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  1. UX Product
  2. UXPROD-3523

Bulk Edit - in app approach - item locations

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Details

    • XXL < 30 days
    • Medium
    • XXL < 30 days
    • Firebird
    • 0
    • R1
    • R1

    Description

      Current situation or problem:
      Currently all location changes need to be made one by one and che changes of the items locations are very frequent as the items are being taken on or off reserve, display or new books

      In scope

      • Identify records that will be updated based on item barcode, current location, other identifiers?
      • Identify records that will be updated based on the query
      • Add, remove and modify items temporary and permanent locations
      • Provide a feedback about encountered errors errors
      • Provide ways to address the errors
      • Provide an option for reversal of the changes (nice to have?)

      Out of scope
      Loan types
      Holdings location

      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)
      • Have the ability to identify a batch of item records with the same characteristic (e.g. temporary location = course reserve) and change them (e.g. remove the temp location)

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

      Links to additional info

      Questions
      1. How should the items be identified for the bulk edit?
      2. Which inventory fields should be displayed on the preview form?
      The questions were answered during the Bulk Edit Working Group meeting on February 8, 2022: https://wiki.folio.org/display/BULKEDIT/2022-2-8+Bulk+Edit+Working+Group+Meeting+Notes

      TestRail: Results

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            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 before

            New Feature - New feature requests UXPROD-3469 Bulk Edit - in app approach - item statuses

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

            Task - A task that needs to be done. FEXPCMN-3 Update schemas to support item retrieval

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

            Task - A task that needs to be done. FEXPCMN-4 Update schemas to support bulk-edit item update

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

            Task - A task that needs to be done. MODEXPS-79 Update folio-export-common schemas

            • 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. MODEXPW-80 Retrieve item records based on the provided identifiers

            • 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. MODEXPW-81 Spike - Preview of the records before the changes are committed

            • 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. MODEXPW-86 Saving edited item locations

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

            Task - A task that needs to be done. MODEXPW-89 Update: Users Preview API (/bulk-edit/{jobId}/preview/users)

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

            Task - A task that needs to be done. MODEXPW-90 Items Content Update API /bulk-edit/{jobId}/items-content-update/upload

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

            Task - A task that needs to be done. MODEXPW-91 Download Items Preview API/bulk-edit/{jobId}/preview/updated-items/download

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

            Task - A task that needs to be done. MODEXPW-92 Item Preview API (/bulk-edit/{jobId}/preview/items)

            • 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. MODEXPW-114 "Download changed records (CSV)" is missing from Actions Menu

            • 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. MODEXPW-115 Download link shouldn't be available for empty file with matched records

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

            Tech Debt - MODEXPW-119 Improvements for Are you sure form

            • 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. UIBULKED-28 Replace checkboxes with radio buttons on the lading page

            • 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-29 Modify bulk edit 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. UIBULKED-30 Record identifiers dropdown

            • 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-31 Item record - preview of matched 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. UIBULKED-32 Error accordion - Items

            • 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-33 Starting bulk edit - in app approach

            • 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-34 In-app bulk edit form

            • 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-35 Are you sure form

            • 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-36 Completion of the in-app bulk edit

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

            Task - A task that needs to be done. UIBULKED-56 Change bulk-edit preview endpoint

            • 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. UIBULKED-57 In-app bulk edit permissions only

            • 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-58 CSV bulk edit permissions only

            • 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-59 CSV and In app bulk edit 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. UIBULKED-60 Download matched records (CSV) - Items

            • 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-61 Download errors records (CSV) - Items

            • 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-102 Inconsistent behavior when repeating updates on the same records - item locations

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

            New Feature - New feature requests UXPROD-3704 Bulk Edit - in app approach - FOLIO holdings locations

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

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                magdaz Magda Zacharska
                magdaz Magda Zacharska
                Uladislau Samets Uladislau Samets
                Viachaslau Khandramai Viachaslau Khandramai
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                  Updated:
                  Resolved:

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