ECS - Notes on value options when building queries
In ECS environments, some of the pre-populated values in the query builder dropdown can be a bit confusing. This page is intended to document some of the existing behavior.
Details when querying “Instance - Source”
In ECS environments, the value for the “Instance source” can vary based on what type of record you’re in. This is problematic when querying “Instances - Source” from within an item entity type as the available values in the dropdown don’t cover all potential sources displayed.
Related Jira: https://folio-org.atlassian.net/browse/MODFQMMGR-696
Table of expected values based on inventory record types in ECS
Active affiliation | Instance - shared / local | Entity type | Item - Affiliation | Instance - Source | Instance - Affiliation name | |
|---|---|---|---|---|---|---|
| 1 | Central tenant | Shared | Instance | N/A | FOLIO / MARC | Consortium |
| 2 | Central tenant | Local | Instance | N/A | FOLIO / MARC |
|
| 3 | Central Tenant | Shared | Item | Central Member | FOLIO / MARC CONSORTIUM-FOLIO / CONSORTIUM-MARC | Consortium Member tenant |
| 4 | Central Tenant | Local | Item | Member | FOLIO / MARC | Member tenant |
| 5 | Member tenant | Shared | Instance | N/A | FOLIO / MARC | Consortium |
| 6 | Member tenant | Local | Instance | N/A | FOLIO / MARC | Member tenant |
| 7 | Member tenant | Shared | Item | Member | CONSORTIUM-FOLIO / CONSORTIUM-MARC | Member tenant |
| 8 | Member tenant | Local | Item | Member | FOLIO / MARC | Member tenant |
Details when querying based on the “Affiliation name” fields:
Note: this is a new field being added in the Trillium release. https://folio-org.atlassian.net/browse/MODFQMMGR-396
When the active affiliation is a member tenant
When the active affiliation is a member tenant, and the record type is instance, the query builder will show two possible values for the field “Instance - Affiliation name” (consortium + active affiliation). Both options can return results. This is expected behavior.
When the active affiliation is a member tenant, and the record type is in an item record, the query builder will show two possible values for the field “Instance - Affiliation name” (consortium + active affiliation). Selecting “equals” as the operator and “consortium” as the value will never return results. This is somewhat unexpected behavior.
When the active affiliation is a member tenant, and the the record type is items, holdings, or instance, the query builder will only show one possible value for the fields “Item - Affiliation name” and “Holdings - Affiliation name” (the active affiliation). This is expected behavior.
When the active affiliation is the central tenant
When the active affiliation is the central tenant, and the record type is instance, the query builder will show multiple possible values for the field “Instance - Affiliation name” (consortium + any affiliations). All options can return results. This is expected behavior.
When the active affiliation is the central tenant, and the record type is in an item record, the query builder will show multiple possible values for the field “Instance - Affiliation name” (consortium + any affiliations*). Selecting “consortium” or the active affiliation can return results, however, selecting the non-active affiliation will never return results. This is somewhat unexpected behavior. Preferred behavior: only show consortium + active affiliation as options. (* any affiliations the user has appropriate permissions for)
When the active affiliation is a central tenant, and the the record type is items, holdings, or instance, the query builder will show multiple possible values for the fields “Item - Affiliation name” and “Holdings - Affiliation name” (consortium + any affiliations*). All options can return results. This is expected behavior. (* any affiliations the user has appropriate permissions for)