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  1. UX Product
  2. UXPROD-1581

Receiving material without an Order record

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    Details

    • Template:
      UXPROD features
    • Front End Estimate:
      Small < 3 days
    • Back End Estimate:
      XL < 15 days
    • Confidence factor:
      Low
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      51
    • Kiwi Planning Points (DO NOT CHANGE):
      1
    • PO Rank:
      39
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R2
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: hbz (TBD):
      R2
    • Rank: MO State (MVP June 2020):
      R2
    • Rank: TAMU (MVP Jan 2021):
      R2
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Problem:
      1) User cannot see all pieces that are expected or have been received for a given title in one place. this was addressed when updating the workflow to accommodate receiving packages
      2) Currently, an Order is required for receiving a piece record. Occasionally gifts and things on exchange etc do not have order information associated with them and creating orders for them is a misrepresentation of their origin that complicates reporting. These also clutter the list of orders

      Use cases:

      1. Library receives a gift or MECAP or SACAP (PL480) material. This was never ordered but we want to receive to make sure it is managed correctly.
        • Can receive 30,000 of these pieces a year at large institutions. This could mean thousands of orders a year. And materials are both electronic and physical but the vast majority are physical
      2. Receiving Back issues of a periodical (Could be 100s could be 1) and there was no order specifically put in for this but it must be received.

      Note: If no order was present there may be information that would have been captured there that needs to be added to the piece for reporting purposes (Eg. acquisition method, Material type)

      Requirements:

      • Ability to add title to receiving with no link to POL
        • Ability to add pieces as needed for that title
        • Ability to create inventory records to represent these things

      Acceptance criteria:
      TBD

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:

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