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  1. UX Product
  2. UXPROD-3469

Bulk Edit - in app approach - item statuses

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    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      Withdrawn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      Withdrawn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      Unknown      		 Withdrawn Available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      Withdrawn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      Withdrawn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      Withdrawn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      Withdrawn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      Withdrawn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      Withdrawn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

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          Issue Links

            defines

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-120 Bulk edit Inventory records

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • In progress
            has to be done after

            New Feature - New feature requests UXPROD-3523 Bulk Edit - in app approach - item locations

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODEXPW-105 Update item statuses

            • 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. UIBULKED-38 Add item status to In-app bulk edit form

            • 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. UIBULKED-103 Incorrect records count reported when not all records can have status updated

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. FAT-1689 Bulk-Edit (Items) API tests - Item statuses

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINV-366 BE: Allow changes between new item statuses

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

            Activity

              People

                magdaz Magda Zacharska
                magdaz Magda Zacharska
                Uladislau Samets Uladislau Samets
                Viachaslau Khandramai Viachaslau Khandramai
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases