Bulk Edit - Item, Holdings and Instance Notes

Owned by Magda Zacharska
Last updated: Jul 17, 2023

Item Notes 

UXPROD-3713 - Getting issue details... STATUS

Supported Action Supported NotesAdditional information 
Mark as staff only
  1. All note types as defined in Inventory settings for Item's notes
  2. Check in note
  3. Check out note
Marks the note as Staff only without changing the text of the note.
Remove mark as staff only
  1. All note types as defined in Inventory settings for Item's notes
  2. Check in note
  3. Check out note
Removes  the Staff only designation  without changing the text of the note.
Add note
  1. All note types as defined in Inventory settings for Item's notes
  2. Administrative note
  3. Check in note
  4. Check out note
Adds a new note of the specified type.  Supports UTF-8.
Remove all 
  1. All note types as defined in Inventory settings for Item's notes
  2. Administrative note
  3. Check in note
  4. Check out note

Removes all notes of the specified type from the item record. Supports UTF-8.


Find and replace
  1. All note types as defined in Inventory settings for Item's notes
  2. Administrative note
  3. Check in note
  4. Check out note

Finds a matching string in a specified note type and replace it with a provided value.  Find is based on exact match that is case sensitive. Supports UTF-8.

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Find and remove
  1. All note types as defined in Inventory settings for Item's notes
  2. Administrative note
  3. Check in note
  4. Check out note
Finds a matching string in a specified note type and remove the entire note.  Find is based on exact match that is case sensitive. Supports UTF-8.
Change note type
  1. All note types as defined in Inventory settings for Item's notes
  2. Administrative note
  3. Check in note
  4. Check out note
Replace one note type with another type.  The text of the note does not change. Supports UTF-8.
Duplicate to
  1. Check in note
  2. Check out note
The text of one note is copied to another note type. Supports UTF-8.

FOLIO Holdings record notes

UXPROD-4020 - Getting issue details... STATUS

Supported Action Supported NotesAdditional information 
Mark as staff only

All note types as defined in Inventory settings for holdings records' notes

Marks the note as Staff only without changing the text of the note.
Remove mark as staff only

All note types as defined in Inventory settings for holdings records' notes

Removes  the Staff only designation  without changing the text of the note.
Add note
  1. All note types as defined in Inventory settings for holdings records' notes
  2. Administrative note
Adds a new note of the specified type. Supports UTF-8
Remove all 
  1. All note types as defined in Inventory settings for holdings records' notes
  2. Administrative note
Removes all notes of the specified type from the item record. Supports UTF-8
Find and replace
  1. All note types as defined in Inventory settings for holdings records' notes
  2. Administrative note
Finds a matching string in a specified note type and replace it with a provided value.  Find is based on exact match that is case sensitive. Supports UTF-8
Find and remove
  1. All note types as defined in Inventory settings for holdings records' notes
  2. Administrative note
Finds a matching string in a specified note type and remove the entire note.  Find is based on exact match that is case sensitive. Supports UTF-8
Change note type
  1. All note types as defined in Inventory settings for holdings records' notes
  2. Administrative note
Replace one note type with another type.  The text of the note does not change. Supports UTF-8

Out of scope: Holdings statements  to be covered in UXPROD-4400 - Getting issue details... STATUS

Holdings records - Source SRS

UXPROD-4399 - Getting issue details... STATUS

TBD

Out of scope: Holdings statements  to be covered in UXPROD-4401 - Getting issue details... STATUS

Instance notes - Source FOLIO 

UXPROD-4021 - Getting issue details... STATUS

Supported Action Supported NotesAdditional information 
Add note
  1. All note types as defined in Inventory settings for Instances notes
  2. Administrative note
Adds a new note of the specified type. Supports UTF-8.
Remove all 
  1. All note types as defined in Inventory settings for Instances notes
  2. Administrative note
Removes all notes of the specified type from the item record. Supports UTF-8.
Find and replace
  1. All note types as defined in Inventory settings for Instances notes
  2. Administrative note
Finds a matching string in a specified note type and replace it with a provided value.  Find is based on exact match that is case sensitive. Supports UTF-8.
Find and remove
  1. All note types as defined in Inventory settings for Instances notes
  2. Administrative note
Finds a matching string in a specified note type and remove the entire note.  Find is based on exact match that is case sensitive. Supports UTF-8.
Change note type
  1. All note types as defined in Inventory settings for Instances notes
  2. Administrative note
Replace one note type with another type.  The text of the note does not change. Supports UTF-8.

Instance notes - Source MARC

UXPROD-4021 - Getting issue details... STATUS

Supported Action Supported NotesAdditional information 
Add noteAdministrative noteAdds a new note of the specified type
Remove all Administrative noteRemoves all notes of the specified type from the item record
Find and replaceAdministrative noteFinds a matching string in a specified note type and replace it with a provided value.  Find is based on exact match that is case sensitive.
Find and removeAdministrative noteFinds a matching string in a specified note type and remove the entire note.  Find is based on exact match that is case sensitive.
Change note typeAdministrative noteReplace one note type with another type.  The text of the note does not change.

Remaining note types will be covered in UXPROD-4017 UXPROD-4017 - Getting issue details... STATUS