Succeeding titles enhancements to "connected" title (create, edit)
CSP Request Details
None
CSP Rejection Details
None
CSP Approved
None
Description
Purpose: The original implementation of succeeding titles assumed that all succeeding titles would be found in an institutions' inventory. As it turns out, institutions really need the ability to ALSO specify titles that are not in Inventory. The purpose of this story is to rework the current functionality so it supports this use case. NOTE the functionality described here is based losely on a similar implementation in PO Lines. To test how things work in PO lines, go to Settings > Orders > PO line limits and set limit to 5. Then go to Orders and select an order (not a PO line) with status = pending. Scroll down on the order in view mode and click "Add PO line" button. Then play around with the Title, Publisher and Publication date fields. These are analogous to Title, ISBN and ISSN in our case.
Scenarios:
Scenario
Given the Title data section of the Instance record (create and edit)
When displayed
Then the "Succeeding titles" sub-section should display as shown in the mockups
NOTE: section should not display in a "Related titles" sub-section (that sub-section, which only currently displays in create and edit, should be removed) CB: As I use this, I actually wonder if we should put these in an accordion. It feels really hard to find them among the sea of similar looking elements. Anyway, that wont hold up this issue.
Scenario
Given the "Add succeeding title" button
When clicked
Then an empty row should be added including these fields:
Title * - uneditable
Instance HRID - should display uneditable with the text "N/A"
ISBN - uneditable
ISSN - uneditable
NOTE: These fields will be uneditable for now. When we implement UIIN-962, we'll make them editable (see scenario 1)
Scenario
Given the Title field
When displayed
Then a plus icon should display as shown in the mockup
Scenario
Given the plus icon
When clicked
Then the instance search and select popup should display
CB: We will use the existing instance search and select component.
CW - I have created a bug report on the modal being outdated - see: UIPFI-6 PO lines. The Inventory look up modal is not the current view. Filed 12/17/2019
Scenario
Given the instance search and select popup is displaying
When an instance is selected
Then:
The popup should close
The Title, Instance HRID, ISBN and ISSN fields should auto-populate with the data from the selected instance
All fields should become read-only
If there is >1 ISBN or ISSN on the instance record, display all of them separated by commas
"Connected" text should display above the Title field as shown in the mockup
Title should be link to connected instance record
It is not possible at this time to make this row "not connected"
NOTE: The use case for converting a connected title to a disconnected one is when a connected title is very old and the library wants to delete the inventory instance. Current thinking is that, when inventory instances are deleted, any suceeding or succeeding titles related to that instance will be converted to disconnected titles (and the Title, HRID, ISSN and ISBN will be copied/saved in the referencing record)
Scenario
Given Instance X is linked to Instance Y as a succeeding title
When Instance X's Title, HRID, ISBN or ISSN are updated
Then the data displaying in Instance Y should also update
Scenario
Given a succeeding title has been selected from Inventory instances
When the plus icon is clicked and a new instance is selected
Then the Title, HRID, ISBN and ISSN data should update to that of the newly selected instance.
Purpose: The original implementation of succeeding titles assumed that all succeeding titles would be found in an institutions' inventory. As it turns out, institutions really need the ability to ALSO specify titles that are not in Inventory. The purpose of this story is to rework the current functionality so it supports this use case. NOTE the functionality described here is based losely on a similar implementation in PO Lines. To test how things work in PO lines, go to Settings > Orders > PO line limits and set limit to 5. Then go to Orders and select an order (not a PO line) with status = pending. Scroll down on the order in view mode and click "Add PO line" button. Then play around with the Title, Publisher and Publication date fields. These are analogous to Title, ISBN and ISSN in our case.
Scenarios:
Scenario
Given the Title data section of the Instance record (create and edit)
When displayed
Then the "Succeeding titles" sub-section should display as shown in the mockups
NOTE: section should not display in a "Related titles" sub-section (that sub-section, which only currently displays in create and edit, should be removed) CB: As I use this, I actually wonder if we should put these in an accordion. It feels really hard to find them among the sea of similar looking elements. Anyway, that wont hold up this issue.
Scenario
Given the "Add succeeding title" button
When clicked
Then an empty row should be added including these fields:
Title * - uneditable
Instance HRID - should display uneditable with the text "N/A"
ISBN - uneditable
ISSN - uneditable
NOTE: These fields will be uneditable for now. When we implement UIIN-962, we'll make them editable (see scenario 1)
Scenario
Given the Title field
When displayed
Then a plus icon should display as shown in the mockup
Scenario
Given the plus icon
When clicked
Then the instance search and select popup should display
CB: We will use the existing instance search and select component.
CW - I have created a bug report on the modal being outdated - see: UIPFI-6 PO lines. The Inventory look up modal is not the current view. Filed 12/17/2019
Scenario
Given the instance search and select popup is displaying
When an instance is selected
Then:
The popup should close
The Title, Instance HRID, ISBN and ISSN fields should auto-populate with the data from the selected instance
All fields should become read-only
If there is >1 ISBN or ISSN on the instance record, display all of them separated by commas
"Connected" text should display above the Title field as shown in the mockup
Title should be link to connected instance record
It is not possible at this time to make this row "not connected"
NOTE: The use case for converting a connected title to a disconnected one is when a connected title is very old and the library wants to delete the inventory instance. Current thinking is that, when inventory instances are deleted, any suceeding or succeeding titles related to that instance will be converted to disconnected titles (and the Title, HRID, ISSN and ISBN will be copied/saved in the referencing record)
Scenario
Given Instance X is linked to Instance Y as a succeeding title
When Instance X's Title, HRID, ISBN or ISSN are updated
Then the data displaying in Instance Y should also update
Scenario
Given a succeeding title has been selected from Inventory instances
When the plus icon is clicked and a new instance is selected
Then the Title, HRID, ISBN and ISSN data should update to that of the newly selected instance.
Mockups: https://drive.google.com/drive/folders/1OTQ6h5hR7DN-Ujlb2VILcJNITIsbSQvG