Details
Description
Purpose: In Inventory we use the Material Type data, which is a structured list of elements organized in categories. The Material type data is defined in the Item record.
The Material Types are not going to be built off a standardized vocabulary, instead each institution would be able to customize and add to the material types list.
FOLIO will come with a default list defined by a uoint RA and MM-SIG working group. The working group has gathered following list based on input from misc. libraries - this list will be implemented, but for each tenant to adjust for local use and practice.
See Condensed list in following spread sheet: https://docs.google.com/spreadsheets/d/1scRQl09jroOy-c_emITk3EQ6lkj7XPRlkupPNuL-FfM/edit#gid=1928495227.
As a cataloger and circulation staff, I want to review and manage the list of Material types in the Item record.
Scenarios:
- Scenario
- Login to FOLIO snapshot stable, and go to Settings
- When selecting Inventory > in the menu Items is displayed in the 2nd pane
- When selecting > Material types
- Then the Material Type setting page open (displayed in 3rd pane)
- When the Material Type setting page is open,
- Then the top bar in 4th pane display: Items > Material types
- Scenario
- The Material Type has following elements
- Names. The content in this list are listed alphabetically
- Category - see UIIN-658
- Source - which is 'folio' or 'local'
- Last updated: Data from the Metadata component
- The Material Type has following elements
- Scenario
- The Material type source when coming from the condensed list (written by RA and MM-SIG)
- When the Term sequence follows: https://docs.google.com/spreadsheets/d/1scRQl09jroOy-c_emITk3EQ6lkj7XPRlkupPNuL-FfM/edit#gid=801573024
- Then the Source is set to be 'folio'
- The Material type source when coming from the condensed list (written by RA and MM-SIG)
- Scenario
- The list of Material types has following predefined values:
Material types Material type categories Source 3D printer equipment folio 3D scanner equipment folio adaptors equipment folio audio book audio folio audio cassette accompanying folio audio cassette audio folio audio cassette player/recorder equipment folio audio CD accompanying folio audio disc accompanying folio audio disc audio folio AV equipment folio blue-ray video folio book accompanying folio book (electronic) book folio book (print) book folio calculator equipment folio camera equipment folio CD audio folio CD-info data folio CD-Rom accompanying folio CD-Rom data folio charger equipment folio chart misc folio computer disk data folio computer file data folio computer hard drive data folio computer tape drive data folio database data folio digital camcorder equipment folio digital camera equipment folio digital linear tape misc folio digital video camera equipment folio digital video cassette video folio digital video kit equipment folio digital voice recorder equipment folio diskette data folio dissertation/thesis (electronic) book folio dissertation/thesis (print) book folio DVD video folio DVD video accompanying folio DVD-Rom accompanying folio DVD-Rom video folio DVD, conversion from VHS video folio E-standard misc folio Ebook reader equipment folio equipment equipment folio film video folio film - 16 mm video folio film reel video folio filmstrip video folio flash drive equipment folio folio book folio gadgets equipment folio game misc folio government document (electronic) GovDoc folio government document (print) GovDoc folio hard drive video kit equipment folio headphones equipment folio headset w/mic equipment folio index misc folio internet resource data folio iPad equipment folio iPod equipment folio journal (electronic) serial folio journal (print) serial folio journal article serial folio journal issue serial folio key equipment folio kit equipment folio laptop equipment folio laser disc video folio locker/carrel equipment folio LP - 33 1/3 audio folio LP - 45 RPM audio folio LP - 78 RPM audio folio LP recording audio folio manufacturer sample misc folio manuscript book folio map image folio marker equipment folio microcard microform folio microfiche microform folio microfiche accompanying folio microfilm microform folio microform microform folio microopaque microform folio microphone microform folio microprint microform folio mics. material accompanying folio mixed misc. folio monographic series serial folio MP3 audio folio music score book folio newspaper serial folio pamphlet book folio password misc. folio periodical serial folio periodical - bound serial folio periodical issue serial folio peripheral equipment folio photocopy misc. folio picture image folio portable micro equipment equipment folio postcard image folio poster image folio projector equipment folio realia realia folio reel-to-reel tape audio folio serial (electronic) serial folio serial (print) serial folio slide video folio slide trays equipment folio slides accompanying folio software data folio sound recording audio folio statistical data set data folio streaming audio audio folio streaming media data folio streaming video video folio tablet equipment folio transparency image folio tripod equipment folio USB equipment folio video camera equipment folio video cart equipment folio video cassette video folio video cassette accompanying folio video CD video folio video disc video folio video player equipment folio video recorder equipment folio videoguide accompanying folio visual materials image folio watt meter equipment folio web camera equipment folio web conferencing kit equipment folio web site data folio
- The list of Material types has following predefined values:
- Scenario
- The Material type source can be set as a locally used term
- When he Material types sequence is defined locally by the tenant (using the 'New' button)
- Then Source is set to be 'local'
- The Material type source can be set as a locally used term
- Scenario
- When click on the 'pen' it's possible to edit the
- Name
- Category
- Source
- Then the actions buttons now displayed are 'Save' and 'Cancel'
- When click on the 'pen' it's possible to edit the
- Scenario
- When edit of a Material type is done
- Click on 'Save'
- Scenario
- When click on the trash icon it's possible to delete the row:
- Name
- Category
- Source
- Last updated
- When click on the trash icon it's possible to delete the row:
- Scenario
- When adding a new Material type name to the list of , 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 Name
- A text select box for Category
- Source set by the system to be 'local'
- Scenario
- When start entering the new local Material type nam,
- then the actions buttons now displayed are 'Save' and 'Cancel'
- Scenario
- When editing an existing Material type value is done, and the edits being saved, by click on the 'Save' button
- Then the last updated: Data from the Metadata component to be updated
- Scenario
- When navigation away when in the middle of edit of the value
- Then the standard modal will show, warning about: There are unsaved changes etc. like in all exiting Settings pages.
- Scenario
- When click on the trash icon
- Then it's possible to delete the Material type
- Scenario
- Before deletion
- Then the standard modal with warning will pop up
Overview:
- See also the Material type list with the terms sorted by categories - List in spread sheet: https://docs.google.com/spreadsheets/d/18mY09crQ5nxknGwJn9I3816_2KL2QVK1Dha7pdMkonk/edit#gid=1928495227
TestRail: Results
Attachments
Issue Links
- has to be done after
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UIIN-658 Settings page. Inventory > Item > Material type categories
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- Open
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- is blocked by
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MODINVSTOR-304 Add end-point for material type categories
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- Open
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- relates to
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UXPROD-1923 Settings > Inventory > Item: Implement material type category
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- Open
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