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  1. UX Product
  2. UXPROD-2268

Move holdings and/or items - when the change is triggered by external source

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    Details

    • Template:
      UXPROD features
    • Epic Link:
    • Analysis Estimate:
      Small < 3 days
    • Back End Estimate:
      XL < 15 days
    • Development Team:
      Thor
    • Calculated Total Rank:
      33
    • PO Rank:
      99
    • 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: GBV (MVP Sum 2020):
      R1
    • Rank: Grand Valley (Full Sum 2021):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R4

      Description

      Goal: Transfer holdings from one instance to another when the change is triggered outside of FOLIO. This use case can be relevant with non-SRS implementation, e.g. like Chalmers and GBV.

      Task:

      1. gather use cases for:
        • Which external sources can trigger a change of holdings and/or item
        • When are changes of holdings and/or items being trigged by an external source
        • How do FOLIO/Inventory receive input on changes triggered by an external source
        • How do FOLIO\/Inventory implement the changes (which automatic processes and/or manual processes? Which apps are involved in this chain: Data Import, Orders etc.

      Uses case development for OCLC CBS union catalogues (e.g. GBV, hebis, SWB)

      1. In an external system, a holdings and/or item record is moved from one bib record to another.
      • The process has to be mirrored in Inventory, so that the new relationships are established (Item -> Holdings -> Instance).

      mod-inventory-update module (NEW FOLIO module)

      • Definition of Update: update & insert (includes deletion and move)
      • FOLIO/Inventory would receive input on changes triggered by an external source via this new module
      • There are no changes to Folio Inventory required and nothing has to be implemented. The new module could be considered part of Inventory.

      Documentation:

        TestRail: Results

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                Assignee:
                charlotte Charlotte Whitt
                Reporter:
                charlotte Charlotte Whitt
                Analysis Estimator:
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
                Front End Estimator:
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
                Back End Estimator:
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases