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  1. ui-inventory
  2. UIIN-1134

Filter Holdings records by Source



    • 3
    • Prokopovych


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

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

      The source is in the Holdings record, in the accordion Administrative data - see: UIIN-1123.


      1. Scenario
        • Login to FOLIO Snapshot , and go to Inventory
        • When the holdings segment is selected
        • Then filter for Source is listed in the order according to UIIN-760 (after: Statistical code ; and by May 2020, while filtering on Statistical code is not yet implemented, then after Suppress from discovery, 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: holdingsRecords.source == "FOLIO"
      5. Scenario
        • When selecting MARC
        • Then the search will be narrowed down by a CQL search: holdingsRecords.source == "MARC"

      Other comments:
      Similar filter is to be implemented in the instance record – see UIIN-1132.
      A supporting search index is to be expected, just as we have a search index for filtering on source in the Instance segment - MODINVSTOR-500. See MODINVSTOR-515.

      TestRail: Results


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                charlotte Charlotte Whitt
                Charlotte Whitt Charlotte Whitt
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