Purpose:
In the Holdings record, the format can be set. It can be electronic or physical. In the Order line, the Order Format can be set. Can this value be transferred to the Holdings record format (if one is creating a Holdings Record in Inventory using the Create Inventory Function? That way:
Note: Currently the holdings type field IS NOT populated with a value when the holding is created by the holdings app. This is problematic because it is difficult to identify these holdings and clean the up
Electronic Resource Order Format = Electronic Holdings Type
Physical Resource Order Format = Physical Holdings Type
What to do if the order format is mixed (P/E Mix) = Physical Holdings Type (User would need to manually adjust holdings as desired as they currently do)
What to do if the order format is other (Other) = Physical Holdings Type (These might be an edge case as generally format other is used with a create inventory setting that does not include holding or item.)
Note: Holdings type is a configurable field so in order for the application to set this field we likely need specific mappings
Allowing an area in settings where users could select a corresponding Holdings type for each available order format would provide the necessary flexibility for libraries that want to use this functionality in a particular way.
Being able to map a default value could be a short term win to allow these holdings to be identified post order more easily and corrected.
Otherwise just allowing user to specify the holdings type per order line would account for more of the possible complexity.
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User story statement(s):

As an acquisitions librarians
I want the holdings type to be sent to the holdings record
so that I can save time creating holdings records

Scenarios:

1. Scenario: Add Holdings type to physical/e-resource details

   • Given an order has been created

     • and a PO line has been added

     • and "Create Inventory" includes holdings

   • When a user Sets Order format

   • Then "Holdings Type" drop down will display 

1. Scenario: Propagate Holdings type in POL to Inventory

   • Given a PO line has been created

     • and the PO line includes "Create Holdings"

     • and a "Holdings Type" has been selected

   • When a user opens the Purchase order

   • Then the Holdings type in the POL will populate the Holdings Type in the Inventory Holdings Record

1. Scenario: Add Holdings type to Order Template

   • Given there is an order template

     • and and the order template includes "Create Holding"

     • and a "Holdings Type" has been selected

   • When a user sets order format in the template

   • Then Holdings Type" drop down will display

     • and a PO/POL created from the template will include the Holding Type