Details
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New Feature
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Status: In Refinement (View Workflow)
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P3
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Resolution: Unresolved
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None
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None
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None
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Medium < 5 days
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Low
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Medium < 5 days
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Thunderjet
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55
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84
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R4
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R5
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R1
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R1
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R4
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R4
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R1
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R2
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R1
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R4
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R1
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R1
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R4
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R2
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R3
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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
TestRail: Results
Attachments
Issue Links
- relates to
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UIOR-253 Create expected check-in pieces automatically based on pattern and frequency - DRAFT
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- Draft
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UIOR-254 Create Expected check-in piece based on the one being checked in currently - DRAFT
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- Draft
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UXPROD-1845 Claiming unreceived or unreceivable items
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- Analysis Complete
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UXPROD-2373 Allow for the display of piece information on Holding records in inventory
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- Closed
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UXPROD-3438 Receiving functionality that FOLIO needs to stay competitive
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- In progress
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