Skip to end of metadata
Go to start of metadata



Discussion items

Minute takerMartina Schildt


PC discussion on press releases

No RM meeting next week on July 3rd

Receiving Process and locations

  • 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

Chat: Von Jesse Lambertson an alle: 03:31 PM
Question: Would reporting return 'empty' orders holdings-data in reports (even after those items have been moved to perm locations)? Or would that now emptied 'order' location simply be restricted from reports? Or am I misunderstanding? thanks

  • Question: what is the status for work on EDI orders and automated processes?
  • the features are Q4 features

Jiras for review:

Dennis Bridgesdiscussion is postponed

Action items