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  1. ui-inventory
  2. UIIN-385

Settings page. Inventory > Instances, Holdings, Items > Statistical codes and Statistical code names

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    Description

      Purpose: In Inventory we use the Statistical code element block; which consist of the Statistical code type and Statistical codes and Statistical code names which all three are defined as a select lists in the Instance, Holdings, and Item record. The statistical code element block is repeated in Instance, Holdings and Item records (and later to be implemented in Container record as well).

      The statistical code name is a description of the Statistical code. The statistical code and the statistical code name are a value pair.
      The statistical codes can be associated with multiple Statistical code types.
      A statistical code associated with a Statistical code type are to be unique.

      The MM-SIG confirmed the UX wireframe at the MM-SIG meeting on 11/15/2018, and decided to use following Sample Statistical codes with Statistical code types - defined by uChicago: https://docs.google.com/spreadsheets/d/1J1tdCV3Mn7q9a2roWvOS0q2BHlT17vOkf0MQx29zxRc/edit#gid=0.

      Usecase:
      As a cataloger admin, I want to review and manage the list of Statistical codes and Statistical code name values.

      Note:
      We also need to build in a check - so you can't delete a Statistical code type if in use (UIIN-302).

      Scenarios:

      1. Scenario
        • Login to FOLIO snapshot stable, and go to Settings
        • When selecting Inventory then in the menu Instances, Holdings, Items is displayed in the 2nd pane
        • When selecting Instances, Holdings, Items > Statistical codes (displayed as a submenu in 2nd pane)
        • Then the Statistical codes setting page open (displayed in 3rd pane)
          no 4th pane - but later we might have it as a 4 pane layout, when the responsive behavior of Panes/Paneset is implemented - STCOM-274
      2. Scenario
        • When the Statistical codes setting page is open,
        • Then the top bar in 3rd pane display: Statistical codes
      3. Scenario
        • The Statistical codes has following predefined values (from the Sample Statistical codes, Statistical code names with Statistical code types - defined by uChicago: https://docs.google.com/spreadsheets/d/1J1tdCV3Mn7q9a2roWvOS0q2BHlT17vOkf0MQx29zxRc/edit#gid=0):
          Statistical codes Statistical codes names Statistical code types Source
          arch Archives (arch) RECM (Record management) folio
          ASER Active serial SERM (Serial management) folio
          audstream Streaming audio (audstream) DISC (Discovery) folio
          books Books, print (books) ARL (Collection stats) folio
          compfiles Computer files, CDs, etc. (compfiles) ARL (Collection stats) folio
          ebooks Books, electronic (ebooks) ARL (Collection stats) folio
          emaps Maps, electronic (emaps) DISC (Discovery) folio
          emusic Music scores, electronic (emusic) ARL (Collection stats) folio
          ENF Entry not found SERM (Serial management) folio
          eserials Serials, electronic (eserials) DISC (Discovery) folio
          evisual visual, static, electronic DISC (Discovery) folio
          ISER Inactive serial SERM (Serial management) folio
          its Information Technology Services (its) RECM (Record management) folio
          maps Maps, print (maps) ARL (Collection stats) folio
          mfiche Microfiche (mfiche) ARL (Collection stats) folio
          mfilm Microfilm (mfilm) ARL (Collection stats) folio
          mmedia Mixed media (mmedia) ARL (Collection stats) folio
          mss Manuscripts (mss) RECM (Record management) folio
          music Music scores, print (music) ARL (Collection stats) folio
          polsky Polsky TECHB@R (polsky) RECM (Record management) folio
          rmusic Music sound recordings (rmusic) ARL (Collection stats) folio
          rnonmusic Non-music sound recordings (rnonmusic) ARL (Collection stats) folio
          serials Serials, print (serials) ARL (Collection stats) folio
          UCPress University of Chicago Press Imprint RECM (Record management) folio
          vidstream Streaming video (vidstream) DISC (Discovery) folio
          visual Visual materials, DVDs, etc. (visual) ARL (Collection stats) folio
          withdrawn Withdrawn (withdrawn) RECM (Record management) folio
          XOCLC Do not share with OCLC RECM (Record management) folio
      4. Scenario
        • When click on '+New' button in the top right corner
        • then enter a new Statistical code value and Statistical code name and select the Statistical code type, which is to be associated with the given statistical code and name
        • save the value by click on 'Save'
      5. Scenario
        • When viewing the 3rd pane and checking the the newly created Statistical code and name
        • Then
          • the term will be added in the alphabetic order of the existing terms
          • the auto generated source code will be set to local, and
          • the time stamp for date created will show - generated by the Metadata component
      6. Scenario
        • When click on '+New' button in the top right corner
        • then enter a new value
        • cancel the edit by click on 'Cancel'
      7. Scenario
        • When click on the 'pen'
        • then it's possible to edit any given statistical code or statistical code name, wether the source is local or folio
      8. Scenario
        • When start editing the value then
        • the action buttons are displayed 'Save' or 'Cancel'
      9. Scenario
        • When edit of a Statistical code type value is done
        • Click on 'Save'
        • Last updated: Data from the Metadata component to be updated, if changes are 'Saved'
      10. 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 (e.g. like in the Settings > Material types)
      11. Scenario
        • When click on the trash icon it's possible to delete the Statistical code and statistical code name value pair
      12. Scenario
        • Go to a given Statistical code value, which is to be deleted
        • click on 'trash icon'
        • Then the standard modal will show, warning about:
          • Headline: Delete Statistical code
          • Text: The Statistical code [given value] will be deleted.
        • Select buttons: 'Cancel' or 'Delete'
        • The modal will be e.g. like in the Settings > Material Types
      13. Scenario Moved to STCOM-410
        • When click on '+ New" and entering an exiting Statistical code name,
        • then it's only possible to select a statistical code type, which has not already been used
        • this is to prevent creating a duplicate statistical code + name + associated statistical code type
        • if all statistical code + name + associated statistical code type has been used, then the select list for Statistical code types will be empty, and the string can not be saved.

      Out of scope for this story will be systematic check against deletion of a Statistical code type values with associated instance records - see: UIIN-xxx.

      TestRail: Results

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                adityamatukumalli Aditya matukumalli
                charlotte Charlotte Whitt
                Charlotte Whitt Charlotte Whitt
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