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keyUXPROD-4093

Background

This workflow is in reference to Acquisitions/Resource Management implementers topic #54, and is intended for requirements analysis. The topic was initially raised by Sara Colglazier.

RequirementStatusPriorityUser story
Library staff must be able to identify titles or pieces to be bound

Status
colourYellow
titlepending

Status
colourRed
titleHigh

Staff member creating an order knows the material associated must be bound at some point and needs to be able to designate the material appropriately.

Staff member receiving a piece may recognize that the material will need to be bound and needs to be able to designate the material appropriately

Library staff must be able to designate materials that have been sent to the bindery as being unavailable because they are being bound

Status
colourYellow
titlepending

Status
colourRed
titleHigh

A set of materials has been identified as being ready to be bound. Staff member pulls the materials and designates them as "unavailable - at bindery" in both staff and public displays.
Library staff need a workflow to reduce multiple unbound pieces into a single bound piece

Status
colourYellow
titlepending

Status
colourBlue
titleLow

Serial comes out quarterly and each issue is barcoded and entered into the system. When final piece of a volume arrives, the 4 issues are pulled and bound together. There should be a means of condensing that volume to a single barcode and single item, and this should also be reflected in staff and public displays.



Handling of incomplete volumes (missing issues, end of run...)



Tracking of staff handling (who handled, when) - audit trail



Monograph handling



Accounting for title changes (supplement, item record goes on later title) - Bound with logic might work here. Share item record between 2 Instances? (Most commonly retrospective cataloging, uncaught title changes)








Definitions

  • Bound volume - a group of periodical issues of the same title that are bound together after publication. A bound volume may or may not reflect a periodical "volume".
  • Bound volume unit - the number of issues/pieces associated with a given volume which are bound together to create a bound volume.
  • Volume - the top level of enumeration of a serial (journal or periodical.) Volumes increment on a periodic basis, with annual increments being the most common. Some periodicals use the year in place of the volume number.
  • Issue - the second level of enumeration of a serial. When present, issues are associated with a given volume, and reset when the volume increments (e.g. Vol 86 Issue 6 → Vol 87 Issue 1). Some periodicals use the month in place of the issue.
  • Supplement - an additional piece associated with a given Volume, but published outside the standard Volume/Issue structure. May or may not be present.
  • Index - an index to a given Volume, published outside the standard Volume/Issue structure. May or may not be present.

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