- 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