Add Inventory Browse facet for Contributors & Subjects on Shared vs Local Instances

CSP Request Details

None

CSP Rejection Details

None

CSP Approved

None

Description

Purpose: In a consortium environment, Instance records may be shared amongst the member institutions and users need a way to filter Browse results by whether contributors/subjects appear on Instances that are Shared or Local 

In scope: Browsing options for Contributors and Subjects

Requirements:

  • Add new facet called "Shared" in Inventory Browse ONLY on member tenants (do not add to central tenant)

  • Facet options should include 

    • No

    • Yes

  • Facet should include the count of the browse options that are found on Instances

  • Facet options should only appear if there are Instance records that meet the criteria 

  • Update the "Number of titles" column to aggregate Instances (both Shared and Local if both are selected) in a single entry

Scenarios:

  1. Scenario:

    • Given the tenant is in a consortium environment and the user is in the Inventory app

    • When the user visits the Browse toggle

    • Then the user should see a facet called "Shared"

  2. Scenario:

    • Given the tenant is in a consortium environment and the user is on the Browse toggle in the Inventory app

    • When the user expands the "Shared" facet

    • Then the user should see the count of the browse option (Contributors, Subjects) that is on Instances that are Shared ("Yes") and Local ("No")

  3. Scenario:

    • Given the tenant is in a consortium environment and Inventory contains Instances that are Local

    • When the user selects the "Shared" facet

    • Then "No" should appear as an option with the count of the browse option (Contributors, Subjects) that is on Instances that are Local

  4. Scenario:

    • Given the tenant is in a consortium environment and Inventory contains Instances that are Shared

    • When the user selects the "Shared" facet

    • Then "Yes" should appear as an option with the count of the browse option (Contributors, Subjects) that is on Instances that are Shared

  5. Scenario:

    • Given the tenant is in a consortium environment and the user only selects "Yes" in the "Shared" facet

    • When the user runs a browse query

    • Then only records that are on Shared Instances should appear in the browse results

  6. Scenario:

    • Given the tenant is in a consortium environment and the user only selects "No" in the "Shared" facet

    • When the user runs a browse query

    • Then only records that are on Local Instances should appear in the browse results

  7. Scenario:

    • Given the tenant is in a consortium environment and the user selects both "No" and "Yes" in the "Shared" facet OR neither option

    • When the user runs a search

    • Then records that are on both Shared and Local should appear in the search results

Environment

None

Potential Workaround

None

Attachments

7
  • 03 Oct 2023, 12:43 PM
  • 03 Oct 2023, 12:43 PM
  • 03 Oct 2023, 12:43 PM
  • 03 Oct 2023, 12:43 PM
  • 25 Sep 2023, 01:19 PM
  • 25 Sep 2023, 01:19 PM
  • 25 May 2023, 03:12 PM

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Yauhen ViazauOctober 3, 2023 at 1:04 PM

Moving this ticket to PO review, as described remaining issue is out of scope as we discussed on team meeting

Yauhen ViazauOctober 3, 2023 at 12:46 PM

Re-tested after back-end updates were deployed on  https://folio-dev-spitfire-2nd-consortium.ci.folio.org - one issue found Warning

Issue 1 fixed - Shared facet selection applied to browse results:

  •  

Warning New issue - When clicking on Subject/Contributor value in browse results list, if Yes/No selected in Shared accordion, all records with such Subject value are shown in search results list (regardless of shared/local status). See examples:

  •  

- please review

Yauhen ViazauOctober 3, 2023 at 11:33 AM

Tested on https://folio-dev-spitfire-2nd-consortium.ci.folio.org - issues remain Warning

Both issues described above still persist as described

Pavlo SmahinSeptember 25, 2023 at 5:30 PM

Hey , yes the format is correct. I still working on some filtering issues that are also described in https://folio-org.atlassian.net/browse/MSEARCH-534#icft=MSEARCH-534

Denys BohdanSeptember 25, 2023 at 1:45 PM

Hey , is this a correct request format for the behavior that Yauhen described?

https://folio-testing-sprint-okapi.ci.folio.org/browse/subjects/instances?highlightMatch=true&limit=100&precedingRecordsCount=5&query=(value>="C402755+Subject"+or+value<"C402755+Subject")+and+instances.shared==("true")

 

Done

Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Spitfire

Fix versions

Release

Poppy (R2 2023)

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Created April 19, 2023 at 6:22 PM
Updated October 5, 2023 at 2:32 PM
Resolved October 5, 2023 at 2:32 PM
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