Bulk Edit - Trillium - Notes on Functionality
New Features
Creating and Managing Bulk Edit Profiles
Users can predefine changes for repeatable bulk edit jobs, ensuring consistency and reducing repetitive manual setup.
Related JIRA: https://folio-org.atlassian.net/browse/UXPROD-4025
Related documentation: https://folio-org.atlassian.net/wiki/x/FYAnRg
Setting Instance Records for Deletion in Bulk
The ability to set a single record for deletion now extends to bulk workflows. Users can identify records using queries or files with identifiers, preview changes before committing, and revert them if needed.
Related JIRAs: https://folio-org.atlassian.net/browse/UXPROD-4023 and https://folio-org.atlassian.net/browse/UXPROD-4024
Related documentation: https://folio-org.atlassian.net/wiki/x/TAD0Rw
Support for Querying Repeatable Fields in Bulk Edit Query Builder
This feature enhances query flexibility and precision for repeatable fields with mixed data types ( free-text, predefined values, and Boolean) supporting intuitive operators and more accurate search results.
Query Builder - Repeatable Fields Added in Trillium | ||
|---|---|---|
Instances, Holdings and Items Administrative notes Call numbers (Holdings and Items only) Electronic access Statistical codes Notes Tags
| Instance records Alternative title Contributors Classifications Editions Format Identifiers Language Nature of content Physical description Preceding title Publication frequency Publications Series Subjects Succeeding title | Holdings records Additional call numbers Former identifier Holdings statement Holding statements for supplements Holding statements for indexes Receiving history |
Item records Additional call number Check in/check out notes Former Identifier Year, caption | Purchase order lines Fund distribution |
|
Related JIRAs: https://folio-org.atlassian.net/browse/UXPROD-4858
Related documentation: https://folio-org.atlassian.net/wiki/x/F4ASPg
Enhancements and Bugfixes
Add “Reset all” Button
Introduced a “Reset all” button on Bulk Edit tabs to reset the form to its empty state, allowing users to quickly start a new bulk edit job without leaving the current tab. The button is enabled only when changes or results are present.
Note: The button resets the form but does not cancel a running job. If a bulk edit job is in progress, it will continue running in the background after “Reset all” is clicked.
Related JIRA: https://folio-org.atlassian.net/browse/UIBULKED-751
Notification for Invalid MARC Records Preventing Bulk Edit
Added validation for MARC records in Bulk Edit to detect and exclude records with invalid underlying MARC data. Processing continues for valid records while reporting errors for the invalid ones.
Related JIRA: https://folio-org.atlassian.net/browse/MODBULKOPS-523
Changes in Existing Behavior
Changes in Reporting Errors
Bulk Edit performance and scalability have been improved through a new record retrieval approach (FQM), enabling faster processing for large datasets. As a result, some behaviors have changed, including how results, warnings, and generated files are accessed. For details, refer to: https://folio-org.atlassian.net/wiki/x/HAB7ag .