Ordering functionality that FOLIO needs to stay competitive (UXPROD-3440)

[UXPROD-3802] Display related POLs on a Package POL view Created: 14/Sep/22  Updated: 30/Nov/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Ordering functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: communitycontrib
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Epic Link: Ordering functionality that FOLIO needs to stay competitive
Development Team: Thunderjet
Report Functional Area(s):
Resource Management
PO Rank: 60
Rank: Cornell (Full Sum 2021): R2

 Description   

Current situation or problem: In the case that orders do not have related instances there is no way to see a list of titles that relate to a Package POL. Even when Title POLs are linked to Package POLs it is very difficult to identify which ones are related to which. currently users would need to review each POL individually

In scope

Display a list of Linked POLs on a package POL

Out of scope

TBD

Use case(s)

See https://folio-org.atlassian.net/wiki/x/Dg9U

Links to additional info

Questions

see https://folio-org.atlassian.net/wiki/x/Dg9U



 Comments   
Comment by Lisa Smith [ 14/Sep/22 ]

Having related POL titles display in the package POL, especially big deals, would help us ensure that we have included every title that belongs, transferred every title that switched publishers, and removed every title that dropped out.

Currently, for smaller packages, collections, or combined subscriptions, we list included titles in a suppressed instance record.  If the Package POL could display the related POL titles, we would not need to duplicate the work.

Comment by Lisa Smith [ 21/Apr/23 ]

We do not have instances in the Inventory app for most of our electronic package titles.  We have PO/POLs only.  We select the titles in HLM.  Creating and linking titles in inventory seems like a lot of extra work for us.  We would like for there to be an easy way to see what POLs are linked to the package.  This is needed for updating titles going in-and-out of packages, and for searchers to see how we are getting access to titles.

I'm adding this additional comment in hopes that this feature will gain some forward movement!

Comment by Lisa Smith [ 21/Apr/23 ]

Could we have a filter for "Package Names" that would give us a drop down menu of our packages?  And in turn, when we select a package, we would get a results list showing all of the POLs linked to the selected packages?

 

We have many packages, ranging from small (6 titles) to large (200 or more titles).  Having a list of the orders linked to the packages would make package workflows of removing/adding titles much more efficient. 

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