LOC - CDS support (UXPROD-4428)

[UXPROD-4303] Set instance/bib record for deletion Created: 14/May/23  Updated: 05/Feb/24

Status: In Progress
Project: UX Product
Components: None
Affects versions: None
Fix versions: Quesnelia (R1 2024)
Parent: LOC - CDS support

Type: New Feature Priority: P2
Reporter: Khalilah Gambrell Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: LC-priority2, epam-folijet, inventory, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Skärmavbild 2023-11-29 kl. 6.24.31 em.png    
Issue links:
Defines
is defined by MODINV-883 Set instance record as deleted Closed
is defined by MODSOURCE-732 Change logic of DELETE record endpoint Closed
is defined by UIIN-333 Instance. Action menu: Mark for deletion Closed
is defined by UIIN-2593 Add permission for setting record for... Closed
is defined by UIIN-2705 Update permission for Staff suppresse... Closed
is defined by UIIN-2594 Add Set record for deletion option in... In Review
is defined by UIIN-2595 Action when Set record for deletion o... Blocked
is defined by MODINV-961 Call delete endpoint in SRS when Inst... In Code Review
is defined by UIIN-2596 Inventory - Staff suppress facet - de... In Refinement
is defined by UIPFI-133 Find Instance Plugin - Staff suppress... In Refinement
Duplicate
is duplicated by UXPROD-3487 Staff suppressed inventory records sh... Closed
Relates
relates to UIIN-2712 Holdings & Items - Action when Set re... Open
relates to UXPROD-3742 Mark instance for deletion. 2nd itera... In Refinement
Requires
is required by UXPROD-4306 Export marked for deletion MARC bib r... In Refinement
Release: Quesnelia (R1 2024)
Epic Link: LOC - CDS support
Front End Estimate: Medium < 5 days
Front End Estimator: Mariia Aloshyna
Front-End Confidence factor: 70%
Back End Estimate: Medium < 5 days
Back End Estimator: Kateryna Senchenko
Back-End Confidence factor: 90%
Development Team: Folijet
PO Rank: 122

 Description   

Summary
There are several features related to deleting inventory records. This feature relates to applying a platform-wide solution to allow users to set for deletion the following records:

  • FOLIO instance
  • corresponding SRS MARC bib record

Feature includes:

  • Add instance action for marking instances for deletion and staff suppress
    • Do not pay attention to any dependencies (orders, receiving, holdings, items)
  • When marked for deletion
    • Set instance flag for Staff suppress
    • Set instance flag for Suppress from discovery
    • If source = MARC, set Leader byte to d
  • Change search logic so that staff suppressed instances are not shown in normal searches and staff suppress facet is hidden
  • Adjust existing permission for staff suppress, so that users who have that permission see the facet
  • Add permission for the new instance action for mark for deletion and suppress
  • Allow the instance flags to be manually edited by users with permission or by Data Import
  • Allow the MARC Leader byte to be manually edited by users via quickMARC or by Data Import
  • Review stories linked to UXPROD-3742 In Refinement and determine if they are still needed, can be closed as duplicates, can be closed as Won't do, or if that feature needs to be re-described to reflect any remaining work

Feature does not include:

  • Dependency checks
  • Pushing instance suppression updates to associated holdings & imports (To be looked at in the future via UIIN-2712 Open )
  • Actual deletion of instances from inventory-storage
  • Actual deletion of MARC Bibs from SRS
  • Any review/automated cleanup of instances that already have one or both flags marked
  • Any review/automated cleanup of MARC Bibs that already have Leader/05 = d

Dependencies:

  • Majority of work will be owned by Folijet, but the following support stories will be owned by Spitfire:
    • UIIN-2596 Inventory - Staff suppress facet - default settings
    • UIPFI-133 Find Instance Plugin - Staff suppress facet - default settings

Developer notes

  • Keep the dev work as UI-oriented as possible; minimize the BE work


 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 15/May/23 ]

Hi Khalilah Gambrell  should this be a story or a feature? If a story, should it be in UXPROD or an Inventory module?

Comment by Charlotte Whitt [ 03/Oct/23 ]

Hi Felix Hemme and Antje Niemann - I added you as watchers of this new feature re. marking/setting instance for deletion

Comment by Ann-Marie Breaux (Inactive) [ 10/Oct/23 ]

Hi Charlotte Whitt This is a first attempt/thin thread to make it so that the staff suppress facet works better, and so that MARC Bibs are marked for deletion when an Instance is marked for deletion. It's needed by Library of Congress, and we're hoping will give us a beginning to being able to delete instances in the future.

Comment by Charlotte Whitt [ 29/Nov/23 ]

Hi Ryan Taylor  

I just noticed that you deleted a comment in following bullet point in the description:

  • Adjust existing permission for staff suppress, so that users who have that permission see the facet (but is the default that they are still excluded from search results?)

I don't know who originally did add that comment in parentheses, but the key thing is, that suppressed records should not be displayed in the default display in the result list, unless you are a staff user, who has the permission to view suppressed records. 

CC: Felix Hemme Laura Daniels 

 

 

 

Comment by Ann-Marie Breaux (Inactive) [ 29/Nov/23 ]

Hi Charlotte Whitt That bullet point needs to be read in the context of the one above it - in the future, staff suppressed instances will no longer appear in regular search results, and the only users who will be able to make them appear in search results will be users who have access to that filter - which is controlled by the revised permission.

  • Change search logic so that staff suppressed instances are not shown in normal searches and staff suppress facet is hidden
  • Adjust existing permission for staff suppress, so that users who have that permission see the facet

See UIIN-2596 In Refinement for additional details. cc: Ryan Taylor

Comment by Lynne Fors [ 30/Nov/23 ]

Marked for delete/Staff Suppressed Instances shouldn't show up any of the Acquisitions functionality or any other Apps that touch Inventory.

Comment by Khalilah Gambrell [ 01/Dec/23 ]

Hey Ryan Taylor  - we should confirm that the Find an instance plug-in defaults to not show staff suppressed instances. 

Comment by Ryan Taylor [ 01/Dec/23 ]

Khalilah Gambrell - Yep! Questions around plug-in coverage came up in one of the stories refinement. I anticipate an additional story to cover this aspect.

Comment by Jennifer Eustis [ 20/Dec/23 ]

Ryan Taylor We were just talking about this functionality here in the 5C. One of things we do now is add a statistical code to instances that says Record marked for deletion. One reason we do this is because we can filter on statistical code. For a future feature, would it be possible to consider having the ability to filter records by those marked for deletion and those not marked just like how we have for suppressed from discovery and staff suppress? I know we talked about the icon for mark for deletion. How will the instance preview look like once it is marked for deletion? It would be great to have some visual cue that the record is marked deleted. In the item, the record has that status up top next to the item identifier.

Comment by Charlotte Whitt [ 20/Dec/23 ]

Hi Jenifer Sanchez Salazar and Ryan Taylor - there is already this story for filtering on instances which are marked as deleted:
UIIN-1094 Blocked Filter instance records by Mark for deletion

Comment by Jennifer Eustis [ 05/Jan/24 ]

Charlotte Whitt Thank you for pointing this out. This is fantastic! I'll share with the folks here at the 5C.

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