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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
    • Front-End 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:
    • 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)

        TestRail: Results

          Attachments

            Issue Links

            blocks

            New Feature - New feature requests UXPROD-1352 Item states for on the fly/fast add records

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Blocked
            has to be done before

            New Feature - New feature requests UXPROD-2576 Permissions. Create fast-add records (action-based permission)

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICHKOUT-628 Fast add record. Access New fast add template from Check out screen

            • 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. UICHKOUT-646 Fast add permission (Check out)

            • 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. UIIN-907 Fast add record. Access New fast add template from Inventory

            • 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. UIIN-1210 Fast add permission (Inventory)

            • 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. UIIN-1211 Fast add settings: Default instance status and Suppress from discovery

            • 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. UIIN-1212 Fast add settings: Default suppress from discovery value

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1238 Run accessibility checks on Fast add 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. UIIN-1257 Permission for editing Fast add defaults in Settings

            • 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. UIIN-1271 Enable view of Fast add settings with "Settings (Inventory): Display list of settings pages"

            • 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. UIPCIR-1 Create instance via "fast add" 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. UIPCIR-2 Create holdings via "fast add" 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. UIPCIR-3 Create item via "fast add" 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. UIPCIR-4 Copy barcode of newly created fast add item to clipboard

            • 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. UIPCIR-6 Fast add permission (Plugin)

            • 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. UIPCIR-7 Make use of defaults in Fast add plugin

            • 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. UX-376 UX Review of Fast Add Mockups

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

            New Feature - New feature requests UXPROD-1352 Item states for on the fly/fast add records

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

            New Feature - New feature requests UXPROD-2721 Fast Add/On the Fly (Course Reserves)

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

              Activity

                People

                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
                Votes:
                0 Vote for this issue
                Watchers:
                7 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases