| How to handle the POL limit variation (in the field mapping profile, users can select to use the existing default or override to a number higher or lower than the default) | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
|
|
| If DI only allows creation of one-time, non-package orders, will there be any problems if we remove all the non-one-time, non-package data elements from the field mapping screen? | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
|
|
| We want to use the existing Orders logic as much as possible, but we also want Instance/Holdings/Item linked with correct POL even when created before the POL. | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
| How much extra logic would be needed? |
| Return an error to DI log if the user does not have permission to create an order for the acq unit specified in the PO | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
| Already in place for invoices. Can we reuse that work? |
| If vendor supplies order date in YYYYMMDD format, can we convert it to FOLIO YYYY-MM-DD default format? | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
|
|
| Would we be able to support other order date formats? | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
|
|
Test handling of multiple copies for multiple locations in the same POL; how can DI understand and parse properly? | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| POST-NOLANA | MARC field mapping syntax expansion required? Aim for repeatable 9xx field that has $a location code $b quantity maybe $c fund $d expense class? |
| For prices, FOLIO always wants an explicit decimal (e.g. 25.15, not 2516, correct?) | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
| Question for Thunderjet |
| With invoices, data import does not try to correlate the expense classes allowed by particular funds (just display all the expense classes from Settings in a dropdown list). Should we refine that for Orders? How difficult would it be? | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | CLOSED |
|---|
|
| Per SMEs. no need to refine, at least to start with - show all funds and all expense classes in each dropdown. |
|
| Would Folijet need to take the receiving app into account? What happens if the Inventory records are created before the Order records, and not triggered by the POL's Inventory setting - would that be an issue? | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
| Question for Dennis/Thunderjet |
| If order is created as Pending, but Instance/Holdings/Item has already been created by DI, what happens when the order is opened manually? | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
| SMEs want the Instance/Holdings/Item to be linked to the appropriate POL on the PO that was manually opened |
| If library wants no Inventory created, can job profile be set up to import MARC Bibs, but only create orders? | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
| May just take some testing |
| From the SMEs: Can we assume that actions taken by the system are being done the same way as actions done by a user (except faster, and without any confirmation modals)? | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
|
|
| Specific PO/POL data elements | | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
|
| Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| Is there an endpoint where DI could do a lookup based on the vendor name or code? (an exact match on one or the other) | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| What data should be supplied - user who runs the import job? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| What data should be supplied - current date/time? Will it default if not supplied? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| What data should be supplied - user who runs the import job? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| What data should be supplied - current date/time? Will it default if not supplied? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| How is this value determined? By when the order is opened? Must it be supplied, or will it default if not supplied? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| What to do if qualifier in same field as number, e.g. 020$a12345678 (paperback)? Does DI need logic to break apart or can Orders app do it? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| This is a subset of a tenant's https://folio-snapshot.dev.folio.org/settings/inventory/identifierTypes. How do we know which ones to show in the dropdown list? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| Where does this list of reference values come from? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| What data should be supplied - current date/time? Will it default if not supplied? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| Where does this list of reference values come from? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| Where does this list of reference values come from? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| Where does this list of reference values come from? | Question for Thunderjet |
- Vendor reference number type
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| Where does this list of reference values come from? | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| - How to get the list of account numbers to use for a dropdown list for a particular vendor?
- If the library transcribed an account number from an incoming record, as long as it matches an account number associated with the selected vendor, would that be acceptable?
- If there are no account numbers associated with a vendor, but an account number is supplied for the POL, will that trigger an error in the POL?
| Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| Does case matter for the supplied value? (e.g USD vs usd vs Usd) | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| For fund/expense class data, do we have to support fund:expense class from the beginning? Per the SMEs probably not. What do the developers think? OK to leave for POST-NOLANA? We will need to define field mapping syntax to allow for either format | Thunderjet and Folijet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| Is there an endpoint where DI could do a lookup based on the vendor name or code? (an exact match on one or the other) | Question for Thunderjet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| - Where does this list of reference values come from?
- Pay attention to this setting, or use the job profile sequencing instead?
| Thunderjet and Folijet |
| | Status |
|---|
| subtle | true |
|---|
| colour | Blue |
|---|
| title | Open |
|---|
|
| Is there an endpoint where DI could do a lookup based on the vendor name or code? (an exact match on one or the other) | Question for Thunderjet |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|