- Receiving updates make some significant changes to how locations are selected.
- Now in holdings dropdown populating with all of the holdings from the instance; no longer populating with just what appeared in the PO.
- Trying to figure out how to tell the user what the expected locations from the POL were.
- Thought we would display above "Select holdings" with "Order line locations."
From Sara Colglazier (MHC/5C) to Everyone: 08:11 AM
Is the dropdown for Select holdings here like in Inventory that you can start typing and get closer to the one you want?
- Part that is missing is the guidance of what location appears on the PO line.
- Discussion around choosing from all possible holdings.
- To create you would use "create new holdings for location."
- System will create holdings for that location.
- Currently in Juniper, when you select the piece it only shows locations.
- Has nothing to do with holdings at this point in time.
- Can assign a different location that will create a new holding.
- Initially did this to give user guidance, inform them that at point of order these were the anticipated locations.
- New workflow shows all holdings, but kind of losing guidance. Thinking is that we should potentially add a little information to give that guidance. Could be locations/holdings included here.
- Is that useful? Confusing?
From Jackie Magagnosc to Everyone: 08:21 AM
If this works the way I’m understanding it, this is really awesome.
- Discussion about "on order" location. Will need to talk more about deletion of holdings records now that direct connection exists.
- Currently old holdings will still be in inventory when creating a new one.
- Martina: Important that old holding is no longer there if not used in inventory. Information of what was on order line is helpful.
- Julie: If PO has an "on order" location and that PO was generated to create holdings and items, when we go here will have order line location as "on order." Also will have "on order" as holdings because that was created when PO was created. See this as more beneficial for serials where the holdings change, not sure about one-time monograph orders. Whatever the location is for these (monographs) is either in the PO or assigned after receipt.
- Dennis: What is the main reason you order things to an "on order" location? To indicate that materials are still on order?
- Julie: Will display in discovery system and people can put in a request for it.
- Kristin: Also easy to know when you have something on order.
- Dennis: Should put on agenda to talk about removing the holdings. Want to know a little more about purpose of "on order" location.
- Kristin: Simplifies order process. When placing order don't have to worry about where the piece will live.
- Never thought about this as I am going to create a holdings and delete.
- Always update holdings to the permanent location.
From Susan Martin to Everyone: 08:29 AM
MTSU also uses an "on order" location.
- May need to consider if you have ordered multiple things to "on order" location and how different receipt times impact.
- Sara: Agree with Julie that this would be beneficial for serials. For monographs may order and then in interim realize it needs to go on reserves. Would be great if you were able to choose temporary location. Also for displays; order things that will eventually go to the stacks. Could you have a toggle that will not replace or create holdings, but indicate that item has original and then temporary location? Can think of other reasons to want to update the holdings rather than deleting and creating new. Maybe another toggle.
- Dennis: Definitely something we could accomplish, but would be done on a piece by piece basis. Might be too cumbersome? If two pieces are related to a holding, what happens if the first piece updates holding to something else. Maybe not a concern because other piece would still be connected. Would update both at the same time.
From Kristin Martin (she/her) to Everyone: 08:34 AM
I think Dennis, if we were ordering more than one copy at the same time, each item would get its own On Order holdings record with a single item. I'm not thinking of where we would have both items on the same holdings.
- Can look at a couple of different workflows with a diagram.
- For the most part, is it logical to display the locations that appear on the POL in this piece form as guidance? In event that someone decides to change, at least will know what locations originally associated. Wording “order line locations” does that indicate to you that these are locations that appear on the POL? Is that helpful?
From Sara Colglazier (MHC/5C) to Everyone: 08:39 AM
Slight suggestion. Order Line Location is great because it says what it is, how about for Select location: Select from existing Instance locations ... or something similarly clear/explicit
