Filter Instance records by Source

CSP Request Details

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CSP Rejection Details

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CSP Approved

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Description

Purpose: Source is an element in the instance record in Inventory. Source defines whether the instance record is created in FOLIO format, and maintained in Inventory - then source is labelled FOLIO; or the the record is created in MARC, and maintained in the MARC format using quickMARC (and eventually MARCcat), and there is stored an underlying MARC record in SRS.

Usecase: As a cataloger/technical staff, I want to search and filter on Source, e.g. when I prepare a search for export of a list with UUIDs.

The source is in the Instance record, in the accordion Administrative data:

Scenarios:

  1. Scenario

    • Login to FOLIO Snapshot , and go to Inventory

    • When the Instance segment is selected

    • Then filter for Source is listed in the order according to https://folio-org.atlassian.net/browse/UIIN-759#icft=UIIN-759 (after: Instance status ; and by May 2020, while Instance status is not yet implemented, then after Date updated, and before Tags (which is not MVP)).

    • When looking at the list of filters

    • Then the Source filter is displayed collapsed by default

  2. Scenario

    • When click on the little caret

    • Then the filter will be unfold

  3. Scenario

    • When the filter is unfolded

    • Then following values display as check boxes

      • FOLIO

      • MARC

  4. Scenario

    • When selecting FOLIO

    • Then the search will be narrowed down by a CQL search: source == "FOLIO"

  5. Scenario

    • When selecting MARC

    • Then the search will be narrowed down by a CQL search: source == "MARC"

Other comments:
In order to support editing of Holdings record formated as MARC, a similar filter will be relevant in the Holdings segment, when https://folio-org.atlassian.net/browse/UIIN-1123#icft=UIIN-1123 is implemented.

Environment

None

Potential Workaround

None

Attachments

8
  • 03 Jul 2020, 11:03 AM
  • 03 Jul 2020, 11:03 AM
  • 03 Jul 2020, 11:03 AM
  • 03 Jul 2020, 11:03 AM
  • 17 Jun 2020, 09:08 AM
  • 09 Jun 2020, 06:27 AM
  • 09 Jun 2020, 06:24 AM
  • 09 Jun 2020, 06:24 AM

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Charlotte WhittJuly 3, 2020 at 11:05 AM

Manual test in FOLIO Snapshot, version @folio/inventory 4.0.1000950, using Chrome.

All looks good - thanks Yellow Star

By using Data Import: 15 records with underlying MARC records are uploaded.

Charlotte WhittJune 17, 2020 at 11:32 AM

Hi - Yes, that's correct. Eventually we'd have more sources, e.g. BIBFRAME, MODS etc. and then you might want to have filtering on MARC 'or' FOLIO, but not BIBFRAME.

Sergiy SergiyenkoJune 17, 2020 at 9:24 AM
Edited

Hi .

Could you please remind if it should be possible to select both checkboxes at the same time?

Done

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Sprint

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Prokopovych

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Created June 9, 2020 at 6:21 AM
Updated November 8, 2021 at 4:02 PM
Resolved July 3, 2020 at 11:05 AM
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