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  1. UX Product
  2. UXPROD-137

Move Holdings and/or Items

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Details

    • Medium < 5 days
    • Jumbo: > 45 days
    • Low
    • XXL < 30 days
    • 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
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    • 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

            defines

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1092 Spike: DnD for Transfer/Relink Holdings and/or Items

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            has to be done before

            Umbrella - UXPROD-1647 Theme: Ability to maintain relationships between other apps when holdings/items are moved

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open
            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINV-308 Create Move schema

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINV-309 API inventory/items/move for items Move

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINV-310 API inventory/holdings/move for holdings Move

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODINV-329 Move: endpoints invalid status code

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODINV-357 Can't move item between holdings on a single instance (some items)

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-974 Relink items between holdings or holdings between instances

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1097 Move items between holdings

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1098 Select and move holdings with items or items to another instance

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1101 Move and confirm items and holdings or items to a new instance

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1103 Show two instance records as a split screen

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1111 Continue working in Inventory after moving holding(s) and/or item(s)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1112 Action menu view source in split screen instance records

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1116 Action menu edit in split screen instance records

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1120 Moving holdings and items permissions

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1127 Drag and drop accessibility

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1140 Merge&Retest -> Select and move holdings with items or items to another instance

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1141 Merge&Retest -> Move items between holdings

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1152 Move (right to left) and confirm items and holdings or items to a new instance

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1186 Move items/holdings error message

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIIN-1225 Error message when trying to view an Instance with Preceding/Succeeding title

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1226 Confirm items before moving to different holdings and/or instances

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CHAL-96 Relink items between holdings and holdings between instances

            • TBD - To be determined
            • In progress

            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
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases