Skip to:

  1. Skip to Jira Navigation
  2. Skip to Side Navigation
  3. Skip to Main Content

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

Description

Overview: For the mvp we implement the POL number in the Acquisition accordion. The POL number is a hotlink directly back to the Order record.

Usecase:
As a circulation staff I want to have easy access to order information relevant for any given search in Inventory.
When I find what I'm looking for - the given patron request - then I want to have easy access coming from the Inventory, holdings record and do not want to repeat my search in another app, e.g. the the Order app.

UX-wireframe for the simple implementation with the POL number as hotlink directly back to the Order record, and two elements more: the Order status, Order status date, and Price.

The long term solution, would be to implement a fuller set or data elements - but that will be beyond mvp - .

NOTE: This does not affect the Receiving accordion in the Holdings record, only the Acquisitions accordion

Other issues to be confirmed for final stories

  • Will this acquisitions data be referred data from the order, or stored in the Holdings record? If it is view-only data in the Holdings record, then

    • UIIN story needed to remove this acquisitions accordion from the Holdings Create/Edit screen

    • Maybe MODINV story needed to remove the acq data from the Holdings schema

    • Migration script needed if any data has been manually populated into those Holding records fields previously?

    • UIDATIMP story needed to remove the acquisitions accordion from the Holdings field mapping profile create/edit and View screens, or change to Unmappable

    • MODDATAIMP needs review to see if schema changes are needed, and any migration scripts

  • Is additional data needed beyond the original 4? Current UI does not show the POL number. Doublecheck with the Acq Small Group

Priority

Labels

Fix versions

Development Team

Thunderjet

Assignee

Solution Architect

Parent

Parent Field Value

None

Parent Status

None

Attachments

1

blocks

has to be done before

is defined by

is required by

relates to

Checklist

hide

TestRail: Results

Activity

Show:

Dennis Bridges November 25, 2021 at 4:48 PM

All issue resolved and verified in bugfest-kiwi

Dennis Bridges August 4, 2021 at 8:41 PM

 it just requests the info from the orders app. Basically says give me POLs that have my UUID and then displays the information that is returned. As we currently store the instance and item IDs on the order side the decision was made to keep this consistent for now with Holdings.

Ann-Marie Breaux August 4, 2021 at 6:41 PM

Hi Once this is done, and in general - does the Instance, Holdings, and Item store the related POL number (or its UUID perhaps) in Inventory-Storage, or does it just request that info from the Order app when it creates the view of the Instance/Holdings/Item?

Dennis Bridges June 10, 2021 at 2:34 PM

After confirming with Ann-Marie that the defendant features have been delayed we have decided to push this feature to R3 to allow for completion of the remaining stories and proper testing. There was no logical place to split this work.

Dennis Bridges April 22, 2021 at 8:49 PM

 There is nothing in scope of this feature for making a check on delete of holding from the inventory app. This type of interaction is a hotly debated topic at the moment. However, the order app will need some way of handling situations where our link no longer resolves. Ie. give a user the ability to choose a new holding.

Ultimately the community needs to settle on an approach for managing these types of situation at a system level such that individual apps can conform to that approach and possibly leverage the global tools provided to do so. I've been away for a few weeks but I believe that even recently more progress has been made on this topic.

Done

Details

Reporter

PO Rank

75.89

PO Ranking Note

CW: Created after ranking exercise. The solution with a minimum data set has been discussed with a MM-SIG working group and AM-Breaux. DB: Since I have taken responsibility for this feature I have adjusted ranking to fit with my other feature rankings.

Analysis Estimator

Front End Estimate

Small < 3 days

Front End Estimator

Front-End Confidence factor

Medium

Back End Estimate

Large < 10 days

Back End Estimator

Rank: 5Colleges (Full Jul 2021)

R2

Rank: Cornell (Full Sum 2021)

R4

Rank: Chalmers (Impl Aut 2019)

R2

Rank: GBV (MVP Sum 2020)

R4

Rank: hbz (TBD)

R4

Rank: Grand Valley (Full Sum 2021)

R5

Rank: TAMU (MVP Jan 2021)

R4

Rank: Chicago (MVP Sum 2020)

R1

Rank: MO State (MVP June 2020)

R3

Rank: U of AL (MVP Oct 2020)

R2

Rank: Lehigh (MVP Summer 2020)

R2

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs

Created August 1, 2019 at 2:28 PM
Updated September 29, 2022 at 10:07 PM
Resolved November 25, 2021 at 4:48 PM
TestRail: Cases
TestRail: Runs