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  1. ui-inventory
  2. UIIN-943

Inventory. Search by Holdings note (all) in the Holdings segment



    • Prokopovych - Sprint 144, Prokopovych - Sprint 145, Prokopovych - Sprint 146, Prokopovych - Sprint 147, Prokopovych - Sprint 148, Prokopovych - Sprint 149, Prokopovych - Sprint 150
    • 3
    • Prokopovych
    • Nolana (R3 2022)


      Purpose: The Holdings note is notes in the holdings record. Holdings notes are different from notes being added by using the general notes component (post-mvp: UXPROD-1598). This story is about implementation of the ability to search on the Holdings notes directly from the search box in the First pane, when the Holdings segment is selected. This story relates to the umbrella story UIIN-112, listing all Search options in Inventory (instance | holdings | item), and UIIN-851.

      Use case: As a cataloger I want to search for a specific holdings record(s) with a given holdings note - to find the record, ensure consistency in the wording of notes etc. This is a very typical daily task for a cataloger maintaining holdings records.


      1. Scenario
        • Go to FOLIO Snapshot, go to the Inventory app, and select the Holdings segment.
        • Given the Search Box in the first pane
        • When selecting the Instance segment, then following search options are listed in following order:
          • Keyword (title, contributor, identifier)
          • ISBN
          • ISSN
          • Accession number Not MVP
          • Holdings identifier (all) (NEW)
          • - Former holdings ID (NEW)
          • Call number (all) (NEW)
          • - Call number, eye readable (NEW)
          • - Call number, normalized (NEW)
          • Holdings notes (all) (NEW)
          • Administrative notes UIIN-2053
          • Copy number (NEW)
          • Shelving order (NEW)
          • Shelving title (NEW)
          • Holdings statement (all) (NEW)
          • Enumeration, chronology (NEW)
          • PO line number Not MVP
          • Holdings HRID
          • Holdings UUID
          • All
          • Query search
      2. Scenario
        • When selecting Holdings notes as search term in the search box
        • and enter a given Holdings note (which exist), e.g. promotion which doesn't exist in FOLIO Snapshot - but when testing the issue, then add it to any given holdings record
        • Then (for MVP) the given result (Instance record, with associated holdings, and item records) is displayed - just like implemented for search on barcode.
      3. Scenario
        • When selecting Holdings notes as search option in the search box
        • and enter a given Holdings note (which does not exist in the FOLIO Snapshot environment)
        • Then following error message is shown as a pop up: No results found for Holdings notes [holdings note value entered]. Please check your spelling.
      4. Scenario
        • When searching on Holdings notes (all)
        • Then the search is performed on
          • the Holdings note data element in the Holdings record and
          • the Holdings administrative note
      5. Scenario
        • When entering a search
        • Then following elasticsearch search facet has been implemented
          Option Type Example Description
          holdings.notes.note full-text holdings.notes.note all "librarian note" Search by holdings notes
          holdingsPublicNotes full-text holdingsPublicNotes all "public note" Search by holdings public notes
      6. Scenario
        • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

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                mpk35 Michal Kuklis
                charlotte Charlotte Whitt
                Charlotte Whitt Charlotte Whitt
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