2020-06-26 Meeting notes

• example of 4 pieces on one order and 4 different situations 
• different types of order make no difference
• scenario #1
  • piece is received after changing permanent location of the holding that is connected
  • new holding is created in Inventory and piece is connected to the new holding  with new location
  • worry: receiving staff may by mistake send the pieces to the wrong location then, because in Receiving the location is still the old one
  • not consistent: 2 different locations in different apps for the same piece
  • request to keep the old holding and just update
• scenario #2
  • location is changed when receiving
  • new location is created and piece is connected to the new holding and location
• scenario #3
  • changing location of piece, to a holding that already exists
  • permanent location can be changed on the holding in Inventory; all expected on order items are still there on the changed holding
  • on the receiving record the location is not updated; so it would be received to the old location of the holding
  • a new holding is created in Inventory for these items
  • items will be moved to this new holding in Inventory
• scenario #4
  • receiving a piece to new location of holding 1
  • no new holding is created

questions and comments:

• when changing location on Receiving it seems weird that old location in Inventory does not change as well
• it seems you would need to change the location in Inventory
• how does this work for serials
• Chicago and others use an "on order" location
• Sara: receiving is done by not "deeply trained" people; this process will be very difficult to train
• libraries may end up with a lot of corrupt data
• for a serial you may have moving permanent locations  (e.g. for off-site storages)
• if users order pieces to "on order" location; if they want to change the location they would change it on the holding
• after receiving, when user changes the location in the Inventory, the location in Receiving should not change
• but if you change the location in Inventory before receiving, it should change and be consistent everywhere
• this will be differnt for orders that stay open like for serials - the folio may change and that's why from a specific time on issues will go to a different location
• this change on the receiving pattern will be done on the acquisitions/receiving side

• request by Sara and group: have an indication on the actual copy/piece number in display
• have this be created automatically

Chat: Von Lloyd (Marmot) an alle: 02:45 PM
Why would you want to change the location?

• Marmot might not need this level of detail and the change location functionality
• if users just want to keep the initial location, that will work