Enhance Instance matching logic Orders<>Instance

Owned by Dennis Bridges
Last updated: Sep 09, 2022
1 min read
Problem(s):
  1. When changing the matching we may want to delete the Stub instance and that is not possible
  2. When orders are opened they are occasionally connected to the wrong instance

Use Cases & Requirements:

RequirementStatusUse cases

PENDING

Rather than matching the correct instance record, a new instance is created.



We are getting matches when the publisher provides an ISBN in the 024 or a publisher/distributor number in the 028. This is really common for Harrassowitz with music scores. So a short, non-unique publisher number, like "8021" matches multiple records already in Inventory, and then FOLIO picks the first one it finds and attached the new holdings/item. These aren't even the same title, different format - these are two very distinct publications.


Proposed workflow:



Questions:

Questions StatusConclusionsComments
What fields from each level are critical for export?

OPEN



Work Breakdown Structure:

Features:


UI Stories


MOD Stories