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  1. ui-inventory
  2. UIIN-1132

Filter Instance records by Source



    • Core: F - Sprint 91, Core: F - Sprint 92
    • 3
    • Prokopovych


      Purpose: Source is an element in the instance record in Inventory. Source defines whether the instance record is created in FOLIO format, and maintained in Inventory - then source is labelled FOLIO; or the the record is created in MARC, and maintained in the MARC format using quickMARC (and eventually MARCcat), and there is stored an underlying MARC record in SRS.

      Usecase: As a cataloger/technical staff, I want to search and filter on Source, e.g. when I prepare a search for export of a list with UUIDs.

      The source is in the Instance record, in the accordion Administrative data:


      1. Scenario
        • Login to FOLIO Snapshot , and go to Inventory
        • When the Instance segment is selected
        • Then filter for Source is listed in the order according to UIIN-759 (after: Instance status ; and by May 2020, while Instance status is not yet implemented, then after Date updated, and before Tags (which is not MVP)).
        • When looking at the list of filters
        • Then the Source filter is displayed collapsed by default
      2. Scenario
        • When click on the little caret
        • Then the filter will be unfold
      3. Scenario
        • When the filter is unfolded
        • Then following values display as check boxes
          • FOLIO
          • MARC
      4. Scenario
        • When selecting FOLIO
        • Then the search will be narrowed down by a CQL search: source == "FOLIO"
      5. Scenario
        • When selecting MARC
        • Then the search will be narrowed down by a CQL search: source == "MARC"

      Other comments:
      In order to support editing of Holdings record formated as MARC, a similar filter will be relevant in the Holdings segment, when UIIN-1123 is implemented.

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                SergiySergiyenko Sergiy Sergiyenko
                charlotte Charlotte Whitt
                Charlotte Whitt Charlotte Whitt
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