[UXPROD-1662] Create, manage and apply Item templates - FOLIO Issue Tracker

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Details

Type: New Feature
Status: Draft (View Workflow)
Priority: P3
Resolution: Unresolved
Affects Version/s: None
Fix Version/s: None
Component/s: None
Labels:
- cornell-priority
- metadatamanagement

Template:

UXPROD features
Epic Link:
Inventory
Analysis Estimate:
Small < 3 days
Front End Estimate:
Large < 10 days
Back End Estimate:
Medium < 5 days
Estimation Notes and Assumptions:
Dynamic configuration of elements.
Development Team:
Prokopovych
Calculated Total Rank:
Kiwi Planning Points (DO NOT CHANGE):
13
PO Rank:
60
PO Ranking Note:
CW: PO rank aligned with Calculated Total rank.
Rank: Chalmers (Impl Aut 2019):
R3
Rank: Chicago (MVP Sum 2020):
R4
Rank: Cornell (Full Sum 2021):
R2
Rank: Duke (Full Sum 2021):
R2
Rank: 5Colleges (Full Jul 2021):
R2
Rank: FLO (MVP Sum 2020):
R2
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: St. Michael's College (Sum 2021):
R2
Rank: TAMU (MVP Jan 2021):
R2
Rank: U of AL (MVP Oct 2020):
R4

Description

Many item records are similar (same location, material type etc).

The possibility to duplicate item is implemented, but Chalmers would also like to have Item templates to make item CRUD easier.

Usecases raised by Chalmers (item and holdings):

To simplify and streamline the workflow for adding holdings and items.
Using minimalistic templates defined by the library, to keep staff, when adding items, from having to navigate through dozens of fields that the library never use.

Tasks:

Review existing templates in orders w/MM & determine what elements are needed for item templates.

Documentation - input from lisams:

screenshots of how record templates work in Sierra: https://docs.google.com/document/d/1EaZAkb86WUTiJ3Yc58MVvZFvTCCIGUovhGFEyBN5Jec/edit?usp=sharing

TestRail: Results

Attachments

Issue Links

has to be done after

UXPROD-1665 Create, manage and apply Purchase Order templates

Closed

is defined by

UIIN-680 Settings page. Inventory. Add Templates

Open

relates to

UXPROD-1604 Item templates. Hard coded template

Draft

CHAL-141 Make manual creation of holdings and items easier by implementing custom holding and item templates

Blocked

UIIN-553 Configure templates for creation of item records - third phase

Draft

UXPROD-1663 Create, manage and apply Holdings templates

Draft

mentioned in: Page Loading...

(1 relates to, 1 mentioned in)

Activity

People

Assignee:: Charlotte Whitt

Reporter:: Charlotte Whitt

Analysis Estimator:: Charlotte Whitt

Front End Estimator:: Niels Erik Gilvad Nielsen

Back End Estimator:: Niels Erik Gilvad Nielsen

UX Lead:: Filip Jakobsen

Votes:: 0 Vote for this issue

Watchers:: 5 Start watching this issue

Dates

Created:: 24/Apr/19 7:24 AM

Updated:: 17/Nov/22 2:22 AM

Create, manage and apply Item templates