Inventory (UXPROD-785)

[UXPROD-3640] Edit and delete - second iteration. Analytical records; bound with - part 2: link multiple bibs to the same item Created: 19/Apr/22  Updated: 18/Dec/23  Resolved: 20/Mar/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Orchid (R1 2023)
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Charlotte Whitt
Resolution: Done Votes: 0
Labels: inventory, metadatamanagement, po-mvp, prio4, round_iv, ui-only
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Bound-with alongside other setups (March 2021) (1).png     PNG File Bound-with_ single item model (June 2020) (1).png     PNG File Skærmbillede 2023-02-02 kl. 15.26.40.png     PNG File Skærmbillede 2023-02-02 kl. 15.26.55.png     PNG File Skærmbillede 2023-02-02 kl. 15.27.17.png    
Issue links:
Blocks
blocks UXPROD-3655 Create/edit. Analytical records; boun... Closed
is blocked by UXPROD-1241 BE: Analytical records; bound with - ... Closed
is blocked by UXPROD-2855 FE: Display Bound with in the UI (Ins... Closed
Defines
is defined by MODINVSTOR-1022 Bound-with. New PUT API where a singl... Closed
is defined by MODINVSTOR-1032 Bound-with (perhaps): Ensure main hol... Closed
is defined by UIIN-1999 Create/edit bound-with item. Item rec... Closed
is defined by UIIN-2001 Delete bound-with item Closed
is defined by UIIN-2228 Spike. Reuse the move modal. Create/e... Closed
is defined by UIIN-2325 Sort the bound-with list on the item ... Closed
is defined by UIIN-2326 Item record. Sort the bound-with list... Closed
is defined by UIIN-2327 Item record. Disable deletion of a bo... Closed
is defined by UIIN-2164 Inventory. Result list. Bound with. D... Closed
is defined by UIIN-2212 Holdings. Bound with and analytics ac... Closed
Relates
relates to UX-172 UX. Representation of analytics and b... Closed
relates to UXPROD-135 Analytical records; bound width - lin... Closed
relates to UXPROD-3080 Edit - first iteration. Analytical re... Closed
relates to UIIN-327 Representation of analytics and bound... Closed
relates to UIREQ-23 Requests: Search and Select Item on R... Open
relates to UXPROD-3174 Analyze Folijet support work for Inve... Blocked
Release: Orchid (R1 2023)
Epic Link: Inventory
Analysis Estimate: Very Small (VS) < 1day
Analysis Estimator: Charlotte Whitt
Front End Estimate: XL < 15 days
Front End Estimator: Michal Kuklis
Front-End Confidence factor: Low
Development Team: Sif
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): R2
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: 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   

CW - 12/18/2020 + 5/24/2021: I have split the original feature UXPROD-1241 Closed into three:

  1. UXPROD-1241 Closed will cover the Backend work done by development team Sif in R1 2021, funded by GBV.
  2. UXPROD-2855 Closed covers the front end work - display in the UI. This work can begin when UXPROD-1241 Closed is done
  3. UXPROD-3080 Closed covers the front end work - edit of bound with records
    The libraries ranking are kept in sync for all three features.

Goal/Problem: Need to link multiple instance records to the same item.
Need to identify (clarify) which elements will be displayed in instance detail record for circulation screens.

Cataloguing format of
1) Analytical records (= analyzed separate bibliographic records for a work published as a collection) and
2) bound with records (= bound-with monographs are instances of two or more independent works)

Use cases: If one title in a bound-with is checked-out; all other titles bound-with need to be shown as checked out.
As a user I need to see accurate availability at the title level
As circulation staff I need to be able to see what materials are checked out and to what user
Cataloging staff need to see which titles are bound together; if looking at one title, need to know which other titles are bound with it

Analytic record needs to reflect circulation status of analyzed title

Data elements needed? [feedback needed from RA]

Related features:

  1. UXPROD-1241 Closed Back End work - BE: Analytical records; bound with - part 2: link multiple bibs to the same item
  2. UXPROD-2855 Closed FE: Display Bound with in the UI (Instance, holdings, item)
  3. UXPROD-3080 Closed Prokopovych. Edit. Analytical records; bound with - part 2: link multiple bibs to the same item

MM-SIG working groups specifications:
Updated slide deck (1/30/2023) - approach simple edit solution - https://docs.google.com/presentation/d/1RxtJ6ZzqxkdITpWRWqGHF9Dz75cNbpktv4zgKM_SZ44/edit#slide=id.p
Older documents:
Slide deck (Create and Edit): https://docs.google.com/presentation/d/1RbNu0Ce0HKOYf-kygTP_tKgIdhetWEz91Z9B89scDZY/edit?q=bound+with#slide=id.p
Slide deck ( UXPROD-1241 Closed , UXPROD-2855 Closed ) - https://docs.google.com/presentation/d/1CXD7K_b6sN6f9ZdKW0qRIYA7PLcsjucPMbRtJun2mCU/edit#slide=id.p

Old documents:
Source: https://discuss.folio.org/t/multipart-monographs/1347



 Comments   
Comment by Felix Hemme [ 23/Aug/22 ]

Hi Charlotte Whitt , UXPROD-3640 Closed is a de-facto fork from UXPRO-3080 (see description in 3080). Please correct fix version from Nolana to Orchid. Thanks. Cc Antje Niemann + Kirstin Kemner-Heek 

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