Versions Compared

Old Version 8

changes.mady.by.user Dennis Bridges

Saved on

compared with

New Version 9

changes.mady.by.user Dennis Bridges

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

Problem(s):

  1. Identify the status of all related orders for a specific title requires too many clicks if user needs to navigate to Holdings.

  2. Identifying what other users/units have order the instance already.
  3. For someone with only cataloging permissions it can be difficult and time consuming to retrieve acquisition information from ACQ apps.

Instance - Use Cases & Requirements: 

RequirementStatusUse cases

Include a column for Order status

Include a column for Location

Status
colourGreen
titleverified

  • Being able to quickly identify the status of pending, open or closed orders for a specific title and also to see what location they relate to. This would allow user to quickly see if someone else is already planning to order, has ordered, or is waiting for an order to be filled for this title.
Include a column for Acquisition unit

Status
colourGreen
titleVERIFIED

  • For libraries that leverage acquisition units it would be ideal to see that data on the instance with order info. Making it clear whether other institutions in the system have already ordered something.
POL number is hyperlink. Clicking it takes user to the POL  view in the orders tab of the orders application

Status
colourGreen
titleVERIFIED

  • Important to show POL number as a hyperlink so it is easy to retrieve more information if user has permission to

Include column for Date ordered

Include column for Order type

Include column for Receipt date

Status
colourGreen
titleVERIFIED

  • Need to be able to identify when the order was sent, what type of order it is and what the receipt status is. 

Item - Use Cases & Requirements: 

Where multiple copies are concerned, it will be useful to know which item maps to which order number

. Helpful to see Subscription Y/N so that user knows whether an ongoing order is a standing order vs. subscription. This may change the way they follow up on the order.

Helpful to see Subscription Y/N so that user knows whether an ongoing order is a standing order vs. subscription. This may change the way they follow up on the order.
RequirementStatusUse cases

POL number is hyperlink. Clicking it takes user to the POL  view in the orders tab of the orders applicationInclude column for Date ordered

Include column for "Piece Receipt date"

Status
colourYellowGreen
titlePendingValidated

  • As a circulation staff I want to have easy access to order information relevant for any given search in Inventory.
    When I find what I'm looking for - the given patron request - then I want to have easy access coming from the Inventory, item record and do not want to repeat my search in another app, e.g. the the Order app..
  • Where searching criteria is different seeing information from acquisitions in inventory may allow you to find acq information more efficiently than you could by searching orders directly.
  • Understanding the date ordered is a useful reference point for motivating a user to actually go beyond what is displayed and investigate what might be happening with the order. In combination with other data it could be a quick flag that someone needs to follow up on it.
Include column for POL Receipt Status

Status
colourYellowGreen
titlePendingValidated

Receipt status of the POL may not indicate that the actual piece related to this item has been marked as received.
Include column for Acquisition unit

Status
colourRed
titleInvalid

Generally there are other data points at the item level that clearly communicate which group is responsible for an item. Location, holding etc.
Include column to Display Vendor code

Status
colourYellowGreen
titlePendingValidated

I may have items on the same instance ordered through different vendors

Include column for Subscription Y/N

Status
colourYellowGreen
titlePendingValidated

Investigating whether this was a firm order or a standing order

Status
colourYellow
titlePending
Include column for "Piece Receipt date"

Status
colourYellowGreen
titlePendingValidated

When viewing the item it would be helpful to see when something has been received. Specifically that item not the POL in general. This also implies whether it is expected or not. 
Status
colourYellow
titlePending
Provide hyperlink to the receiving history

Status
colourYellowGreen
titlePendingValidated

To make it easier to access receiving information and confirm what other "Pieces" have been received. Prevent the need for users to go and run a separate search in the receiving app

Proposed workflow:

  •  Display Acquisition accordion on Instance record
  •  Populate accordion with order information from all POLs that contain a reference to that instance. Ie. All POLs connected that that instance

  •  Display Acquisition accordion on Item record
  •  Populate accordion with order information from Piece that contains a reference to that Item.

Image RemovedImage Added


Questions for Users:

Question

Status

Conclusion

Comments


Status
colourBlue
titleopen








Questions for Vendors:

Question

Status

Conclusion

Comments


Status
colourGreen
titleCLOSED



Questions for Developers:

Question

Status

Conclusion

Comments


Status
colourBlue
titleOpen



Work Breakdown Structure:

Features:

Jira Legacy
serverSystem Jira
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-3344

Jira Legacy
serverSystem Jira
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-1995



UI Stories

MOD Stories