Renaming Bulk edit app permissions

Permission	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 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)
Bulk edit permission	Functional permission	Inventory - instances	Can upload identifiers?	Preview of matched records?	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	Inventory: View, create, edit instances	Visible	Instance, holdings and items records	Visible	Visible	Visible	Visible	Hidden	Visible	Visible
Bulk Edit: In app - Edit inventory records	Inventory: View instances, holdings and items	Visible	Instances, holdings and items records	Visible	Visible	Visible	Hidden	Hidden	Hidden	Visible
Bulk Edit: In app - Edit inventory records	Inventory: View, create, edit instances quickMARC: View, edit MARC bibliographic record	Visible	Instance, holdings and items records	Visible	Visible	Visible	Visible	Visible	Visible	Visible
Bulk Edit: In app - Edit inventory records	Inventory: View instances, holdings and items quickMARC: View MARC bibliographic record (to 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)
Bulk edit permission	Functional permission	Inventory - Items	Inventory-holdings	Users	Can upload identifiers?	Preview of matched records?	Download matching records	Download errors	Start bulk edit	Select columns
Bulk Edit: In app - View inventory records	Inventory: View, create, edit items	Visible	~~Hidden~~ Visible^*	Hidden	Instances, holdings and items records	Visible	Visible	Visible	Hidden	Visible
Bulk Edit: In app - View inventory records	Inventory: View, create, edit holdings	~~Hidden~~ Visible^*	Visible	Hidden	Instances, holdings and items records	Visible	Visible	Visible	Hidden	Visible
Bulk Edit: In app - View inventory records	Inventory: View, create, edit instances	~~Hidden~~ Visible^*	~~Hidden~~ Visible^*	Hidden	Instances, holdings and items records	Visible	Visible	Visible	Hidden	Visible
Bulk Edit: In app - Edit inventory records	Inventory: View, create, edit items	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	Inventory: View, create, edit holdings	Hidden	Visible	Hidden	Instances, holdings and items records	Visible	Visible	Visible	Visible (only for holdings records)	Visible
Bulk Edit: In app - Edit inventory records	Inventory: View, create, edit instances	~~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	Inventory: View instances, holdings and items	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	Inventory: View, create, edit items	No	N/A
Bulk Edit: In app - View inventory records	Inventory: View, create, edit holdings	No	N/A
Bulk Edit: In app - View inventory records	Inventory: View instances, holdings and items	No	N/A
Bulk Edit: In app - Edit inventory records	Inventory: View, create, edit items	Yes	Yes
Bulk Edit: In app - Edit inventory records	Inventory: View, create, edit holdings	Yes	Yes
Bulk Edit: In app - Edit inventory records	Inventory: View, create, edit instances	Yes	Yes
Bulk Edit: In app - Edit inventory records	Inventory: View instances, holdings and items	No	N/A

Confirmation form

Bulk edit permission	Functional permission	Preview of updated records?	Actions menu (once matching records or errors displayed)
Bulk edit permission	Functional permission	Preview of updated records?	Download updated records	Download errors	Select columns
Bulk Edit: In app - View inventory records	Inventory: View, create, edit items	Form is not accessible
Bulk Edit: In app - View inventory records	Inventory: View, create, edit holdings	Form is not accessible
Bulk Edit: In app - View inventory records	Inventory: View instances, holdings and items	Form is not accessible
Bulk Edit: In app - Edit inventory records	Inventory: View, create, edit items	Visible	Visible	Visible	Visible
Bulk Edit: In app - Edit inventory records	Inventory: View, create, edit holdings	Visible	Visible	Visible	Visible
Bulk Edit: In app - Edit inventory records	Inventory: View, create, edit instances	Visible	Visible	Visible	Visible
Bulk Edit: In app - Edit inventory records	Inventory: View instances, holdings and items	Form is not accessible

Logs tab

Bulk edit permission	Functional area permission	Filtering records	List of bulk edit jobs	Downloading files
Bulk edit: Can view logs	Inventory: View, create, edit items	All filters are available	All jobs are visible according to selected filters	Only Item records related files^* Instances, holdings and items related files File that trigger bulk edit File with matched records File with preview of proposed changes File with updated records Error files
Bulk edit: Can view logs	Inventory: View, create, edit holdings	All filters are available	All jobs are visible according to selected filters	Only holdings records related files^* Instances, holdings and items related files File that trigger bulk edit File with matched records File with preview of proposed changes File with updated records Error files
Bulk edit: Can view logs	Inventory: View, create, edit instances	All filters are available	All jobs are visible according to selected filters	Only instances records related files^* Instances, holdings and items related files File that trigger bulk edit File with matched records File with preview of proposed changes File with updated records Error files
Bulk edit: Can view logs	Inventory: View instances, holdings and items	All filters are available	All jobs are visible according to selected filters	Instances, holdings and items related files File that trigger bulk edit File with matched records File with preview of proposed changes File with updated records Error files

^*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.

Editing User 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
Bulk edit permission	Functional permission	Inventory - Items	Inventory-holdings	Users	Can upload identifiers?	Preview of matched records	Download matching records	Download errors	Start Bulk edit (CSV)	Start bulk edit	Select columns
Bulk Edit: Local - View user records	Users: Can view user profile	Hidden	Hidden	Visible	User records only	Visible	Visible	Visible	Hidden	Hidden	Visible
Bulk Edit: Local - View user records	Users: Can edit user profile	Hidden	Hidden	Visible	User records only	Visible	Visible	Visible	Hidden	Hidden	Visible
Bulk Edit: Local - Update user records	Users: Can view user profile	Hidden	Hidden	Visible	User records only	Visible	Visible	Visible	Hidden	Hidden	Visible
Bulk Edit: Local - Update user records	Users: Can edit user profile	Hidden	Hidden	Visible	User records only	Visible	Visible	Visible	Visible	Hidden	Visible
Bulk edit: In app - Edit user record	Users: Can view user profile	Hidden	Hidden	Visible	User records only	Visible	Visible	Visible	Hidden	Hidden	Visible
Bulk edit: In app - Edit user record	Users: Can edit user profile	Hidden	Hidden	Visible	User records only	Visible	Visible	Visible	Hidden	Visible	Visible

Are you sure? form

Bulk edit permission	Functional permission	Is the form accessible?	Can download the file with proposed changes?
Bulk Edit: Local - View user records	Users: Can view user profile	No	N/A
Bulk Edit: Local - View user records	Users: Can edit user profile	No	N/A
Bulk Edit: Local - Update user records	Users: Can view user profile	No	N/A
Bulk Edit: Local - Update user records	Users: Can edit user profile	Yes	Yes
Bulk edit: In app - Edit user record	Users: Can view user profile	No	N/A
Bulk edit: In app - Edit user record	Users: Can edit user profile	Yes	Yes

Confirmation form

Bulk edit permission	Functional permission	Preview of updated records	Actions menu
Bulk edit permission	Functional permission	Preview of updated records	Download updated records	Download errors	Select columns
Bulk Edit: Local - View user records	Users: Can view user profile	Form not accessible
Bulk Edit: Local - View user records	Users: Can edit user profile	Form not accessible
Bulk Edit: Local - Update user records	Users: Can view user profile	Form not accessible
Bulk Edit: Local - Update user records	Users: Can edit user profile	Visible	Visible	Visible	Visible
Bulk edit: In app - Edit user record	Users: Can view user profile	Form not accessible
Bulk edit: In app - Edit user record	Users: Can edit user profile	Visible	Visible	Visible	Visible

Logs tab

Bulk edit permission

Functional area permission

Filtering records

List of bulk edit jobs

Downloading files

Bulk edit: Can view logs

Users: Can view user profile

All filters are available

All jobs are visible according to selected filters

Only users records related files?

File that trigger bulk edit
File with matched records
File with preview of proposed changes
File with updated records
Error files

Bulk edit: Can view logs

Users: Can edit user profile

All filters are available

All jobs are visible according to selected filters

Only users records related files

File that trigger bulk edit
File with matched records
File with preview of proposed changes
File with updated records
Error files