inventory records | Renamed permission will correctly identify the records type that can be edited. |
Bulk Edit: (CSV) View | Yes | Identifiers | Bulk Edit: Local - View user records | Renaming (CSV) to Local approach to avoid confusion with saving records in .csv format. |
Bulk Edit: (CSV) Edit | Yes | Identifiers | Bulk Edit: Local - Edit user records | Renaming (CSV) to Local approach to avoid confusion with saving records in .csv format. |
Bulk edit: In app - Update user records | Yes | Identifiers | Bulk edit: In app - Edit user records | Renamed permission will correctly identify the records type that can be viewed. |
Bulk edit: Query | Yes | Query | Bulk edit: Can build query | Currently access to this tab should be limited until UXPROD-4149 is implemented. |
Bulk edit - Can view logs | Yes | Logs | Bulk edit: Can view logs | |
Bulk edit - Can schedule job | Yes | All | Bulk edi: Can schedule job | Introduced in Umbrellaleaf |
Bulk edit app permissions behavior
Bulk edit permissions allow user to access Bulk edit app and combined with functional areas permissions (editing inventory records, viewing patron profiles, etc) grant access to the specific areas of Bulk edit app. To see all tabs in Bulk edit app users will need to have:
At least one of the Bulk Edit: In app permissions or at least one of the Bulk Edit: Local permissions (Identifier tab)
Bulk edit: Query (Query tab)
Bulk edit: Can view logs (Lob tab)
Editing Inventory records - Instance records with source MARC or FOLIO
Landing page (the same behavior for Identifier and Query tabs)
Bulk edit permission | Functional permission | Record types radio buttons | Can upload identifiers? | Preview of matched records? | Actions menu (once matching records or errors displayed) | |||||
|---|---|---|---|---|---|---|---|---|---|---|
Inventory - instances | Download matching records | Download errors | Start bulk edit FOLIO | Start bulk edit MARC | Start bulk edit Administrative data | Select columns | ||||
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit instances UI-Inventory Instance (edit) | Visible | Instance, holdings and items records | Visible | Visible | Visible | Visible | Hidden | Visible | Visible |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View instances, holdings and items UI-Inventory Instance (view) | Visible | Instances, holdings and items records | Visible | Visible | Visible | Hidden | Hidden | Hidden | Visible |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit instances UI-Inventory Instance (edit) quickMARC: View, edit MARC bibliographic record UI-Quick-Marc Quick-Marc-Editor (manage) | Visible | Instance, holdings and items records | Visible | Visible | Visible | Visible | Visible | Visible | Visible |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View instances, holdings and items UI-Inventory Instance (view) quickMARC: View MARC bibliographic record (to view) UI-Quick-Marc Quick-Marc-Editor (view) | Visible | Instance, holdings and items records | Visible | Visible | Visible | Hidden | Hidden | Hidden | Visible |
Editing Inventory records - Holdings and items records
Landing page (the same behavior for Identifier and Query tabs)
Bulk edit permission | Functional permission | Record types radio buttons | Can upload identifiers? | Preview of matched records? | Actions menu (once matching records or errors displayed) | |||||
|---|---|---|---|---|---|---|---|---|---|---|
Inventory - Items | Inventory-holdings | Users | Download matching records | Download errors | Start bulk edit | Select columns | ||||
Bulk Edit: In app - View inventory records UI-Bulk-Edit Inventory (view) | Inventory: View, create, edit items UI-Inventory Item (edit) | Visible | Hidden Visible* | Hidden | Instances, holdings and items records | Visible | Visible | Visible | Hidden | Visible |
Bulk Edit: In app - View inventory records UI-Bulk-Edit Inventory (view) | Inventory: View, create, edit holdings UI-Inventory Holdings (edit) | Hidden Visible* | Visible | Hidden | Instances, holdings and items records | Visible | Visible | Visible | Hidden | Visible |
Bulk Edit: In app - View inventory records UI-Bulk-Edit Inventory (view) | Inventory: View, create, edit instances UI-Inventory Instance (edit) | Hidden Visible* | Hidden Visible* | Hidden | Instances, holdings and items records | Visible | Visible | Visible | Hidden | Visible |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit items UI-Inventory Item (edit) | Visible | Hidden Visible* | Hidden | Instance, holdings and items records | Visible | Visible | Visible | Visible (only for item records) | Visible |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit holdings UI-Inventory Holdings (edit) | Hidden | Visible | Hidden | Instances, holdings and items records | Visible | Visible | Visible | Visible (only for holdings records) | Visible |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit instances UI-Inventory Instance (edit) | Hidden Visible* | Hidden Visible* | Hidden | Instance, holdings and items records | Visible | Visible | Visible | Visible (only for instances records) | Visible |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View instances, holdings and items UI-Inventory Instance (view) | Visible | Visible | Hidden | Instances, holdings and items records | Visible | Visible | Visible | Hidden | Visible |
*The behavior has been adjusted to accommodate the fact that View instances, holdings and items permission is a sub-permission of Inventory: View, create, edit items and Inventory: View, create, edit holdings.
Are you sure? form
Bulk edit permission | Functional permission | Is the form accessible? | Can download the file with proposed changes? |
|---|---|---|---|
Bulk Edit: In app - View inventory records UI-Bulk-Edit Inventory (view) | Inventory: View, create, edit items UI-Inventory Item (edit) | No | N/A |
Bulk Edit: In app - View inventory records UI-Bulk-Edit Inventory (view) | Inventory: View, create, edit holdings UI-Inventory Holdings (edit) | No | N/A |
Bulk Edit: In app - View inventory records UI-Bulk-Edit Inventory (view) | Inventory: View instances, holdings and items UI-Inventory Instance (view) | No | N/A |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit items UI-Inventory Item (edit) | Yes | Yes |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit holdings UI-Inventory Holdings (edit) | Yes | Yes |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit instances UI-Inventory Instance (edit) | Yes | Yes |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View instances, holdings and items UI-Inventory Instance (view) | No | N/A |
Confirmation form
Bulk edit permission | Functional permission | Preview of updated records? | Actions menu (once matching records or errors displayed) | ||
|---|---|---|---|---|---|
Download updated records | Download errors | Select columns | |||
Bulk Edit: In app - View inventory records UI-Bulk-Edit Inventory (view) | Inventory: View, create, edit items UI-Inventory Item (edit) | Form is not accessible | |||
Bulk Edit: In app - View inventory records UI-Bulk-Edit Inventory (view) | Inventory: View, create, edit holdings UI-Inventory Holdings (edit) | Form is not accessible | |||
Bulk Edit: In app - View inventory records UI-Bulk-Edit Inventory (view) | Inventory: View instances, holdings and items UI-Inventory Instance (view) | Form is not accessible | |||
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit items UI-Inventory Item (edit) | Visible | Visible | Visible | Visible |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit holdings UI-Inventory Holdings (edit) | Visible | Visible | Visible | Visible |
Bulk Edit: In app - Edit inventory records UI-Bulk-Edit Inventory (edit) | Inventory: View, create, edit instances UI-Inventory Instance (edit) | Visible | |||