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  1. UX Product
  2. UXPROD-1925

Holdings: Display of POL number, Order status, Order date and Price in the Acquisition accordion

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      CW: Created after ranking exercise. The solution with a minimum data set has been discussed with a MM-SIG working group and AM-Breaux.
      DB: Since I have taken responsibility for this feature I have adjusted ranking to fit with my other feature rankings.
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      CW: Created after ranking exercise. The solution with a minimum data set has been discussed with a MM-SIG working group and AM-Breaux. DB: Since I have taken responsibility for this feature I have adjusted ranking to fit with my other feature rankings.
    • R2 2021
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    Description

      Overview: For the mvp we implement the POL number in the Acquisition accordion. The POL number is a hotlink directly back to the Order record.

      Usecase:
      As a circulation staff I want to have easy access to order information relevant for any given search in Inventory.
      When I find what I'm looking for - the given patron request - then I want to have easy access coming from the Inventory, holdings record and do not want to repeat my search in another app, e.g. the the Order app.

      UX-wireframe for the simple implementation with the POL number as hotlink directly back to the Order record, and two elements more: the Order status, Order status date, and Price.

      The long term solution, would be to implement a fuller set or data elements - but that will be beyond mvp - UXPROD-1607.

      NOTE: This does not affect the Receiving accordion in the Holdings record, only the Acquisitions accordion

      Other issues to be confirmed for final stories

      • Will this acquisitions data be referred data from the order, or stored in the Holdings record? If it is view-only data in the Holdings record, then
        • UIIN story needed to remove this acquisitions accordion from the Holdings Create/Edit screen
        • Maybe MODINV story needed to remove the acq data from the Holdings schema
        • Migration script needed if any data has been manually populated into those Holding records fields previously?
        • UIDATIMP story needed to remove the acquisitions accordion from the Holdings field mapping profile create/edit and View screens, or change to Unmappable
        • MODDATAIMP needs review to see if schema changes are needed, and any migration scripts
      • Is additional data needed beyond the original 4? Current UI does not show the POL number. Doublecheck with the Acq Small Group

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                dennisbridges Dennis Bridges
                charlotte Charlotte Whitt
                Charlotte Whitt Charlotte Whitt
                Aliaksei Chumakou Aliaksei Chumakou
                Andrei Makaranka Andrei Makaranka
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