Inventory (UXPROD-785)

[UXPROD-1770] Create Accession numbers generator Created: 13/Jun/19  Updated: 30/Aug/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: Martina Tumulla
Resolution: Unresolved Votes: 1
Labels: inventory, metadatamanagement, number-generator
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
blocks UXPROD-144 Assign Accession numbers to holdings ... Open
Defines
is defined by UIIN-2548 Creating or changing an accession num... Open
is defined by UIIN-2556 Settings options for number generator... Open
is defined by UIIN-2557 Inventory Settings Options for using ... Open
Relates
relates to UXPROD-3635 Automatic generation of barcode numbe... Open
relates to UXPROD-4244 Number generators for item barcode, a... Open
relates to UXPROD-1854 Create Call number generator Draft
Epic Link: Inventory
Analysis Estimate: Very Small (VS) < 1day
Analysis Estimator: Charlotte Whitt
Front End Estimate: Small < 3 days
Front End Estimator: Niels Erik Nielsen
Front-End Confidence factor: High
Back End Estimate: Small < 3 days
Back End Estimator: Niels Erik Nielsen
Development Team: K-Int
Kiwi Planning Points (DO NOT CHANGE): 15
PO Rank: 34
PO Ranking Note: CW: Small task
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R5
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R5
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R5
Rank: hbz (TBD): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R1
Rank: Mainz (Full TBD): R3
Rank: TAMU (MVP Jan 2021): R5
Rank: U of AL (MVP Oct 2020): R4

 Description   

Goal/Problem: Create Accession numbers generator. An accession number is then assigned to each acquired resource.

Use Case(s): As ACQ librarian I need to assign an accession number to an acquired resource. This is a basic task that will occur on a daily basis. The generator should be configurable, see table below.

Related Features:

  • UXPROD-144 Open - Assign Accession numbers to holdings and item records - when items are acquired
  • UXPROD-1854 Draft - Create Call numbers generator

Specifications/Requirements - defined by Felix Hemme:

Settings Description
number range Fixed part of the number to be generated, e.g. "2005/". The fixed text of max. 20 positions can contain numbers, upper and lower case letters as well as spaces and dots.
After the slash, the consecutive number is generated.
start number Number with which generation is to begin (0 to 1,000,000,000). The system increments and displays the value of the "Start number" field up to the maximum value specified for "End number".
end number Highest number to be generated (0 to 1,000,000,000).
If a number sequence has reached the specified maximum value, the system issues an error message the next time you try to increase it. You can adjust the table by increasing the end number (the number of filling characters for "Length" must also be adjusted accordingly!) or by creating a new signature circle.
length Length of the number, based to the defined end number, e.g. end number = 9999, length = 4. Lengths from 1 to 9 are possible.
Leading fill characters Shall leading fill characters be used to specify the full length of the generated number? (for example, 0001 instead of 1). The decision on filling with leading characters can affect the sorting of entries, for example, in an access book sorted by accession numbers.
fill characters Specifies which fill character is to be used, e.g. "0" for "0001".


 Comments   
Comment by Charlotte Whitt [ 28/Oct/19 ]

Misc. notes from Slack chat in #user-management:

Uschi Klute October 25, 2019 4:39 PM
@Jana Freytag & @Annalisa: we do have one library with autogenerated patron barcodes. They have 3 different ranges for the barcodes and therefore they don't use the circ-specific autogeneration function, but the general number generation function which can also be used for call number generation and accession number generation.

So we would like to have a general number generation function in FOLIO as well...

Uschi Klute October 26, 2019:4:13 PM
I think the barcode should not be filled in automatically when opening the new user screen. I imagine that there is an icon behind the user barcode field and when I click it the next number is generated and then auto-filled into the barcode field. So only the click will activate the (internal) counter for patron barcodes. This behavior could also be used for the generation of call numbers and accession numbers. In the settings there should be a number generation section, as the solution should not only fit for Florence but also for other libraries, so it has to be configurable: The length of the barcode, a prefix, leading characters (which? how many?), start number, end number. @julianladisch: I can show you the number generator in LBS on Tuesday

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