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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-194] Checkin Maintenance (managing pieces with publication patterns)</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-194</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Problem: User has to add each expected piece individually. Pieces are added almost daily while ordering is active and this can consume a significant amount of time. Patterns might also trigger automated claiming when an issue is overdue&lt;/p&gt;

&lt;p&gt;High level requirements:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Allow the user to add pieces based on a pattern that will create pieces with different captions and expected receipt dates as defined (also known as predictive checkin)&lt;/li&gt;
	&lt;li&gt;Allow the user to adjust the pattern of expected pieces and have the pieces that have been created update to align with adjustments made to the pattern&lt;/li&gt;
	&lt;li&gt;Would be good to have default patterns or be able to share patterns across libraries (some published long ago by Library of Congress may still be available); large libraries being able to share patterns across the community would be really helpful, so that each library does not have to create all of them on their own&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Workflow mockups: &lt;a href=&quot;https://drive.google.com/drive/folders/1EDEZAWpteiV-NZc_W9sjfTWlr4bpmd7N?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://drive.google.com/drive/folders/1EDEZAWpteiV-NZc_W9sjfTWlr4bpmd7N?usp=sharing&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;Note there are standards for identifying publication patterns defined in MARC. These should be considered in order to improve the transferability of data to and from FOLIO. &lt;a href=&quot;https://www.itsmarc.com/crs/mergedProjects/holdings/holdings/idh_853_855_hold.htm&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://www.itsmarc.com/crs/mergedProjects/holdings/holdings/idh_853_855_hold.htm&lt;/a&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="13663">UXPROD-194</key>
            <summary>Checkin Maintenance (managing pieces with publication patterns)</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13644">UXPROD-3438</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="10007" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="Issue is better defined and ready for the development team to review and to estimate issue. Not ready for development to begin implementation. Issue may need to be further refined. The issue is currently being worked on by team (PO and/or dev). (Migrated on 4 Feb 2024 13:41 UTC)">In Refinement</status>
                    <statusCategory id="4" key="indeterminate" colorName="yellow"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</assignee>
                                                                <reporter accountid="5af5ed55244bc90a106063c7">Cate Boerema</reporter>
                                    <labels>
                            <label>acq-morningglory-candidate</label>
                            <label>acquisitions</label>
                            <label>cornell-priority</label>
                            <label>receiving</label>
                            <label>round_iv</label>
                    </labels>
                <created>Sat, 20 Jan 2018 12:42:41 +0000</created>
                <updated>Wed, 5 Oct 2022 12:28:08 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>20</watches>
                                                                <comments>
                                                            <comment id="18783" author="557058:e4c91142-1f56-469c-a80f-9f01d93e942d" created="Thu, 18 Apr 2019 19:54:20 +0000"  >&lt;p&gt;Can we clarify--is this referring specifically and exclusively to patterns? If so, Chicago does not need this.&lt;br/&gt;
If this has to do with being to edit what we are receiving, we need to this at go-live.&lt;/p&gt;</comment>
                                                            <comment id="18784" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Thu, 18 Apr 2019 22:22:26 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Ae4c91142-1f56-469c-a80f-9f01d93e942d&quot; class=&quot;user-hover&quot; rel=&quot;557058:e4c91142-1f56-469c-a80f-9f01d93e942d&quot; data-account-id=&quot;557058:e4c91142-1f56-469c-a80f-9f01d93e942d&quot; accountid=&quot;557058:e4c91142-1f56-469c-a80f-9f01d93e942d&quot; rel=&quot;noreferrer&quot;&gt;Kristin Martin&lt;/a&gt;yes this is specifically in reference to creating and managing checkin patterns. &lt;/p&gt;</comment>
                                                            <comment id="18785" author="557058:e4c91142-1f56-469c-a80f-9f01d93e942d" created="Fri, 19 Apr 2019 11:29:07 +0000"  >&lt;p&gt;What is the status of predictive check-in? We are not doing predictive check-in, so I&apos;m not advocating for it, but we didn&apos;t see it represented in other feature tickets and would just like to know. &lt;/p&gt;</comment>
                                                            <comment id="18786" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Tue, 23 Apr 2019 15:45:20 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Ae4c91142-1f56-469c-a80f-9f01d93e942d&quot; class=&quot;user-hover&quot; rel=&quot;557058:e4c91142-1f56-469c-a80f-9f01d93e942d&quot; data-account-id=&quot;557058:e4c91142-1f56-469c-a80f-9f01d93e942d&quot; accountid=&quot;557058:e4c91142-1f56-469c-a80f-9f01d93e942d&quot; rel=&quot;noreferrer&quot;&gt;Kristin Martin&lt;/a&gt; There is still interest in providing predictive checkin functionality but on account of the priorities identified by the community conversations have been focused elsewhere. &lt;/p&gt;

&lt;p&gt;The original analysis resulted in the attached mockup but hasn&apos;t been refined since...&lt;br/&gt;
 &lt;span class=&quot;error&quot;&gt;Unable to render embedded object: File (Screen Shot 2019-04-23 at 9.44.10 AM.png) not found.&lt;/span&gt; &lt;/p&gt;</comment>
                                                            <comment id="18787" author="5afc1ced2083b15a0bd3e494" created="Fri, 16 Aug 2019 13:28:28 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt;! &lt;br/&gt;
Does this feature represent the only currently planned(ish) way of being able to add a date by which individual pieces are expected, or is there another feature for adding dates manually to each piece as you create it? Or one for creating - rather than adjusting - a pattern?&lt;/p&gt;</comment>
                                                            <comment id="18788" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 19 Aug 2019 17:01:10 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5afc1ced2083b15a0bd3e494&quot; class=&quot;user-hover&quot; rel=&quot;5afc1ced2083b15a0bd3e494&quot; data-account-id=&quot;5afc1ced2083b15a0bd3e494&quot; accountid=&quot;5afc1ced2083b15a0bd3e494&quot; rel=&quot;noreferrer&quot;&gt;Lisa Sj&#246;gren&lt;/a&gt; there is a story for editing expected receipt date on a piece by piece basis but it is related to 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-1547&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1547&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Check-in and Receiving orders for Packages of material&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1547
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
. However, this particular feature should cover both the creation and adjustment of patterns for expected pieces. I will update the description to clarify this.&lt;/p&gt;</comment>
                                                            <comment id="18789" author="5ac4d185e5214b61e1acc582" created="Fri, 3 Jun 2022 13:32:57 +0000"  >&lt;p&gt;Have predictive abilities sounds like a time saver for creating future pieces as part of the check-in steps.&#160; Anything that reduces keystrokes and clicks would be good!&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="13644">UXPROD-3438</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11424">UXPROD-2373</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="24793">UIOR-253</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="24794">UIOR-254</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="13546">UXPROD-1845</issuekey>
        </issuelink>
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