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changes.mady.by.user Dennis Bridges

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Problem(s):

  • In the case that orders do not have related instances there is no way to see a list of titles that relate to a Package POL.

Use Cases & Requirements:

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Requirement

Status

Use cases

User needs to identify what “Titles” are included when viewing the package POL.

Status
colourYellow
titlePending

User needs to identify what “Titles” are included when viewing the package POL.

Green
titleVerified

When package reconciliation is being worked on, having a list of package titles in FOLIO to compare against the vendor’s spreadsheet and/or invoice is helpful.

    • We may want to bulk edit one day, and having the records gathered would be a starting point!
User needs search for the package POL using one of the titles that are included in that package

Status
colourGreen
titleVerified

As package titles transfer from one publisher to another, having the list of package titles is helpful.

    • We frequently move titles from one package to another.
User needs search for the package POL using one of the titles that are included in that package

Status
Pending
colourYellowGreen
titleVerified

As staff search serial titles, having a list of what titles are paid for in a package is helpful.

    • We may not want to purchase a print item that we already purchased in e-format.
User needs search for the package POL using one of the titles that are included in that package

Status
colourGreen
titleVerified

As selectors search serial titles, maybe thinking of cancelling or making other changes, having a list of what titles are paid for in a package is useful.


Proposed workflow:

Display an accordion on Package POLs for Linked POLs

Questions:

Question

Status

Conclusion

Comments


Status
colourBlue
titleopen



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