Details
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Type:
New Feature
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Status: Closed (View Workflow)
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Priority:
P3
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Resolution: Done
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Affects Version/s: None
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Fix Version/s: Q3 2020
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Component/s: None
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Template:customfield_11200 19048
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Epic Link:
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Analysis Estimate:Medium < 5 days
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Front End Estimate:Medium < 5 days
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Front-End Confidence factor:Medium
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Estimation Notes and Assumptions:The solution can follow the pattern for creating inventory records (instance, holdings, item) from Orders.
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Development Team:Prokopovych
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Calculated Total Rank:
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PO Rank:114
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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.
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Rank: Chalmers (Impl Aut 2019):R4
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Rank: Chicago (MVP Sum 2020):R1
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Rank: Cornell (Full Sum 2021):R2
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Rank: Duke (Full Sum 2021):R1
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Rank: 5Colleges (Full Jul 2021):R1
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Rank: FLO (MVP Sum 2020):R1
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Rank: GBV (MVP Sum 2020):R4
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Rank: hbz (TBD):R4
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Rank: Hungary (MVP End 2020):R1
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Rank: Lehigh (MVP Summer 2020):R2
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Rank: Leipzig (Full TBD):R2
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Rank: Leipzig (ERM Aut 2019):R5
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Rank: MO State (MVP June 2020):R1
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Rank: TAMU (MVP Jan 2021):R1
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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.
Acquisition – here it is part of the ordering process- 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
Course Reserves:Split toUXPROD-2721Personal copy of items to be circulated for course reserveA piece of an item scanned in for course reserve
The required fields in Inventory:
- Instance record
- System supplies
- FOLIO id,
- Human readable ID,
- Metadata source
- Date added
- Needed to enter
- Title
- Status
- System supplies
- Holding Record
- System supplied all of the above information for instance
- Entry needed
- Location
- 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
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UXPROD-1352 Item states for on the fly/fast add records
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- Blocked
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- has to be done before
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UXPROD-2576 Permissions. Create fast-add records (action-based permission)
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- Closed
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- is defined by
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UICHKOUT-628 Fast add record. Access New fast add template from Check out screen
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- Closed
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UICHKOUT-646 Fast add permission (Check out)
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- Closed
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UIIN-907 Fast add record. Access New fast add template from Inventory
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- Closed
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UIIN-1210 Fast add permission (Inventory)
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- Closed
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UIIN-1211 Fast add settings: Default instance status and Suppress from discovery
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- Closed
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UIIN-1212 Fast add settings: Default suppress from discovery value
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- Closed
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UIIN-1238 Run accessibility checks on Fast add form
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- Closed
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UIIN-1257 Permission for editing Fast add defaults in Settings
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- Closed
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UIIN-1271 Enable view of Fast add settings with "Settings (Inventory): Display list of settings pages"
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- Closed
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UIPCIR-1 Create instance via "fast add" form
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- Closed
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UIPCIR-2 Create holdings via "fast add" form
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- Closed
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UIPCIR-3 Create item via "fast add" form
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- Closed
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UIPCIR-4 Copy barcode of newly created fast add item to clipboard
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- Closed
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UIPCIR-6 Fast add permission (Plugin)
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- Closed
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UIPCIR-7 Make use of defaults in Fast add plugin
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- Closed
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UX-376 UX Review of Fast Add Mockups
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- Closed
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- relates to
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UXPROD-1352 Item states for on the fly/fast add records
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- Blocked
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UXPROD-2721 Fast Add/On the Fly (Course Reserves)
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- Closed
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