Item states (status) (UXPROD-1321)

[UXPROD-3897] Item status: Inventory - Customize item status behavior Created: 15/Nov/22  Updated: 24/Jan/24

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Item states (status)

Type: New Feature Priority: P3
Reporter: Erin Nettifee Assignee: Thomas Trutt
Resolution: Unresolved Votes: 0
Labels: itemstate
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UIIN-1149 Customize item status: Controls for R... In Refinement
is defined by UIIN-2270 Customize item statuses: Do not show ... In Refinement
is defined by UIIN-2295 Customize item statuses: Support new ... In Refinement
Gantt End to Start
has to be done after UXPROD-1535 Item status: Create interface to crea... Draft
Relates
relates to UX-369 Mockup for CRU custom item statuses Open
relates to UXPROD-2636 Item Status: If an item status is mar... Draft
relates to UXPROD-3935 Item Status: If an item status is mar... Draft
Epic Link: Item states (status)
Development Team: None
Kiwi Planning Points (DO NOT CHANGE): 1
PO Rank: 78
Rank: Chicago (MVP Sum 2020): R3
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R3
Rank: GBV (MVP Sum 2020): R4
Rank: MO State (MVP June 2020): R4
Rank: U of AL (MVP Oct 2020): R3

 Description   

Current situation or problem:
Many apps can change item status, but tenants cannot control how these apps interact with those item statuses.

In scope

  • Customize behavior of built-in and custom item statuses in Inventory
    • If an item status is inactive, do not display Action options for that status ( UIIN-2270 In Refinement )
    • If an item status has a different UI label, display that label for the item status at any place in inventory where item status would display
  • Support for filter behavior in Inventory ( UIIN-2295 In Refinement )
  • Support for search behavior in Inventory (back-end story - would be written by eventual development team)
  • Disable requesting from inventory if item status does not allow any types of requests to be created ( UIIN-1149 In Refinement )

Out of scope

  • Allowing tenants to create new item statuses ( UXPROD-1535 Draft )
  • Customizing behavior for Orders, Receiving, and Requests ( UXPROD-2635 Draft , UXPROD-1320 Closed )
  • Changes in circ rule behavior. Currently, if the circ rule allows something but the item status doesn't, the item status wins. If the circ rule doesn't allow something but the item status does, the circ rule wins. Essentially, a conflict defaults to not allowing.
  • If an item status is inactive, do not display in filters - we assume that if an item status is inactive, that there are no items that have that status. If there are no items that have that status, then the status will not appear in the filter.

Use case(s)

  • A library wants to have an item status that indicates that an item is on loan to another institution for interlibrary loan. The item status would disable all requesting so that patrons are unable to recall those items even if the relevant circulation rule would otherwise allow it.
  • A library wants to indicate that an item is in a library exhibit. While in the exhibit, patrons can't place a request on the item.
  • A library wants to have a status that indicates that requests for the item must be approved through a local library workflow. E.g., an item is listed as "Available with Approval", allows paging, but paging those items triggers a review process before the request can move forward.
  • A library wants to have a status that indicates an item is being moved in between library locations, but not one that triggers "in transit" workflows or has to be associated to a service point. This is particularly useful for large behind-the-scenes collection moves that don't involve patron requesting.
  • A library has an item where they allow a loan prior to full cataloging, but they don't want to allow the item to be renewed, because they don't want the patron to keep it for longer than one loan period.
  • A library wants an item status that indicates that an item is on order but is expected to be delayed. This status might trigger the cancellation of associated requests, or mean that new requests are not allowed to be placed even if the circulation rule would otherwise allow it.

Proposed solution/stories

  • UX story for UXPROD-1535 Draft has a mockup of how this could look (for both built-in and custom item statuses)

Links to additional info

Questions


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