Uploaded image for project: 'UX Product'
  1. UX Product
  2. UXPROD-137

Move Holdings and/or Items

    XMLWordPrintable

Details

    • Medium < 5 days
    • Jumbo: > 45 days
    • XXL < 30 days
    • Low
    • 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.
    • Firebird
    • 104.5
    • Aligned PO rank with the Calculated Total rank.
    • R2
    • R1
    • R1
    • R1
    • R1
    • R4
    • R2
    • R1
    • R4
    • R1
    • R1
    • R4
    • R5
    • R4
    • R1
    • 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

            Activity

              People

                stephaniesbuck Stephanie Buck
                cboerema Cate Boerema
                Charlotte Whitt Charlotte Whitt
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
                Cate Boerema Cate Boerema
                Kimie Kester Kimie Kester
                Votes:
                0 Vote for this issue
                Watchers:
                18 Start watching this issue

                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases