Details
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Epic
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Status: In progress (View Workflow)
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P1
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Resolution: Unresolved
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Description
User should be able to identify records for bulk edit based on a list of submitted identifiers or a query and have ability to change one or more properties for each record in a list of records to a given value (add new data, remove existing data, change existing data).
Before the changes are committed, user should be able to review them, confirm them and commit them. If an error occurs during the bulk edit, user is notified about it and the logs are available for the user so that the errors can be addressed in the future.
The bulk edit functionality should support expert users who are familiar with FOLIO data structure and are aware of the impact of the bulk edit operation (CSV approach) but also need to provide a way to a limited impact bulk edit that could be done by less technically savvy users (in-app approach).
The planned functional areas for bulk edit include:
- Inventory -instances, holdings and items
- SRS (bib records, holdings, authority)
- Tags (can be a part of each functional area)
Additional information:
- Use cases at https://wiki.folio.org/display/BULKEDIT/Bulk+Edit+Use+Cases
- High level roadmap: https://wiki.folio.org/display/BULKEDIT/High+Level+Roadmap+for+Bulk+Edit+App
- Mockups:
- In-app approach: https://drive.google.com/drive/folders/1jPuVpr9R4F9BCbXRCHSGdan2ePSB_0nz
- External file approach: https://drive.google.com/drive/folders/1aMym4XlpRH_zMqWzwZWXf2DPDABFKvSFAbility to change one or more properties for each record in a list of records (e.g. Users, Items, Request) to a given value.
Out of scope:
- Information about what was changed and if the change was made as a result of manual or batch process. However the standard metadata information (who and when) about the records updates is present
- Selecting items from a list of search results. The bulk edit works on entire list of records matching search criteria or submitted list of identifiers.
TestRail: Results
Attachments
Issue Links
- blocks
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UXPROD-1622 Bulk manipulation of item state for staff workflow needs
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- Closed
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- is defined by
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UXPROD-3469 Bulk Edit - in app approach - item statuses
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- Closed
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UXPROD-3523 Bulk Edit - in app approach - item locations
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- Closed
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UXPROD-3736 Bulk create inventory items
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- Draft
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- relates to
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UXPROD-868 Bulk Edit
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- In progress
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UXPROD-949 Rewrite Cornell's Web based LS-Tools
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- Closed
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