Inventory
(UXPROD-785)
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| Status: | Open |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | TBD | Parent: | Inventory |
| Type: | New Feature | Priority: | TBD |
| Reporter: | Jennifer Eustis | Assignee: | Ryan Taylor |
| Resolution: | Unresolved | Votes: | 0 |
| Labels: | epam-folijet, inventory, metadatamanagement | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
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| Release: | Not Scheduled | ||||||||
| Epic Link: | Inventory | ||||||||
| Development Team: | Folijet | ||||||||
| PO Rank: | 0 | ||||||||
| Description |
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Problem Statement: Currently, it is very difficult to determine if a POL is attached to an instance, its connected holdings, and/or connected items. For the instance, the user has to scroll all the way to the bottom to find this information. For the holdings and items, the user has to open those records and then scroll down to the bottom as well. Because we have the ability to move items or holdings and items, it happens that people move this without realizing there are connected POLs. This disrupts the connection between the order and the holdings and/or items. Also, if an item is on order, it is very difficult to know from the instance, holdings, or item if that item has an associated request. The user has to go to the POL where hopefully there is a note about the patron that has requested that item. Also, FOLIO Inventory is used by many different types of users: catalogers, students working at circ desks, acqusitions, ERM folks, discovery folks, etc. We need a better way to alert these different groups as to how the instance, holdings, and item records in Inventory are connected to other Apps such as Orders and Requests. Add Feature Discussed in Metadata Management SIG: In MM SIG, we discussed that the presence of flags would help users quickly identify these connections. We already use flags to quickly identify suppression from discovery and bound-withs. We would like to propose flags for the following: title level requests item level requests connected POL at the instance connected POL at the holdings connected POL at the item Having separate flags for the POL at the 3 levels (instance, holdings or item) is important since libraries do this differently. Some have only the instance connected to the POL. Others have also the holdings and items. Having all 3 makes this very visible and clarifies the connections to the Orders App.
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| Comments |
| Comment by Jennifer Eustis [ 08/Jun/23 ] |
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Ann-Marie Breaux We discussed this in today's MM SIG, https://folio-org.atlassian.net/wiki/display/MM/2023-06-08+Metadata+Management+Meeting+notes. We decided on flags like the ones used for bound-with and suppress from discovery where people can easily identify connections to Orders and Requests. We also wanted to make sure that the flags indicate the record level that has that connection. For example, if a POL is connected to the instance, holdings, and items then there would be a POL flag for each level. Perhaps an icon of a cart with IN for instance, H for holdings, and IT for item. For Requests, we would need a flag for title level and item level requests. We feel that this would help those quickly identify connections. Thanks for considering. |
| Comment by Jennifer Eustis [ 08/Jun/23 ] |
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This could be related to work being done with https://folio-org.atlassian.net/browse/UIIN-782 and https://folio-org.atlassian.net/browse/MODORDERS-642. |
| Comment by Ann-Marie Breaux (Inactive) [ 09/Jun/23 ] |
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Thank you for adding this possible feature, Jennifer Eustis. I've copied Khalilah Gambrell and Christine Schultz-Richert on it as well. I'll catch up with the MM SIG recording when I get back to the office, and will add some notes/thought. Also changed this from UIIN to UXPROD. |
| Comment by Ann-Marie Breaux (Inactive) [ 09/Jun/23 ] |
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Jennifer Eustis Is it a matter of just having a UI icon toward the top of the inventory record that indicates there is order/request/etc info further down, or is it important to have a yes/no checkbox/flag that can be filtered/reported on? |
| Comment by Jennifer Eustis [ 12/Jun/23 ] |
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Hi Ann-Marie Breaux. This is for visual identification just like with the suppression or bound with flag and no reporting. I wasn't expecting to have any search filter associated with it either - I believe there is another Jira issue for being able to search on items with request in inventory. |