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  1. ui-inventory
  2. UIIN-1229

Settings > Inventory > Holdings: Holdings sources



    • Story
    • Status: Closed (View Workflow)
    • P2
    • Resolution: Done
    • None
    • 5.0.0
    • Core: F - Sprint 97, Core: F - Sprint 98
    • 5
    • Prokopovych


      Overview: Implement Holdings source as reference records by using the standard Settings component. The system will come with two predefined holdings sources: FOLIO and MARC, which i non editable.

      In Inventory the libraries can choose whether to maintain holdings records directly in Inventory, or choose to maintain the holdings record in MARC Format for Holdings (MFHD), or maybe maintain the holdings records outside of FOLIO in the Union Catalogue. The source codes will control this edit behavior.


      1. Scenario
        • Log into FOLIO Snapshot https://folio-snapshot.dev.folio.org/, go to Settings > Holdings
        • When viewing the submenu in the 2nd pane, there will be a new menu called: Holdings sources
          See UX mock up here:
      2. Scenario
        • When selecting Holdings sources
        • Then the Holdings sources setting page displays in the 3rd pane
          See UX mock up here:
      3. Scenario
        • When the Holdings sources page is open,
        • Then the top bar in 3rd pane displays: Holdings sources
      4. Scenario
        • The Holdings sources has following elements
          • Name: Which define the name of the Holdings source
          • Source: Which define the source, e.g. folio or local
          • Last updated: Data from the Metadata component
      5. Scenario
        • The list of predefined terms will be
          • FOLIO - a non editable source
          • MARC - a non editable source
      6. Scenario
        • When the holdings source is predefined in FOLIO
        • Then source will be set as 'folio'
      7. Scenario
        • When the holdings source is locally defined
        • Then source will be set as 'local'
      8. Scenario
        • All locally defined holdings sources will have an edit option, a pen icon
        • When click on the 'pen' it's possible to edit the given
          • Holdings source
          • The actions buttons now displayed are 'Save' and 'Cancel'
      9. Scenario
        • When edit of a given locally defined Holdings source is done
        • Click on 'Save'
      10. Scenario
        • When navigating away when in the middle of edit of a Holding source
        • Then the standard modal will show, warning about: There are unsaved changes.
      11. Scenario
        • All locally defined holdings sources will have an delete option, a trash can icon
        • When click on the trash can icon it's possible to delete the row:
          • Name (of the holdings source)
          • Source
          • Last updated
      12. Scenario
        • Go to a given locally defined Holdings source, which is to be deleted
        • click on 'trash can icon'
        • Then the standard modal will show, warning about:
          • Headline: Delete Holdings sources
          • Text: The Holdings source [given term] will be deleted.
        • Select buttons: 'Cancel' or 'Delete'
      13. Scenario
        • When adding a new holdings source to the list of Holdings sources, click on the '+ New' button
        • A new line in the top of the list will be added, which consist of
        • A text input box for Name of the holdings sources
        • the source is set by the system, and will be labeled 'local'
      14. Scenario
        • When click '+ New' button to add a new Holdings source, and
        • enter "MARC" as Holdings source (which already exist) as one of the FOLIO predefined Holdings sources.
        • Then I get an error message: "The Holdings source has to be unique. Please enter a different name for the Holdings source."

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                mpk35 Michal Kuklis
                charlotte Charlotte Whitt
                Charlotte Whitt Charlotte Whitt
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