UXPROD-Receiving material without an Order record

DRAFT: Receiving material without an Order record

UXPROD-1581: Receiving material without an Order recordDraft

Problem:

User cannot see all pieces that are expected or have been received for a given title in one place. this was addressed when updating the workflow to accommodate receiving packages
Currently, an Order is required for receiving a piece record. Occasionally gifts and things on exchange etc do not have order information associated with them and creating orders for them is a misrepresentation of their origin that complicates reporting. These also clutter the list of orders

Use cases:

Library receives a gift or MECAP or SACAP (PL480) material. This was never ordered but we want to receive to make sure it is managed correctly.
- Can receive 30,000 of these pieces a year at large institutions. This could mean thousands of orders a year. And materials are both electronic and physical but the vast majority are physical
Receiving Back issues of a periodical (Could be 100s could be 1) and there was no order specifically put in for this but it must be received.

Note: If no order was present there may be information that would have been captured there that needs to be added to the piece for reporting purposes (Eg. acquisition method, Material type)

Requirements:

Ability to add title to receiving with no link to POL
- Ability to add pieces as needed for that title
- Ability to create inventory records to represent these things

Acceptance criteria:

TBD

Description

Use Cases

Concept

Step 1

Step 2

Step 3

Step 4

Step 5 - (in Progress)

Inventory: Display Acquisition Data

Adjustments on piece-information

The new elements and their values must be captured in the piece (app receiving - mod orders).

Example piece with current available elements

{
    "id": "8a0344ce-24d3-4a1c-ab62-5a4879e2faad",
    "format": "Physical",
    "itemId": "95d18237-6346-40c2-a814-ad9a5afa1ee8",
    "poLineId": "2518abf4-39ed-4101-bfbc-253b2a16a8eb",
    "titleId": "e78c1c9c-85e5-4004-a241-5ecf63534b5c",
    "holdingId": "db5b444e-b53d-4fc8-9be6-d2b1cef46563",
    "displayOnHolding": false,
    "barcode": "Test1234566",
    "accessionNumber": "54343",
    "callNumber": "53654",
    "discoverySuppress": false,
    "receivingStatus": "Expected",
    "supplement": false,
    "statusUpdatedDate": "2025-03-25T07:55:55.551+00:00",
    "metadata": {
        "createdDate": "2025-03-25T07:55:55.551+00:00",
        "createdByUserId": "43ba476d-f8dc-4fc4-9089-baebd1ca797c",
        "updatedDate": "2025-04-04T07:44:05.013+00:00",
        "updatedByUserId": "1a64f7f7-f5bf-43e4-b667-2d9c09c82690"
    }
},

New elements in piece (app receiving - mod orders), but existing elements in app inventory

{
    "id": "8a0344ce-24d3-4a1c-ab62-5a4879e2faad",
    "materialType": {
       "id": "1e5959d9-0582-4e14-843c-b98cfe412e92",
       "name": "B - Buch"
    }, 
     "permanentLoanType": {
         "id": "82b7ad81-c82d-449b-b707-a34b9032fa19",
          "name": "G1 - in Bearbeitung"
     }, 
    "statisticalCodeIds": [
        "8f600199-4bea-41a8-b71a-c22a9750e1fb"
     ], 
},

New elements in piece (app receiving - mod orders) and in app inventory

{
    "id": "8a0344ce-24d3-4a1c-ab62-5a4879e2faad",
    "vendor": "c67afd5d-8361-4a15-92f1-ce20a4d4ac13",
    "acquisitionMethod": "df26d81b-9d63-4ff8-bf41-49bf75cfa70e",
},

D-A-CH SIG

[Entwurf] Inventarisierung ohne Bestellung - Anforderungsanalyse