Inventory (UXPROD-785)

[UXPROD-1604] Item templates. Hard coded template Created: 20/Mar/19  Updated: 06/Dec/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: TBD
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: chalmers, chalmers_debut_followup, epam-folijet, inventory, metadatamanagement, q2-2019-spillover
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Skärmavbild 2019-04-23 kl. 23.18.19.png     PNG File Skärmavbild 2019-04-23 kl. 23.26.59.png    
Issue links:
Defines
defines UXPROD-785 Inventory In Progress
Relates
relates to UIIN-680 Settings page. Inventory. Add Templates Draft
relates to UXPROD-1662 Create, manage and apply Item templates Draft
relates to UIIN-551 Create item record by using item temp... Draft
relates to UIIN-552 Create item record by using item temp... Draft
Potential Workaround: CW: Create Item records as usual. In most cases item records will be created via Orders.
Release: Not Scheduled
Epic Link: Inventory
Analysis Estimate: Very Small (VS) < 1day
Analysis Estimator: Charlotte Whitt
Front End Estimate: Medium < 5 days
Front End Estimator: Niels Erik Nielsen
Back End Estimator: Niels Erik Nielsen
Estimation Notes and Assumptions: First phase a hard coded template, with default values made dynamic. No dynamic configuration of of elements.
Development Team: Folijet
PO Rank: 71
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: Lehigh (MVP Summer 2020): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R2

 Description   

Many item records are similar (same location, material type etc).

The possibility to duplicate item is implemented, but Chalmers would also like to have Item templates to make item CRUD easier.

Usecases raised by Chalmers (item and holdings):

  1. To simplify and streamline the workflow for adding holdings and items.
  2. Using minimalistic templates, to keep staff, when adding holdings/items, from having to navigate through dozens of fields that we never use.

Tasks:

  • Get more detailed spec and requirements from Chalmers (3/22)
  • Discuss this topic with the MM-SIG (TBD)

Documentation - input from Lisa Sjögren:

Charlotte Whitt This is feedback from Chalmers. This is high priority for them. Please review and determine next step (finalize into a story, mark as will not implement, need more info, delete, etc.). The label chalmers_debut_followup helps us keep these issues all findable as a group.



 Comments   
Comment by Charlotte Whitt [ 23/Apr/19 ]

Hi Theodor Tolstoy (One-Group.se) - not sure I understand the very recent ranking of this feature. I thought it was a 'Chalmers Go live' requirement, and for us to implement by Q2 2019, according to the notes from the November visit at Chalmers, p. 7 - https://docs.google.com/document/d/1g_pMiAl0U6uIYEFktchRaM2Abebgcr03XY1pdJI5Hqo/edit

CC: Lisa Sjögren Cate Boerema

Comment by Marie Widigson [ 11/Nov/20 ]

We currently don't believe that a hard coded template wold be interesting. Instead we find https://folio-org.atlassian.net/browse/UXPROD-1662 much better. Ranking as R5 instead of previous R2, please protest if we have missed something, Lisa Sjögren

Comment by Charlotte Whitt [ 11/Nov/20 ]

Hi Marie Widigson - yes the hard coded template is kind of an interim solution while waiting for the possibility for each tenant to customize their optimal solution.

The hard coded template might be useful for some libraries, which don't want to set up their own – but there is also a risk that UXPROD-1604 Draft will be 'throw away work' when we have UXPROD-1662 Draft implemented.

Comment by Marie Widigson [ 11/Nov/20 ]

Thank you Charlotte Whitt, we'll stick with R5 then

Comment by Ann-Marie Breaux (Inactive) [ 06/Dec/23 ]

Moved from Prokopovych backlog to Folijet Backlog cc: Ryan Taylor

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