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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-2450] Holdings record. Holdings statements notes. Public and Staff only.</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2450</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Overview&lt;/b&gt;: When migrating data there is a need for University Chicago, Cornell, Duke and other libraries to have the possibility to mark holdings statement notes either as public notes or non public. As these notes are repeatable in MARC, then the requirement is to have these holdings statements notes in the holdings being repeatable. Having the statements notes being repeatable will make the mapping for Data Import and Data Export easier. &lt;/p&gt;

&lt;p&gt;Usecase: &lt;br/&gt;
As a cataloger/technical staff I need to be able to distinct between holdings statements notes which data which is to be viewed only by staff (non public) or to be be displayed in e.g. the Discovery, or populated in ILL systems, so these holdings statements notes are to be marked as public notes. &lt;/p&gt;

&lt;p&gt;UX-mock ups to be discussed with the MM-SIG 6/25/2020:&lt;br/&gt;
&lt;a href=&quot;https://docs.google.com/presentation/d/1NEmSyiBbEtRNPZiCQNjbv29bioXRRRToxY9R4qfrKZA/edit#slide=id.g80bbd261b6_0_62&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/presentation/d/1NEmSyiBbEtRNPZiCQNjbv29bioXRRRToxY9R4qfrKZA/edit#slide=id.g80bbd261b6_0_62&lt;/a&gt;&lt;/p&gt;
&lt;ol&gt;
	&lt;li&gt;Inventory holdings record:
	&lt;ul&gt;
		&lt;li&gt;When adding a holdings statement in the edit view of the holdings record, the holding statement row have 3 data element boxes:
		&lt;ul&gt;
			&lt;li&gt;holdings statement&lt;/li&gt;
			&lt;li&gt;public note&lt;/li&gt;
			&lt;li&gt;staff note&lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
		&lt;li&gt;The two note types are both repeatable&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;Data import mapping
	&lt;ul&gt;
		&lt;li&gt;incoming MARC records with holdings statements notes: If there are multiple $x or $z in an one incoming 866/67/68 field, these will be migrated as separate data elements for each $x and each $z. The display in Inventory will be aligned with the display in a potential underlying MARC holdings record in SRS.&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;Data export of MARC formated holdings records
	&lt;ul&gt;
		&lt;li&gt;then the mapping out will also be having each staff note data element to be mapped into separate $x and each public note data element to be mapped into separate $z.&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;At meeting 6/25/2020 the MM-SIG decided &lt;b&gt;not&lt;/b&gt; to follow the general UX for notes as implemented for instance notes, holdings notes, and item notes.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;NOTE&lt;/b&gt; (from &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5e627525ba96b58654f12&quot; class=&quot;user-hover&quot; rel=&quot;5af5e627525ba96b58654f12&quot; data-account-id=&quot;5af5e627525ba96b58654f12&quot; accountid=&quot;5af5e627525ba96b58654f12&quot; rel=&quot;noreferrer&quot;&gt;Ann-Marie Breaux&lt;/a&gt;) This has relevance for Data Import, Data Export, and Data Migration since the schema change will affect how data is mapped from incoming MARC Holdings, mapped to outgoing MARC holdings created on-the-fly, and existing holdings data that is being migrated into FOLIO. Data import and Data export will probably be dealing with this in Q4 2020. Not sure about the timing or urgency for Data migration. cc: &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; class=&quot;user-hover&quot; rel=&quot;557058:8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; data-account-id=&quot;557058:8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; accountid=&quot;557058:8629b273-56f1-466d-b7c7-5cbac0c3379b&quot; rel=&quot;noreferrer&quot;&gt;Magda Zacharska&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5ff8d61da9d0300107f0afe2&quot; class=&quot;user-hover&quot; rel=&quot;5ff8d61da9d0300107f0afe2&quot; data-account-id=&quot;5ff8d61da9d0300107f0afe2&quot; accountid=&quot;5ff8d61da9d0300107f0afe2&quot; rel=&quot;noreferrer&quot;&gt;Ian Walls&lt;/a&gt;&lt;/p&gt;
</description>
                <environment></environment>
        <key id="11494">UXPROD-2450</key>
            <summary>Holdings record. Holdings statements notes. Public and Staff only.</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="13656">UXPROD-785</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:f80403de-e149-421e-8750-af45c853402f">Charlotte Whitt</assignee>
                                                                <reporter accountid="557058:f80403de-e149-421e-8750-af45c853402f">Charlotte Whitt</reporter>
                                    <labels>
                            <label>migration-load</label>
                            <label>migrations</label>
                            <label>round_iv</label>
                    </labels>
                <created>Mon, 8 Jun 2020 08:53:18 +0000</created>
                <updated>Wed, 16 Sep 2020 21:17:00 +0000</updated>
                            <resolved>Fri, 4 Sep 2020 11:33:11 +0000</resolved>
                                                    <fixVersion>Q3 2020</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>8</watches>
                                                                <comments>
                                                            <comment id="14527" author="5af5e627525ba96b58654f12" created="Mon, 20 Jul 2020 20:59:42 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af80403de-e149-421e-8750-af45c853402f&quot; class=&quot;user-hover&quot; rel=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; data-account-id=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; accountid=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; rel=&quot;noreferrer&quot;&gt;Charlotte Whitt&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5ff8d61da9d0300107f0afe2&quot; class=&quot;user-hover&quot; rel=&quot;5ff8d61da9d0300107f0afe2&quot; data-account-id=&quot;5ff8d61da9d0300107f0afe2&quot; accountid=&quot;5ff8d61da9d0300107f0afe2&quot; rel=&quot;noreferrer&quot;&gt;Ian Walls&lt;/a&gt; This seems to me to be a blocker for migration of holdings data. Right now, if a library migrates their holdings notes into the Inventory Holdings record, public and staff notes will be smushed together. Then when the two separate fields are created for the Inventory holdings record, that data will need to be split somehow. Is there any chance of increasing the priority for this so that it gets done in Q3??&lt;/p&gt;

&lt;p&gt;cc: &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5ed55244bc90a106063c7&quot; class=&quot;user-hover&quot; rel=&quot;5af5ed55244bc90a106063c7&quot; data-account-id=&quot;5af5ed55244bc90a106063c7&quot; accountid=&quot;5af5ed55244bc90a106063c7&quot; rel=&quot;noreferrer&quot;&gt;Cate Boerema&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5ecdb772036612ff61cf1&quot; class=&quot;user-hover&quot; rel=&quot;5af5ecdb772036612ff61cf1&quot; data-account-id=&quot;5af5ecdb772036612ff61cf1&quot; accountid=&quot;5af5ecdb772036612ff61cf1&quot; rel=&quot;noreferrer&quot;&gt;Hkaplanian&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="14531" author="5ff8d61da9d0300107f0afe2" created="Wed, 22 Jul 2020 21:00:33 +0000"  >&lt;p&gt;If one is planning on using the mapping rules to build their Holdings records, then yes, this could throw a monkey wrench into the works.  But up until now, I&apos;ve just made my Holdings record without the mapping, relying on custom scripting.&lt;/p&gt;

&lt;p&gt;What volume of data is expected to be impacted by public/non-public notes on the holdings statements?&lt;/p&gt;</comment>
                                                            <comment id="14533" author="5af5e627525ba96b58654f12" created="Thu, 23 Jul 2020 09:09:06 +0000"  >&lt;p&gt;I&apos;m not sure - it would probably be worth a convo with MM SIG - maybe just on the Slack channel. Will it be a discovery, migration, import, and/or export issue, if the public/staff notes for holdings statements are smushed together for now, and may be separated in the future, when separate public/staff options are available? If it&apos;s an issue, can you estimate how many records or percentage of records might be affected for your library? Other thoughts? I&apos;m happy to post to the Slack channel if you think it would be helpful&lt;/p&gt;</comment>
                                                            <comment id="14537" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Thu, 23 Jul 2020 12:09:46 +0000"  >&lt;p&gt;The thing is, that this could be solved easily by just adding an extra element to the holdings statement array, but if we are suggesting having multiple staff notes, and multiple public notes to one statements, then remodeling is needed. &lt;br/&gt;
I&apos;ll reach out to uChicago, which felt the strongest about having the possibility to add multiple notes. &lt;/p&gt;

&lt;p&gt;CC: &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3Abe36acda-040d-4925-b3df-ebd7e16d4b5b&quot; class=&quot;user-hover&quot; rel=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; data-account-id=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; accountid=&quot;70121:be36acda-040d-4925-b3df-ebd7e16d4b5b&quot; rel=&quot;noreferrer&quot;&gt;lew235&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="14540" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Thu, 23 Jul 2020 17:08:23 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Afeab5085-6c56-4f4a-957a-74f0c1088b9c&quot; class=&quot;user-hover&quot; rel=&quot;557058:feab5085-6c56-4f4a-957a-74f0c1088b9c&quot; data-account-id=&quot;557058:feab5085-6c56-4f4a-957a-74f0c1088b9c&quot; accountid=&quot;557058:feab5085-6c56-4f4a-957a-74f0c1088b9c&quot; rel=&quot;noreferrer&quot;&gt;Christie Thomas&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=605eff8d594be8010f6ba40f&quot; class=&quot;user-hover&quot; rel=&quot;605eff8d594be8010f6ba40f&quot; data-account-id=&quot;605eff8d594be8010f6ba40f&quot; accountid=&quot;605eff8d594be8010f6ba40f&quot; rel=&quot;noreferrer&quot;&gt;Natascha Owens&lt;/a&gt; and I reviewed the suggested solutions and we agreed upon implementing the solution adding one extra data element to the existing array, which will make it possible to distinct between staff notes and public notes. Multiple notes from each category will then be concatenated, and separated by a &quot;;&quot;&lt;/p&gt;

&lt;p&gt; &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;10811_thumb&quot; href=&quot;/rest/api/3/attachment/content/10811&quot; title=&quot;Ska&#776;rmavbild 2020-07-23 kl. 19.05.34.png&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;10811&quot; file-preview-title=&quot;Ska&#776;rmavbild 2020-07-23 kl. 19.05.34.png&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10811?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10811&quot; filename=&quot;Ska&#776;rmavbild 2020-07-23 kl. 19.05.34.png&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10811&quot; data-attachment-name=&quot;Ska&#776;rmavbild 2020-07-23 kl. 19.05.34.png&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;daedeaf4-6afc-494c-90ec-dcdc8a764827&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt; &lt;/p&gt;
</comment>
                                                            <comment id="14544" author="5af5e627525ba96b58654f12" created="Thu, 23 Jul 2020 17:39:23 +0000"  >&lt;p&gt;Excellent! That sounds like a fine solution to me. Any ideas on when this might be implemented? Did Chicago say whether it was important to have it sorted out at point of migration, or could they wait? Duke is the other one that (I think) would have a strong opinion about it.&lt;/p&gt;</comment>
                                                            <comment id="14547" author="557058:f80403de-e149-421e-8750-af45c853402f" created="Thu, 23 Jul 2020 19:42:25 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5e627525ba96b58654f12&quot; class=&quot;user-hover&quot; rel=&quot;5af5e627525ba96b58654f12&quot; data-account-id=&quot;5af5e627525ba96b58654f12&quot; accountid=&quot;5af5e627525ba96b58654f12&quot; rel=&quot;noreferrer&quot;&gt;Ann-Marie Breaux&lt;/a&gt; yes, I&apos;ll talk with &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5ed55244bc90a106063c7&quot; class=&quot;user-hover&quot; rel=&quot;5af5ed55244bc90a106063c7&quot; data-account-id=&quot;5af5ed55244bc90a106063c7&quot; accountid=&quot;5af5ed55244bc90a106063c7&quot; rel=&quot;noreferrer&quot;&gt;Cate Boerema&lt;/a&gt; and let&apos;s hope we can have this tabled rather sooner than later. &lt;/p&gt;</comment>
                                                            <comment id="14549" author="5af5ed55244bc90a106063c7" created="Thu, 3 Sep 2020 08:06:57 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af80403de-e149-421e-8750-af45c853402f&quot; class=&quot;user-hover&quot; rel=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; data-account-id=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; accountid=&quot;557058:f80403de-e149-421e-8750-af45c853402f&quot; rel=&quot;noreferrer&quot;&gt;Charlotte Whitt&lt;/a&gt;.  I think this UXPROD can be closed.&lt;/p&gt;</comment>
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