Inventory (UXPROD-785)

[UXPROD-2721] Fast Add/On the Fly (Course Reserves) Created: 04/Oct/20  Updated: 11/Mar/21  Resolved: 23/Feb/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R1 2021
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Erin Nettifee
Resolution: Done Votes: 1
Labels: courses, po-mvp, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Skärmavbild 2020-07-15 kl. 19.36.50.png     PNG File Skärmavbild 2020-07-15 kl. 19.45.50.png     PNG File screenshot-1.png     PNG File screenshot-2.png    
Issue links:
Defines
is defined by UICR-91 Fast add record. Access New fast add ... Closed
Relates
relates to UXPROD-1057 Fast Add/On the Fly (Inventory, Circu... Closed
Epic Link: Inventory
Analysis Estimator: Charlotte Whitt
Development Team: Thor
PO Rank: 94
PO Ranking Note: CW (note carried over from UXPROD-1057): This feature was discussed at a Course Reserve meeting 8/13/2019. The outcome of the meeting defined the feature as a must have for MVP. Lifted the PO rank to match other features being marked as po-mvp.
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R5
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R5
Rank: Warner (MVP Jul 2020): R2

 Description   

Scope: this is basically a template including the above elements, similar to that already implemented for creating Instances when Orders are created.

Usecases: Course Reserves:

  1. Use case - personal scanned item
    • A professor has an paper article, or document that they would like scanned and added to a course.
      • They hand the document to the CR staff
      • CR staff scans the file, uploads it somewhere.
      • CR staff creates a Fast Add record to describe the file, including the link to the online copy.
      • CR staff add the Fast Add record to the Course.
  2. Use Case - link to online resource
    • A professor would like to include an existing online resource in the Reserve list for their course
      • Professor gives link to the CR Staff
      • CR staff creates a Fast Add record
      • CR staff add the Fast Add record to the

Relevant data elements as implemented in the the work UXPROD-1057 Closed and all data elements in the Electronic access set to the fast add form and having it repeatable just like it is in the item form in Inventory:

Relationship
URI
Link Text
Material specified
URL Public Note

The required fields in Inventory:

  1. Instance record
    • System supplies
      • FOLIO id,
      • Human readable ID,
      • Metadata source
      • Date added
    • Needed to enter
      • Title
      • Status
  2. Holding Record
    • System supplied all of the above information for instance
    • Entry needed
      • Location
  3. Item Record
    • System supplied all of the above information for instance, holding
    • Entry needed
      • Location ( if different)
      • Barcode
      • Material type
      • Call number
      • Item state
      • Loan type (permanent/temporary)
      • Course reserve also need the item record to include the electronic access information (856 type info)

Deck from December 2019: https://docs.google.com/presentation/d/1yVDsYQrzeCXoZXS1YC0fMQMxDyCJMKK8LHoe8XYh4nA/edit#slide=id.p
Mockups: https://drive.google.com/drive/folders/1yUAeP4cDMsexe1hy1IaFWdNh6GTfN8iL (note: still need to discuss with UX - may change to a modal and/or make other changes)



 Comments   
Comment by Erin Nettifee [ 11/Nov/20 ]

Hi Charlotte Whitt - is there an idea yet as to when this might be implemented? I see that UXPROD-1057 Closed is closed.

Comment by Charlotte Whitt [ 11/Nov/20 ]

Hi Erin Nettifee - no not to my knowledge.
The ranking of the feature is (as of today):
Calculated Total Rank - All: 42
Calculated Total Rank - Round IV: 26
PO Rank: 94

Cate Boerema Kelly Drake Mike Gorrell - do you have more recently info on this (maybe from the discussions in the Capacity planning team)?

Comment by Kelly Drake [ 11/Nov/20 ]

Hi Erin Nettifee - it is as Charlotte Whitt says - the ranking is not high as not all libraries use course reserves, and development resources are committed to higher ranked functionality.

That said - were we to find resources outside the capacity plan (hint, hint) then maybe we could get some CR development)

Comment by Erin Nettifee [ 11/Nov/20 ]

So why was it split from the main feature? Because of the eResource needs?

Comment by Erin Nettifee [ 18/Dec/20 ]

Duke is working on an implementation of this feature and will have a basic skeleton for Courses SIG members to look at in January.

Comment by Charlotte Whitt [ 23/Feb/21 ]

Hi Erin Nettifee - all stories defining this feature is now closed. I'll close this feature too. 

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