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Table of Contents

Problem(s):

  1. Users are not able to add or remove POLs from open ongoing orders. Often times the titles related to larger ongoing orders will fluctuate over time.

  2. An order is "renewed" at the PO level, but often times specific titles will cease or be canceled by a vendor, while the rest of the order remains open. Meaning Libraries don't always want to renew an entire order and they don't want to create an entirely new order every time this happens

Use Cases & Requirements:

RequirementStatusUse cases

Status
colourYellow
titlePending

  • The titles being acquired on larger ongoing orders will fluctuate over time. Some may be ceased or be canceled by a vendor for a variety of reason while the rest of the order will continue to be fulfilled. Also new material may be added (ie. new POLs)

Status
colourYellow
titlePending

  • External systems like EBSCONET manage renewals on a title by title basis. Meaning each has a unique subscription period and renewal date. Invoices generally reflect the subscription periods while the order denotes the renewal date

Status
colourYellow
titlePending

  • Orders will renew multiple times over many years. This often coincides with specific updates to the order details. Understanding what changes happened and when contributes to the libraries acquisitions knowledge and informs purchasing decisions moving forward.

Status
colourYellow
titlePending
  • When orders are renewed notes are often captured with specific reference to the renewal or "Non-renewal" decision. These decision are often made on a title by title basis.


Proposed workflow:

  •  Ongoing order accordion would appear on POL
  •  Accordion includes the following fields:
    • Subscription
    • Manual renewal
    • Renewal interval
    • Renewal date
    • Subscription from
    • Subscription to
    • Renewal status (New)
    • Renewal note (Updated label)

  •  Only certain ongoing order details would still appear at the PO
    • Review period
    • Review date
    • Notes
  •  PO ongoing order details would include a list of fiscal years in which this order has been open (TBD)

User Questions:

Question

Status

Conclusion

Comments


Status
colourBlue
titleopen




Vendor Questions:

Question

Status

Conclusion

Comments


Status
colourGreen
titleCLOSED



Development Questions:

Question

Status

Conclusion

Comments


Status
colourBlue
titleOpen



Work Breakdown Structure:

Features:




UI Stories

MOD Stories