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  1. UX Product
  2. UXPROD-194

Checkin Maintenance (managing pieces with publication patterns)

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Details

    • UXPROD features
    • Medium < 5 days
    • Medium < 5 days
    • Low
    • Thunderjet
    • 55
    • 84
    • R4
    • R5
    • R4
    • R1
    • R4
    • R4
    • R1
    • R2
    • R1
    • R4
    • R1
    • R1
    • R4
    • R2
    • R3
    • R4

    Description

      Problem: User has to add each expected piece individually. Pieces are added almost daily while ordering is active and this can consume a significant amount of time. Patterns might also trigger automated claiming when an issue is overdue

      High level requirements:

      • Allow the user to add pieces based on a pattern that will create pieces with different captions and expected receipt dates as defined (also known as predictive checkin)
      • Allow the user to adjust the pattern of expected pieces and have the pieces that have been created update to align with adjustments made to the pattern
      • Would be good to have default patterns or be able to share patterns across libraries (some published long ago by Library of Congress may still be available); large libraries being able to share patterns across the community would be really helpful, so that each library does not have to create all of them on their own

      Workflow mockups: https://drive.google.com/drive/folders/1EDEZAWpteiV-NZc_W9sjfTWlr4bpmd7N?usp=sharing

      Note there are standards for identifying publication patterns defined in MARC. These should be considered in order to improve the transferability of data to and from FOLIO. https://www.itsmarc.com/crs/mergedProjects/holdings/holdings/idh_853_855_hold.htm

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                dennisbridges Dennis Bridges
                cboerema Cate Boerema
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