Inventory (UXPROD-785)

[UXPROD-122] Analyse and implement 'missing' elements in the Instance Record Created: 18/Jan/18  Updated: 16/Sep/20  Resolved: 25/Sep/18

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2018
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Charlotte Whitt
Resolution: Done Votes: 0
Labels: inventory, metadatamanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UIIN-225 Instance Record. Accordion Identifier... Closed
relates to UIIN-227 Instance Record. Accordion Descriptiv... Closed
relates to UIIN-229 Instance Record. Accordion Electronic... Closed
relates to UIIN-92 Instance record. Add ContributorType ... Closed
relates to UIIN-223 Instance Record. Accordion Administra... Closed
relates to UIIN-228 Instance Record. Accordion Subjects. ... Closed
relates to UIIN-230 Instance Record. Accordion Classifica... Closed
relates to UIIN-282 Duplicate ... Instance Record. Accord... Closed
relates to UIIN-166 Add accordions to the detailed view o... Closed
relates to UIIN-165 Analyse identified 'missing' elements... Closed
Epic Link: Inventory
Analysis Estimate: Medium < 5 days
Analysis Estimator: Charlotte Whitt
Front End Estimate: Medium < 5 days
Front End Estimator: Niels Erik Nielsen
Front-End Confidence factor: Medium
Back End Estimate: Medium < 5 days
Back End Estimator: Niels Erik Nielsen
Development Team: Prokopovych
Rank: BNCF (MVP Feb 2020): R1
Rank: Chalmers (Impl Aut 2019): R1
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R4

 Description   

Analyse and implement 'missing' elements in the Instance Record - input from MM-SIG working groups

Source: https://discuss.folio.org/t/codex-metadata-analysis-when-should-a-new-instance-be-created/1001

https://docs.google.com/spreadsheets/d/1kdYx63J0KoqR3-LUHuPAzERgj8WE0OQ08rzuCaJaHWs/edit#gid=952741439

Q3 2018 - Plan as of 9/12/2018:
Following fields that we can implement in detail view and/or edit form as time permits, provided that we release the related branches of mod-inventory-storage and mod-inventory now, something that's still to be decided:

  • HRID
  • Cataloged date
  • Previously held (form only I think)
  • Staff suppress (form only)
  • Suppress from discovery (form only)
  • Publisher role
  • Publication frequency
  • Publication range
  • Electronic access (group of fields)


 Comments   
Comment by Cate Boerema (Inactive) [ 11/Sep/18 ]

Charlotte Whitt, given all the open stories on this feature, I think we can safely assume this is not going to make Q3 2018 release. If some significant part will make the Q3 release, you could split this feature into two (one part for Q3 and the other for Q4). If not, please just change the fix version to Q4.

Comment by Charlotte Whitt [ 11/Sep/18 ]

@cate - Niels Erik Nielsen is still working on these stories. I'll update the split or update fix version accordingly to what has been solved/not solved - first thing tomorrow morning (when I have a status from dev's point of view)

Comment by Niels Erik Nielsen [ 12/Sep/18 ]

Wayne will not have time to populate reference tables this week, so fields based on reference tables can not yet be populated and would thus not display (even provided we had the time to implement them UI-wise)

The fields are:

Instance status (and thus 'Date status updated')
Mode of issuance
Cataloging level
Statistical code

Other fields that are not UI or not UI ready:

Index title (present in back-end but will not be UI visible and is not yet populated)
Succeeding title (we may have the structure for that, but could be a design decision to make)
Preceeding title

That leaves following fields that we can potentially implement in detail view and/or edit form as time permits, provided that we release the related branches of mod-inventory-storage and mod-inventory now, something that's still to be decided.

HRID
Cataloged date
Previously held (form only I think)
Staff suppress (form only)
Suppress from discovery (form only)
Publisher role
Publication frequency
Publication range
Electronic access (group of fields)

Comment by Charlotte Whitt [ 12/Sep/18 ]

Hi Niels Erik Nielsen - I like your plan. Let's do it like that. I'll split the issue between Q3 2018 and Q4 2018. Thanks!

Comment by Cate Boerema (Inactive) [ 25/Sep/18 ]

Hi Charlotte Whitt, can you please clean up this feature? Let's move all these open and analysis complete stories into another feature (all the stories linked to this one should be closed by this point, as the release is on Friday). Once you've moved the open stories, we can then close this feature. Thanks!

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