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  1. UX Product
  2. UXPROD-194

Checkin Maintenance (Adjust using pattern of expected items)

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    Details

    • Template:
      UXPROD features
    • Front End Estimate:
      Medium < 5 days
    • Back End Estimate:
      Medium < 5 days
    • Confidence factor:
      Low
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      70
    • Kiwi Planning Points (DO NOT CHANGE):
      55
    • PO Rank:
      84
    • Rank: Chalmers (Impl Aut 2019):
      R4
    • Rank: Chicago (MVP Sum 2020):
      R5
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R4
    • Rank: FLO (MVP Sum 2020):
      R4
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: hbz (TBD):
      R2
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R4
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: Mainz (Full TBD):
      R1
    • Rank: MO State (MVP June 2020):
      R4
    • Rank: TAMU (MVP Jan 2021):
      R2
    • Rank: Trinity College (Jun 2021):
      R3
    • Rank: U of AL (MVP Oct 2020):
      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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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                cboerema Cate Boerema
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                  Dates

                  Created:
                  Updated:

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