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

[Janet Schrader]

Today I found that if I have 6 copies in the completed copies tab and move
2 to the working copies tab, when I use "save & exit" on those 2, all 6 of
the copies were "saved". All 6 copies were then attached to the bib record.
I did this twice with the same result. On Friday I'll be working with two
libraries that do centralized cataloging, one with eight branches. Not sure
how I can explain this to them.

We've been updating our training server and are now on 3.0.7.


Janet



On Fri, Apr 13, 2018 at 3:44 PM, Willis, Beth <willis at noblenet.org> wrote:

> 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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>> Evergreen-catalogers at list.evergreen-ils.org
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>> reen-catalogers
>>
>
>
> --
> Beth Willis
> Digital & Catalog Librarian
> NOBLE, Inc.
> 26 Cherry Hill Drive
> Danvers, MA 01923
>
>
>
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