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Problem(s):

  1. Identify the status of all related orders for a specific title requires too many clicks if user needs to navigate to Holdings.

  2. Identifying what other users/units have order the instance already.
  3. For someone with only cataloging permissions it can be difficult and time consuming to retrieve acquisition information from ACQ apps.

Instance - Use Cases & Requirements: 

RequirementStatusUse cases

Include a column for Order status

Include a column for Location

Status
colourGreen
titleverified

  • Being able to quickly identify the status of pending, open or closed orders for a specific title and also to see what location they relate to. This would allow user to quickly see if someone else is already planning to order, has ordered, or is waiting for an order to be filled for this title.
Include a column for Acquisition unit

Status
colourGreen
titleVERIFIED

  • For libraries that leverage acquisition units it would be ideal to see that data on the instance with order info. Making it clear whether other institutions in the system have already ordered something.
POL number is hyperlink. Clicking it takes user to the POL  view in the orders tab of the orders application

Status
colourGreen
titleVERIFIED

  • Important to show POL number as a hyperlink so it is easy to retrieve more information if user has permission to

Include column for Date ordered

Include column for Order type

Include column for Receipt date

Status
colourGreen
titleVERIFIED

  • Need to be able to identify when the order was sent, what type of order it is and what the receipt status is. 

Item - Use Cases & Requirements: 

RequirementStatusUse cases

POL number is hyperlink. Clicking it takes user to the POL  view in the orders tab of the orders application

Include column for Date ordered

Include column for Receipt date


Status
colourYellow
titlePending

  • As a circulation staff I want to have easy access to order information relevant for any given search in Inventory.
    When I find what I'm looking for - the given patron request - then I want to have easy access coming from the Inventory, item record and do not want to repeat my search in another app, e.g. the the Order app..
Include column for POL Receipt Status

Status
colourYellow
titlePending


Include column for Acquisition unit

Status
colourYellow
titlePending


Proposed workflow:

  •   Display Display Acquisition accordion on Instance record
  •  Populate accordion with order information from all POLs that contain a reference to that instance. Ie. All POLs connected that that instance

  •  Display Acquisition accordion on Item record
  •  Populate accordion with order information from Piece that contains a reference to that Item.

Image Added


Questions for Users:

Question

Status

Conclusion

Comments


Status
colourBlue
titleopen








Questions for Vendors:

Question

Status

Conclusion

Comments


Status
colourGreen
titleCLOSED



Questions for Developers:

Question

Status

Conclusion

Comments


Status
colourBlue
titleOpen



Work Breakdown Structure:

Features:

Jira
serverFOLIO Issue Tracker
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-3344

Jira
serverFOLIO Issue Tracker
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1995



UI Stories

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