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  1. ui-inventory
  2. UIIN-376

Settings page. Inventory > Holdings > Holdings types

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      Description

      Purpose: In Inventory we use the Holdings type element in the Holdings record. The Holdings type can be e.g. electron, and physical (for printed material). The Holdings type is used quite differently by the different libraries, e.g. uChicago use electronic and print. Duke use At Duke holdings type is mono, multi-part mono, and serial.

      At MM-SIG meeting 11/01/2018 (https://wiki.folio.org/display/MM/2018-11-01+Metadata+Management+Meeting+Notes) it is decided that FOLIO will provide a predefined list, and all Holdings types is to be editable (CRUD).

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

      Scenarios:

      1. Scenario
        • Login to FOLIO snapshot stable, and go to Settings
        • When selecting Inventory > in the menu Holdings is displayed in the 2nd pane
        • then drill down to Holdings > Holdings types (displayed as a bullet point in the Instance list),
        • Then the Holdings types setting page open (displayed in 3rd pane)
      2. Scenario
        • When the Holdings type setting page is open,
        • Then the top bar in 3rd pane display: Holdings > Holdings types
      3. Scenario
        • The Holdings type has following elements
          • Holdings type. The Holdings types terms are listed alphabetically
          • Source: Which define the source, e.g. folio or local
          • Last updated: Data from the Metadata component
      4. Scenario
        • The list of predefined terms:
          • electronic
          • physical
      5. Scenario
        • The Holdings type when predefined in FOLIO
        • Then source will be 'folio'
      6. Scenario
        • The Holdings type can be set as a locally used term
        • The Holdings type is then defined locally by the tenant
          • The source will then be 'local'
      7. Scenario
        • When click on the 'pen' it's possible to edit the
          • Type
          • The actions buttons now displayed are 'Save' and 'Cancel'
      8. Scenario
        • When edit of a Holdings type is done
        • Click on 'Save'
      9. Scenario
        • When navigation away when in the middle of edit of a Holdings type
        • Then the standard modal will show, warning about: There are unsaved changes (e.g. like in the Settings > Formats)
      10. Scenario
        • When click on the trash icon it's possible to delete the row:
          • Holdings type
          • Source
          • Last updated
      11. Scenario
        • Go to a given Holdings type, which is to be deleted
        • click on 'trash icon'
        • Then the standard modal will show, warning about:
          • Headline: Delete Holdings type
          • Text: The Holdings type [given term] will be deleted.
        • Select buttons: 'Cancel' or 'Delete'
        • The modal will be e.g. like in the Settings > Formats
      12. Scenario
        • When adding a new Holdings type to the list of Holdings types, 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 Holdings type
        • A Select box, where to select 'folio' or 'local'. Default setting is 'local'
      13. Scenario
        • When click '+New' button to add a new Holdings type
        • Enter "electronic" as Holdings type (which already exist) as one of the FOLIO predefined Holdings types.
        • Then I get an error message: "The Holdings type has to be unique. Please enter a different Holdings type."

      Out of scope for this story will be
      a) systematic check against deletion of a Holdings type with associated instance records

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                Assignee:
                adityamatukumalli Aditya matukumalli
                Reporter:
                charlotte Charlotte Whitt
                Tester Assignee:
                Charlotte Whitt Charlotte Whitt
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                  Updated:
                  Resolved:

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