Move Holdings and/or Items
2/6/2020 Charlotte Whitt
Working group: Natascha Owens, Lisa McColl, Laura Wright, and Lisa Furubotten
Goal:
Ability to Transfer (move) attached records and maintain existing relationships
When transfering holdings to another instance, all associated items have to be transferred as well
Use Case: As a cataloger I want to transfer holdings and all associated items from a one instance record to another the newly created record.
Bulk moving items and holdings.
When there exist dependencies with e.g. the Order app, then you get a warning message. The cataloger can do the transfer, and then manually do clean up in the Order app.
Out of scope: Dependencies with other apps - UXPROD-1647
Prioritization:
Chalmer requirements:
“The current workaround, while we are not able to relink records, is to delete the record we would want to relink and then create a new one with the correct link. This is pretty cumbersome, and we may lose transaction history when moving items around”
No workaround
Drag and drop … reuse the drag and drop component
Instance detailed view of holdings and items
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Definitions:
Move = Transfer/relink holdings and item from one instance to another instance.
Transfer items, by change the association from one holdings to another holdings within the same instance
(The group discussed the use of the term: Move -- would be an alternative option)
UXPROD-1625
Move holdings and item
Click on the action menu
-> Move holdings and items
Then you get a view of the holdings and items associated with the given instance record.
The new screen will include �1. Mark up holdings and items to move
2. Look up instance search box to associate the marked holdings (with items) you want to move (relink) with a different instance.
Move holdings and item - mark-up screen
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Mark up the holdings to be moved.
The move would be the holdings with all associated items - if Holdings is clicked - all Items get marked too.
If not all items to be moved, then _unclick_ the ones not to move.
This scenario will include that the holdings record gets duplicated. And the duplicated holdings record is associated with the instance record being moved to.
Verify the usecase
UX input/guideline
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In this screen no ‘Add holdings, no View holdings, no Add item buttons, no Collapse all button
Mark up, Select instance, Move by drag and drop ...
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Click the Actions menu.
Get the Select instance action
Select instance
Scenario 1: Move item(s) between holdings
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Mark up item(s).
Drag and drop, when moving the item from one holdings to another holdings.
The result will display instantly.
The complete instance record will display with all data.
UX input/guideline
Scenario 2: Move holdings with item(s) between instances
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Mark up
Holdings with all associated items
Click the Actions menu.
Get the Select instance action
Select instance
Move holdings and item - Select instance
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Instance look up plug-in.
Search the instance.
In the resultlist select the instance.
Get confirmation modal, with cancel/confirm option.
When confirm of the selection, then green confirmation toast displays in the bottom of the screen.
Next screen will be dual view.
Dual view: From instance → To destination instance
Holdings level (step 1 (only items); step 2 (move holdings with associated item)
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Drag and drop of the marked holdings (with associated items) - from one instance record to another instance (left to right).
If no holdings in receiving Instance record, then get an error message.
Get confirmation modal, with cancel/confirm option.
When confirm of the selection, then green confirmation toast displays in the bottom of the screen.
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Final screen will display the result of the move
As dual screen (from instance → to instance). If user then want to do more updates, then click the Actions button on which of the screens to continue do work?
Move is completed.
In the screen you’ll see both instances, displayed with all data
UI feedback - move Items back to the Instance it came from
(not 1st phase, but eventually)
The same as reorder - UXPROD-1625
From dual screen:
Possible to click on the x in the final pane (see slide 13) and get the usual three pane layout, viewing the record, not being closed (by using the x)
Scenario 3: Move selected item(s) to a holdings in another destination instance
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Mark up
Holdings with all associated items
Click the Actions menu.
Get the Select instance action
Select instance
Dual view: From instance → To destination instance
Item level
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Drag and drop of the marked items - from one instance record to another instance (left to right).
Get confirmation modal, with cancel/confirm option.
When confirm of the selection, then green confirmation toast displays in the bottom of the screen.
Final screen will display the result of the move
As dual screen (from instance → to instance). If user then want to do more updates, then click the Actions button on which screen to continue work on
Move is completed.
In the screen you’ll see both instances, displayed with all data
UI feedback - move Items back to the Instance it came from
(not 1st phase, but eventually)
The same as reorder - UXPROD-1625
From dual screen:
Possible to click on the x in the final pane (see slide 17) and get the usual three pane layout, viewing the record, not being closed (by using the x)
“Context-dependent” behavior (maybe later phase?)
If all items are moved from an holdings, then the system should pop up a warning message, and ask if you want to delete that given holdings, like (in OLE):
Check the business logic:
“Context-dependent” behavior (maybe later phase?)
If no holdings record or no correct holdings record in the destination instance record, then creating the holdings record should be possible in the dual view screen by using the Actions button.
Out of scope: Dependencies
UXPROD-1647 - Ability to maintain relationships between other apps when holdings/items are moved from one instance to another