|Functional Area||Description||Current workaround||Submitted by||Priority|
|1||Circulation/Collection Management/Metadata Management||Have the ability to scan a bunch of materials (maybe during check-in) and then perform a batch change on all the items (e.g. change location, change item status, or update damaged field)||One-by-one updates||High|
|2||Circulation/Collection Management/Metadata Management||Have the ability to copy/paste a list of barcodes, HRIDs, or UUIDs for a batch of item records, and then perform a batch change on all the items (e.g. add a statistical code, or add a tag)||Maybe ETL, but difficult to isolate single items on instances with multiple items||Med|
|3||Collection Management/Metadata Management|
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)
Would expand to cover items matching multiple characteristics.
Would also want to be able to perform this based on a text list of barcodes, item hrids or item uuids.
Maybe ETL, but difficult to isolate single items on instances with multiple items
|4||Collection Management/Metadata Management||Have the ability to identify all holdings with location A and change them to location B. This is very important for cases where collections are moving, both permanently and for temporary closures, etc.||Maybe ETL, but difficult to isolate single holdings on instances with multiple holdings||Med|
|5||User Management||Have the ability to identify all student workers at a particular branch and remove their permissions at the end of the school year||One-by-one updates||High|
Have the ability to identify a batch of holdings records with the same characteristic (belonging to a set of batch loaded materials, in a particular location and belong to a particular campus) and then perform a change on any field in the FOLIO holdings. This change could include adding a prefix or suffix to urls or updating the url in holdings for electronic resources.
Would expand to cover holdings matching multiple characteristics.
Would also want to be able to do this based on a text list of hrids or uuids for the holdings records.
Difficult to isolate single holdings on instances with multiple holdings
|7||Metadata Management||Identify holdings records for print retention programs, to batch update with MARC-formatted retention details, such as program name, retention period, and volumes being retained.||None known, except by staff labor.||Jacquie Samples||High|
Identify and isolate records in need of clean-up, for examples
None known, except by staff labor.
For URL changes, we "could" export the whole catalog, work in an outside system, and then overlay the identified records.
|9||Circulation / Collection Management||Identify items with specific characteristics and apply a bulk change of item status (e.g., marking them as Missing).|
My understanding is that item status workflows will have their own logic / permissions to govern who can change a particular item status and who can't - so I'm not sure if that would make this its own use case or not.
|10||Circulation / Collection Management||Identify patron requests with specific characteristics and apply a bulk edit to specified fields. E.g., if a library is closing for bad weather, change the hold dates for holds awaiting pickup so that they don't expire when the library is closed.||One-by-one processing||Med|
|11||Metadata Management||Identify and isolate records with the specific item characteristic of Missing, to evaluate and change to Lost (or Long Lost) as needed. Subsequent updates to OCLC are also part of the process, so exporting OCLC#s based on those items is also needed.||Maybe ETL but that needs to be explored. Otherwise, one-by-one staff labor.||Jacquie Samples||Med|
|12||Users / Circulation||Bulk delete of patron records who have passed their expiration date and have no other associated dependencies (e.g., open loans or unpaid fines.)||One-by-one processing, or scripting with existing APIs||High|
|13||ERM||Keep track of ebooks purchased or on evaluation in EBA (evidence based acquisition) by adding tags, access status types, add to agreement and/or select/deselect in bulk in eHoldings. Usually in the hundreds, the titles are too many to work with one-by-one.||Keeping the information in supplementary documents on the Agreement which is less visible.||Martina Karlsson||High|
|14||Users / Circulation||Bulk update of patron information - use cases like extending expiration dates; updating delivery preferences when a department changes location; updating custom field information||One-by-one processing, or scripting with existing APIs||Med|
|15||Agreements||Identify and isolate agreements with a specific status. Bulk update that status. For instance, batch edit status from active to closed.||One by one.||Med|
|16||Users||Change e-mail address for all affected users when the institution domain changes||One by one.|
|17||Resource Management/Orders||Bulk change of specific fund codes in fund distribution to another fund code in PO lines based on order status for all open PO lines that meet the criteria||One by one.||Scott Perry||High|
|18||Resource Management/Orders||Bulk change the vendor in all open pos for a specified vendor. One common case is changing subscription agents so all pos need to reflect the new vendor.||One by one.||Med|
|19||Resource Management/Finance||Bulk creation/alteration of budgets based on a CSV document (or some other external source)||One by one.||Scott Perry||High|
|20||Metadata Management/Entity Management||Identify all instance records containing a particular value for contributor and/or subject and update the value to reflect a change in the authorized access point (or a local change to an authorized access point)||ETL or manual||Med|
|21||Metadata Management||Identify MARC SRS records where indicators need to be corrected. Bulk update those records to modify the field or fields with the correct indicators.|
One by one. Currently data import doesn't do this.
|22||ERM/ Licenses||Bulk edit license attributes. Once common use case filtering by license type then bulk editing license types.||One by one.|
Molly Driscoll on behalf of FOLIO ERM sites
|23||Metadata Management||Have the ability to batch edit the location for all item records associated with a particular holdings or instance (e.g. change this print serial run from location Stacks to location Offsite storage)||One by one||Ann-Marie Breaux||Med|
|24||Resource Management/Orders||Add tags or update tags in bulk to order records. Considering tags as a method to add accounting codes to order records. Because this process is undertaken monthly, I have listed the priority as high based on frequency of use and importance of these codes to financial accounting and university auditing.||One by one||Molly Driscoll on behalf of Michigan State University||High|
Have the ability to batch add or update a note or other field for all instances or holdings or items in a given set.
(Christie Thomaschanged this to high as we are currently adding electronic bookplates to the holdings notes field in the absence of a donor management app and associated functionality. Because the notes are repeatable, ETL would only work if you are adding a new note to existing notes or deleting all notes and adding notes. it is not possible to replace a specific note.)
|ETL or manual||MedHigh|
Have the ability to identify approval order records from a specific date/load and update the vendor codes for those records
More generally, create a list of orders and bulk/rapid update funds, vendors, requestors, and notes.
|Manual, one by one||High|
|27||Resource Management/Orders & Holdings||Have the ability to identify approval orders with holdings for the business school and update the location of these holdings to the business school.||Manual, one by one||Med|
Have the ability to identify SRS records containing specific MARC coding and bulk update that code.
Example: When Czechoslovakia split into the Czech Republic and Slovakia, the country code for Czechoslovakia (cs) was replaced by xr (Czech Republic) and xo (Slovakia).
Example: One collection originally coded all names as personal names (700 field). We identified and recoded most of the corporate body names.
|Is this possible prior to MARC query API?||Med|
Add a similar feature to Sierra Global Update that allows you to see the data from the fields of the same type (author, subject, title, etc.) present in a set (review file) of records.
Use case – Identify bib records from the daily headings reports that have not been sent for authorities processing.
Example: Backstage inserts a code indicating that a bib record has been processed in the 040 field. I can view all the 040 fields from a set of records using the “toggle” function in Global Update and select records for future authorities processing.
Use case – Find patterns of problems in a set of records.
Example: During record loading, some MARC fields may end up being duplicated. Sierra Create List searching cannot find duplicate fields, but the “toggle” function in Global Update helps identify affected records.
Ability to temporarily add or remove a MARC field in SRS.
Use case – To temporarily exclude some bib records from authorities processing, we add a 9XX note and re-write the monthly search query to exclude records using that note.
Example: The recent EEBO record load was huge, so we had to temporarily exclude them from the month’s authorities processing query.
|31||Metadata Management||Have the ability to load a text file with barcodes OR UUID for bulk deletion of items. Partial denial of deletions due to existing dependencies (e.g. checked out) must somehow be indicated and be accessible for further processing (e.g. download log file)|
One-by-one processing via UI, or scripting with existing APIs
Björn Muschallon behalf of Leipzig University Library
|32||Metadata Management||Load a file of hrids or uuids for instances and change all the instance status or discovery suppress value for the instances. The interface should allow for changing multiple properties at once.||ETL||Med|
|33||Metadata Management||Load a file of holdings uuids or hrids and change the call number type, call number prefix, or copy number for all records in the set. The interface should allow for changing multiple properties at once.||ETL?||Med|
|34||Metadata Management||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.||ETL?||Med|