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  1. UX Product
  2. UXPROD-967

eholdings - Order Integration : Automatically select a title/package in KB and add to library's holdings

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    Details

    • Template:
      UXPROD features
    • Epic Link:
    • Analysis Estimate:
      Medium < 5 days
    • Front End Estimate:
      Large < 10 days
    • Back End Estimate:
      Small < 3 days
    • Confidence factor:
      Low
    • Estimation Notes and Assumptions:
      Dependency - Orders app work
    • Development Team:
      Spitfire
    • Calculated Total Rank:
      43
    • Kiwi Planning Points (DO NOT CHANGE):
      1
    • PO Rank:
      85
    • Rank: Chalmers (Impl Aut 2019):
      R4
    • Rank: Chicago (MVP Sum 2020):
      R4
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R4
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: 5Colleges (ERM Jun 2020):
      R4
    • Rank: FLO (MVP Sum 2020):
      R5
    • Rank: GBV (MVP Sum 2020):
      R4
    • Rank: Grand Valley (Full Sum 2021):
      R2
    • Rank: hbz (TBD):
      R4
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R4
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      To streamline workflow, if an order contains a electronic resource then automatically activate electronic resource in KB based on an order status.

      Integration should handle

      • User manually associate an electronic resource to a POL AND matching an eResource on POL generated via an order feed to an electronic resource in KB
      • Select title and/or package in the KB and add to the library's eholdings
      • Send applicable order detail to eholdings
      • Check coverage date on order matches KB managed coverage date. If no match then populate custom coverage in the eholdings app
      • Provide details to eHoldings when title or package orders has lapsed or been cancelled.
      • no clashes between order integrations that already existing with KB used by library

      For EBSCO KB customers, note that ESS already supports AND GOBI capability should be in place before fall.

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                Assignee:
                kgambrell Khalilah Gambrell
                Reporter:
                kgambrell Khalilah Gambrell
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                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases