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  1. UX Product
  2. UXPROD-1647

Ability to maintain relationships between other apps when holdings/items are moved

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    • Template:
    • Epic Link:
    • Analysis Estimate:
      Very Small (VS) < 1day
    • Front End Estimate:
      Very Small (VS) < 1day
    • Back End Estimate:
      Very Small (VS) < 1day
    • Confidence factor:
      High
    • Estimation Notes and Assumptions:
      Hide
      There may not be any work needed to retain the relation to Orders, ref the comment on this issue:

      "Orders relate to the Inventory Item by this property on the Item

      {code}
       "purchaseOrderLineIdentifier": {
            "type": "string",
            "description": "ID referencing a remote purchase order object related to this item"
          },
      {code}

      The Item in turn relates to a holdings record by an holdingsRecordId on the Item.

      Moving the Item to a different holdings record is basically changing the ID - Orders' relation to the Item will be retained in that process and thus move along to the new holdings record with the Item."
      Show
      There may not be any work needed to retain the relation to Orders, ref the comment on this issue: "Orders relate to the Inventory Item by this property on the Item {code}  "purchaseOrderLineIdentifier": {       "type": "string",       "description": "ID referencing a remote purchase order object related to this item"     }, {code} The Item in turn relates to a holdings record by an holdingsRecordId on the Item. Moving the Item to a different holdings record is basically changing the ID - Orders' relation to the Item will be retained in that process and thus move along to the new holdings record with the Item."
    • Development Team:
      Core: Functional
    • Calculated Total Rank - All:
      106
    • Calculated Total Rank - Round IV:
      51
    • Calculated Total Rank - Iris Summer 2021 Impls:
      31
    • PO Rank:
      111
    • PO Ranking Note:
      CW: Aligned PO rank with Calculated Total rank
    • Cap Plan Rank:
      0
    • Cap Plan Ranking Note:
      Hide
      HK: This is only a must have for orders according to the feature and the feature states that orders already does this by default. (can't imagine why this is not the case everywhere unless UUIDs are not being used)CB: Also, there is no way to move items
      Show
      HK: This is only a must have for orders according to the feature and the feature states that orders already does this by default. (can't imagine why this is not the case everywhere unless UUIDs are not being used)CB: Also, there is no way to move items
    • Rank: Chalmers (Impl Aut 2019):
      R2
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: hbz (TBD):
      R1
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Purpose: When transferring holdings and items any existing relationships should be retained.

      Usecases:
      1) There is established relationship between a POL in the Order app, and a given holdings record via app interaction Order <>Inventory.
      2) There is established relationship between a POL in the Order app, and a given item record via app interaction Order <>Inventory.
      3) There is established relationship between a patron request and an item record in a holdings record. If the Item record is transferred to another holdings record, the Request link to the given item record must be retained.
      4) Loans on a given item record is to retained, so the loan history is persistent (to be described further - Emma Boettcher
      5) ....

      • - - - - - - - - - - - - -

      Usecases:
      1) Holding, subscription, and item records move together. In all situations, when an item record is moved, the associated holding and subscription record should automatically follow so that there are no empty record lingering that could be accidentally found by a patron.

      2) UXPROD-2268 addresses - guidance for this question from Felix Hemme: Do you know how a transfer of holdings from one instance to another would work, if the change is triggered outside of Folio? Something to keep in mind with regards to UUID or HRID?

      The jira feature was also mentioned in:
      Gap Analysis 2019 Missing Features - https://docs.google.com/spreadsheets/d/1b3VY1EUOAyoySuEaT0lJfKUBYLMUPZM6PDSBnGiMxYk/edit#gid=739330010

      Original order # 145

        TestRail: Results

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            relates to

            New Feature - New feature requests UXPROD-137 Move Holdings and/or Items

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

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                Assignee:
                charlotte Charlotte Whitt
                Reporter:
                charlotte Charlotte Whitt
                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:
                14 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases