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  1. ui-inventory
  2. UIIN-761

Inventory search. Create filter options for Item 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 Item.

      Usecase: Circulation staff, catalogers and other staff members need the ability to search and filter Instance records associated with holdings and item records by a number of different field values in the Item record. 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 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:
          • Item status – implementation see: UIIN-771
          • Effective location – implementation see: UIIN-199
          • Permanent location – implementation see: UIIN-679
          • Library - Need some further talk with the RA SIG re. requirements
          • Call number type – implementation see: UIIN-1027
          • Material type – implementation see: UIIN-777 *)
          • Loan type, permanent – implementation see: UIIN-780
          • Loan type, temporary – implementation see: UIIN-781
          • Loan date (date range) – implementation see: UIIN-783
          • Item status date (date range) – implementation see: UIIN-787
          • Request status – Implementation see: UIIN-782
          • On the fly records – implementation: UXPROD-1057, UIIN-XXY
          • Suppress from discovery (yes) – implementation see: UIIN-767
          • Mark for delete – implementation see: UIIN-1096
          • Date created (date range) – implementation see: UIIN-785
          • Date updated (date range) – implementation see: UIIN-786
          • 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-794
          • Tags – implementatiion see: UXPROD-274, UIIN-309, UIIN-765 **)
        • And all filter accordions should be closed except for the first two mentioned:
          • Item status
          • Effective location
        • 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
      *) Longterm we'll implement hierarchical display (UXPROD-1632, UX-198)
      **) Filtering by tags is also high priority for Chalmers, but cannot be implemented until assigning tags to item records has been implemented. See separate stories UIIN-309, and UIIN-765 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
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-767 Filter Item records by Suppress from discovery: Yes

            • 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-780 Filter Item records by Loan type, permanent

            • 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-781 Filter Item records by Loan type, temporary

            • 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-782 Filter Item records by Request 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-783 Filter Item records by Loan date (date range)

            • 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-785 Filter Item records by Date created

            • 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-786 Filter Item 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-787 Filter Item records by Item status date (date range)

            • 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-794 Filter item 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-970 Filter Item records by Suppress from 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-1027 Filter item records by Call number type / The effective call number type

            • 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-1096 Filter item records by Mark for delete

            • 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-679 Holdings and item segment. Filter by the Holdings permanent location (in addition to effective - UIIN-199)

            • 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-765 Filter Item 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-777 Filter item records by Material type

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

            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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