[UIQM-513] MARC Bib Templates/Apps / Settings / MARC / Templates Created: 27/Apr/23  Updated: 11/Oct/23

Status: Draft
Project: ui-quick-marc
Components: None
Affects versions: None
Fix versions: None

Type: Story Priority: TBD
Reporter: Marcin Mystkowski Assignee: Jacek Gajkiewicz
Resolution: Unresolved Votes: 0
Labels: epam-spitfire, front-end
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
blocks UIQM-516 MARC Bib Templates/Apps / Settings / ... Draft
is blocked by MODQM-368 Create MARC Bib Template Draft
Relates
relates to UIQM-515 MARC Bib Templates / Apps / Settings ... Draft
relates to UIQM-525 MARC Bib Templates/Apps / Settings / ... Draft
relates to UXPROD-3939 Bibliographic Templates Support - MARC Open
Sprint:
Development Team: Spitfire
RCA Group: TBD

 Description   

If user has got one of these permission UIQM-512 Draft then he has got access to:

Apps / Settings / MARC / Templates

Templates setting will consist of: (see mockup: "1. quickMARC Settings.png")

  • MARC bibliographic templates
  • MARC authorities templates (-> future, separate story)
  • MARC holdings templates (-> future, separate story)

MARC Bibliographic templates (See mockup: "2. quickMARC Search.png")

Table with templates

  • Columns:
    • Name (template name) - clickable (leads to template view -> UIQM-525 Draft )
    • Source (creator)
    • Number of uses (saving a new bibliographic description made from that template)
    • Last usage (date when someone saved a new bibliographic description from that template)
    • Tags ( ->   UIQM-515 Draft )

Table with templates is paginted.

Actions above the table: (see mockup: "4. quickMARC new.png")

  1. New
  2. Derive new template
  3. Duplicate template

Ad. 1 Action "New" (see mockup: "5. quickMARC new template from scratch.png")

       New window is shown named "New MARC bibliographic template". Available fields:

  • Name (name of the template, required, unique on tenant level; max 100 chars)
  • Code
  • Description (max 1000 chars)
  • MARC bibliographic information
  • Cancel/Save & keep editing/Save & close

Ad. 2 Action "Derive new template"

       Allows to derive a template from an existing MARC bib record.

       Action opens up the Title look-up plug-in (see mockup: "7. quickMARC derive new template.png") above the "New MARC bibliographic template" window.

       In the Title look-up only records with MARC source should appear. Selecting a MARC record results in closing the Title look-up window and filling the "MARC bibliographic information" in the "New MARC bibliographic template" window with the data from the selected MARC bib rec.

Ad. 3 Action "Duplicate template"

       A modal window called "Select template" (see mockup: "6. quickMARC duplicate template.png") is shown above the new window named "New MARC bibliographic template". "New MARC bibliographic template" window is inactive until a template is selected.

       "Select template" modal window allows to search for the template by typing template name in the searchbox or by filters:

  • Date created
  • Tags
  • Source     

       Selecting a template results in closing the "Select template" modal window and filling the "New MARC bibliographic template" window with data from the chosen template:

  • MARC bibliographic information section contaning the MARC from source template
  • field "Name" and "Code" should be empty
  • field "Description" should be copied from the source template

Mockups: https://drive.google.com/drive/folders/1A7hw_7e08JJgClolqqBrHzOWRRp0VWex



 Comments   
Comment by Marcin Mystkowski [ 24/May/23 ]
  • The "user plug-in" feature should be used as a tool for assigning Template users 

This plugin has got eye icon. It is not necessary to use show this icon in this case. 

How in fact we will organize it ?
Do we copy of choosen MARC rec to a different table ? or is it still as a MARC rec in Inventory ?

Do we allow change content of template record or user have to change source bib record to change content of template. Or user can't change a content, of templte and have to delete template and make other ? 

The best way is to make a copy to a different table (but I am not sure if it is possible).

And protect this copied content against changes. So user won't be able to switch choosen marc record in template after template is saved. The only way will be delete template and make another, or duplicate existing template and switch content using title look-up plugin. But in this case after template will be delete we should delete previously copied MARC record.

Comment by Khalilah Gambrell [ 26/Jun/23 ]

Hey Marcin Mystkowski - what is the objective of tracking number of uses? And can you delete a template that has at least one use?

Comment by Khalilah Gambrell [ 26/Jun/23 ]

Marcin Mystkowski - is there a character limit on the Template name field?

Comment by Khalilah Gambrell [ 26/Jun/23 ]

Users also want templates for FOLIO instances. Should there be a separate Settings for FOLIO instances/FOLIO holdings/FOLIO items?

Comment by Khalilah Gambrell [ 26/Jun/23 ]

Hey Jacek Gajkiewicz and Marcin Mystkowski - I think we should also apply pagination to the list of templates page too. See the Orders app implementation.

Comment by Małgorzata [ 26/Jun/23 ]

Khalilah Gambrell

The aim of both "Number of uses" and "Last usage" is to provide information to a person managing the templates on which templates are still used and how often.

>  is there a character limit on the Template name field?

Still to be decided. I would suggest 100.

> I think we should also apply pagination to the list of templates page too. See the Orders app implementation.

OK

Generated at Fri Feb 09 00:38:24 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.