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Bulk Edit

Bulk Edit

  • Ready for review

    • The Bulk Edit app in FOLIO enables authorized users to apply changes to large sets of records in a single operation. Introduced and expanded significantly in recent releases, Bulk Edit is designed to reduce repetitive manual updates and support consistent data management across the system.

    Purpose and Scope

    Bulk Edit allows users to identify up to 100,000 records and update supported fields simultaneously. The app supports bulk modifications of the fields for the following record types:

    • Inventory records: Instances, Holdings, and Items

    • User records

    Ways to Identify Records

    Records can be selected for bulk editing using two primary approaches:

    1. Query-based – Users build and run queries directly within the Bulk Edit app to identify matching records.

    2. Identifier-based – Users upload a .csv file containing record identifiers (such as UUIDs or barcodes) to target specific records.

    Editing Workflow

    The Bulk Edit process follows a structured and safeguarded workflow:

    1. Select record type and identification method

    2. Preview matched records to confirm scope and accuracy

    3. Define edit actions, such as:

      • Replace values

      • Find and replace (including partial matches)

      • Add or remove values (for supported fields)

    4. Review changes on a Are you sure? screen

    5. Commit changes, after which the system processes updates and generates logs

    Supported Fields and Safeguards

    Only specific fields are available for bulk editing, and supported fields vary by record type. This constraint helps protect data integrity. The preview and confirmation steps act as additional safeguards against unintended changes.

    Permissions and Capabilities

    Bulk Edit permissions are managed through Eureka capabilities and capability sets, replacing traditional permission sets. Capabilities control who can:

    • Build and run queries

    • View records and logs

    • Edit inventory or user records (in‑app or via CSV)

    Without the required Bulk Edit capabilities combined with functional capabilities for each record type, users cannot access the app or perform bulk operations.

    Logging and Error Reporting

    Each bulk edit job generates detailed logs, allowing users to review successful updates, warnings, and errors.