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  1. UX Product
  2. UXPROD-2892

Data Import: Add Administrative note to Instance, Holdings, and Items - DRAFT

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    Details

    • Template:
      UXPROD features
    • Development Team:
      Folijet
    • Calculated Total Rank:
      25
    • Kiwi Planning Points (DO NOT CHANGE):
      1
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R2
    • Rank: U of AL (MVP Oct 2020):
      R5

      Description

      Once UXPROD-2867 is implemented in Inventory, adjust Data Import to accommodate Admin notes in Instance, Holdings, and Item records:

      • Create/edit screen for Instance field mapping
      • View screen for Instance field mapping
      • Create/edit screen for Holdings field mapping
      • View screen for Holdings field mapping
      • Create/edit screen for Item field mapping
      • View screen for Item field mapping
      • Match to value for Instance match screen
      • Match to value for Holdings match screen
      • Match to value for Item match screen

      All below here is description of UXPROD-2867

      Current situation or problem: Libraries need to enter notes that describe decisions, why they were made, variations from standard procedures, etc. The Inventory Instance notes are often controlled by the underlying MARC record, and they relate to the bibliographic description. This note field would live in the administrative section of the record and would not be controlled by any underlying source record. It may be useful to include in Instances, Holdings, and Items. By far, the highest priority is Instances, followed by Holdings, followed by Items.

      This could be a thin thread option in advance of (or in addition to) UXPROD-2863

      In scope

      • Repeatable, free text field labeled "Administrative note" that is located in the Administrative accordion of the Instance, Holdings, and Item
      • Would not be controlled by any underlying source record, but could be created/updated by Data import (similar to the Instance status field)

      Out of scope

      • No "note type" settings for this note. (Any existing Inventory note type settings would not apply to these Administrative notes)
      • Would also require supporting changes in Data Import and Data Export

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      Proposed solution/stories

      Links to additional info

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                Assignee:
                Unassigned Unassigned
                Reporter:
                abreaux Ann-Marie Breaux
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                  Created:
                  Updated:

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