Uploaded image for project: 'UX Product'
  1. UX Product
  2. UXPROD-3469

Bulk Edit - in app approach - item statuses

    XMLWordPrintable

Details

    • Small < 3 days
    • XL < 15 days
    • High
    • Firebird
    • 0
    • R1
    • R1

    Description

      Current situation or problem:

      FOLIO does not support bulk edit of the item records and any changes in the item status need to happen for each record separately.

      This functionality has been identified by the Bulk Edit Working Group as the one of the most needed bulk edit functions.

       

      In scope
      Following updates of the statuses are supported:
      List of supported statuses:

      From status To status From status To status From status To status
      Available Missing
      Withdrawn
      In process (non-requestable)
      Intellectual item
      Long missing
      Restricted
      Unavailable
      Unknown
      Missing Available
      Withdrawn
      In process (non-requestable)
      Intellectual item
      Long missing
      Restricted
      Unavailable
      Unknown
      Withdrawn Available
      Missing
      In process (non-requestable)
      Intellectual item
      Long missing
      Restricted
      Unavailable
      Unknown
      In process (non-requestable)
       
      Available
      Missing
      Withdrawn
      Intellectual item
      Long missing
      Restricted
      Unavailable
      Unknown
      Intellectual Item Available
      Missing
      Withdrawn
      In process (non-requestable)
      Long missing
      Restricted
      Unavailable
      Unknown
      Long missing Available
      Missing
      Withdrawn
      In process (non-requestable)
      Intellectual item
      Restricted
      Unavailable
      Unknown
      Restricted Available
      Missing
      Withdrawn
      In process (non-requestable)
      Intellectual item
      Long missing
      Unavailable
      Unknow
      Unavailable Available
      Missing
      Withdrawn
      In process (non-requestable)
      Intellectual item
      Long missing
      Restricted
      Unknown
      Unknown Available
      Missing
      Withdrawn
      In process (non-requestable)
      Intellectual item
      Long missing
      Restricted
      Unavailable

      Out of scope:

      Bulk edits to other item statuses

       

      Use case(s)

      • Have the ability to scan a bunch of materials (maybe during check-in) and then perform a batch change on all the item records (e.g. change location, change item status, or update damaged field)
      • Identify items with specific characteristics and apply a bulk change of item status (e.g., marking them as Missing). 
      •  Load a file of item uuids, hrids, or barcodes and make multiple changes at once, e.g., add a temporary location and a temporary loan type and change the item status. 

      More use cases: https://wiki.folio.org/display/BULKEDIT/Bulk+Edit+Use+Cases

      Links to additional info

       

      TestRail: Results

        Attachments

          Issue Links

            Activity

              People

                magdaz Magda Zacharska
                magdaz Magda Zacharska
                Uladislau Samets Uladislau Samets
                Viachaslau Khandramai Viachaslau Khandramai
                Votes:
                0 Vote for this issue
                Watchers:
                5 Start watching this issue

                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases