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  1. UX Product
  2. UXPROD-1057

Fast Add/On the Fly (Inventory, Circulation)

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Details

    • Medium < 5 days
    • Medium < 5 days
    • Medium
    • The solution can follow the pattern for creating inventory records (instance, holdings, item) from Orders.
    • Prokopovych
    • 114
    • 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.
    • R4
    • R1
    • R2
    • R1
    • R1
    • R1
    • R4
    • R4
    • R1
    • R2
    • R2
    • R5
    • R1
    • R1
    • 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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                charlotte Charlotte Whitt
                Anya N. Arnold Anya Arnold
                Charlotte Whitt Charlotte Whitt
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
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                Dates

                  Created:
                  Updated:
                  Resolved:

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