Receiving functionality that FOLIO needs to stay competitive (UXPROD-3438)

[UXPROD-1581] Receiving material without an Order record Created: 14/Mar/19  Updated: 25/Jan/24

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: Umbrellaleaf (R2 2025)
Parent: Receiving functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P2
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: IC_review, LC-priority1, acquisitions, loc, needs-rmsigreview, receiving, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-3438 Receiving functionality that FOLIO ne... In Progress
relates to UIOR-172 Add loading text and animation/spinne... Closed
Release: Umbrellaleaf (R2 2025)
Epic Link: Receiving functionality that FOLIO needs to stay competitive
Front End Estimate: Small < 3 days
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Development Team: Thunderjet
Kiwi Planning Points (DO NOT CHANGE): 1
PO Rank: 134
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R2
Rank: hbz (TBD): R2
Rank: MI State-Lib of MI (Sum 2021): R1
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

Problem:
1) User cannot see all pieces that are expected or have been received for a given title in one place. this was addressed when updating the workflow to accommodate receiving packages
2) Currently, an Order is required for receiving a piece record. Occasionally gifts and things on exchange etc do not have order information associated with them and creating orders for them is a misrepresentation of their origin that complicates reporting. These also clutter the list of orders

Use cases:

  1. Library receives a gift or MECAP or SACAP (PL480) material. This was never ordered but we want to receive to make sure it is managed correctly.
    • Can receive 30,000 of these pieces a year at large institutions. This could mean thousands of orders a year. And materials are both electronic and physical but the vast majority are physical
  2. Receiving Back issues of a periodical (Could be 100s could be 1) and there was no order specifically put in for this but it must be received.

Note: If no order was present there may be information that would have been captured there that needs to be added to the piece for reporting purposes (Eg. acquisition method, Material type)

Requirements:

  • Ability to add title to receiving with no link to POL
    • Ability to add pieces as needed for that title
    • Ability to create inventory records to represent these things

Acceptance criteria:
TBD



 Comments   
Comment by Dennis Bridges [ 02/Apr/20 ]

After reviewing with the small group it was determined that problem 1 in the description of this feature was adequately addressed by work done on receiving packages. As such the summary and description have been updated and the rankings have been removed to allow the community to re-evaluate. Estimates have also been removed and it will need to be estimated again once the requirements are finalized.

Comment by Holly Mistlebauer [ 17/Jun/20 ]

Chicago comment from Round IV Outliers spreadsheet: We need this because we can't be creating dummy order records. We will need to receive items (e.g., gifts) that lack orders. -Kristin MartinAlso, the lowest ranking is "wait up to a quarter." Clearly no one thinks the possible workarounds (e.g. manually create dummy orders for non-periodicals) can be sustained. -Tod Olson

Comment by Dennis Bridges [ 19/Oct/23 ]

Updated fixed version. Non-purchase acquisitions will not be managed in FOLIO with the Q release.

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