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Feature

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-4125

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-4126

Release

Sunflower

Document status

Status
colourYellow
titledraft

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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

Inventory Audit log

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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)

  • ECS: This should probably be controlled by a central tenant feature flag?

  • Should apply to all record types (in Inventory & MARC authority)

2

Include version history on:

  • Instance detail view (fourth pane)

  • Holdings detail view

  • Items detail view

  • source view for MARC source records (second pane)

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:

  • Added

  • Edited

  • Removed

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 15 changes in the log at a time

  • Maybe with a “+More” button and may require a message notifying user that it may take some time to load

1211

Present a toast message that loading additional changes may take time

12

Holdings & item deletion - Log in the audit

Questions

Question

Answer

Date

1

In the mockups, the user name is hyperlinked - does this just go to the user record?

Yes

2

Assuming that the highlight of fields changed (as implemented by Acquisitions) should be considered out of scope?

Yes

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

4

Do we include a change of “Shared” for ECS?

Yes. If a local record is shared, include a change of promoted to shared

5

Do we include a change of “Derived” ?and “Duplicate”

Yes

6

Do we include a change if the

  • holdings ownership has changed in ECS

?

  • holdings moved to another instance

  • items moved to another holdings

Yes

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:

  • there is a situation where data is reordered within the record?

  • there is a situation where record is moved?

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