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  1. UX Product
  2. UXPROD-137

Move Holdings and/or Items

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    Details

    • Template:
      UXPROD features
    • Epic Link:
    • Analysis Estimate:
      Medium < 5 days
    • Front End Estimate:
      Jumbo: > 45 days
    • Back End Estimate:
      XXL < 30 days
    • Confidence factor:
      Low
    • Estimation Notes and Assumptions:
      Hide
      Filip envision a rather advanced feature using drag and drop for bulk moving items between holdings. This UI feature has been partly implemented in the Request app. Develop of a dual screen look up will most likely be work which will involve John Coburn and his team.
      Show
      Filip envision a rather advanced feature using drag and drop for bulk moving items between holdings. This UI feature has been partly implemented in the Request app. Develop of a dual screen look up will most likely be work which will involve John Coburn and his team.
    • Development Team:
      Firebird
    • Calculated Total Rank:
      104
    • PO Rank:
      104.5
    • PO Ranking Note:
      Aligned PO rank with the Calculated Total rank.
    • Rank: Chalmers (Impl Aut 2019):
      R2
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R4
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: Grand Valley (Full Sum 2021):
      R1
    • Rank: hbz (TBD):
      R4
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: Leipzig (Full TBD):
      R4
    • Rank: Leipzig (ERM Aut 2019):
      R5
    • Rank: MO State (MVP June 2020):
      R4
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Goal: Ability to move (transfer) attached records and maintain existing relationships
      When moving holdings to another instance, all associated items have to be transferred as well

      Use Case: As a cataloger I want to move holdings and all associated items from a temporary record to the newly created full record.

      Bulk moving items and holdings. Ease of linking/relinking bib/holdings/item data. Part of the refined UX design of Inventory. Drag and drop is one possible solution.

      Spec and requirements - DONE (3/20/2020):
      Slide deck with updated UX mock ups: https://docs.google.com/presentation/d/1E_tCI2zwUnJi9cCEJ9JBPR0SDZ8Z-ivQb5IXK8vSdEs/edit#slide=id.p
      Working group established (2/6/2020): Lisa McColl (Lehigh), Lisa Furubotten (TAMU), and Natascha Owens (uchicago).
      Dependencies with other apps; e.g. Request, Orders, Circulation module, MARCcat, etc - listed: https://docs.google.com/presentation/d/1E_tCI2zwUnJi9cCEJ9JBPR0SDZ8Z-ivQb5IXK8vSdEs/edit#slide=id.g7f18bee7d3_0_108

      https://discuss.folio.org/t/card-file-box-arrow-right-card-file-box-bulk-moving-items-or-holdings/1401/4

      Note:
      FE high-level estimate: >50 man-days
      FE high-level duration: ~4-5 sprints

        TestRail: Results

          Attachments

          1. 10-Instance-Modal-Confirm (2).png
            10-Instance-Modal-Confirm (2).png
            205 kB
          2. 11-Instance-Success.png
            11-Instance-Success.png
            221 kB
          3. 12-Instance-Dropdown.png
            12-Instance-Dropdown.png
            224 kB
          4. 13-Instance-Left-Edit-Cancel.png
            13-Instance-Left-Edit-Cancel.png
            196 kB
          5. 14-Instance-Left-Close.png
            14-Instance-Left-Close.png
            218 kB
          6. 15-Instance-Full-Screen.png
            15-Instance-Full-Screen.png
            137 kB
          7. 16-Instance-3-Pane.png
            16-Instance-3-Pane.png
            176 kB
          8. 1-Instance-Resultlist (2).png
            1-Instance-Resultlist (2).png
            95 kB
          9. 2-Instance-Actions-Open (2).png
            2-Instance-Actions-Open (2).png
            188 kB
          10. 3-Instance-Move-Items (2).png
            3-Instance-Move-Items (2).png
            184 kB
          11. 4-Instance-Drop-Items (2).png
            4-Instance-Drop-Items (2).png
            190 kB
          12. 5-Instance-Dropped-Success (2).png
            5-Instance-Dropped-Success (2).png
            186 kB
          13. 6-Instance-Move-To-Another (2).png
            6-Instance-Move-To-Another (2).png
            190 kB
          14. 7-Instance-Modal (2).png
            7-Instance-Modal (2).png
            148 kB
          15. 8-Instance-Grab-Items (2).png
            8-Instance-Grab-Items (2).png
            207 kB
          16. 9-Instance-Move-Items (2).png
            9-Instance-Move-Items (2).png
            209 kB

            Issue Links

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                People

                Assignee:
                stephaniesbuck Stephanie Buck
                Reporter:
                cboerema Cate Boerema
                Analysis Estimator:
                Charlotte Whitt Charlotte Whitt
                Front End Estimator:
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
                Back End Estimator:
                Cate Boerema Cate Boerema
                UX Lead:
                Kimie Kester Kimie Kester
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                0 Vote for this issue
                Watchers:
                18 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases