Users App (UXPROD-784)

[UXPROD-1400] Users App: Implement Affiliation Group/Statistical Codes support in same manner as Inventory App Created: 09/Dec/18  Updated: 17/Sep/20  Resolved: 17/Sep/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Users App

Type: New Feature Priority: P3
Reporter: Khalilah Gambrell Assignee: patty.wanninger
Resolution: Won't Do Votes: 0
Labels: round_iv, usermanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
blocks UXPROD-2062 Anonymized loans: retain patron custo... Open
Defines
is defined by UIU-1813 Implement statistical codes for Users Open
is defined by UIU-1814 Settings page. Users > Statistical c... Closed
is defined by UIU-1815 Settings page. Users>General> Statist... Closed
Relates
relates to REP-221 Active patrons by stat code Closed
relates to UIU-1813 Implement statistical codes for Users Open
relates to UIIN-302 Settings page. Inventory > Instances,... Closed
relates to UIIN-385 Settings page. Inventory > Instances,... Closed
relates to UIU-1814 Settings page. Users > Statistical c... Closed
relates to UIU-1815 Settings page. Users>General> Statist... Closed
relates to UIIN-298 Implement statistical codes Closed
relates to UXPROD-1295 Users App: Add phone number type and ... Closed
relates to UXPROD-2147 Users App: Department Field Closed
Epic Link: Users App
Front End Estimate: Large < 10 days
Front End Estimator: Khalilah Gambrell
Back End Estimate: XL < 15 days
Back End Estimator: Khalilah Gambrell
Estimation Notes and Assumptions: Backend Estimate includes Adding fields to the UI and Import.
Development Team: Spitfire
PO Rank: 90
PO Ranking Note: This ranking is way higher than the organizational ranking because there isn't a good understanding of what functionality it would add. But with a few fields, custom fields, tags and this stat code, I think there would be a good package of functionality in Prod v. 1
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R5
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R4
Rank: Lehigh (MVP Summer 2020): R4
Rank: MO State (MVP June 2020): R4

 Description   

As of 12/9/2018, Inventory App is currently implementing Affiliation Group/Statistical Codes support. Users App has similar needs and may want to implement this feature in the same manner as Inventory given Custom Fields is not currently in development.



 Comments   
Comment by Khalilah Gambrell [ 09/Dec/18 ]

Tania Fersenheim - maybe something to bring up to the UM SIG to see if they are okay with leveraging the work done by Inventory.

Comment by Erin Nettifee [ 06/Aug/19 ]

So there will be two types of affiliation things people might want to have.

One is department - Biology, Facilities, East Research Support, etc. For large institutions, this can be over a thousand entries.

Then there is a more granular concept that Duke, at least, calls "Patron Type." So a patron group list might be short, and the type provides more granularity that is really helpful.

Example 1: Type allows for granular understanding of visitors, helpful for fines, high touch situations, and relationships outside of a consortial setup.

  • Institution allows affiliates from another school across town to come on site and borrow books.
  • Department = Empty
  • Patron Group = Visitor
  • Patron Type = AcrossTownCollege - Faculty

Example 2: "Faculty" is a big umbrella - and type can help us distinguish a temporary person versus a tenured former department chair.

  • Summer school program instructor is here for eight weeks teaching a class in the English Department
  • Department = English
  • Patron Group = Faculty
  • Patron Type = Faculty - Summer Temp Instructor

Can provide more examples if needed.

Comment by Khalilah Gambrell [ 23/Sep/19 ]

Per 9/23 meeting - UM SIG has stated that this feature is of lower priority. Many of UM SIG's requirements can be handled with UXPROD-1295 Closed and another TBD feature.

Comment by Holly Mistlebauer [ 17/Jun/20 ]

Cornell comment from Round IV Outliers spreadsheet: This outlier is a showstopper for Cornell

Comment by Sharon Beltaine [ 20/Aug/20 ]

Cornell REP-221 Closed requires these statistical codes. If they are not available at Cornell's go live, we may not be able to retroactively get that data for reports. It would be best to have this available at the time of Cornell's FOLIO implementation so we can report on this data from day one.

Comment by Sharon Beltaine [ 01/Sep/20 ]

Cornell: The patron data fields need to be able to be loaded through the Patron Feed

Comment by Sharon Beltaine [ 02/Sep/20 ]

Cornell: a small group evaluated the options for Cornell with regard to Patron Codes. It appears that the combination of the Department field and Custom fields will provide the solution that Cornell needs. Testing of custom fields and reporting from them can begin with GoldenRod. Testing of Department fields and reporting from them can begin with Honeysuckle. The Cornell Patron Feed will be modified to accommodate the Patron Code reporting needs identified in REP-221 Closed .

Pending testing, it appears that Cornell does not need to implement Statistical Codes in the Users application.

Comment by Erin Nettifee [ 02/Sep/20 ]

Thanks for the update Sharon Beltaine - for what it's worth, that's the approach Duke has been planning on for our go-live for Users in 2022.

Comment by Sharon Beltaine [ 02/Sep/20 ]

Good to know, Erin Nettifee - Thanks!

Comment by patty.wanninger [ 17/Sep/20 ]

We are not pursuing this solution at this time. User Management added some fields to the User record and will use custom fields for statistics.

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