[Evergreen-catalogers] Web client cataloging and "Completed copies" tab

[Willis, Beth]

I agree with Tina that the "Completed Copies" tab makes sense in the
context of the workflow she describes.  In this sense, "completed"
indicates that the copy is done and ready to be saved.

I am not clear on why it is not possible to "Save and Exit" from the
"Completed  Copies" tab, though, as long as there are not copies on the
"Working Copies" tab.

While I'm not sure what workflow would result in this occurrence, I can
imagine it happening inadvertently during the transition to the Web client
and I think it could be confusing to staff who are trying to save newly
added copies.

Beth

On Fri, Apr 13, 2018 at 11:27 AM, Tina Ji <tina.ji at bc.libraries.coop> wrote:

> Hi Janet,
>
> We've been testing this part recently. I think "completed copies" tab
> makes sense with this workflow: creating multiple copies, selecting a few
> sharing the same attributes from the list, editing, then Store Selected.
> These copies are completed. Back to "working copies" to work on more
> copies. When all done, Save & Exit.
>
> We found it yesterday that "Save & Exit" on "completed copies" tab is
> grayed out when there is a required copy stat cat AND all  copies are on
> "completed copies" tab. This is weird. We plan to test more.
>
> Tina Ji
> BC Libraries Coop
>
>
>
> Quoting Janet Schrader <jschrader at cwmars.org>:
>
> Hi Everyone,
>>
>> I've started doing some training on using the web client and came up with
>> a
>> question I can't easily answer. When creating a item what is the
>> "completed
>> copies" tab for? If I click on "save & exit" I simply create the item. If
>> I
>> click on "Store selected" the item moves to the "completed copies" tab but
>> it's not really completed, it's just stored.
>>
>> On the "completed copies" tab there re two buttons "Save" and "Edit
>> selected". The "Save" button has a drop-down menu of two choices, "Save
>> completed" or "Save & exit". Both of these are grayed out. Shouldn't I be
>> able to "Save & exit" from here?
>>
>> In order to actually *complete my item**, *I have to click on the "Edit
>> selected" which moves the item back to the "Working copies" tab where
>> there
>> is a working "Save & exit" button.
>>
>> It seems to me that the "Completed copies" tab should be renamed "Stored
>> copies" as the copies get there by clicking on "Store selected". Then
>> the *stored
>> copies* can be selected and either "Save & exit" so they are *completed*
>> or
>> "Edit selected" so they can be further worked on.
>>
>> I get the concept of storing copies to work on later. I just think the tab
>> label is misleading.
>>
>>
>>
>> Janet
>>
>>
>> Janet Schrader
>>
>> Bibliographic Services Supervisor | CW MARS
>>
>> 67 Millbrook Street, Suite 201, Worcester, MA 01606
>>
>> P: 508-755-3323 x 325 | F: 508-757-7801
>>
>> ------------------------------
>>
>> jschrader at cwmars.org  ||  http;//cwmars.org <http://www.cwmars.org/>
>>
>
>
> --
> Tina Ji
> 1-888-848-9250 ext 1014
> Support Specialist
> BC Libraries Co-operative
>
>
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>



-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923
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