Creating or changing a call number using number generator in Inventory App

CSP Request Details

None

CSP Rejection Details

None

CSP Approved

None

Description

Purpose: In Inventory App the call number can be generated with a number generator. To select a number generator sequence in the UI of the Inventory App in create and edit view a button needs to be displayed close to the main call number field on item and holdings level.

 

User story statement(s):

As a staff person I want to assign a call number in the create view in the Inventory App by using the number generator and the number generator sequences defined by my Institution in Settings > Service interaction > Number generator sequences. In edit view I would like to change or add to the call number, if enabled by the settings.

Additional description:

Call number fields are on Holdings level and Item level in Inventory. On Holdings level and on Item level the number generator for call number is using the same sequences defined in Settings > Service interaction > Number generator options (Inventory: Call number = inventory_callNumber), but can be enabled separately due to separate sections in Holdings and Items in Settings > Inventory > Number generator options. ( )

Scenarios:
1. Scenario: Generating a call number in create view (add holdings and add item)

  • Number generator is enabled in Settings > Inventory > Number generator options by selecting the options

    • Call number “On, field editable”

    • or

    • Call number “On, field not editable”

  • and user has the usual permissions to create records as well as the permission to use number generators within apps e.g. Settings (Service-interaction): View number generator settings and use number generators within apps or Settings (Service-interaction): Manage number generator settings and use number generators within apps

  • In create view next to the main call number field a button “Generate call number” is displayed

  • By clicking on the button “Generate call number” a modal is displayed with the option to select number generator sequences, which were defined in Settings > Service interaction > Number generator sequences prior

  • After selecting the number generator sequence the modal will be saved by clicking button “Generate call number” or the modal will be closed through button “Cancel” without generating a number

  • The generated number is inserted into the main call number field. After filling in all data in the new holdings or item record the record needs to be stored by clicking “Save & close”.

  • If the option “On, field editable” is selected, the call number can be edited, changed or added manually.

2. Scenario: Generating a new call number or editing a call number in edit view (holdings and item)

  • Number generator is enabled in Settings > Inventory > Number generator options by selecting the options

    • Call number “On, field editable”

    • or

    • Call number “On, field not editable”

  • and user has the usual permissions to edit records as well as the permission to use number generators within apps e.g. Settings (Service-interaction): View number generator settings and use number generators within apps or Settings (Service-interaction): Manage number generator settings and use number generators within apps

  • In edit view next to the call number field a button “Generate call number” is displayed

  • By clicking on the button “Generate call number” a modal is displayed with the option to select number generator sequences, which were defined in Settings > Service interaction > Number generator sequences prior

  • After selecting the number generator sequence the modal will be saved by clicking button “Generate call number” or the modal will be closed through button “Cancel” without generating a number

  • The new generated number is inserted into the main call number field. After filling in other changes if applicable in the holdings or item record the record needs to be stored by clicking “Save & close”.

  • If the option “On, field editable” is selected, the call number can be edited, changed or added manually.

3. Scenario: Not using the number generator for call number

  • Number generator is not enabled in Settings > Inventory > Number generator options by selecting the option:

    • Call number “Off”

  • In create and edit view next to the call number field no button “Generate call number” is displayed

 

Item level:

 

Holdings level:

Environment

None

Potential Workaround

None

Attachments

2

Checklist

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TestRail: Results

Activity

Show:
Done

Details

Assignee

Reporter

Tester Assignee

Priority

Sprint

Development Team

Leipzig

Release

Sunflower (R1 2025)

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Created August 28, 2023 at 4:48 PM
Updated March 7, 2025 at 2:13 PM
Resolved March 7, 2025 at 2:13 PM
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