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Acquisition – here it is part of the ordering process 

...


Use caseTemplateMore data elements *)Who createsNotesOutstanding issuesPrioritySubmitted/discussedJira
1

At check out.

Can't find any record in Inventory.

One fixed template (for MVP)

Instance look up in Inventory (similar to modal in Orders?)

(instance+holdings+item)

Instance status (default: other)

Suppress from discovery (Yes/No)

Place of publication

Resource type (default: other)

Location (Permanent)

Call number (default ??)

Item status (default: available)

Item notes

Check in notes

Enumeration

Chronology

Number of pieces


Circ. staff.

Student worker?

Check box for sending to cataloguing. Check box to leave unchecked by default.

If to send to cataloguing, then enter a check mark.



10/11/2019UIIN-269
21a

At check out.

A book in Russian/Korean/ChinesChinese

Translation done by the patron

Same as aboveSame as above

Circ. staff.

Student worker?




10/11/2019UIIN-2693

At check out.

Course reserves pieces.

Check out the professors personal copy

Same as above

+Course identifier

+ URL

+ owner information

?Is this a different process.10/11/2019UIIN-2694Scan copy of a book?
52

Reserves Intake e-item

File submitted by faculty 

Access to fast add template from Course reserves app

+Course identifier+URL

Circ. staff.

Student worker?


Automatically add to identified course list



63

Reserves Intake e-item 

Created by library

Access to fast add template from Course reserves app+Course identifier

+URL

Circ. staff.

Student worker?


Automatically add to identified course list



74

Reserves Intake - physical item

Item submitted by faculty (personal copy) 

Access to fast add template from Course reserves app

+ Course identifier+ owner informationpersonal copy checkbox

Circ. staff.Student worker?


Automatically add to identified course list




*) In UXPROD-1057 following elements are listed for a skeletal Inventory record (instance, holdings, item):

...

Lim213 (10/12/2019, 3:20 PM)

@charlotte If a fast add is created  - is it possible for a MARC record to be brought in and to overlay that FOLIO record if desired? I'm thinking of occasions when a book comes to the circ desk to be loaned - a fast add is created, then when it is returned it goes to cataloging. We would probably need to keep Instance/Holdings/Item that are already in the system, but enhance them. The Instance with MARC

Charlotte Whitt (10/12/2019, 9:12 PM)

Hi @lisamccoll and @andrealoigman - the fast add form/template is just an easy way for non-catalogers to create an instance with associated holdings and item data

The instance, holdings and item records created behind the scene by using the fast add template, are no different for any records created directly in Inventory.
The instance record being created will have e.g. instance status: other as we talked about yesterday, and metadata source FOLIO
The given instance record (as any instance record, which the library choose to edit in MARC-format) can then be overlayed by a MARC record or be picked up and edited in MARCcat. When edit in MARCcat has taken over, then the metadata source for this given record, will change from FOLIO to MARC, and any further edit of the given instance record, can only be done in MARCcat