Settings page. Inventory > Instances > Formats

Purpose: In Inventory we use the Format element in the Instance record. The Format follows the Term and Code List for RDA Carrier Types (MARC 338) - https://www.loc.gov/standards/valuelist/rdacarrier.html

RDA Carrier Types list contains Resource Description and Access (RDA) terms and corresponding three-character lower case alphabetic codes for RDA Carrier types. The RDA Carrier term list will not be editable, but it's possible to create, edit, and delete locally defined terms.

As a cataloger, I want to review and manage the list of Formats.

Scenarios:

1. Scenario
   • Login to FOLIO snapshot stable, and go to Settings
   • When selecting Inventory > in the menu Instances is displayed in the 2nd pane
   • When selecting > Formats (displayed in 3rd pane),
   • Then the Formats setting page open (displayed in 4th pane)
2. Scenario
   • When the Formats setting page is open,
   • Then the top bar in 4th pane display: Instances > Formats
3. Scenario
   • The Formats has following elements
     • Term. The carrier terms are listed alphabetically
     • Code: Three-character lowercase alphabetic strings, which is the code for the given term
     • Source: Which is the list identifier; a string
     • Last updated: Data from the Metadata component
4. Scenario
   • The Format can be set as following the: RDA Carrier Types
     • The Term sequence follows: https://www.loc.gov/standards/valuelist/rdacarrier.html
     • The Code sequence follows the matching term defined in: https://www.loc.gov/standards/valuelist/rdacarrier.html
     • The Source is set to be 'rdacarrier'
5. Scenario
   • The Format can be set as locally used term
     • The Term sequence is defined locally by the tenant
     • The Code sequence is defined locally by the tenant
     • The Source is set to be 'local'
6. Scenario
   • When click on the 'pen' it's possible to edit the
     • Term
     • Code
     • Source
     • The actions buttons now displayed are 'Save' and 'Cancel'
7. Scenario
   • When edit of a Term, Code, Source is done
   • Click on 'Save'
8. Scenario
   • When navigation away when in the middle of edit of a Term, Code, Source
   • Then the standard modal will show, warning about: There are unsaved changes (e.g. like in the Settings > Material Types)
9. Scenario
   • When click on the trash icon it's possible to delete the row:
     • Term
     • Code
     • Source
     • Last updated
10. Scenario
    • Go to a given term, which is to be deleted
    • click on 'trash icon'
    • Then the standard modal will show, warning about:
      • Headline: Delete Format
      • Text: The Format [given term] will be deleted.
    • Select buttons: 'Cancel' or 'Delete'
    • The modal will be e.g. like in the Settings > Material Types
11. Scenario
    • When adding a new Term to the list of Formats, click on the '+ New' icon
    • A new line in the top of the list will be added, which consist of
    • A text input box for Term
    • A three-character input box restricted to lowercase characters
    • A Select box, where to select 'rdacarrier' or 'local'. Default setting is 'local'
12. Scenario
    • When click '+New' button to add a new format
    • Enter "aaa" as format term (new) and "sg" (exist) as format code. Please note, that the code already exists in the system.
    • Then I get an error message: "The code has to be unique. Please enter a different code."
13. Scenario
    • When click '+New' button to add a new format
      **Enter "computer - - online resource" as format term (exist) and "xxx" as code (new). Please note, that the term already exists in the system.
    • Then I get an error message: "The term has to be unique. Please enter a term code."
14. Scenario
    • When click '+New' button to add a new format
    • Enter "computer - - online resource" as format term (exist) and "ha" (exist) as format code. Please note, that both the term and the code already exist in the system.
    • Then I get an error message: "Both the term and the code has to be unique. Please enter a different term and code."

Overview:

• See the attached wireframes.
• See list in spread sheet: https://docs.google.com/spreadsheets/d/1scRQl09jroOy-c_emITk3EQ6lkj7XPRlkupPNuL-FfM/edit#gid=135758797.

Out of scope for this story will be
a) systematic check against deletion of a Formats with associated instance records - see UIIN-162
b) load of a revised version of the official RDAcarrier list - relevant for a later phase