Inventory (UXPROD-785)

[UXPROD-1727] Need to see holdings statement alongside item list Created: 20/May/19  Updated: 16/Sep/20  Resolved: 20/Nov/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q4 2019
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Charlotte Whitt
Resolution: Done Votes: 0
Labels: None
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Skärmavbild 2019-11-20 kl. 11.58.49.png    
Issue links:
Defines
is defined by UIIN-757 Enumeration and chronology should be ... Closed
is defined by CHAL-65 Enumeration data should be added to I... Closed
Relates
relates to UX-305 UX guidance. Need to see holdings sta... Closed
Potential Workaround: open multiple sessions, view holdings in one/items in the other OR view holdings in public catalog @Laura W
Epic Link: Inventory
Development Team: Prokopovych
UX Lead: Filip Jakobsen
PO Rank: 33
PO Ranking Note: CW: This feature will improve the view - needed for catalogers, circulation staff, and technical staff. PO rank aligned with Calculated Total rank.
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R2
Rank: Lehigh (MVP Summer 2020): R2
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R2

 Description   

Purpose: Need to see holdings statement alongside item list. The list of items should be viewable from the holdings record so that users can compare the holdings statements with the items.

Usecase: - provided by Natascha Owens uChicago:
Cataloging and Acquisitions staff who edit/add/maintain Holdings and Item information will need the ability to see Items that are attached to a particular Holdings record alongside the associated Holdings statements. This is particularly important when a staff member is editing Holdings statements.

It would be ideal if when accessing the Holdings record as well as the Edit Holdings page, there could be a second pane that displays the Items attached to that holdings record that one could scroll through. In most scenarios, Holdings information is maintained manually, so the ability to view Holdings statements and associated Items simultaneously is required for many Technical Services staff.

Other comments relevant for prioritization:
This is an issue of displaying data elements that already exist. Important for mvp.

The jira feature originate from:
Gap Analysis 2019 Missing Features - https://docs.google.com/spreadsheets/d/1b3VY1EUOAyoySuEaT0lJfKUBYLMUPZM6PDSBnGiMxYk/edit#gid=739330010

Original order # 196



 Comments   
Comment by Natascha Owens [ 24/Jul/19 ]

Just to provide a bit more detail for this feature:
Cataloging and Acquisitions staff who edit/add/maintain Holdings and Item information will need the ability to see Items that are attached to a particular Holdings record alongside the associated Holdings statements. This is particularly important when a staff member is editing Holdings statements. It would be ideal if when accessing the Holdings record as well as the Edit Holdings page, there could be a second pane that displays the Items attached to that holdings record that one could scroll through. In most scenarios, Holdings information is maintained manually, so the ability to view Holdings statements and associated Items simultaneously is required for many Technical Services staff.

Comment by Charlotte Whitt [ 25/Jul/19 ]

Hi Natascha Owens - thanks for you feedback on this feature I have updated the description.

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