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  1. ui-inventory
  2. UIIN-1347

Filter holdings records by Holdings type



    • Prokopovych - Sprint 140, Prokopovych - Sprint 141
    • 5
    • Prokopovych
    • Morning Glory (R2 2022)


      Purpose: Holdings type is an element in the holdings record.

      The filter for Holdings type is one of the collapsed filters in the Filter & Search pane in the Holdings segment. The implementation here is quite similar to what has been implemented in Inventory already, e.g. Material type in the Item segment.


      1. Scenario
        • Login to FOLIO Snapshot, go to Inventory
        • When the Holdings segment is selected
        • Then filter for Holdings type is listed in the order according to UIIN-760 (as of May 2022 after: Holdings permanent location and before: Suppress from discovery).
      2. scenario
        • The Holdings type filter is displayed collapsed by default.
      3. Scenario
        • When click on the little caret the filter will be unfold
        • Then Holdings type filter displays a search box
      4. Scenario
        • Reference values for Holdings types are defined in Settings > Inventory > Holdings > Holdings types
      5. Scenario
        • When start enter search term for a Holdings type by having the cursor in the search box
        • Then a drop down menu with the first six values from the drop down menu in the edit view is displayed:
      6. Scenario
        • The search is performed as type ahead. So when start enter, e.g.:
        • "mono" following options are displayed:
          • Monograph
          • Multi-part monograph
      7. Scenario
        • When selecting "Monograph" in the drop down menu
        • Then the search result is narrowed down to only return holdings record with the Holdings type defined as Monograph.

      Supplementing information:
      CQL syntax for Query search on holdings type = Electronic is: holdingsRecords.holdingsTypeId ==996f93e2-5b5e-4cf2-9168-33ced1f95eed (In FOLIO Snapshot)

      TestRail: Results


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                mattjlc Matt Connolly
                charlotte Charlotte Whitt
                Charlotte Whitt Charlotte Whitt
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