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Use Cases & Requirements:
| Requirement | Status | Use cases | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| User is shown what field was edited and when it was edited, in local timezone |
| When updating vendor reference number on account of a publisher or platform change the library needs to know what is the most current vendor number. When managing integrations having multiple numbers that could be a match point would be problematic. Users should be able to replace these without loosing the original historical information. | ||||||||
| User is shown what the original value was and what new value was input |
| When non-repeatable fields are changed we loose track of what the original value was. Perhaps the publisher changes or the assignee changes etc. knowing who was originally assigned to the order makes it easier to recover knowledge | ||||||||
| User can filter through list of changes |
| Over time many things can change on an order. After ten years it can be difficult to navigate the edit history, making it possible to loose information that you actually have in the system. | ||||||||
| User is able to enter a note or reference a note such that it can be seen in the "change log" |
| For ongoing e-resources or print. When publisher bought by other pub the prices can increase dramatically (Could be 200%). Valuable to make note why this jump happened as it could impact decision making moving forward Entered into a 3 year contract and would get a certain price with specific increase over three years. Their system didn't catch it so the billing was done differently than expected. A deal was made to split the remaining payment over the remaining years and then the cost structure would be reverted. However the vendor didn't keep track of this. The notes about what happened help the library hold the vendor accountable. We may update this note a handful of times as this event plays out. |
Proposed workflow:
Option 1
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User is presented the change log in a full screen overlay
Questions:
Question | Status | Conclusion | Comments | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Should change log include user information? Would it need to be masked in some cases? |
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