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  1. mod-inventory-storage
  2. MODINVSTOR-983

Holdings source is not required and data is sometimes missing

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Details

    • Bug
    • Status: Draft (View Workflow)
    • P3
    • Resolution: Unresolved
    • None
    • None
    • Prokopovych
    • Orchid (R1 2023)
    • !!!ALL!!!
    • TBD

    Description

      Overview: The original BE work was done by Foljiet?, the original FE work done by Spitfire: UIIN-1548). The holdings source has been incorrectly displayed in the Inventory UI and this bug will be addressed in UIIN-2229.
      This ticket is about:

      1. implement Holdings source in a consistent way
      2. make sure that the wanted functionality and behavior is implemented in a consistent way.
      3. make sure we solve the cases where the holdings source is left not populated

      charlotte and marcjohnson - will add required details - WIP

      Documentation: - WIP
      https://wiki.folio.org/display/MM/Holdings+Source+ID+%28situation+as+of+late+2022%29+-+MODINVSTOR-983

      Additional Information:
      Here is an example from Folio snapshot environment (10/04/2022):

      {
        "id" : "0c45bb50-7c9b-48b0-86eb-178a494e25fe",
        "_version" : 1,
        "hrid" : "hold000000000002",
        "formerIds" : [ "ABW4508", "442882" ],
        "instanceId" : "69640328-788e-43fc-9c3c-af39e243f3b7",
        "permanentLocationId" : "fcd64ce1-6995-48f0-840e-89ffa2288371",
        "effectiveLocationId" : "fcd64ce1-6995-48f0-840e-89ffa2288371",
        "electronicAccess" : [ {
          "uri" : "http://www.ebscohost.com",
          "materialsSpecification" : "1984-",
          "relationshipId" : "3b430592-2e09-4b48-9a0c-0636d66b9fb3"
        }, {
          "uri" : "http://www.jstor.com",
          "materialsSpecification" : "1984-",
          "publicNote" : "Most recent 4 years not available.",
          "relationshipId" : "3b430592-2e09-4b48-9a0c-0636d66b9fb3"
        } ],
        "callNumber" : "K1 .M44",
        "acquisitionMethod" : "Purchase",
        "receiptStatus" : "Not currently received",
        "administrativeNotes" : [ ],
        "notes" : [ {
          "note" : " Subscription cancelled per Evans Current Periodicals Selector Review. acq",
          "staffOnly" : true,
          "holdingsNoteTypeId" : "b160f13a-ddba-4053-b9c4-60ec5ea45d56"
        }, {
          "note" : "Asked Ebsco to check with publisher and ask what years were paid since we are missing (2001:Oct.-Dec.), (All of 2002), & (2003:Jan.-Feb.). 20030305. evaldez",
          "staffOnly" : false,
          "holdingsNoteTypeId" : "b160f13a-ddba-4053-b9c4-60ec5ea45d56"
        }, {
          "note" : "Backorder:v.87(2001:Oct.-Dec)-v.88(2002). eluza",
          "staffOnly" : false,
          "holdingsNoteTypeId" : "b160f13a-ddba-4053-b9c4-60ec5ea45d56"
        }, {
          "note" : "WITH 2010 TREAT ISSUE S AS DISCARDS. dgill",
          "staffOnly" : false,
          "holdingsNoteTypeId" : "b160f13a-ddba-4053-b9c4-60ec5ea45d56"
        } ],
        "retentionPolicy" : "Permanently retained.",
        "holdingsStatements" : [ {
          "statement" : "v.70-84 (1984-1998)"
        }, {
          "statement" : "v.85:no. 1-11 (1999:Jan.-Nov.)"
        }, {
          "statement" : "v.87:no.1-9 (2001:Jan.-Sept.)"
        }, {
          "statement" : "v.89:no.2-12 (2003:Feb.-Dec.)"
        }, {
          "statement" : "v.90-95 (2004-2009)"
        } ],
        "holdingsStatementsForIndexes" : [ ],
        "holdingsStatementsForSupplements" : [ {
          "statement" : "no.1-23 "
        } ],
        "copyNumber" : "1",
        "statisticalCodeIds" : [ "775b6ad4-9c35-4d29-bf78-8775a9b42226" ],
        "holdingsItems" : [ ],
        "bareHoldingsItems" : [ ],
        "metadata" : {
          "createdDate" : "2022-10-04T13:49:27.741+00:00",
          "updatedDate" : "2022-10-04T13:49:27.741+00:00"
        }
      }
      

      Similar behavior observed in the records with following HRIDs:
      hold000000000007
      hold000000000005
      hold000000000009
      hold000000000010
      hold000000000012
      hold000000000001

      More examples:
      @charlotte added comment:
      In uChicago's production environment, here there are instances with the Instance source code ILL. These will be displayed in the holdings source as '-' dash, because the 'ILL' value is unknown to the system. These holdings records should have the value ILL, not inherited from the Instance, but a value added when the holdings record is created.

      We then added the ILL Holdings source in Settings > Holdings > Holdings source, and then the value ILL became a known value, and displayed in the UI of the holdings record; BUT that value is inherited from the Instance source ID, and should either have been FOLIO or deliberately set as ILL.
      CC: christie

      Interested parties:
      charlotte enettifee abreaux jenncolt jacquie.samples@duke.edu christie

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                Unassigned Unassigned
                magdaz Magda Zacharska
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                  Updated:

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