Only record missing/incomplete features that your institution needs to go-live here--all other feature requests should be reported to the appropriate SIG by your institution's SIG rep
INSTITUTION FILLS IN LEFT SIDE
PRODUCT OWNER FILLS IN RIGHT SIDE
|Original Order||Your Name||Your Institution||Your Email||Functional Area of Feature||One-Line Summary of Feature||Description of Feature||Institution Rank of Feature||Comments||Status||Product Owner||JIRA Issue||Comments|
|Batch Export||Export instance, holdings, item, container, tags, or other associated FOLIO data in local MARC fields along with MARC bibliographic data.||go-live||New||Ann-Marie|
|38||Jenn Colt||Cornellfirstname.lastname@example.org||Batch Export||Export allows ad hoc advanced searching (including boolean and search grouping) of all MARC fields and subfields of records in source record storage to select MARC records from source record storage for extraction||go-live||New||Ann-Marie|
|39||Jenn Colt||Cornellemail@example.com||Batch Export||Export allows ad hoc advanced searching (including boolean and search grouping) of all inventory items and holdings data to select records from inventory for extraction||New||Ann-Marie|
|40||Jenn Colt||Cornellfirstname.lastname@example.org||Batch Export||Export allows live data reporting on individual MARC tags||Ability to generate live MARC data reports on individual MARC fields, subfields and indicators||New||Ann-Marie|
|37||Jenn Colt||Cornellemail@example.com||Batch Import||Schedule batch import, export, and report functions||Ability to schedule batch imports, exports, and reports||go-live||LSTools component||New||Ann-Marie|
|109||Julie Brannon||Duke Universityfirstname.lastname@example.org||Batch Import||Import file containing a list of barcodes to initiate batch update of location information on set of records containing those barcode values.||Import file containing a list of barcodes to initiate batch update of location information on set of records containing those barcode values. |
Don't see Jira's related specifically to searching on barcode values from an input file or ability to make changes on a batch of records selected in this way.
|143||Jackie Gottlieb||Duke Universityemail@example.com||Batch Import||OCLC to Folio data transfer||Accurate batch loading from OCLC to Folio that is simple, direct, and requires little data entry. Also reliable.||go-live||New||Ann-Marie|
|Batch Import||OCLC Direct Connexion Import||OCLC Connexion supports the ability to export from OCLC directly to a local system via a TCP/IP connection. Integration would provide for single or small batch export from OCLC to FOLIO without the need for a UI. Alternately, this may also be achieved via integration with the OCLC Metadata API. The ability to import records into FOLIO directly from OCLC via an API or the Direct TCP/IP connection is required for go-live. May be related to UX ProductUXPROD-976.||go-live||New||Ann-Marie|
|Batch Import||Validate record structure at import||When importing a MARC record, the record structure should be validated and and records with structural errors should be rejected with a detailed error report indicating the nature and placement of the error.||go-live||New||Ann-Marie|
|Batch Import||Validate character encoding at import||Data import should support the ability to check that records are Unicode encoded and that no non-Unicode characters or other data is present at the file at import. Records with invalid character data should be rejected from import.||go-live||New||Ann-Marie|
|Batch Import||Integration with OCLC Metadata / OCLC WorldCat APIs||FOLIO should support the ability to batch ingest records directly from OCLC via the OCLC Metadata API. Integrations should include the OCLC WorldCat API for the complex matching and selection of records for import.||go -live||New||Ann-Marie|
Batch Import & Batch Output
|Schedule processes||Data import and batch edits should allow for the scheduling of large jobs.||go-live||New||Ann-Marie|
Batch Import & Batch Output
|Simultaneous processes||Data import and batch edits should allow for jobs to run simultaneously.||go-live||New||Ann-Marie|
|97||Björn Muschall||Leipzigfirstname.lastname@example.org||Requests, Check-out, ?||Reading room management||With a reading room function, requests can be processed for ressources that are not allowed to leave the library, but are nevertheless made available to the user in a reeding room.||TBD||CB: An app idea has been created for booking rooms (https://issues.folio.org/browse/APPIDEAS-3). This sounds like it might be different though. Bjorn, we do have support for short term loans (specified in minutes and hours) as well as requests with short term hold shelf expiration periods (specified in minutes and hours). Would these features get you what you need or is this something different?|
BM: I've added a more detailled description: https://docs.google.com/document/d/1Kb0UQKKEsKtorkb8mdGAJYhXDNjQlbO3qyWh5dRWckY/edit?usp=sharing
Since Leipzig does not plan to go live with Users Management, Requests and Check-out etc. in 2020, this requirement should not be given any priority at the moment. We would bring this up via RA SIG at a later time and, if necessary, participate in the development itself.
|CB: Per discussion with Bjorn on Slack, this isn't a go-live need and Bjorn or someone will take this idea to the RA SIG for discussion. It is okay with him if we hold off until after that discussion to create the UXPROD feature.|
|57||MARCcat subgroup||Duke||MARCcat subgroup||FOLIO-wide||Search History||most recently opened files are displayed somewhere on the screen for repeat quick access. At least the past day's searches. Recognize that this is included as JIRA UXPROD-1471 - however, that is only for MARCcat... we believe this issue should be FOLIO-wide.||can wait up to second quarter||Would browser history work? KHN See JIRA UXPROD-1471 (Natascha) Second Natascha--search history is there (UMass/5C)||In process||Cate||UXPROD-1706||CB: Created a JIRA issue for this.|
|65||MARCcat subgroup||5C||MARCcat subgroup||FOLIO-wide||Record sets and batch changes||Similar to above, but we think this is a system-wide feature, should not be limited to marccat. Download manage sets as spreadsheets, as marc files, etc.||TBD||In Alma, this wasn't particular to the marc cataloguing editor. This was a "global" feature. Saving sets, managing sets, processing actions on sets, downloading data from sets, etc. (UMass/5C)||In process||Cate||CB: Would the Bulk edit epic (https://issues.folio.org/browse/UXPROD-120) meet the need here?|
|59||MARCcat subgroup||5C||MARCcat subgroup||FOLIO-wide||Management of diacritics, non-Roman characters and special characters (including unicode)||Refer to UXPROC-1468||go-live||In process||Cate||CB: FOLIO is unicode compliant meaning UTF-8 for input and output encoding. This should ensure FOLIO can save and display all character sets, diacritics etc. and display proper text direction (left to right or right to left) for display language. Are there issues with this? If so, I think they might be best filed as bugs. I guess I'd need more specifics here.|
|91||MARCcat subgroup||Cornell||MARCcat subgroup||FOLIO-wide||Global data edits||Likely outside of MARCcat -- but we don't know where||In process||Cate||CB: Need more info|
|137||Jackie Gottlieb||Duke Universityemail@example.com||FOLIO-wide||Human Readable Error Messaging||The system displays an error message such that the user understands what went wrong.||go-live||In process||Cate||CB: FOLIO has many human readable error messages. Is there something specific missing? I need clarification on this.|
|154||Jackie Gottlieb||Duke Universityfirstname.lastname@example.org||FOLIO-wide||Notification Reminders||Ability to set auto reminders within individual records to prompt users/staff to take an action (up to a year out).||go-live||In process||Cate||https://issues.folio.org/browse/UXPROD-917||CB: We have an issue for this already. Can you please take a look and confirm? https://issues.folio.org/browse/UXPROD-917|
|159||Jackie Gottlieb||Duke Universityemail@example.com||FOLIO-wide||Data change audit trail||data changes are captured by the system and can be reported on a weekly basis that can be viewable by individual users. Date and user who changed it.||go-live||Closed||Cate|
|CB: Created a JIRA issue for this.|
|177||Erin Nettifee||Duke Universityfirstname.lastname@example.org||FOLIO-wide||Call numbers should be copy/pastable wherever it is viewed in FOLIO||Staff should be able to select and copy/paste the call number whenever it is shown in FOLIO||go-live||In process||Cate||CB: With the exception of data displayed in clickable lists, it is possible to copy data by highlighting it and using ctrl/command C or via right click.|
|178||Erin Nettifee||Duke Universityemail@example.com||FOLIO-wide||Customization - remove unused / unneeded fields easily (institution preference)||Institutions need to be able to remove fields from displays that they will not be using, and those changes should be able to propagate to reporting and other data models.||go-live||In process||Cate|
|CB: Added a feature for element display in FOLIO. Hiding elements from data models may not be possible and I'd like to better understand the purpose of this request. Similarly for report propagation.|
|188||Erin Nettifee||Duke Universityfirstname.lastname@example.org||FOLIO-wide||Data-element based permissions on user information||Where user record information is exposed in FOLIO, individual fields should have permission-based controls. For example, if I am exposing the item record for something that is currently on loan, I should be able to control who sees the patron information on the loan. Or, I may want to expose patron contact information to other apps for purposes of contacting people who have rush ordered an item, for example, but I don't want to show that patron's current loan list or residential address or things like that.||go-live||New||Cate|
|FOLIO-wide||Correct data corruption||FOLIO should support the ability to directly edit records that are not able to be edited or otherwise manipulated via the FOLIO UI when data corruption is present.||go-live||New||Cate|
|22||GBV||GBV||Martina.Schildt@gbv.de||FOLIO-wide||Print screen||go-live||New||Cate||KG: Is this a request to support all screens? results list? detail record?|
|23||GBV||GBV||Martina.Schildt@gbv.de||FOLIO-wide||Delete data sets with special permissions||go-live||New||Cate|
|25||GBV||GBV||Martina.Schildt@gbv.de||FOLIO-wide||Rights and roles||go-live||New||Cate|
|185||Erin Nettifee||Duke Universityemail@example.com||Requests||Service Points can restrict pickup delivery by material type or patron group||A particular service point may only want to do pickup for faculty, or a particular library may not want to send an item to a pickup location that is unstaffed / lightly staffed. Either the Service Point record or the loan / circ rules should be able to accommodate that level of restriction.||go-live||New||Cate|
|101||Julie Brannon||Duke Universityfirstname.lastname@example.org||Search||Support non-roman language characters (Unicode) for searching, display on screen and in reports||Ability to store, search on, display, and run reports displaying non-roman character titles.|
Not sure how non-roman languages are supported. Don't see a specific JIRA about this, but do see some about text direction which would imply that Chinese characters have been considered. See UXPROD-295.
|go-live||New||Cate||CB: FOLIO is unicode compliant meaning UTF-8 for input and output encoding. This should ensure FOLIO can save and display all character sets, diacritics etc. and display proper text direction (left to right or right to left) for display language. Are there issues with this? If so, I think they might be best filed as bugs. I guess I'd need more specifics here.|
Thank you - we just wanted confirmation that our users will be able to search for records using various character sets. Sounds like this requirement is covered. J. Brannon 5/20/19
|106||Julie Brannon||Duke Universityemail@example.com||Search||Support non-roman language characters (Unicode) for searching, display on screen and in reports||Ability to store, search on, display, and run reports displaying non-roman character titles.|
Not sure how non-roman languages are supported. Don't see a specific JIRA about this, but do see some about text direction which would imply that Chinese characters have been considered. See UXPROD-295.
|go-live||New||Cate||CB: Looks like a duplicate of 101|
Agreed - there have been several duplicates, so I'm not sure what happened. Thanks - J. Brannon 5/20/19
|141||Jackie Gottlieb||Duke Universityfirstname.lastname@example.org||FOLIO-wide||Saving prepopulated fields for immediate reuse||User defined templates/screens/profiles/recently edited that support each cataloging material type so that the same fields can be prepopulated while cataloging numerous items of the same type. (ie. rush template, monographs, scores, sound recording, etc). Need this type of feature in Orders and Circulation.||go-live||New||Cate -> Charlotte -> Cate||CB: Reassigned from me to Charlotte|
CW: Following features on dynamic configuration of templates are already in the backlog:
Instance templates. Dynamic configuration of template
* UXPROD-1663 Holdings templates. Dynamic configuration of template
* UXPROD-1662 Item templates. Dynamic configuration of template
Create, manage and apply Purchase Order templates
CB: And for circ we have:
* UXPROD-1057 On the Fly Records / or Fast Add
|136||Jackie Gottlieb||Duke Universityemail@example.com||Search||Robust search feature||"Be able to search by pre-sorting and filtering to select which types of results can be displayed such as barcode. Index at the bib and holdings level (find all items with a certain call number) Search requires selecting a specific barcode type to search by (invoice, item, patron) . " Customizable filters on search & filter pane for Inventory, Users (and apps in general)||go-live||In process||Cate, who should look into this one?|
|CB: We have a feature for advanced search capabilities. The specifics have not be ironed out so I can't guarantee it will work as specified in this missing feature entry, but SMEs will be invited to paricipate in the design of this feature, of course, at which time Jackie and others will be able to weigh in on the details. To summarize, I don't think this is a missing feature. Jackie, let me know if you disagree.|
|139||Jackie Gottlieb||Duke Universityfirstname.lastname@example.org||UX/UI||Screen font user configurable||Font size, style and color needs to be self adjustable so that individual user visual needs can be met. (color, contrast, and other screen elements)||go-live||New||Cate, who should look into this one?||https://issues.folio.org/browse/UXPROD-1398||KG: I have spoken to Filip (Lead UI Designer) in regards to updates to default font size, style, and color.|
|151||Jackie Gottlieb||Duke Universityemail@example.com||UX/UI||Seamless record access module to module.||SIngle interface user view of all modules/apps when working with a single record||go-live||New||Cate, who should look into this one?|
|152||Jackie Gottlieb||Duke Universityfirstname.lastname@example.org||UX/UI||Naming Conventions||All workflows, processes, field, apps/modules are named according to their purpose. Include online help to define when naming conventions are set.||go-live||New||Cate, who should look into this one?||KG: Can an example be provided?|
|162||Erin Nettifee||Duke Universityemail@example.com||UX/UI||Customizable Columns appearing on search result panes in apps (Inventory, others)||For example, for circ staff, it's very helpful to have a view of the number of items on a bib record in a search results view, because with common name titles (or foreign language titles) it can help you distinguish serials/multipart items from individuals. They'd also want to see call number and material type. It's also helpful to remove columns they may not need (like Publisher).||go-live||New||Cate, who should look into this one?|
|182||Erin Nettifee||Duke Universityfirstname.lastname@example.org||UX/UI||Resizeable Panes||This is not anywhere in the gap analysis spreadsheet I can find. There is a UXPROD asking for this that is currently blocked: UXPROD-439. It was not anywhere on the feature prioritization that I can find.||go-live||New||Cate, who should look into this one?||https://issues.folio.org/browse/UXPROD-439|
|UX/UI||Display settings should be configurable.||Settings such as text size, font, colors, and transparency settting should be configurable by individual users. The transparency settings that are default on the FOLIO display make it difficult to interact with large chunks of text as within Inventory. Also, Headings and values are not differentiated in the display. Users should be able to easily distinguish between Headings / Labels and content that is association with those locals. Current fixed settings make it difficult to determine what is a heading and what is the value.||go-live||New||Cate, who should look into this one?||https://issues.folio.org/browse/UXPROD-1398||KG: I have spoken to Filip (Lead UI Designer) in regards to updates to default font size, style, and color.|
|41||Jenn Colt||Cornellemail@example.com||Workflow||Workflows can be built from processes in multiple apps||Batch cleanup workflows for instance will need both import and export functionality||go-live||New||Cate, who should look into this one?|
|160||Jackie Gottlieb||Duke Universityfirstname.lastname@example.org||Workflow||Workflow engine||Need a dataflow workflow engine that guide people through steps (trigger field changes when certain steps are completed) so that human error is reduced AND reporting can be created AND the status of the workflows are traceable.||go-live||New||Cate, who should look into this one?|
|166||Erin Nettifee||Duke Universityemail@example.com||Course Reserves||Support for attaching files / external links||It's unclear as to whether this is being accommodated in the existing UXPRODs. We need the reserves function to be able to store and support instructor-provided items that the Library does not otherwise hold; usually these are article scans, and so storing an attachment or a URL to a file server would be one way to approach. This information then needs to be accessible for integrations so that it can be pushed to external LMS systems (like at Duke, Sakai.)||go-live||New||Cate, who should look into this one? HK - Anya? HK - Right now in a MARC record there can be a URLs to external content.|
|45||Jenn Colt||Cornellfirstname.lastname@example.org||Data Migration||Migrate bibliographic records with pre-determined HRIDs||Cornell needs to be able to take their Voyager bibids with them||go-live||New -> Draft||Charlotte||UXPROD-1713||CW: This is a know issue. And has been raised by other libraries during the debate of HRIDs and UUIDs. |
Data Migration. Migrate bibliographic records with pre-determined HRIDs
|172||Erin Nettifee||Duke Universityemail@example.com||FOLIO-wide||Search by call number for any item search functionality||Staff will need to be able to search for items by call number in any item search functionality in FOLIO||go-live||New -> Draft||Charlotte||UXPROD-1714||CB: This was assigned to me as PO, but it seems like Charlotte's territory.|
CW: This is a FOLIO wide requirement. Created: UXPROD-1714.
Note following features are already in the backlog - see:
* UXPROD-1655 Search by normalized call number.
* UXPROD-140 Ability to search any field / subfield in instance metadata record, holding and item records
|134||Jackie Gottlieb||Duke Universityfirstname.lastname@example.org||FOLIO-wide||Barcode Validation upon Scanning on Item ID box on the Item Record||Item ID box should only accept a local or customizable barcode--be able to train the system to accept it. UPC on this field is not valid.||go-live||New -> Draft||Charlotte||UXPROD-1715||CB: Reassigned from me to Charlotte.|
CW: Created: UXPROD-1715
|18||Martina Schildt||GBV||Martina.Schildt@gbv.de||Inventory||Ability to create container||go-live||Analysis complete||Charlotte||UXPROD-492||Reached out to Martina Schildt - to review if this is a dublicate, and can be deleted from the list of missing, incomplete features|
|31||Felix Hemme||ZBW on behalf of GBVemail@example.com||Inventory||Automated barcode assignement||For each branch library/location, it is possible to configure whether the barcode is entered manually when creating item records, or whether a barcode is assigned, which has been generated automatically by the system||go-live||New -> Draft||Charlotte||UXPROD-1716||Created: UXPROD-1716|
|33||Felix Hemme||ZBW on behalf of GBVfirstname.lastname@example.org||Inventory||Deletion||Bibliographic data cannot be deleted, if the source record is outside of Inventory.||go-live||Unsure, if this is covered by UXPROD-1624||New||Charlotte||Reached out to Felix - Union Catalogue dependency?|
|145||Jackie Gottlieb||Duke Universityemail@example.com||Inventory||holding, subscription, and item records move together||In all situations, when an item record is moved, the associated holding and subscription record should automatically follow so that there are no emply record lingering that could be accidently found by a patron.||go-live||Draft||Charlotte||UXPROD-1647||CW: This feature is already in the backlog. See:|
Transferring holdings and items retain any relationships established via app interaction
|146||Jackie Gottlieb||Duke Universityfirstname.lastname@example.org||Inventory||Bulk add/delete/clean holding records||should be able to select a number of holding records and delete them all at once. also be able to bulk create serial holdings records||go-live||New -> Draft||Charlotte||UXPROD-1719||CW: Bulk edit is in the backlog as an epic:|
* UXPROD-868 Bulk Edit.
Created: UXPROD-1719 - feature for bulk edit of holdings records, and link it up to the epic.
|161||Erin Nettifee||Duke Universityemail@example.com||Inventory||Permissions to view suppressed item records for circ staff||This Jira: https://issues.folio.org/browse/UXPROD-136 - suggests that the suppressed record feature is limited permissions wise. we want to make sure that this feature does not mean that circ staff cannot see withdrawn items, since that is a very common use case (items being presume lost, withdrawn, and then magically reappearing.)||go-live||Responded To||Charlotte||UXPROD-136 is not about permission settings. View of suppressed item records is not just for catalogers, but for circ staff and all others with the permission to view suppressed item reccords. I have updated the title of this story, while it was misleading - see my Jira comment in UXPROD-136, added on 4/22/2019.|
|170||Erin Nettifee||Duke Universityfirstname.lastname@example.org||Inventory||Item Count on Inventory Search Results / Display||When a staff user displays a list of search results, they would like to have a column telling them the number of items on a particular instance record so they can see that without opening the holdings record.||go-live||Draft||Charlotte||Covered by: UXPROD-491. Created: UIIN-570||Covered by the implementation of Filip Jakobsens refined UX design for Inventory: |
Implement Refined UX-design for Inventory - hierarchical navigation structure (Instance, Holdings, Item)
I have created: UIIN-570
|176||Erin Nettifee||Duke Universityemail@example.com||Inventory||Flexible permissions to module for circulation and public services staff||Circulation or public services staff have many use cases for editing holdings and items. For example, staff often have a source bib record for, say, a type of equipment, and then they manage the equipment underneath the record without having to get tech services involved. They may edit holdings, add/withdraw items, and other features. Some public services staff also have stacks management responsibilities, esp. the case for special collections libraries. How are these permissions sets being conceived / defined? Are the needs of circulation staff being accounted for?||go-live||Draft||Charlotte||Covered by UXPROD-1371||Covered by UXPROD-1371|
Inventory Permissions (Basic CRUD and more).
I have added the specific features capturing the needs of circulation staff, to make sure these are being accounted for, when writing up the UIIN-stories.
|179||Erin Nettifee||Duke Universityfirstname.lastname@example.org||Inventory||Add columns to Holdings display on instance record - call number, shelving location||The holding display on the instance record needs additional information: call number and shelving location||go-live||Responded To||Charlotte||Covered by UX-277||The call number is displayed in the holdings record when viewed from the detailed instance record. Adding shelving location would be a new feature. |
When looking at Chalmers data we uncovered a problem with the existing UX (the big text size, when having very long call numbers). This is addressed the UX team in: UX-277 - Rethink the UX for Holdings record on the Instance detailed view.
|180||Erin Nettifee||Duke Universityemail@example.com||Inventory||Item detail pane customized to circ staff OR preferences for customization can be set based on service point or user affiliation||Circulation staff need an item detail view that is customized for their needs, similar to the approach of the loan detail screen. For example, holdings needs to be at the top since circ staff need to see item information quickly, without scrolling down. Layout should be discussed with the RA SIG.||go-live||New||Charlotte||Need further discussion||We have the collapsable pane layout. So this suggestion might be better solved by implementing the customizable view Filip has envisioned, with the functionality where the system 'remember/recognize' personal preferences for display/view of given record types|
Charlotte will talk with Filip, Cate, Kahlilah and others about how to best solve this.
|181||Erin Nettifee||Duke Universityfirstname.lastname@example.org||Inventory||View item loan history from item information when it appears in inventory app and elsewhere||Item records should have the ability to access / view the loan history for the item. This appears to have been discussed in UX-43 but from there it went on to be defined from the user pane, but not the item record pane.||go-live||New -> Draft||Charlotte||UXPROD-1725||Created: UXPROD-1725|
|183||Erin Nettifee||Duke Universityemail@example.com||Inventory||Item Record Pagination||If you go to an instance record, and the instance has multiple items on it, circ staff will need to be able to open the first record on the item and then page through to additional records without having to go back to to the instance record to select the next item.||go-live||New -> Draft||Charlotte||UXPROD-1726||Created: UXPROD-1726|
|184||Erin Nettifee||Duke Universityfirstname.lastname@example.org||Inventory||Holdings Table on Instance Record displays number of requests on items in the holdings.||As a circ user, I need to be able to look at a list of items and see which items are requested and how many requests are in line / waiting. This allows for communication to patrons about potential wait times.||go-live||Open (Q2 2019)||Charlotte||UXPROD-1546 and UIIN-543||This is covered by: |
* UXPROD-1546 Q2 2019 Requests Cleanup Work
Add Number of Open Requests to Item Table on Instance Record
|Inventory||Transfer inventory records||Ability transfer holdings from one instance to another instance, along with the associated item. Ability to transfer items from one holdings to another holdings on the same or a different instance. Inherited relationships need to be reconstructed at the point of transfer. Integrations with external apps should continue to work, e.g. if an order has an established relationship with an item it will continue to have a relationship with that item after the transfer. Inherited relationships, such as between an order and the instance the item is attached to should be based on the items relationships post-transfer.||go-live||Responded To||Charlotte||UXPROD-1635 and UXPROD-1625|
|Inventory||UX display of suppressed bibliographic,holdings, item records in Inventory||When user designates a bib record, holdings or item record as "supress from discovery" these elements should display in red in the Inventory so it is obvious to staff that these records (or parts of the record) are not visible to the public||go-live||Responded To||Charlotte||UXPROD-1682||This is covered by UXPROD-1682, and UX-288.|
Reached out to Natascha Owens re. deletion of this suggestion, and Natacha Owens agrees (5/21/19).
The desciption of feature has been added to UXPROD-1682.
|Inventory||Need to see holdings statement alongside item list||The list of items should be viewable from the holdings record so that users can compare the holdings statements with the items.||go-live||New -> Draft||Charlotte||UXPROD-1727||Created: UXPROD-1727. |
And UX-305 - to discuss the suggested new display with Filip Jakobsen
|Inventory||Item list details should be configurable.||Enumeration is a required display element in the item details included in the items list in Inventory. Call number and location information should also be display when this data is different from the holdings and item location. Confiugration is preferable as different institutions require different information.||go-live||New -> Draft||Charlotte||UXPROD-1729||Created: UXPROD-1729.|
|Inventory||Item status should be editable within Inventory||Item status should be editable from within Inventory by Technical Services staff.||go-live||New -> Draft||Charlotte||UXPROD-1731||Created: UXPROD-1731.|
|Inventory||Inventory results display elements should be configurable||The elements that are displayed for the instance, holdings, and item in results list should be configurable by the institution.||go-live||New -> Draft||Charlotte||UXPROD-1730||Created: UXPROD-1730.|
|Inventory||Viewing holdings should not open in a full screen display.||Clicking on the View holdings link in the Instance display (Inventory third pane) results in the holdings record opening in a new, full screen window. This takes you out of the three pane experience. Clicking on view holdings should default to opening in the third pane of the window to replace the Instance record display. X-ing out of the holdings record should result in the return of the Instance record in the third pane.||go-live||New||Charlotte||UX-303||Created: UX-303. |
Discuss the suggested new behavior with Filip Jakobsen before writing it up as a new feature.
|144||Jackie Gottlieb||Duke Universityemail@example.com||Inventory & Cataloging||Split screen view of bib record||Can display 2 bib records side-by-side so that they can reviewed and compared where data can be selected and dragged to the other bib record||go-live||New||Charlotte & Tiziana||Need further discussion||To be discussed in MARCcat meeting: it seems now quite impossible to realize, but it's important to discuss better.|
|96||Björn Muschall||Leipzigfirstname.lastname@example.org||Inventory||Binding management||Binding specifications (e.g. Journals); Checkout to bindery; Check in bound volumes||go-live||New||Charlotte + Emma||CW: this is about Item states the so called: Process: What staff process is this item in - see: https://docs.google.com/presentation/d/1w_z1qSAVCAnTLe-lM66YSCaacgiHi-NFnjeM2md5R9I/edit#slide=id.p1|
We have in the backlog several features describing Item states. One relevant would be:
* UXPROD-1535 Custom configuration of item states
Custom configuration of item states
|165||Erin Nettifee||Duke Universityemail@example.com||Notices||Trigger time-based additional notices on flexible criteria (second, third, etc.)||It's unclear from the notices discussion in Jira if there is an understanding about time controls / manually triggered hold notices. For some of our items, we want to send second and possibly third hold pickup reminders before closing the hold and returning the item to its home location (which may be at Duke or at another library.)||go-live||In process||Darcy||UXPROD-1586 and UXPROD-1587||Emailed contact on 5/17/2019. This is already planned for and development is in progress.|
|171||Erin Nettifee||Duke Universityfirstname.lastname@example.org||Notices||All slips / notices can be reprinted by staff on demand||Hold notices, staff slips, and other printable items need to be able to be regenerated / reprinted on demand.||go-live||In process||Darcy||UXPROD-1531 (covers just check-in receipt); and UXPROD-1710 to cover all slips and notices||Emailed contact on 5/17/2019. The ability to print the two types of staff slips (hold and transit) that have been implemented is already available in FOLIO. We're currently working on the ability to reprint/send a check-in receipt, please see referenced Jira issue. I still need to query the SIG to see if we need more than that. I also asked POC for a priority list of other items that would need to be reprinted manually.|
|131||Julie Brannon||Duke Universityemail@example.com||UX/UI||Save user defined order profiles||Ability to create user defined profiles for orders to save data entry time. These profiles would save default values for data entry fields and should include currency as one of the fields that can be set to a default value.||go-live||New||Dennis|
|174||Erin Nettifee||Duke Universityfirstname.lastname@example.org||Serials||Routing lists for item delivery||This is used for several things, including routing lists for end users (at Law) and routing lists for locations (traveling serials, used at DUL.) Basically, you need to be able to receive an item and have it be able to go from place to place before going to its final, catalogued location.||go-live||New||Dennis||CB: Dennis, does this seem like your area?|
DB: I believe this problem is addressed by the ability to adjust location and item status at point of receipt. Item statuses could indicate the item is "In transit" etc and the locationcan be set as desired. Item can also have temp locations etc. as defined be the inventory app.
|19||GBV||GBV||Martina.Schildt@gbv.de||Aquisitions||Patron generates purchase order from XML||go-live||New||Dennis|
|155||Jackie Gottlieb||Duke Universityemail@example.com||Data Migration||Predictive Item Check-In||Migrate Caption/pattern data into actionable areas for predictive check-in. This data needs to be part of the data migration.||go-live||New||Dennis|
|43||Jenn Colt||Cornellfirstname.lastname@example.org||Receiving||Alert staff to need to affix bookplate at the same time spine labels are being printed||Cornell staff currently use Strawn tools for spine labeling and bookplating. When the barcode for an item is scanned, the screen pops up the code for the bookplate that needs to be attached along with the spine label information. The code being collected in this issue https://issues.folio.org/browse/UXPROD-1018 would likely be sufficient for this. See page 7, under "'Special tables'" tab in the Strawn documentation provided by TAMU for details on current functionality.||go-live||Responded To||Dennis||It seems the necessary infomation is being collected in UXPROD-1018 so I will create a story for the alert described here within that feature.|
Is this only regarding an electronic bookplate or the need for a physical one?
|44||Jenn Colt||Cornellemail@example.com||Receiving||Barcode searching can be initiated with a barcode scan||A user can initiate a search for an item in inventory with a barcode scan. The search will take them directly to the item view for the scanned barcode||New||Dennis|
|98||Julie Brannon||Duke Universityfirstname.lastname@example.org||Search||Search capability on bibliographic records to support order creation||Ability to search the system for bibliographic records by title, author, ISBN, ISSN, associated order number, PO#, and other search criteria. Needed to locate bibliographic records when creating an order.||go-live||New||Dennis||DB: CUrrent system allows for searching through inventory (Bib records) and pulling in that information to populate the order form details. There is also a feature defined for creating orders from inventory records but this is considered an inventory feature. In short I believe this fuctionality is covered|
|103||Julie Brannon||Duke Universityemail@example.com||Search||Search capability on bibliographic records to support order creation||Ability to search the system for bibliographic records by title, author, ISBN, ISSN, associated order number, PO#, and other search criteria. Needed to locate bibliographic records when creating an order.||go-live||New||Dennis||CB: Looks like a duplicate of 98|
Agreed - there have been several duplicates, so I'm not sure what happened. Thanks - J. Brannon 5/20/19
|133||Julie Brannon||Duke Universityfirstname.lastname@example.org||Search||Filtered search for budget code from PO line||Ability to search for a budget code using filters to support ease of use when linking a budget to an order. Current FOLIO design shows a drop down list of fund IDs that aren't sorted or searchable||go-live||New||Dennis|
|99||Julie Brannon||Duke Universityemail@example.com||Acquisitions||Audit trail capability - need to track and make viewable which users touched records as they are created and updated.||Across the system need to track which users touched records. For example, in orders need the ability to capture the user id or initials of the user who imports an OCLC bibliographic record.||go-live||Responded To||Dennis||https://issues.folio.org/browse/UIORGS-9|
|The identified JIRA issues address records associated with acquisitions.|
|100||Julie Brannon||Duke Universityfirstname.lastname@example.org||Acquisitions||Send list of orders to send to a vendor and update the order status once the order is sent||Ability to generate a list of titles with necessary order information to send to a vendor and update order status to "sent to vendor" or an equivalent status.||go-live||Responded To||Dennis||This will be covered by https://issues.folio.org/browse/UXPROD-531 which deals with EDI orders.|
|108||Julie Brannon||Duke Universityemail@example.com||Acquisitions||Configurable vendor address categories||Ability to configure vendor address categories. Folio snapshot site contains categories of Customer Service, Returns, Shipments, Payments. Duke currently uses Order, claim, payment, and return address types and might want to add more in the future. Would prefer configurable categories for flexibility.||go-live||Responded To||Dennis||Categories are now configurable in settings :) you can add edit and delete categories that are used in the organizations app|
|119||Julie Brannon||Duke Universityfirstname.lastname@example.org||Acquisitions||View number of line items on header of an invoice||Ability to view the total number of line items associated with a header/general invoice. This supports the need to quickly compare the paper invoice that arrives with the shipped materials against the number of titles that were included in an EDI invoice load.|
The latest demo of Invoices displays the list of line items and the total units ordered. So, if there are two PO lines and each lists quantity of 2, then the general header will display Total Units of 4. We would also like to see a numeric of how many line items there on the header to know at a quick glance
|go-live||Responded To||Dennis||https://issues.folio.org/browse/UINV-19||A user story has been created to cover this feature request|
|120||Julie Brannon||Duke Universityemail@example.com||Acquisitions||Store invoice barcode||Ability to capture a barcode value on the invoice header. This supports tracking of a hard copy invoice upon which a barcode sticker is affixed before delivery to Accounts Payable.||go-live||New||Dennis||J Brannon(Duke): Need to investigate whether Duke AP would be willing to reconsider the paper invoice process currently in place.|
|121||Julie Brannon||Duke Universityfirstname.lastname@example.org||Acquisitions||Manage "pay immediately" invoices||Ability to indicate that an invoice should be paid immediately. Would prefer to have a field or indicator on the invoice record.||go-live||New||Dennis||Rush payment flag would accomodate this need. Currently using the note field (##PI##) meaning pay immediately|
|123||Julie Brannon||Duke Universityemail@example.com||Acquisitions||Order workflow - automatically update order status once items have been marked as arrived||Ability to automatically update the order status from On Order to In Process for items that have been marked as arrived.||go-live||Responded To||Dennis||https://issues.folio.org/browse/MODORDERS-218?jql=text%20~%20%22order%20status%22||This functionality now exists. Purchase order lines are marked as partially received once one item has been received and when the last item is received the order status is updated to fully received. The associated order is closed as complete if the payment status is fully paid or not required.|
|125||Julie Brannon||Duke Universityfirstname.lastname@example.org||Acquisitions||Store reason and notes for order cancellation||Ability to capture information about the reason and notes for a cancellation. |
Currently use certain order status values such as 'Vendor Canceled', 'Library Canceled', 'Order Closed', 'Library Returned', 'Out of Print." Also capture information in notes such as URLs, date when processing the cancellation, other reason notes.
Don't see any code fields in FOLIO to capture a reason - status dropdown contains Closed, Open, Pending. Cancellation description is a large scrollable text field that can fit several URLs and text, but code values would support reporting.
|go-live||New||Dennis||https://issues.folio.org/browse/UXPROD-776?jql=text%20~%20%22reason%20for%20closure%22||Work on identifying reasons for closure is now complete (See referenced JIRA issue). The user can define specific reasons for closure Eg. "Vendor canceld" etc. and include a note that will display on the order record.|
|127||Julie Brannon||Duke Universityemail@example.com||Acquisitions||Rush order hold and link to patron||Ability to store the ID a patron who has requested a rush order for an item and create a hold on that item so that it won't get loaned to another patron upon receipt.|
The PO line in FOLIO does have a rush flag and Requester field (text only). Don't see a Jira issue about placing a hold on the item at arrival.
|128||Julie Brannon||Duke Universityfirstname.lastname@example.org||Acquisitions||Integrate Orders and Users for fields containing names||Ability to dynamically link an existing user to an order as the requestor. Current views of FOLIO have text box with no list of users.||go-live||New||Dennis|
|132||Julie Brannon||Duke Universityemail@example.com||Acquisitions||Ability to configure order types||Ability to configure order type values|
Current hardcoded order type values in FOLIO are: - One time - On-going.
Don't see JIRA issue to make the order type configurable. I do see one to make Material Types in Orders configurable in Q3 2019. UXPROD-1025:
|go-live||New||Dennis||DB: Waiting on some more detailed specification of what's missing here.|
J Brannon 5/24/19: At Duke we currently use three order types (Monograph, Serials, Standing Orders) primarily to control encumbrance rollovers at fiscal year end.
We can live with migrating to two order types (by collapsing Serials and Standing Orders to "On-going") as long as we still have a way to support the requirement that subscriptions/serials encumbrances should roll-over based on prior year expenditures. Monograph and standing orders only roll-over active encumbrances. If further clarification would help we'll need to pull in Virginia Martin at Duke to better articlate this (firstname.lastname@example.org).
|102||Julie Brannon||Duke Universityemail@example.com||Finance||View budget transaction log||Ability to view list of transactions associated with a budget such as transfers, invoices, encumbrances, carry over, allocation. Users use this feature daily in current system.|
Don't see any Jira issues related to this - do see issues related to viewing transaction history for PO/POLs, but not for budgets.
|go-live||New||Dennis||DB: Need to consider how you see the list of encumbrances - list of orders encumbered against this budget|
|112||Julie Brannon||Duke Universityfirstname.lastname@example.org||Finance||CRUD budgets and budget information||Ability to delete budgets|
Ability to indicate whether a budget is annual or not annual (not annual budgets don't roll-over to the next FY
Ability to manage information about budgets such as:
- valid from /to dates for a budget
- user ID (ex: subject librarian)
- budget type (university appropriated, grant, restricted, etc - long list of values)
- AP system code (different from library budget code)
- valid from/to dates
Some fields should trigger actions such as Effective start/end dates. For example, want the ability to limit budget codes for use on orders based on effective start dates - grant funds might be available mid-year and shouldn't spend against until May.
|go-live||New||Dennis||DB: Assigning a user for the purpose of reporting on transactions and budget status for that user. They don't actually edit (though they do view) the budget and it's transactions we just associate activity with them.|
To have the ability to activate and or freeze budgets on certain days
J Brannon (Duke) - yes,
1) Would like the ability to indicate that a budget is active based on an effective date value so that the user doesn't have to login and switch to "Active" status when the budget becomes available to spend against.
2) Ability to associate a user (subject librarian/selector) with a budget for display and reporting purposes. Prefer to display a full name rather than an ID.
In answer to a question from Dennis during 5/23 call, we don't need to restrict permissions based on that user ID - all users with permission to use the Finance app can have access to view all budgets, for example, but some should be restricted in edit capability or to perform allocations/transfers.
|122||Julie Brannon||Duke Universityemail@example.com||Finance||Budget user permission restrictions||Ability to restrict user permissions for creating, updating, and transferring funds between budgets.|
There is probably a Jira issue for this, but didn't find one so please confirm.
|126||Julie Brannon||Duke Universityfirstname.lastname@example.org||Finance||View orders associated with a budget||Search budgets to view list of orders placed using a specific budget code. |
Don't see this capability from the orders app or the Finance app
|go-live||New||Dennis||DB: finding all orders for a budget|
|129||Julie Brannon||Duke Universityemail@example.com||Finance||Budget snapshot||Ability to search and view snapshot of individual budgets to view remaining balances (both expended and encumbered %). |
Need to filter results by user (ex: subject librarian) associated with that budget, the budget status (active or not active), and the budget year (valid from and to dates).
Might be partially met by these
- UXPROD-197: An area that allows you to view the total amounts available in your budget per Ledger and grouping of associated Funds.
- UXPROD-198: Overview: This feature seeks to enhance the finance dashboard such that a user can filter the funds associated by a selected ledger, by specific tags.
|go-live||New||Dennis||DB: Primarily a reporting requirement. Ideally in app as in certain cases it is used daily. Sometimes exported and sometimes view by that user themselves.|
|111||Julie Brannon||Duke Universityfirstname.lastname@example.org||Receiving||Manage claim||Ability to capture information about claims to vendors for missing items from an order. Includes claim date, notes about claim, date of response from vendor and notes about that response.||go-live||New||Dennis|
|110||Julie Brannon||Duke Universityemail@example.com||Receiving||Bulk receiving||Ability to receive all items from a search of orders based on invoice number, vendor code, order date range that have already been sent to a vendor and are not marked as completely arrived. |
For those orders, allow the user to select individual lines to perform bulk arrival. Order records and item record process statuses should be updated as appropriate. User can indicate whether to also create general and line item invoices for the list of orders in the bulk arrival. Budget transactions would also need to occur to encumber funds as indicatied on the order.
|118||Julie Brannon||Duke Universityfirstname.lastname@example.org||Receiving||Manage gift receving||Ability to manage gift arrivals. Need to support pending gift arrival status. Need further definition of gift requirements and FOLIO planned functionality. FOLIO snapshot includes an Acquisition Method value of "Gift", text box for "Donor" and a Payment status value "Payment not required" on the PO Line details. Don't see a way to handle pending gift arrival status in FOLIO.||go-live||New||Dennis||How to accommodate expected items that are gifts? Is there an item status, do you need an order for it?|