Inventory (UXPROD-785)

[UXPROD-284] Item look-up component Created: 02/Mar/18  Updated: 03/Jan/24

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

Type: New Feature Priority: TBD
Reporter: Cate Boerema (Inactive) Assignee: Tim Auger
Resolution: Unresolved Votes: 0
Labels: crossplatform, elastic-search, resourceaccess, round_iv, search_checkin, search_checkout, search_enhancements, search_requests, search_users
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Skärmavbild 2021-05-31 kl. 18.51.33.png     PNG File Skärmavbild 2021-05-31 kl. 18.52.57.png    
Issue links:
Blocks
blocks UXPROD-2774 Allow Users to Add Items to Course by... Open
blocks UXPROD-3486 Add item lookup to Requests page Draft
Relates
relates to UIREQ-23 Requests: Search and Select Item on R... Open
relates to UIIN-145 Representation of analytics and bound... Closed
relates to UIPFI-1 Instance look-up component Closed
relates to UIIN-1515 Item lookup and selection Draft
relates to UIREQ-266 Add an Inventory search to the New re... Draft
relates to UXPROD-3486 Add item lookup to Requests page Draft
Potential Workaround: HK - Workaround, use inventory to search for item and copy/paste barcode.
Epic Link: Inventory
Analysis Estimate: Large < 10 days
Analysis Estimator: Cate Boerema (Inactive)
Front End Estimate: XXL < 30 days
Front End Estimator: Jakub Skoczen
Back End Estimate: Very Small (VS) < 1 day
Back End Estimator: Jakub Skoczen
Estimation Notes and Assumptions: Assumes there will be some challenges around not having this interfere with the inventory app and vice-versa

Assumes that we are building the hierarchical view for Inventory search results as part of another feature
Development Team: Volaris
PO Rank: 77
PO Ranking Note: Use Inventory to search (but more cumbersome).
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R1
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R1
Rank: MO State (MVP June 2020): R2
Rank: St. Michael's College (Sum 2021): R2
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R2

 Description   

Like user search and select but for items. Used to browse and select an item record when you don't have the barcode in hand.

This would be useful for:

  • Check in/out - If, for example, the barcode on the item is damaged and won't scan/can't read
  • Requests - For finding the item you want to request from within the Requests app. This is a lower priority because you can go to inventory, find your item and then, from the actions menu, click "new request" (request form will open with item pre-populated)
  • Receiving - For allowing users to manually connect an item to a ‘Piece/receiving record’. At the moment the system connects the piece and item automatically when creating the item. If the user wanted to create instance holding item and then add an order after they would need some way to make the connection in the UI. Otherwise the order would only link to the instance. It might also be helpful for correcting import errors, so it could be considered a nice to have.
  • Courses - For adding eResources which do not have a barcode
  • Bound-with (items with multiple holdings) - For creating/editing bound-with records


 Comments   
Comment by Cate Boerema (Inactive) [ 02/Mar/18 ]

Darcy Branchini, Tania Fersenheim, Emma Boettcher tagging y'all for awareness on this one, as it is a general feature needed by all your apps. I took care of the estimates on this with Jakub.

Comment by Cate Boerema (Inactive) [ 10/Jun/18 ]

Emma Boettcher, this feature is needed by Requests as well as Loans (and maybe by other apps as well), but given where you are with your loans work, I'd like to assign this to you for requirements. Let me know if you have any concerns!

Comment by Cate Boerema (Inactive) [ 16/Jul/18 ]

Linking this to UIIN-145 Closed , as they need the ability to lookup instances for bound withs. Seems like there could be some overlap here.

Comment by Emma Boettcher [ 06/Sep/18 ]

Per conversation in PO Slack, tagged with apps (Check In, Check Out, Requests) that would be able to use this. It could also be used for adding manual fines and fees, so I've added tag corresponding to the Users app as well.

Comment by Schwill, Carsten [ 27/Sep/18 ]

Cate Boerema, the ranks above point to production only. I believe this feature would significantly enhance testing in quantity as well as quality. How about a rank "at least a quarter before going live"?

Comment by Anya [ 29/Mar/19 ]

Comment from March Meeting: need it in inventory and add to barcode on the fly - could be done in inventory - UA would need to check in with Staff - patty.wanninger

Comment by Cate Boerema (Inactive) [ 19/Jun/20 ]

Kimie Kester I think the frontend estimate on this is really high probably because we don't have a mockup for it. Is there any chance you would have time to put one together? Basically, this should be like the instance select popup we use in Orders and in Inventory (for preceding and succeeding titles) but it needs to allow you to drill down to the item level and select an item.

Comment by Kimie Kester [ 26/Jun/20 ]

Hi Cate Boerema Here is a link to a first pass at mockups.
https://drive.google.com/drive/folders/1qOlgbA0BNq4-AF9AbavAQGfKAkZxxp5G?usp=sharing

Once we have a better understanding of what elements are needed on the screen I can add those and then we can find out from Dev what the options are for showing a hierarchical list.

Comment by Cate Boerema (Inactive) [ 03/Sep/20 ]

Discussed in the RA SIG on https://folio-org.atlassian.net/wiki/display/RA/2020-07-09+Resource+Access+Meeting+Notes.
Recording: https://drive.google.com/drive/folders/0B7G8S7WF6N20NkVtc0x6ZmwxaGc (discussion is towards the end of the meeting)

Some notes from the meeting:

Initial discussion around the design:

  • Group members asked to include effective location, effective call number including volume and enumeration, and they requested column headers and wondered about having the list collapsed by default and including the number of items for each title in the collapsed view.
  • Travis, Brooks L “Would it be better to just do a flat layout, and just repeat the title information, wrapped, in the first column?”
  • Could we collapse items by default? If you search "Nature", you will get 20 titles, each with up to hundreds of items (so it would be good to have the items collapsed)
  • Could we make this mirror inventory searching? With the same options available as item searching there? Would be nice for it to do everything you can do in Inventory

Then folks began to question the importance of the features (around 58:18):

  • We are talking about this behaving just like inventory search - why wouldn't you just go to Inventory then?
  • "In some ways this is a little bit of an overkill"
  • "This functionality exists in OLE but I don't know how much it is used in reality" - folks seem to use it a lot for testing
  • In a production setting, usually you will have a barcode in hand at Checkout
  • There are some cases when someone has found something in the stacks that the barcode has fallen off of, but this is more of a problem in old libraries
  • Cynthia Lange “We have also had patrons return chargers or other equipment with the barcode missing.”
  • The original feature description talked about adding this to Requests app, as well, but since we've added the ability to create a request from within Inventory, that seems less pressing
  • The feature also mentions an acquisitions context - maybe that is really where the value lies?
  • Cate to discuss with Dennis

I spoke with Dennis Bridges and he confirmed that there was no currently pressing need for this feature in Acquisitions.

My conclusion at this point is that this feature is not as high of a priority as its rankings suggest. We are pausing further work on the design. It would be great if implementers could update their rankings accordingly.

Comment by Debra Howell [ 05/Oct/20 ]

Cate Boerema Cornell lowered our ranking to R2 in response to your comment. This UXPROD is still important to us, therefore we are ranking it R2.

Comment by Emma Boettcher [ 12/Oct/20 ]

Cate Boerema I didn't include this in my PO ranking, because I know you've been working on it. It's still assigned to me - should we assign it to you or should I include it in my rankings?

Comment by Kelly Drake [ 18/Mar/21 ]

This would be useful in Course Reserves as well.

Comment by Erin Nettifee [ 18/Mar/21 ]

I wonder if this story needs stories or features for the related apps where the modal would be used, and then those features could be set to blocked until the modal is developed. since it's a bit odd in that you'd only be able to see it in an app outside of inventory (since inventory doesn't need an item search modal, it has one already.)

Comment by Charlotte Whitt [ 19/Mar/21 ]

Erin Nettifee and Kelly Drake - I think any work on this need to be paused until we know the outcome of the POC of using Elastic Search as search engine for Inventory. I'll update the summary line.

I think there need to be some spec work done around this very, very old feature. I can see that the description is quoting comments going in a couple of different directions.

So this is not something were we are ready to write up stories. BTW this is marked as an OPEN ticket, that means this feature is in it's very basic state. Next state would be DRAFT.

Comment by Molly Driscoll [ 24/May/21 ]

St. Michael's College added a ranking to this feature and specified an item lookup modal in the checkout app would be strongly desired to be incorporated under this feature. See comments on https://folio-org.atlassian.net/browse/MODINV-74 

Comment by Charlotte Whitt [ 31/May/21 ]

Hi Molly Driscoll and Erin Nettifee - I think with the newly done work on the instance look up where it's possible to now search by using the item segment, then we got all what we need, and we can close this feature.

See also my comments to Holly Mistlebauer in UIIN-1515 Draft .

Comment by Charlotte Whitt [ 24/Jan/22 ]

Notes from conversation with Holly Mistlebauer on 1/21/2022: UXPROD-284 Open Item look-up component is work planned for Morning glory - see: Prokopovych Sprint Planning 132 Overview)

CC: Kirstin Kemner-Heek

Comment by Erin Nettifee [ 24/Jan/22 ]

That's great Charlotte Whitt!

Comment by Luisa Cywinski [ 08/Feb/22 ]

Thanks! We look forward to using this function!

Comment by Erin Nettifee [ 09/May/22 ]

Hi Charlotte Whitt. The only place I know that uses this modal right now is Orders - is that right?

What I can see there is that you get the instance lookup, and then it brings the instance info back into the order. I can search for an instance based on attached item information, but I don't actually see the item record through that modal. Is there a place that has implemented that in FOLIO? I think libraries will want a workflow that allows them to search by instance information, see the item or items that search brings up, review the item information and then select the one they want to use. It seems like the modal only supports that first part - searching - and not actually viewing the item record directly.

Comment by Luisa Cywinski [ 09/May/22 ]

Will item lookup be available in Courses in Morning Glory?

Comment by Erin Nettifee [ 09/May/22 ]

Luisa Cywinski no - there has been no development work in Courses for Morning Glory and none is planned AFAIK. I do think Courses can use the instance lookup modal but I think that modal needs more work to be able to meet item lookup needs....

Comment by Luisa Cywinski [ 09/May/22 ]

Erin Nettifee Got it. Unfortunately, we can't use the workaround (lookup in Inventory) since none of our online resources have barcodes. We are creating barcodes in a spreadsheet until the function becomes available.

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