[UXPROD-2373] Allow for the display of piece information on Holding records in inventory - FOLIO Issue Tracker

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Details

Type: New Feature
Status: Closed (View Workflow)
Priority: P1
Resolution: Done
Affects Version/s: None
Fix Version/s: Kiwi (R3 2021)
Component/s: None
Labels:
- acquisitions
- round_iv

Template:
UXPROD features customfield_11200 34365
Epic Link:
Receiving and Checking-in of Items
Front End Estimate:
XXL < 30 days
Back End Estimate:
XXL < 30 days
Confidence factor:
Low
Estimation Notes and Assumptions:
FE now includes changes in 3 different modules so this could be very large. BE also involves a lot of logic in different areas to update the way order handles location.
Development Team:
Thunderjet
Calculated Total Rank:
38
PO Rank:
102
Cap Plan Fix Version (DO NOT CHANGE):
R2 2021
Rank: Chicago (MVP Sum 2020):
R2
Rank: Cornell (Full Sum 2021):
R2
Rank: Duke (Full Sum 2021):
R1
Rank: 5Colleges (Full Jul 2021):
R4
Rank: GBV (MVP Sum 2020):
R4
Rank: hbz (TBD):
R4
Rank: MI State-Lib of MI (Sum 2021):
R2
Rank: MO State (MVP June 2020):
R2
Rank: TAMU (MVP Jan 2021):
R2
Rank: U of AL (MVP Oct 2020):
R5

Description

Problem: Some pieces are received with no items in inventory to represent them. In this case there is no indication that those materials have been received in any other application. This information may be important for discovery, managing inventory and other workflows.

Note: this feature will include an update to the interaction logic between orders and inventory regarding Holdings. Receiving pieces to a new location can in some cases result in unwanted Holdings being created. When the perm location of a Holding is change it may need to update expected pieces such that they can be received to the correct location.

Use cases:

Print Journals (Only Physical Pieces) are checked-in for a periodical and the system is not set to create items to represent them. The librarian might be waiting to bind those things until they have enough pieces to bind and creating items may require them to be deleted once bound. The librarian wants these pieces to show in discovery as expected and ultimately as received until 1 item is created to represent them. These items would live on the self and be available for use even though there is no item record. These many be for circulation or for internal use.
- When the librarian receives these pieces they might add a public note when they indicate they want them piece to display publicly
Patron comes to reference desk because they can't find something. Librarian wants to confirm it has been received, identify what bound volume it is included (If it has been bound yet) in and find out where that bound volume or loose issue is in the library. These librarian often will not be accessing the ILS system and Acquisitions data as they may not have creds/perms/training.
Patron wants to confirm a material has been received, identify what bound volume it is included (If it has been bound yet) in and find out where that bound volume or loose issue is in the library.
For some legal materials (Integrated materials) there will never be an item representing the piece being received. It may be a pocket part etc. and librarians will still need to be able to identify whether it has been received or not. This information is also displayed in discovery
Librarian my reference the receipt date as a means of troubleshooting why nothing has been received recently.
Patron wants to see info for a particular title. Item may have been created for piece but holding with provide additional information about what makes up that item. Eg. Current years version of chapter two has been received and added to it.

Approach:
https://wiki.folio.org/display/FOLIJET/Display+piece+information+on+Inventory+holdings+record

TestRail: Results

Attachments

Issue Links

has to be done after

UXPROD-1925 Holdings: Display of POL number, Order status, Order date and Price in the Acquisition accordion

Closed

is defined by

MODORDERS-534 Define and implement business API for retrieving pieces information

Closed

MODORDERS-535 Take into consideration "holdingId" or "locationId" when check-in/unreceive/receive pieces

Closed

MODORDERS-572 Piece update/receive : support location/holding field adjustments

Closed

MODORDERS-575 No way to create piece for pending order with manual create piece = True

Closed

MODORDERS-576 Holding is created for piece when Create inventory is None/Instance

Closed

MODORDERS-577 Unopen doesn't remove pieces

Closed

MODORDERS-578 Holding is created for order line when Create inventory is None/Instance

Closed

MODORDERS-579 POL Quantity not updated when piece is deleted that does not share location with POL

Closed

MODORDERS-580 POL location not updated when piece location is Edited

Closed

MODORDERS-583 Item not created when editing piece

Closed

MODORDERS-584 User can remove last unit of quantity from POL

Closed

MODORDERS-604 Display 0 value when order quantity is 0

Closed

MODORDERS-606 Pieces with no location can be delete and do not update order quantity

Closed

MODORDERS-607 Can't edit caption or enumeration etc. when piece has no item connected

Closed

MODORDSTOR-235 Add field to Piece schema for support holding

Closed

MODORDSTOR-240 Add new fields to receiving history view: displayOnHolding, enumeration, chronology, discoverySuppress

Closed

MODORDSTOR-244 Update piece schema to include Copy number, Enumeration AND Chronology

Closed

UIIN-1502 Retrieve and display select Piece information on Holding

Closed

UIIN-1632 Update Received piece table columns

Closed

UIOR-795 `useLineHoldings` hook usage from `stripes-acq-components`

Closed

UIOR-821 Creating order for Electronic only results in piece not being created

Closed

UIOR-824 User can't edit opened POL when last piece is removed

Closed

UIOR-836 Update manually add pieces for receiving field

Closed

UIREC-133 Allow user to select holding or location at point of receipt

Closed

UIREC-135 Update create, edit and receive piece forms with additional fields

Closed

UIREC-152 Connect items created for pieces to holdings

Closed

UIREC-158 Update Received/Expected piece table columns

Closed

UIREC-159 Save piece toast message

Closed

UIREC-160 Display Copy number, Enumeration AND Chronology in Piece form

Closed

UIREC-162 Piece location/holding field adjustments

Closed

UIREC-163 Display order line locations on piece form

Closed

UIREC-172 Display Holding OR Location name in location column in search results

Closed

UIREC-174 Disable add and remove piece when order is pending

Closed

UIREC-175 Confirm if user would like to delete holdings record when deleting piece

Closed

UIREC-181 Confirm user would like to delete holdings record when changing Holdings link of Piece

Closed

UIREC-182 Display "Invalid reference" when Holdings ID is not valid

Closed

UIREC-186 Receiving: Update manually add pieces for receiving field

Closed

UISACQCOMP-40 Component to handle holdings and locations

Closed

UISACQCOMP-53 Support: Display order line locations on piece form

Closed

UISACQCOMP-59 Support: Display "Invalid reference" when Holdings ID is not valid

Closed

relates to

UIREC-178 Do not show "Display on holdings" when create inventory does not include "Holdings"

Closed

UXPROD-194 Checkin Maintenance (managing pieces with publication patterns)

In Refinement

UXPROD-1608 Inventory. Holdings record, Accordion Receiving history

Draft

UXPROD-1647 Theme: Ability to maintain relationships between other apps when holdings/items are moved

Open

mentioned in: Page Loading...

(36 is defined by , 4 relates to, 1 mentioned in)

Activity

People

Assignee:: Dennis Bridges

Reporter:: Dennis Bridges

Votes:: 0 Vote for this issue

Watchers:: 13 Start watching this issue

Dates

Created:: 31/Mar/20 8:12 PM

Updated:: 08/Dec/21 1:57 PM

Resolved:: 25/Nov/21 4:48 PM

Allow for the display of piece information on Holding records in inventory