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  1. UX Product
  2. UXPROD-120

Bulk edit Inventory records

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    • Hide
      CW: This feature is ranked 'go-live' for all libraries except Chalmers. But Export (and re-import updated records) can be a workaround for the mvp.
      It seems better to use this workaround and take the time to develop something that is truly better, and long term solution.
      Show
      CW: This feature is ranked 'go-live' for all libraries except Chalmers. But Export (and re-import updated records) can be a workaround for the mvp. It seems better to use this workaround and take the time to develop something that is truly better, and long term solution.
    • Hide
      Assume we create a general bulk edit feature for searchandsort apps

      Assume doing the change 1x1 won't scale

      Needs new operation
      Show
      Assume we create a general bulk edit feature for searchandsort apps Assume doing the change 1x1 won't scale Needs new operation
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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:

      1. Use cases at https://wiki.folio.org/display/BULKEDIT/Bulk+Edit+Use+Cases
      2. High level roadmap: https://wiki.folio.org/display/BULKEDIT/High+Level+Roadmap+for+Bulk+Edit+App
      3. Mockups:

      Out of scope:

      1. 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
      2. 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.

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                magdaz Magda Zacharska
                cboerema Cate Boerema
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