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Feature |
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Release | Sunflower | ||||||||||||||||
Document status |
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Document business expectations? Where do we differ from AcquistionsAcquisitions? Some examples:
ECS handling - change ownership
Setting record for deletion
Default display (sort, number to display, how to go through more history) - endless scroll? More?
Document some user workflows (i.e. Single record overlay)
Work with Kimie to revise UX (
)Lref gdrive file url https://drive.google.com/drive/folders/17ghSSy1kvLOVGO8JzFyFJXfjbJHt8mo6 Remove “sort by”
Remove examples where the app is identified as the trigger for the change
Write user stories
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Ability to rollback to and/or view previous versions
Ability to sort
Including the app that triggered the change
Exporting version history
Highlighting the fields changed
Tech design
Requirements overview
Requirement | Notes | Jira(s) | |||
|---|---|---|---|---|---|
| 1 | Feature toggle so that libraries can set whether the feature is enabled (applies to both FOLIO and MARC source records) |
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| 2 | Include version history on:
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| 3 | Display the date and time of the change in local timezone | ||||
| 4 | Display the source of the change (user vs system) | ||||
| 5 | Identify as a “Change”, and indicate whether the field was:
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| 6 | Indicate the field changed on Instances detail view for both FOLIO and MARC source records. Note: for MARC source records, the field changed should reflect the Instance field changed (see other requirement for Source view) | ||||
| 7 | In Source view for MARC source records, identify the specific MARC fields (not to the point of indicators or subfields) changed | ||||
| 8 | If a MARC field is changed that does NOT map to a FOLIO instance, do not include the change in the Instance detail view log | ||||
| 9 | Record changes after the record has been opened (edited) for the first time | 10 | Ignore changes to metadata | ||
| 1110 | Only include 20 15 changes in the log at a time |
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| 1211 | Present a toast message that loading additional changes may take time | ||||
| 12 | Holdings & item deletion - Log in the audit |
Questions
Question | Answer | Date | |
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| 1 | In the mockups, the user name is hyperlinked - does this just go to the user record? | Yes |
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| 2 | Assuming that the highlight of fields changed (as implemented by Acquisitions) should be considered out of scope? | Yes |
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| 3 | Do we indicate when one record is updated from changes to made to another record (such as updating the call number on a holdings record which then updates the effective call number on the item record)? | If there is a field that is autogenerated/updated, needs to be reflected in item version history |
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| 4 | Do we include a change of “Shared” for ECS? | Yes. If a local record is shared, include a change of promoted to shared |
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| 5 | Do we include a change of “Derived” ?and “Duplicate” | Yes |
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| 6 | Do we include a change if the
| Yes |
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| 7 | Is keeping one year of history sufficient? Potentially need some sort of workflow where a user can make a call to some sort of archive to get more history? | Needs further discussion | |
| 8 | Do we need to track when fields are reordered in quickMARC? I feel like no. | Yes - indicate field and a action of “Moved”? - Ping acq about what they’re doing if:
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| 9 | Confirm whether there will be changes logged when records are linked together? (might show with parent/child?) | ||
| 10 | Confirm whether a tag added to holdings will be reflected in change log | ||
| 11 | Confirm whether the linking of authorities to bibs be reflected in change log |