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  1. ui-plugin-create-inventory-records
  2. UIPCIR-3

Create item via "fast add" form

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Details

    • Core: F - Sprint 95
    • 8
    • Prokopovych
    • mod-inventory already supports creation of metadata records. Up to check out to POST the data to mod-inventory

    Description

      CB: I added a new field group to the form after we pointed ("Electronic access"). Please increase points on this, if applicable, given this change. Thanks!

      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 item record 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 - kkester 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 "Item" accordion should display (open by default) with the following data elements:
          • Barcode - Optional, text
          • Material type - Required, dropdown menu containing material types from settings
          • Permanent loan type - Required, dropdown menu containing material types from settings
          • Item note field group
            • Item notes - Group label
            • Note type - Dropdown containing check in and check out note
            • Note - Text, required only if Note type is specified
            • Staff only - Checkbox accompanying each note
            • Button - Add check in / check out note
            • CB: Would it be possible to have a note field open by default with "Check in note" selected as the type? Most fast-add records should be given check in notes so that, when they are checked back in, staff is notified to route it to cataloging or somewhere special (eventually "Needed for" could be used for this). SMEs are worried that, since the check in note is kind of hidden by default, people won't remember to add it. It should not be required, though.
          • Electronic access field group
            • Electronic access- Group label
            • Relationship - Dropdown containing URL relationships from Settings > Inventory
            • URI - Text
            • Link text - Text
            • Materials specified - Text
            • URL public note - Text
            • Button - Add electronic access
      4. Scenario
        • Given the fast add form
        • When saved
        • Then:
          • An instance, holding and item 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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                mpk35 Michal Kuklis
                cboerema Cate Boerema
                Cate Boerema Cate Boerema
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
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                  Updated:
                  Resolved:

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