Inventory field mapping: Instance, Holding, Item: add REMOVE option

CSP Rejection Details

None

CSP Request Details

None

CSP Approved

None

Description

Purpose: To add a field mapping option that allows a field to be emptied (data removed) by the field mapping profile.

As a staff person working with Field mapping profiles
I want a field mapping option to remove data from a field
So that I can clear out the data from the appropriate record
Use case: remove the temp location or temp loan type

Scenarios

  1. Scenario 1 Check Mark

    • Given Settings/Data import/Field mapping profile for Inventory Instances, Holdings, or Items

    • When a user types a field mapping of ###REMOVE### on the Create/Edit screen

    • Then do not allow any other field mapping in that field (a MARC or default value)

    • And when the import is carried out, remove the value from the mapped field, so that the field in the record is empty.

    • For example, if the field mapping for Holdings Temporary location = ###REMOVE###, then when the file is imported, any value in the Temp location of a matched Holdings record should be removed

  2. Scenario 2 Check Mark

    • Given the Inventory Instance field mapping profile

    • When a user types the ###REMOVE### field mapping option

    • Then allow it to be applied to these fields only:

      • Cataloged date

  3. Scenario 3 Check Mark

    • Given the Inventory Holdings field mapping profile

    • When a user types the ###REMOVE### field mapping option

    • Then allow it to be applied to these fields only:

      • Holdings type

      • Temporary location

      • Shelving order

      • Shelving title

      • Copy number

      • Call number type

      • Call number prefix

      • Call number

      • Call number suffix

      • Number of items

      • ILL policy

      • Digitization policy

      • Retention policy

      • Acquisition method

      • Order format

      • Receipt status

  4. Scenario 4 Check Mark

    • Given the Inventory Item field mapping profile

    • When a user types the ###REMOVE### field mapping option

    • Then allow it to be applied to these fields only:

      • Barcode

      • Accession number

      • Item identifier

      • Copy number

      • Call number type

      • Call number prefix

      • Call number

      • Call number suffix

      • Number of pieces

      • Description of pieces

      • Enumeration

      • Chronology

      • Volume

      • Number of missing pieces

      • Missing pieces

      • Item damaged status

      • Temporary loan type

      • Permanent location

      • Temporary location

  5. Scenario 5 Check Mark

    • Given Settings/Data import/Field mapping profile for Inventory Instances, Holdings, or Items

    • When a user inputs ###REMOVE### into a field

    • Then add validation to disallow any other data from being in the field (no MARC field or any value in quotation marks)

  6. Scenario 6 Check Mark

    • Given Settings/Data import/Field mapping profile for Inventory Instances, Holdings, or Items

    • When a user Views the details of a field mapping profile with ###REMOVE### in any field

    • Then display that value as ###REMOVE### on the View details screen, similar to how ###TODAY### displays as a mapping in a date picker field

  7. Scenario 7

    • Ensure this story passes Accessibility testing

  8. Scenario 8

    • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

NOTE: ###REMOVE### is disallowed for any required fields, check boxes, or repeatable fields

Environment

None

Potential Workaround

None

Checklist

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Ann-Marie Breaux July 27, 2020 at 6:43 AM

Hi Tested on folio-snapshot, and all looks good with the field mapping profiles! Will test the actual import once https://folio-org.atlassian.net/browse/MODDICORE-69#icft=MODDICORE-69 is done

Ann-Marie Breaux July 20, 2020 at 2:46 PM

Hi Added scenario 5 to cover validation, so that we don't mix a mapping (MARC or quotations) with a ###REMOVE### instruction in the same field

Ann-Marie Breaux July 20, 2020 at 12:50 PM

Hi Good catch - we should be able to use ###REMOVE### in the cat date field. I updated the note at the bottom. Main thing is that I don't want us to accidentally remove a value from a required field, and then cause the update to fail. I've left "required field" in the note though, and will aim to be mindful of that when writing the stories for the Invoice and Order field mapping screens.

Ivan Kryzhanovskyi July 20, 2020 at 7:08 AM
Edited

Hi, , could you please clarify situation with Inventory Instance field mapping profile, 'Cataloged date' field. It's look like that is a datepicker field, should we disallow ###REMOVE### value for it as for datepicker field type (in corresponding to NOTE)?

Done

Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Folijet

Fix versions

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Created July 1, 2020 at 5:29 AM
Updated October 29, 2020 at 7:04 AM
Resolved July 27, 2020 at 6:43 AM
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