Notes/Comments (UXPROD-831)

[UXPROD-1299] eholdings - Notes Support Created: 06/Nov/18  Updated: 16/Sep/20  Resolved: 17/Jun/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2019
Parent: Notes/Comments

Type: New Feature Priority: P3
Reporter: Khalilah Gambrell Assignee: Khalilah Gambrell
Resolution: Done Votes: 0
Labels: eholdings, erm, resourcemanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-1510 Agreements - Notes Support Closed
Defines
defines UINOTES-11 Notes Settings: Allow a user to defin... Closed
defines UINOTES-12 Assign a note | Display a Notes pop-up Closed
is defined by MODNOTES-93 Improvements: Modify metadata trigger... Closed
is defined by MODNOTES-94 API Tests - Note type limit Closed
is defined by MODNOTES-95 API Tests - Note Links Endpoint Closed
is defined by MODNOTES-96 Check note title and detail limit Closed
is defined by MODNOTES-97 Modify ModuleDescriptor Closed
is defined by MODNOTES-99 Migrate the code to folio-service-too... Closed
is defined by STCOM-505 (ui-notes) Note edit page Closed
is defined by STSMACOM-185 Common notes accordion Closed
is defined by STSMACOM-195 Note view page Closed
is defined by STSMACOM-197 Create connected component for Note v... Closed
is defined by STSMACOM-198 Create connected component for Note c... Closed
is defined by STSMACOM-199 Create connected component for Note e... Closed
is defined by UIEH-688 View Note pane header dropdown option... Closed
is defined by UIEH-690 Provider and Resource Detail Record: ... Closed
is defined by UIEH-691 Package Detail Record: Display Notes ... Closed
is defined by UIEH-692 Add tests to check Notes accordion fu... Closed
is defined by UIEH-693 Provider/Package/Resource: Create a n... Closed
is defined by UIEH-695 View Note | Pane header dropdown requ... Closed
is defined by UIEH-696 Provider/Package/Resource: Edit a not... Closed
is defined by UIEH-698 Provider/Package/Resource: View a not... Closed
is defined by UINOTES-19 Remove sample strings from `translati... Closed
is defined by UINOTES-22 Create a permission: Settings : Confi... Closed
is defined by UINOTES-23 Create a permission: Notes: Can assig... Closed
is defined by UINOTES-24 Create a permission: Notes: Can creat... Closed
is defined by UINOTES-25 Create a permission: Notes: Can view ... Closed
is defined by UINOTES-26 Create a permission: Notes: Can edit ... Closed
is defined by UINOTES-27 Create a permission: Notes: Can delet... Closed
Gantt Start to End
earliest end is start of UXPROD-1748 Integration of Notes into eUsage Closed
Relates
relates to MODNOTES-49 Notes: assign one or several existing... Closed
relates to MODNOTES-90 Notes: Change PUT /note-links endpoin... Closed
relates to STSMACOM-223 Fix notes permissions Closed
relates to MODKBEKBJ-139 SPIKE: Notes Support (backend) Closed
relates to MODNOTES-50 Notes: retrieve notes assigned to an ... Closed
relates to MODNOTES-57 Notes: support CRUD operations for no... Closed
relates to MODNOTES-59 Notes: Implement GET type collection ... Closed
relates to MODNOTES-61 Notes: Implement POST new type endpoint Closed
relates to MODNOTES-63 Notes: Implement DELETE type endpoint Closed
relates to MODNOTES-64 Notes: Support getting notes Closed
relates to MODNOTES-65 Notes: Support to GET note by id Closed
relates to MODNOTES-66 Notes: Support create new note Closed
relates to MODNOTES-67 Notes: Support note update Closed
relates to MODNOTES-68 Notes: Support note delete Closed
relates to MODNOTES-69 Notes: Support bulk method to add/rem... Closed
relates to MODNOTES-70 Notes: refactor code which interacts ... Closed
relates to MODNOTES-71 Notes: Limit the number of note types... Closed
relates to MODNOTES-72 Notes: calculate and return note type... Closed
relates to MODNOTES-74 API Tests for GET /notes Closed
relates to MODNOTES-75 API Tests for POST /notes Closed
relates to MODNOTES-76 API Tests for GET /notes/{id} Closed
relates to MODNOTES-77 API Tests for PUT /notes/{id} Closed
relates to MODNOTES-78 API Tests for DELETE /notes/{id} Closed
relates to MODNOTES-79 API Tests for GET /note-types Closed
relates to MODNOTES-80 API Tests for POST /note-types Closed
relates to MODNOTES-81 API Tests for GET /note-types/{typeId} Closed
relates to MODNOTES-82 API Tests for PUT /note-types/{typeId} Closed
relates to MODNOTES-83 API Tests for DELETE /note-types/{typ... Closed
relates to MODNOTES-84 Performance tests for /notes endpoint Closed
relates to MODNOTES-85 Performance tests for /note-types end... Closed
relates to MODNOTES-86 Not informative Error message on POST... Closed
relates to MODNOTES-87 Spike: Change db schema - Notes are d... Closed
relates to MODNOTES-88 Note metadata fields are not complete... Closed
relates to MODNOTES-89 Notes: Change GET /notes to make note... Closed
relates to MODNOTES-91 Notes: Adjust API tests after note sc... Closed
relates to MODNOTES-104 Refactoring: split NoteLinksImpl into... Closed
relates to MODNOTES-105 Refactoring: split NotesResourceImpl ... Closed
relates to MODNOTES-106 Provide a way to convert generic data... Closed
relates to MODNOTES-108 Failing API tests Closed
relates to STSMACOM-188 Note create form Closed
relates to STSMACOM-196 Create notes pop-up Closed
relates to STSMACOM-207 Notes | Filter notes by Assignment st... Closed
relates to STSMACOM-212 Notes displays as duplicated when use... Closed
relates to STSMACOM-213 Note create form disabled after creat... Closed
relates to UIEH-671 Spike: Define Notes frontend implemen... Closed
relates to UIEH-678 Add common notes accordion to Provide... Closed
relates to UIEH-694 Create a staff note: Pane header drop... Closed
relates to UIEH-717 Cover notes functionality with tests Closed
relates to UINOTES-29 Fix "webpack-bundle-analyzer" securit... Closed
relates to UXPROD-34 User record notes Closed
relates to UXPROD-1511 Licenses - Notes Support Closed
relates to UXPROD-1512 ERM Resources - Notes Support Closed
relates to STSMACOM-217 Notes: When Notes Accordion collapse.... Closed
relates to UINOTES-33 Fix security vulnerabilities reported... Closed
relates to UINOTES-35 Fix security vulnerability reported f... Closed
relates to UINOTES-36 Fix security vulnerability for ecstat... Closed
relates to UINOTES-37 SPIKE: Investigate vulnarabilities is... Closed
Requires
requires MODNOTES-48 Notes: update note's DB schema to sup... Closed
requires UIEH-643 Spike: Approach to integrations with ... Closed
Epic Link: Notes/Comments
Front End Estimate: XL < 15 days
Front-End Confidence factor: Medium
Back End Estimate: XL < 15 days
Development Team: Spitfire
Rank: Chalmers (Impl Aut 2019): R1
Rank: Chicago (MVP Sum 2020): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R2
Rank: Lehigh (MVP Summer 2020): R2
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R1

 Description   

As a Folio Administrator
I want to track communications with my library staff, vendors, and students in Folio
in the same manner regardless of app.

Notes are desired to record vendor, staff, and patron correspondences. Notes should be:

  • Able to create and assign a note(s) to the following records
    • Agreement
    • License Records
    • Provider Records
    • Package Records
    • Title/Resource Records
  • Can assign the same note to multiple packages, titles/resources
  • Can add as many notes as desired
  • Proposed Note fields
    • Note Type
    • Note Title
    • Note Details
  • Notes Details must allow for large # of characters
  • Create/Edit a note should support a date/time created and updated stamp
  • Notes UI should support a WYSIWIG
  • Allow user to delete a Note

Additional comments

  • A Notes helper app was implemented but due to significant defects it was recently disabled. Defining requirements for this feature will require reviewing the helper app to determine at what level does it align with expectations.
  • Also several apps have requested/implemented Notes fields. Will need to review and determine if expectations align.

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