Orders Tips and Tricks

Owned by Kristin Martin
Oct 31, 2019
2 min read

Some notes and documentation that might be helpful to the creation and management of orders.

Purpose

Acquisitions - purchase order!

Permissions

Describe permissions that apply to the app or section you are outlining. Include default permissions and permission sets; dependencies that exist with permissions in other apps/parts of FOLIO. 
Describe action-based permissions (if any) that apply to the app or section you are outlining, including permission dependencies and associated functional workflows.
Describe what each permission does, in language accessible to non-IT library staff.

UX/UI

Describe out of the box fields, including designed purpose, data requirements and validation, dependencies between fields. 
Describe out of the box accordion menus, including purpose of the menus, customization options, and associated permission controls (if any)
Describe any workflows available through navigation menus, including purpose of the workflow, customization options, and associated permission controls.

Searching

Describe pathways for searching in the app/feature through the UI.
Describe fields that are indexed in the back end specifically for searching
Describe any advanced searching features and how they would work.

Functional workflows


  • Review RM SIG from 10/18/19: recording link: https://drive.google.com/open?id=1TqMkLNCYFPc9R5HhnjcdyR4X-qqAJ6mG

  • (chat with meeting: https://drive.google.com/open?id=1XNCtn4a9Oi58CLXcyPCJrZo295vYq8YmvyUHzMUpksQ)

      1. ISBN 10 digit vs 13 digit (Charlotte starts ~ 12:42 and then Ann-Marie also talks about - 57:30 >> - important note: the orders app will convert any 10-digit ISBN to a 13-digit ISBN and only display/save the 13-digit ISBN. 13-digit ISBNs are considered the valid order number by publishers. This is true even for items that were published prior to the 13-digit ISBN being implemented. FOLIO users planning to verify a piece in hand that only has a 10-digit ISBN will need to mentally convert this to a 13-digit ISBN as part of their checking process. We may revisit this decision.
      2. Migrating ongoing orders- TAMU: ~ 57.30 - 1:36:00



Reporting

Describe available in-app reports, including parameters for the reports, and associated permissions.
If there are developed LDP reports/queries for this app / area of FOLIO, describe those reports as well.
List any fields that may not be available in the LDP (e.g., for privacy reasons.)

Integrations

Describe any APIs that interact with the app. Provide links to the API / module information in Github.
Describe integrations that individual libraries may wish to develop for this app / area of FOLIO, if relevant.
If existing integrations have been developed by adopting libraries, provide links to the integration in Github or wherever the information can be found.

Describe and include any permanent links such as a link structure to records, searches, etc

Considerations for Implementation

Describe decisions or implications that need to be considered when implementing this feature.

Include topics such as order of operations during implementation or affects of implementing in a certain way.