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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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    Details

    • Template:
      UXPROD features
    • Epic Link:
    • Front End Estimate:
      Small < 3 days
    • Back End Estimate:
      Large < 10 days
    • Confidence factor:
      Medium
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      38
    • PO Rank:
      75.89
    • PO Ranking Note:
      Hide
      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.
      Show
      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.
    • Cap Plan Fix Version (DO NOT CHANGE):
      R2 2021
    • Rank: Chalmers (Impl Aut 2019):
      R2
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R4
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: GBV (MVP Sum 2020):
      R4
    • Rank: Grand Valley (Full Sum 2021):
      R5
    • Rank: hbz (TBD):
      R4
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: MO State (MVP June 2020):
      R3
    • Rank: TAMU (MVP Jan 2021):
      R4
    • Rank: U of AL (MVP Oct 2020):
      R2

      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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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                charlotte Charlotte Whitt
                Analysis Estimator:
                Charlotte Whitt Charlotte Whitt
                Front End Estimator:
                Aliaksei Chumakou Aliaksei Chumakou
                Back End Estimator:
                Andrei Makaranka Andrei Makaranka
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                0 Vote for this issue
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                15 Start watching this issue

                  Dates

                  Created:
                  Updated:

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