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Problem(s):
- User must navigate to inventory to place a request on newly ordered items. This requires additional permissions and breaking up the acquisitions workflow or risking that items are requested before a hold can be place for the desired user.
- Title level requests will automatically pull an item that is created by the orders app.
- When creating multi-line POLs a library may be waiting on approval for the full PO. The requested item is associated with one POL and user must remember to go back and create request once orders is approved and Opened. Because Item is not generated until the order is opened.
Use Cases & Requirements:
Requirement | Status | Use cases | ||||||||
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Automatically create a request for the on-order material so that it can't be taken by someone else. Prevent Title level request queue from picking up this item. |
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Allow requests to be created for a general user. Possibly system user or a specified generic user account (Requests require a user ID so we can not allow free text when generating request) |
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Proposed workflow:
Miro | ||||||||
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Functionality Potentially Impacted by Changes:
Functional area | Records | Potential impact | Suggested Regression Testing |
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Questions:
Question | Status | Conclusion | Comments | ||||||||
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| User must indicate the Fulfillment preference for Pickup service point to be required. So we must add this field as well. It will be a select list. | Re the step "User must select a pickup service point," we're using delivery requesting so there may not be a pickup service point. It seems like there's an extra step needed in there for fulfilment preference, then service point or delivery address selection. | ||||||||
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| The only type of request needed here is a Hold request. | There are patron that ask to be notified but not have a hold placed. This is potentially a note that would be added to the request or to the POL if a request was not being created. | ||||||||
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| At 5C if the request comes from a prof from University A the library would not want to give a different item to that user. They would want the item they are buying to be given to the user. Ie. they want the item that their group is buying to be loaned to that user rather than taking something from another library. For the most part it is not critical that a user is assigned to the specific item they are ordering. Just that the get the item as soon as possible. | |||||||||
| Only one requester should be possible. However, only require a user ID if the user actually wants a request created. | Users could always add additional requests as needed. In current systems this is often handled in a note field. |
Work Breakdown Structure:
Features:
UI Stories
MOD Stories
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