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  1. ui-inventory
  2. UIIN-759

Inventory search. Create filter options for Instance segment

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    • Prokopovych

    Description

      Overview: Until the Instance > Holdings > Item search results can be displayed in a hierarchical view - long term solution defined by filipjakobsen (UXPROD-491) then we'll show the search result defined as is (MVP). A short term solution will be to improve the MCL Result list (UXPROD-1634) - which didn't make it for `cap-mvp`.
      Only the filters marked as bold it to be implemented for the MVP.

      This story describes the filter options for Instance - and will be a refinement of the existing filters.

      Usecase: Circulation staff, catalogers and other staff members need the ability to search and filter Instance records by a number of different field values. This will help them find exactly what they are looking for and what they should be working with.

      Scenarios:

      1. Scenario
        • Login to FOLIO Snapshot, go to the Inventory app landing page
        • When a user wants to filter within Instance records (the Instance record toggle is highlighted) - as defined in UIIN-758
        • Then they should see the following options in the filters area, in this order:
          • Effective location – implementation see: UIIN-199
          • Permanent location – implementation see: UIIN-679
          • Language – implementation see: UIIN-735
          • Resource type – implemented as one long list. Refined implementation using render filters (same as the Orders App) see: UIIN-193
          • Format – implementation using render filters (same as the Orders App) see: UIIN-820. Longterm we'll implement hierarchical display (UXPROD-1632, UX-198)
          • Mode of issuance
          • Nature of content
          • Classification type
          • Contributor type
          • Publication date (year range) – to be implemented later, see: UXPROD-1984 (not MVP)
          • Previous held (yes) – implementation see: UIIN-762
          • Staff suppress (yes) – only visible if you have the permission to view records marked as Staff suppress (UIIN-746) – implementation see: UIIN-289
          • Suppress from discovery (yes) – implementation see: UIIN-289
          • Mark for delete – implementation see: UIIN-1094
          • Date created (date range) – implementation see: UIIN-788
          • Date updated (date range) – implementation see: UIIN-790
          • Created by – to be implemented later (when we can ensure this to be suppressed from the UI by the European libraries according to GDPR, Employment agreement)
          • Updated by – to be implemented later (when we can ensure this to be suppressed from the UI by the European libraries according to GDPR, Employment agreement)
          • Statistical code – implementation see: UIIN-792
          • Instance status – implementation see: UIIN-1207
          • Source – implementation see: UIIN-1132
          • Tags – implementation see: UXPROD-274, UIIN-307, UIIN-763
        • And all filter accordions should be closed except for Effective location (set in the Item record)
        • And results should be displayed as is for now until we can get this refined (UXPROD-1634, and later UXPROD-491)
      2. Scenario
        • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

      NOTE Filtering by tags is also high priority for Chalmers, but cannot be implemented until assigning tags to instance records has been implemented. See separate stories UIIN-307, and UIIN-763 for adding filtering by tags.

      TestRail: Results

        Attachments

          Issue Links

            defines

            New Feature - New feature requests UXPROD-140 Q4 2019 Timebox for Priority Inventory Search and Filter Enhancements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-2180 Q1 2020 Timebox for Priority Inventory Search and Filter Enhancements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-2298 Q2 2020 Timebox for Priority Inventory Search and Filter Enhancements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-2443 Q3 2020 Timebox for Priority Inventory Search and Filter Enhancements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-2712 Inventory Elastic Search (Lotus): Timebox for Priority Inventory Search and Filter Enhancements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            has to be done after

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-758 Inventory search. Implement segmented control panel.

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            has to be done before

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINVSTOR-479 Index - Filter Instance records by Date updated

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINVSTOR-545 Filter instance records by Instance status

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-289 Filter Instance records by Suppress in discovery and Staff suppress

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-763 Filter Instance by Tags

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-788 Filter Instance records by Date created

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-790 Filter Instance records by Date updated

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-792 Filter instance records by Statistical code

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-967 Filter Instance records by Suppress in discovery: No

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-968 Filter Instance records by Staff suppress: No

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1207 Filter instance records by Instance status

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MSEARCH-321 Filter instance records by Mark for deletion

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Draft

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-193 Filter instance records by Resource Type. 2nd iteration

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-762 Filter instance records by Previously held

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Blocked

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-820 Filter instance records by Format

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-823 Filter instance records by Mode of issuance

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-824 Filter instance records by Nature of content

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1094 Filter instance records by Mark for deletion

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Blocked

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIPFI-106 Instance look up. Filter instance records by Mark for deletion

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

            New Feature - New feature requests UXPROD-3513 Inventory Elastic Search (Morning Glory): Timebox for Priority Inventory Search and Filter Enhancements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-3641 Inventory Elastic Search (Nolana): Timebox for Priority Inventory Search and Filter Enhancements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-3709 Inventory Elastic Search (Orchid): Timebox for Priority Inventory Search and Filter Enhancements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-3946 Inventory Elastic Search (Poppy): Timebox for Priority Inventory Search and Filter Enhancements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open

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                charlotte Charlotte Whitt
                charlotte Charlotte Whitt
                Charlotte Whitt Charlotte Whitt
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                  Updated:

                  TestRail: Runs

                    TestRail: Cases