SPIKE: Allow POL or Vendor Ref Number match to trigger updates for related Instance, Holdings, Item(s), and SRS MARC

RCA Group

None

Description

Changed this to a spike to evaluate the extent of effort involved

May need to make this a separate feature

1. Add POL as match option for instance, holdings, items - UI and MOD work
2. Also add Vendor ref numbers as match options for instance, holdings, items - UI and MOD work

If POL/Vendor ref matches to 1 instance, holdings, item - then update based on that match
If POL/Vendor ref matches to 0 or multiple instances, holdings, item - stop, unless a submatch narrows it to 1

Question for SMEs for UI - include matches for

  • Orders: Related POL

  • Orders: Related Vendor reference number

  • Orders: Related POL or Vendor reference number (in case it's not clear whether the matchpoint is in the POL or VRN field of the POL)

Thunderjet grooming:

  • Instance, Holdings do not store POL info; they retrieve it from the Orders app

  • Item stores POL info, but it does not surface in the Item UI

  • Instance and Item have a reference to POL in their schema, but not clear if it gets filled in and maintained; A-M to check with Prokopovych

  • Item knows which piece it is associated with

  • To match on VRN, look up the VRN in Orders, find the POL, and then use the POL to find the correct instance, holdings, item

  • A-M go through the receiving flow and how it's handled with DI

  • A-M schedule meeting with Prokopovych to review also

Environment

None

Potential Workaround

None

Checklist

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Ann-Marie Breaux November 22, 2021 at 12:57 PM

Hi That sounds good. Yes, let's cover this feature at this week's refinement session. Thank you!

Kateryna Senchenko November 22, 2021 at 11:06 AM

Hi ,

I reviewed the stories you created and added a couple more under the  feature. Scheduled refinement session with BE folks and sync with Thunderjet to link the stories required from their side. There are still a couple of questions that would be good to discuss at our next refinement, but for now I believe this SPIKE can be closed. Please let me know if you have any questions or concerns. Thank you!

Ann-Marie Breaux August 4, 2021 at 1:23 PM

Grooming: A-M to add UI stories for matching on POL and VRN for each of the inventory record types.

Done

Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Spitfire

Release

Morning Glory (R2 2022)

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Created March 29, 2021 at 3:11 PM
Updated April 26, 2022 at 1:04 PM
Resolved November 22, 2021 at 11:06 AM
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