Physical Resource Management

Bulk operations and batch jobs for holdings records will support running on holdings sets (and not just physical items and physical titles).

• Ability to use a set of holdings for jobs covering different aspects of inventory management, for example, change holdings information.

• Only update relevant holdings selected for the physical holdings set, and not all holdings for the title as with a physical titles set.

The inventory manager will be able to better automate holdings management with a higher level of accuracy.

It will be possible to save an item as a template, to then be used to pre-populate common item information when creating new items.

• Ability to save an existing item as a template.

• The new template will contain much of the item's non-unique data (for example, item policy, physical item material type, etc.) for use in creating future items.

• When creating a new item, it will be possible to select the template to be used to pre-populate the new item's data.

Physical inventory operators will more easily and efficiently create physical items, as they will no longer need to manually input common item information.

Enhance holdings deletion workflows to allow operators to handle bibliographic records in case there's no other inventory.

When deleting a holdings record from the holdings list or search, the operator will be able to decide if the bibliographic record should be suppressed or deleted if it has no other inventory.

The user will be able to quickly and efficiently manage the catalog when handling physical inventory.

Create multiple similar items for the same holdings in one go.

When adding similar items to a holding, it will be possible to add them together and not individually.

The user will be able to quickly and efficiently add similar items, minimizing manual processing.

The Physical Holdings Staff Search will be updated with various improvements for better usability, performance, productivity, and overall user experience.

• Ability to configure actions order according to user's preferences.

• Ability to configure sections order according to user's preferences.

• Ability to configure the information visible in search results.

• More information and actions available in items section.

The user will be able to quickly find holdings and perform actions as needed.

The Physical Title Search will be updated and redesigned for better usability, performance, productivity, and overall user experience.

• Ability to use multi-value selection facets.

• Ability to perform cross-page bulk operations.

• Display more information.

• Quickly perform actions on titles.

The user will be able to quickly find titles and perform actions as needed.