Inventory
(UXPROD-785)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | Kiwi (R3 2021) | Parent: | Inventory |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Charlotte Whitt | Assignee: | Charlotte Whitt |
| Resolution: | Done | Votes: | 0 |
| Labels: | inventory, metadatamanagement, po-mvp, round_iv | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Issue links: |
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| Epic Link: | Inventory | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Analysis Estimate: | Very Small (VS) < 1day | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Analysis Estimator: | Charlotte Whitt | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | Large < 10 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | Low | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Prokopovych | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Kiwi Planning Points (DO NOT CHANGE): | 61 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 131 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PO Ranking Note: | Aligned PO rank with Calculated Total rank. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chalmers (Impl Aut 2019): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: FLO (MVP Sum 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Grand Valley (Full Sum 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: hbz (TBD): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Hungary (MVP End 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Lehigh (MVP Summer 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Leipzig (Full TBD): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Mainz (Full TBD): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: MI State-Lib of MI (Sum 2021): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: MO State (MVP June 2020): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Trinity College (Jun 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Description |
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CW - 12/18/2020 + 5/24/2021: I have split the original feature
The libraries ranking are kept in sync for all three features. Goal/Problem: Need to link multiple instance records to the same item. Cataloguing format of Use cases: If one title in a bound-with is checked-out; all other titles bound-with need to be shown as checked out. Analytic record needs to reflect circulation status of analyzed title Data elements needed? [feedback needed from RA] Related features:
MM-SIG working groups specifications: Slide deck - https://docs.google.com/presentation/d/1CXD7K_b6sN6f9ZdKW0qRIYA7PLcsjucPMbRtJun2mCU/edit#slide=id.p Old documents: |
| Comments |
| Comment by Ann-Marie Breaux (Inactive) [ 07/Jun/21 ] |
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Hi Charlotte Whitt Will this work definitely be done in R3/Kiwi? We will need to think through the impact on Data Import's Creation/Update of Instances and Item records, as well as Data Export's output of the same. cc: Oleksii Kuzminov Kateryna Senchenko Magda Zacharska Khalilah Gambrell |
| Comment by Charlotte Whitt [ 07/Jun/21 ] |
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Yes, this is work the Prokopovych team will pick up for R3 2021. Please let me know what features for Data Import, Data Export and qucikMARC I should link to, so we reflect the 'theme' of updates. |
| Comment by Magda Zacharska [ 07/Jun/21 ] |
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Charlotte Whitt - do I interpret this feature correctly that it will introduce new properties on the Instance record level but will not modify existing ones. Is this correct? |
| Comment by Charlotte Whitt [ 08/Jun/21 ] |
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Hi Magda Zacharska - what is implemented is a data model which provide the option for an item to link to multiple holdings – so this is not about introducing new properties on the instance record |
| Comment by Marc Johnson [ 06/Jul/21 ] |
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Charlotte Whitt Is this still in draft, given that there are open issues ready for development by the Prokopovych team? |
| Comment by Charlotte Whitt [ 06/Jul/21 ] |
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Marc Johnson No you are right, this is very much Work in progress. Not sure if it's me or someone else who has put it as Draft - anyways now it's fixed |
| Comment by Marc Johnson [ 06/Jul/21 ] |
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Charlotte Whitt Thank you |
| Comment by Ann-Marie Breaux (Inactive) [ 07/Jul/21 ] |
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Charlotte Whitt Marc Johnson Magda Zacharska Dennis BridgesIt seems to me like we should talk through the implications of this for Data Import, Data Export, and Orders/Receiving. It will not affect quickMARC, since item records are outside the purview of QM. Examples:
Please let me know if we should arrange a quick meeting to discuss. I'm concerned about this Inventory work moving forward without a clear understanding of its impact on related apps. |
| Comment by Marc Johnson [ 07/Jul/21 ] |
I think that is a good idea. I'm happy to be involved. I can share my thoughts here on those specific questions if folks want. I think it's worth keeping in mind, the chosen design does not introduce a new element on the item record, it introduces a new record type that associates items and holdings together. The Thor team already implemented bound-with items in the back-end (only the front-end is being picked up by a project team), meaning it might be useful for Niels Erik Nielsen to also be involved in these conversations as he is most familiar with the model. |
| Comment by Dennis Bridges [ 07/Jul/21 ] |
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Ann-Marie Breaux I would like to be a part of this discussion as well. If nothing is being added to the Item record then it shouldn't cause us any immediate problems. However, I imagine once the bound with is more exposed there will undoubtedly be functionality/expectations from users regarding how it relates to acquisitions information. The more we know at the outset the easier that will be to navigate. thx! |
| Comment by Charlotte Whitt [ 07/Jul/21 ] |
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Ann-Marie Breaux Dennis Bridges Magda Zacharska - yes let's arrange a meeting for us to define eventually implications for Data Import, Data Export, and Orders. I'll send out a doodle poll. |
| Comment by Charlotte Whitt [ 07/Jul/21 ] |
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Ann-Marie Breaux - we might have more examples to go over, but to the ones you listed above then:
And more details from Niels Erik Nielsen: For completeness: There are schema changes for bound-with in the business logic module, mod-inventory. In both the Instance and the Item schema there is a new derived, read-only field `isBoundWith`, indicating that records are bound-with, to assist the UI in displaying that fact. And when retrieving a Item by ID, the Item will contain a list (read-only so far) of the titles that are bound within it, again for the benefit of the UI. |
| Comment by Magda Zacharska [ 08/Jul/21 ] |
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Charlotte Whitt since isBoundWith is a new property for Instance and Item records, it will not be listed on the transformation form of the custom mapping profile - that means that data will not be exported. Is this a desired behavior? |
| Comment by Ann-Marie Breaux (Inactive) [ 08/Jul/21 ] |
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And sounds like we'll need to update the Create messages for Instances and Items to take into account that new field. Not sure about the updates messages. Definitely need to meet and talk it through. cc: Kateryna Senchenko |