acq:serials:release_notes:initial_trunk_merge
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Table of Contents
Serial Control v.0.1
The lists below give a brief summary of current interface progress. It should be noted that little has been done concerning proper workflow and exception handling, so expect errors, especially during initial setup. Here is a rough outline for getting things started:
- Manually create an asset.copy_template entry
- Navigate to a record in the Staff Client
- Select 'Serial Control View' in 'Actions for this Record'
- Create a subscription (in Subscriptions tab)
- Create a distribution within this subscription which references your template
- Create a caption/pattern
- Create a manual 'starter' issuance from which the others will be predicted (the caption/pattern picker isn't there yet, so type the ID of the caption/pattern you created in the "Caption/Pattern" field of the issuance).
- With your subscription selected, choose 'Make Predictions' from 'Actions for Selected Row'
Here are a couple "codes" you can use in lieu of the missing GUIs for Pattern Code and Holding Code:
Pattern Code (in Caption and Pattern):
["2","0","8","1","a","v.","b","no.","u","12","v","r","i","(year)","j","(month)","w","m","x","01"]
Holding Code (in Issuance):
["4","1","8","1.2","a",6,"b",1,"i",2010,"j","01"]
What works so far:
- Items interface
- View items
- Receive items (into new or existing units)
- Bind items (into new or existing units)
- Subscriptions interface
- Editors for creating and editing:
- Subscriptions
- Distributions
- Captions and Patterns (barebones)
- Issuances (barebones)
- Notes (where applicable)
- Make predictions (based on last existing issuance only)
- Basic deleting
- OPAC display
- Compressed display of received items at holding library level
- Limited MFHD integration (concatenation where overlapping)
What is still coming:
- More translatable strings in interfaces
- Better delete support (using 'deleted' flag where needed)
- Easier initial setup
- "First Issue" dialog
- Caption and Pattern GUI
- "Custom" item tracking
- Distributions interface
- Editors for managing:
- Templates
- Streams
- Summaries
- Units interface (post-receive viewing and managing of units and unit/item relationships)
- Claims interface
- More display related options
- Summarized contents unit labels
- Caption-level overrides
- Legacy integration options
- Permissions
- General optimizations
acq/serials/release_notes/initial_trunk_merge.1281712741.txt.gz · Last modified: 2022/02/10 13:33 (external edit)