Inventory (UXPROD-785)

[UXPROD-1664] Create, manage and apply Instance templates Created: 24/Apr/19  Updated: 18/Apr/23

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

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Khalilah Gambrell
Resolution: Unresolved Votes: 0
Labels: chalmers, chalmers_debut_followup, cornell-priority, metadatamanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UIIN-680 Settings page. Inventory. Add Templates Draft
Gantt End to Start
has to be done after UXPROD-1665 Create, manage and apply Purchase Ord... Closed
Epic Link: Inventory
Analysis Estimate: Small < 3 days
Analysis Estimator: Charlotte Whitt
Front End Estimate: Large < 10 days
Front End Estimator: Niels Erik Nielsen
Back End Estimate: Medium < 5 days
Back End Estimator: Niels Erik Nielsen
Estimation Notes and Assumptions: Dynamic configuration of elements.
UX Lead: Filip Jakobsen
Kiwi Planning Points (DO NOT CHANGE): 3
PO Rank: 37
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R2
Rank: Lehigh (MVP Summer 2020): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

MM SIG members recommend this as needed for the long-term but not critical for any early adopters.

Catalogers need templates for creation of instance records for easy creation of e.g. monographs, serials, music, written music, electronic resources etc.

The possibility to duplicate an instance record is implemented, but this is not sufficient for catalogers who are used to work with templates for different resource types, which makes instance CRUD easier.

Templates is part of MARCcat. Inventory should match these.

Usecases:

  1. To simplify and streamline the workflow for adding instance records.
  2. Using minimalistic instance templates defined by the library

Tasks:

  • 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.


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