[UXPROD-1927] NFR: Using reference records for item status - FOLIO Issue Tracker

XML

Word

Printable

Details

Type: New Feature
Status: Draft (View Workflow)
Priority: TBD
Resolution: Unresolved
Affects Version/s: None
Fix Version/s: None
Component/s: None
Labels:
None

Template:
Epic Link:
Item states
Estimation Notes and Assumptions:

Hide
This would require changing representation of an item status.

It would also need decisions about how to refer to item statuses within the system, e.g. how does another module know that 12345 = checked out, and that this status exists for this tenant

The estimate reflects that there are technical decisions to be made, as well as significant impact on modules across the system (e.g. circulation, maybe acquisitions, data import etc)

Show
This would require changing representation of an item status. It would also need decisions about how to refer to item statuses within the system, e.g. how does another module know that 12345 = checked out, and that this status exists for this tenant The estimate reflects that there are technical decisions to be made, as well as significant impact on modules across the system (e.g. circulation, maybe acquisitions, data import etc)
Calculated Total Rank:
PO Rank:
93.3
Rank: Chalmers (Impl Aut 2019):
R4
Rank: Chicago (MVP Sum 2020):
R4
Rank: Cornell (Full Sum 2021):
R4
Rank: Duke (Full Sum 2021):
R1
Rank: 5Colleges (Full Jul 2021):
R2
Rank: FLO (MVP Sum 2020):
R4
Rank: GBV (MVP Sum 2020):
R2
Rank: hbz (TBD):
R2
Rank: Lehigh (MVP Summer 2020):
R1
Rank: MO State (MVP June 2020):
R2
Rank: TAMU (MVP Jan 2021):
R1
Rank: U of AL (MVP Oct 2020):
R2

Description

Currently item status is restricted to a list of values as specified in the item JSON schema:
https://github.com/folio-org/mod-inventory-storage/blob/master/ramls/item.json

In order to continue development on the item state feature, we need to create reference records for item status instead of using the hard-coded values in the schema. This is needed to support adding additional configuration values, support custom item statuses, and potentially to support translation workflows.

While this jira is currently assigned to Prokopoych, the needed work spans multiple modules and multiple development teams, so the description here is meant to start drafting the needs in one place, and then it can start to be split apart into multiple features.

Considerations

A longer document outlining feature needs and scope is in the FOLIO wiki at
https://wiki.folio.org/display/AppInt/Item+Status+as+Reference+Records+-+UXPROD-1927

TestRail: Results

Attachments

Issue Links

has to be done before

UXPROD-1535 Item status: Create interface to create, update and deactivate item statuses in Inventory

Draft

is defined by

UICR-172 Update Course view list of reserve items to use Item status reference label

Draft

UIDATIMP-1286 Update Settings > Data Import > Field mapping profiles to support item status reference data model - DRAFT

Draft

UIDEXP-295 Update Settings > Data Export to support item status reference model

Draft

UIIN-2220 Update Inventory Item View Pane and Edit Pane to use Item Status as Reference Value

In Refinement

UIIN-2221 Update Inventory Item Action Menu to use Item Status as Reference Value

Draft

UIIN-2222 Update Inventory "in-transit items" report to support new item status reference model

In Refinement

UIIN-2224 Update Inventory Instance View Pane Holdings Accordion to use Item Status as Reference Value

Draft

UIIN-2225 Update Inventory Item Status Search Filter to use Item Status as Reference Value

In Refinement

UIREQ-833 Update Requests app Hold Shelf Clearance Report to support new item status reference model

Draft

UIU-2706 Update users loan details pane to use item status as reference value

Draft

UIU-2707 Update users new fee/fine modal to use item status as reference value

In Refinement

UIU-2708 Update Users "Overdue items" in-app report to support new item status reference model

Draft

UIU-2709 Update Users "Claimed returned" in-app report to support new item status reference model

Draft

UIU-2710 Update Users "Cash drawer reconciliation report" in-app report to support new item status reference model

Closed

UIU-2711 Update Users "Financial transaction detail report" in-app report to support new item status reference model

Draft

UIU-2712 Update Users "Refunds to process manually" in-app report to support new item status reference model

Draft

is duplicated by

UIIN-2216 Ability to customize (for tenant) item status terms

Closed

relates to

MODINVSTOR-283 Restrict item states

Closed

mentioned in: Page Loading...

(12 is defined by , 1 is duplicated by, 1 relates to, 1 mentioned in)

Activity

People

Assignee:: Erin Nettifee

Reporter:: Emma Boettcher

Back End Estimator:: Marc Johnson

Votes:: 0 Vote for this issue

Watchers:: 5 Start watching this issue

Dates

Created:: 02/Aug/19 7:35 PM

Updated:: 31/Jan/23 4:01 PM

NFR: Using reference records for item status