Locations and Service Points
(UXPROD-771)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | Orchid (R1 2023) | Parent: | Locations and Service Points |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Charlotte Whitt | Assignee: | Charlotte Whitt |
| Resolution: | Done | Votes: | 0 |
| Labels: | round_iv, ui-only | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Release: | Orchid (R1 2023) | ||||||||||||||||
| Epic Link: | Locations and Service Points | ||||||||||||||||
| Front-End Confidence factor: | Low | ||||||||||||||||
| Development Team: | Prokopovych | ||||||||||||||||
| Cap Plan Fix Version (DO NOT CHANGE): | R2 2021 | ||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R4 | ||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R4 | ||||||||||||||||
| Rank: Duke (Full Sum 2021): | R1 | ||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R4 | ||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R4 | ||||||||||||||||
| Rank: hbz (TBD): | R4 | ||||||||||||||||
| Rank: MO State (MVP June 2020): | R1 | ||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R1 | ||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R2 | ||||||||||||||||
| Description |
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The back end work has been done for Iris (R1 2021) to accommodate the OAI-PMH work,
The purpose of this feature is to display the Holdings Effective Location, in the top of the holdings record, according to a similar algorithm as defined for the Item Effective Location. The primary use case is to assure that a computed location is available for holdings that do not have items. But, given that items may be moved off and on holdings during tech services workflows, having a value that only exists in certain use cases may lead to inconsistent search / UI / data behavior. The strong preference from the SME group was to have the holdings effective location value always be present, even if items are on the record. Use cases where a holdings effective location would be used include:
Requirements:
Other notesThe holdings effective location will not be used in any circulation workflows, since circulation requires an item record, and those workflows are already reliant on the item effective location which has already been built. That means no changes are needed to the circulation rules system. Search / filter needs in InventoryIn Inventory, library staff will want to be able to filter to find all the things in a given location. The MM SIG (in consultation with other SIGs) will need to decide how holdings location search should behave with the addition of the holdings effective location attribute. Right now (Honeysuckle and Iris), the location search options (as separate filters) in the holdings pane are
In discussion with the SMEs who have helped flesh this out in asynchronous discussion, they were comfortable with two possibilities for changing to search on the Holdings pane, including:
Additional functionality that will be needed (added in additional features)
Further questionsIs there something on a holdings record that automatically tells you if the holdings record has associated items? Is that what holdingsItems is? Discussed in MM SIG meeting on 2020-03-12 Discussed January 2021 in temporary Slack channel #holdings-without-items |
| Comments |
| Comment by Charlotte Whitt [ 30/Apr/21 ] |
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Erin Nettifee - when you discussed the work on
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| Comment by Ann-Marie Breaux (Inactive) [ 30/Apr/21 ] |
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Hi Charlotte Whitt The effective location is always calculated by the system, and never assigned manually. Is that correct? If so, then I don't think we'll need to make any corresponding UI changes in Data Import. We fixed the BE schema changes that the previous BE work necessitated for Data Import as part of the Iris release. |
| Comment by Charlotte Whitt [ 30/Apr/21 ] |
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Hi Ann-Marie Breaux - yes that's correct. Exactly as the Item Effective Location is following an algorithm, and then is populated on the Item record, not editable data. |
| Comment by Ann-Marie Breaux (Inactive) [ 30/Apr/21 ] |
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Perfect - thank you Charlotte Whitt! I'm so glad not to have another to do on my list! |
| Comment by Erin Nettifee [ 30/Apr/21 ] |
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Charlotte Whitt I did not have any UX/UI mockups made - MM was super busy and we were trying to get the feature in without having to go to the big group for more work. |
| Comment by Erin Nettifee [ 03/May/21 ] |
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I will say I think it's not just adding the effective holdings location to the top of the holdings record, but also evaluating the filters for holdings and determining if they should change to search effective holdings location instead of or in addition to searching the effective item location. |
| Comment by Charlotte Whitt [ 03/May/21 ] |
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Erin Nettifee Yes, that's a good point. I'd like to loop in the UI working group (Result list, UI improvements, and more) with RA, RM, and MM representatives on that question re. whether replacing Effective Location (Item) with the Effective Location (Holdings) - or keep both, when searching in the Holdings segment. See list of participants here - https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=4662244 |