ECS - Manage consortium-wide settings for Inventory - Holdings - Holdings sources
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Joseph Reimers February 4, 2025 at 8:19 PM
Works as expected

Daria Reznikova February 3, 2025 at 3:00 PM
Hello Could you please take a look? Thank you!

Daria Reznikova February 3, 2025 at 2:54 PMEdited
Tested on etesting-snapshot ECS https://folio-etesting-snapshot-consortium.ci.folio.org/
View holdings sources:
1. User with UI-Consortia-Settings Consortium-Manager - view capabilities is able to view the list of holdings sources of affiliated tenants
User with UI-Consortia-Settings Consortium-Manager - edit is able to view the list of holdings sources of affiliated tenants User has been created in Central tenant instead of member tenant-1 due to
User with UI-Consortia-Settings Consortium-Manager Share - execute is able to view the list of holdings sources of affiliated tenants User has been created in Central tenant instead of member tenant-1 due to
User without View holding source capability is NOT able to view the list of holdings sources of affiliated tenants Will be fixed in the scope
Manage shared Holdings sources
User with UI-Consortia-Settings Consortium-Manager Share - execute is able to add/delete holdings source shared to all affiliated tenants
User with UI-Consortia-Settings Consortium-Manager Share - execute is able to add/edit holdings source shared to all affiliated tenants User has been created in Central tenant instead of member tenant-1 due to
Holdings source can be shared to all tenants regardless permission and affiliation Will be fixed in the scope
User with all Consortium manager capabilities (view, edit, execute) is able to create shared holdings source Will be fixed in the scope
Manage local Holdings sources
User with UI-Consortia-Settings Consortium-Manager - view is able to manage local holdings sources of selected affiliated tenants User has been created in Central tenant instead of member tenant-1 due to
User with UI-Consortia-Settings Consortium-Manager - edit is able to manage local holdings sources of selected affiliated tenants
User with UI-Consortia-Settings Consortium-Manager Share - execute is able to manage local holdings sources of selected affiliated tenants
Add local holdings source with permissions and affiliations restrictions Will be fixed in the scope
User with UI-Consortia-Settings Consortium-Manager Share - execute is able to manage local holdings sources Will be fixed in the scope

Yury Saukou February 3, 2025 at 11:29 AM
Tested on
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Purpose: Consortium managers need to manage controlled vocabularies common to all consortium members for a variety of purposes, including to maintain consortium-wide integrity centrally managed workflows.
This should follow the "List" pattern for Consortium settings. This case is in support of Holdings Sources
User story statement(s):
As an authorized consortium administrator working within the central consortium tenant,
I want to manage consortium-wide controlled vocabularies for Inventory - Holdings - Holdings sources exclusively
so that consortium-wide interoperations and shared instance records behave consistently and uniformly
Scenarios:
Display columns associated with setting:
Given an authorized user is in Consortium manager - Holdings
When that user clicks on Instances - Holdings source
Then Holdings sources appears as a header in the third pane
AND the number of selected institutions appears as a subheader in the third pane
AND all columns associated with Settings: Holdings: Holdings sources should be displayed (Name, Source, Last updated, Actions)
AND an additional column with a header of "Member libraries" should be present to indicate what member(s) that value is associated with
Display of member column when shared:
Given Scenario 1
When the "share" setting is "true" for a given Name
Then the value should be a single entry AND the member association should display "All"
Display of member column when not shared:
Given Scenario 1
When the "share" setting is "false" for a given Name
Then a separate entry for should appear for each selected member AND NO entry should appear for members not selected
Actions column
Given a line is editable based on Source
When I have appropriate permissions
Then the available editing icons appear in the Actions column
Share permission:
Given user is viewing Inventory - Holdings - Holdings sources within Consortium manager
When user has permission Consortium manager : Share
Then that user can edit the "Share" toggle
Display confirmation:
Given user has added a new row
AND given the Share toggle is set to "true"
When user clicks save
Then a confirmation modal is displayed
Save:
Given confirmation is displayed
AND given message is shown: "Are you sure you want to share this setting with ALL members?"
When the user clicks save
Then the confirmation modal disappears
AND a row is added to the table with "All" displayed in the Member libraries column
Cancel:
Given confirmation is displayed
AND message is shown: "Are you sure you want to share this setting with ALL members?"
When the user clicks cancel
Then the confirmation modal is dismissed
AND the user is able to keep editing.
Create and edit permission:
Given a staff user is working in Consortium manager and viewing Inventory
When user has permission ‘Settings (Inventory): Create, edit, delete Holdings sources'
Then user can see the "New" button
AND that button is active
New entry:
Given user clicks "new"
When a new row is added to the list
Then the user can input a name
AND click save or cancel
AND the Select Members button is NOT active
Share toggle:
Given user has permission Settings (Consortium manager): Share
When a new row is added to the list as described in Scenario 2
Then the user can also edit the share toggle
Cancel new:
Given a new row is added to the list
When a user clicks cancel
Then the row disappears
Share not editable once saved
Given user clicks the pencil icon on an existing row
When the "Name" box becomes editable
Then the "share" setting is NOT editable
Display confirmation:
Given "share" flag is set to "false"
When user clicks save
Then the confirmation modal is displayed
Confirmation modal Save:
Given confirmation is displayed
AND given message is shown: "Are you sure you want to save this setting on behalf of <<Xnumber>> members?
When user clicks save
Then the confirmation modal is dismissed
AND a row is added to the table with an identical "Name" for each member selected
Confirmation modal Cancel:
Given confirmation is displayed AND message is shown: "Are you sure you want to save this setting on behalf of <<Xnumber>> members?
When user clicks Cancel
Then the confirmation modal is dismissed
AND user is able to continue editing table row