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  1. UX Product
  2. UXPROD-1057

Fast Add/On the Fly (Inventory, Circulation)

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    Details

    • Template:
    • Epic Link:
    • Analysis Estimate:
      Medium < 5 days
    • Front End Estimate:
      Medium < 5 days
    • Confidence factor:
      Medium
    • Estimation Notes and Assumptions:
      The solution can follow the pattern for creating inventory records (instance, holdings, item) from Orders.
    • Development Team:
      Prokopovych
    • Calculated Total Rank:
      98
    • PO Rank:
      114
    • PO Ranking Note:
      CW: This feature was discussed at a Course Reserve meeting 8/13/2019. The outcome of the meeting defined the feature as a must have for MVP. Lifted the PO rank to match other features being marked as po-mvp.
    • Rank: Chalmers (Impl Aut 2019):
      R4
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R2
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R4
    • Rank: hbz (TBD):
      R4
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: Leipzig (Full TBD):
      R2
    • Rank: Leipzig (ERM Aut 2019):
      R5
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Scope: this is basically a template including the above elements, similar to that already implemented for creating Instances when Orders are created.

      Usecase: Circulation, Acquisition, and Course Reserves need a skeletal Inventory record, but at different times.

      1. Acquisition – here it is part of the ordering process
      2. Circulation – could be for:
        • Personal copy of items to be circulated for course reserve
        • A piece of an item scanned in for course reserve
        • Item needed to circulate before cataloging can be done
      3. Course Reserves: Split to UXPROD-2721
        • Personal copy of items to be circulated for course reserve
        • A piece of an item scanned in for course reserve

      The required fields in Inventory:

      1. Instance record
        • System supplies
          • FOLIO id,
          • Human readable ID,
          • Metadata source
          • Date added
        • Needed to enter
          • Title
          • Status
      2. Holding Record
        • System supplied all of the above information for instance
        • Entry needed
          • Location
      3. Item Record
        • System supplied all of the above information for instance, holding
        • Entry needed
          • Location ( if different)
          • Barcode
          • Material type
          • Call number
          • Item state
          • Loan type (permanent/temporary)
          • Course reserve also need the item record to include the electronic access information (856 type info) - see more: UXPROD-2721

      Deck from December 2019: https://docs.google.com/presentation/d/1yVDsYQrzeCXoZXS1YC0fMQMxDyCJMKK8LHoe8XYh4nA/edit#slide=id.p
      Mockups: https://drive.google.com/drive/folders/1yUAeP4cDMsexe1hy1IaFWdNh6GTfN8iL (note: still need to discuss with UX - may change to a modal and/or make other changes)

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                Assignee:
                charlotte Charlotte Whitt
                Reporter:
                Anya N. Arnold Anya Arnold
                Analysis Estimator:
                Charlotte Whitt Charlotte Whitt
                Front End Estimator:
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
                Back End Estimator:
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
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                0 Vote for this issue
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                  Dates

                  Created:
                  Updated:
                  Resolved:

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