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  1. ui-plugin-create-inventory-records
  2. UIPCIR-1

Create instance via "fast add" form

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    Details

    • Template:
    • Sprint:
      Core: F - Sprint 94, Core: F - Sprint 95
    • Story Points:
      8
    • Development Team:
      Prokopovych
    • Estimation Notes and Assumptions:
      mod-inventory already supports creation of metadata records. Up to check out to POST the data to mod-inventory

      Description

      Overview: Adding new instance record with associated holdings, and item record can be done by non catalogers, e.g. circulations staff, when checking out material not being registered in the collection. Circulation staff use a fast add form to create a brief instance record, with holdings and item data. The form can be accessed through the check out screen, the action menu. This story is about creating the instance via "fast add" form.

      Use cases:

      1. Circulation staff:
        • Personal copy of items to be circulated for course reserve
        • A piece of an item scanned in for course reserve
        • Item needed to circulate before cataloging can be done
      2. Course Reserve staff:
        • Personal copy of items to be circulated for course reserve
        • A piece of an item scanned in for course reserve

      Scenarios:

      1. Scenario
        • Given the fast add form has been accessed from Inventory (UIIN-907), Check out (UICHKOUT-628) or Courses (UICR-91)
        • When displayed
        • Then the fast add form should be opened as a modal (please ignore the fact that the mockup shows it opening in Inventory - Kimie Kester has approved the use of a large modal, it it's more efficient from a dev perspective)
      2. Scenario
        • Given the fast add form
        • When displayed
        • Then:
          • Header: New fast add record
          • Controls:
            • Save and close - Saves records, closes the form and leave the user on previously displayed page (e.g. Check out, if Fast add template was accessed from Check out)
            • Cancel - cancels changes and returns user to previously displayed page (e.g. Check out, if Fast add template was accessed from Check out)
            • X in upper left - Same behavior as cancel
      3. Scenario
        • Given the fast add form
        • When displayed
        • Then an "Instance" accordion should display (open by default) with the following data elements:
        • NOTE: Form elements should mimic the design and behavior of the elements in the standard Inventory create forms
          • Suppress from discovery - Checkbox, checked by default (will have a separate story for tenant-level default setting)
          • Instance status - Menu containing instance statuses from Settings, nothing selected by default (will have a separate story for tenant-level default setting for this menu in fast-add form)
          • Resource title - text, required
          • Publication date - text, optional
          • Contributor field group
            • Contributors - Group label
            • Name - text, optional unless contributor type is selected
            • Name type - dropdown containing Personal name, Corporate name and Meeting name, , optional unless contributor name is selected
            • Make primary - button that, if clicked, indicates that the contributor is primary
          • ISBN - Text, optional, saves to Identifier element with type = ISBN
          • ISSN - Text, optional, saves to Identifier element with type = ISSN
          • Resource type - Required, menu containing resource types from settings
      4. Scenario
        • Given the fast add form
        • When saved
        • Then:
          • An instance will be created in Inventory according to the data provided
          • Form is closed
          • User is returned to previously displayed page (e.g. Check out, if Fast add template was accessed from Check out)
      5. Scenario (no development needed)
        • Given records created via fast add
        • When edited
        • Then they should be edited using the regular Inventory edit pages

      Mockups: https://drive.google.com/drive/folders/1yUAeP4cDMsexe1hy1IaFWdNh6GTfN8iL

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                Assignee:
                mpk35 Michal Kuklis
                Reporter:
                cboerema Cate Boerema
                Back End Estimator:
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
                Front End Estimator:
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
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                  Updated:
                  Resolved:

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