Details
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Umbrella
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Status: In progress (View Workflow)
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P3
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Resolution: Unresolved
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None
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None
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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 is to be implemented by MVP.
This story describes the filter options for Holdings.
Usecase: Circulation staff, catalogers and other staff members need the ability to search and filter Instance records associated with holdings records by a number of different field values in the Holdings record. This will help them find exactly what they are looking for and what they should be working with.
Scenarios:
- Scenario
- Login to FOLIO Snapshot, go to the Inventory app landing page
- When a user wants to filter within Holdings records (the Holdings 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 - Call number type – implementation see: UIIN-1028
- Holdings type – implementation see:
UIIN-1347 - ILL policy – implementation see: UIIN-1348
- Digitization policy
- Retention policy
- Receipt status
- Receipt status date
- Suppress from discovery (yes/no) – implementation see:
UIIN-767,UIIN-970 - Statistical code – implementation see:
UIIN-793 - Mark for delete – implementation see: UIIN-1095
- Date created (date range) – implementation see:
UIIN-789 - Date updated (date range) – implementation see:
UIIN-791 - 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)
- Source – implementation see:
UIIN-1810 - Tags – implementation see:
UXPROD-274,UIIN-308,UIIN-764
- Effective location – implementation see:
- 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)
- 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 holdings records has been implemented. See separate stories UIIN-308, and UIIN-764 for adding filtering by tags.
TestRail: Results
Attachments
Issue Links
- defines
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UXPROD-140 Q4 2019 Timebox for Priority Inventory Search and Filter Enhancements
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- has to be done after
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UIIN-758
Inventory search. Implement segmented control panel.
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- Closed
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- relates to
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UIIN-789
Filter Holdings records by Date created
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- Closed
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UIIN-791
Filter Holdings records by Date updated
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- Closed
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UIIN-679
Holdings and item segment. Filter by the Holdings permanent location (in addition to effective - UIIN-199)
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- Closed
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UIIN-764
Filter Holdings by Tags
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- Closed
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UIIN-766
Filter Holdings records by Suppress from discovery
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- Closed
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UIIN-793
Filter holdings records by Statistical code
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- Closed
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UIIN-969
Filter Holdings records by Suppress from discovery: No
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- Closed
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UIIN-1028
Filter holdings records by Call number type
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- Open
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UIIN-1095
Filter holdings records by Mark for delete
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- Draft
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UIIN-1347
Filter holdings records by Holdings type
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- Closed
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UIIN-1348
Filter holdings records by ILL policy
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- Open
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- Closed
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- Closed
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- Closed
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- Open
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