Change Tracker (UXPROD-782)

[UXPROD-910] Change Tracker Created: 13/Jun/18  Updated: 24/Jan/24

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Change Tracker

Type: New Feature Priority: P2
Reporter: Cate Boerema (Inactive) Assignee: Unassigned
Resolution: Unresolved Votes: 1
Labels: crossplatform, latam1, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-3215 Display a history of edits for the Or... Closed
relates to UXPROD-204 Display a history of edits for a reco... Draft
relates to UXPROD-3456 Invoice - Display a history of edits ... Draft
relates to UXPROD-3457 Organizations - Display a history of ... Draft
relates to UXPROD-4125 Inventory app | Audit log/Change trac... Open
relates to UXPROD-4126 MARC authority app | Audit log/Change... Open
Epic Link: Change Tracker
Front End Estimate: XXL < 30 days
Front End Estimator: Jakub Skoczen
Back End Estimate: XXL < 30 days
Back End Estimator: Jakub Skoczen
Kiwi Planning Points (DO NOT CHANGE): 32
Rank: Chalmers (Impl Aut 2019): R5
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: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R5
Rank: hbz (TBD): R5
Rank: Hungary (MVP End 2020): R4
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R2
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

Folio already displays some basic record metadata: when the record was created and by whom plus when the record was last updated and by whom. This feature represents the additional work needed to create a very robust app within folio to show all the changes made to a record. See this discuss post for details: https://discuss.folio.org/t/change-tracker-app-ux-iteration-1/1838

When deciding how important this feature is, you should be aware that FOLIO will also offer mechanisms to feed/log audit trail data to a data lake so reports can be generated using external reporting tools. This data logging is an NFR (non-functional requirement) which means that it is assumed it will be done and we will not ask the community to prioritize the feature. See UXPROD-217 for more details on that NFR.



 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 20/Feb/19 ]

Dennis Bridges Craig McNally Here's the change tracker feature that we talked about yesterday. Looks like it's not currently scheduled for development, and most libraries can wait on it.

Comment by Anya [ 29/Mar/19 ]

Comment from the March Meeting from UA : who and when, but not the what until later

Comment by Molly Driscoll [ 12/Aug/22 ]

Does this feature pertain to acquisitions only or is it meant as an umbrella for all apps? 

For example, are there features yet associated with this to:

  1. Indicate a previous instance when a holding or item is moved to a new instance?
  2. Show a version history of changes to an MARC bibliographic or Inventory record?

Tagging Khalilah Gambrell because I'm not sure where this issue might fall.

Comment by Khalilah Gambrell [ 13/Aug/22 ]

Hey Molly Driscoll . My hope is that whoever takes on this feature implements as a platform wide feature. It maybe applied to one app but hopefully another app can apply the feature without significant development. 

Comment by Molly Driscoll [ 15/Aug/22 ]

Thank you, Khalilah Gambrell

 

Charlotte Whitt , do you happen to know if features exist yet for the following? If they don't would you like me to create them and attach them to this issue for consideration?

  1. Indicate a previous instance when a holding or item is moved to a new instance?
  2. Show a version history of changes to an MARC bibliographic or Inventory record?
Comment by Alexander Soto (Inactive) [ 24/Jan/24 ]

Khalilah Gambrell Several universities are interested in auditing the creation and modification of each record not only in the inventory app but in several FOLIO apps. It has been contemplated to carry out this implementation in some release :clock1030: Change tracker app, UX iteration 1 (folio.org)

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