Create an access status type

Preconditions

Minimum permissions assigned: Settings (eholdings): Can create, edit, and view access status types

Steps

  1. Go to Settings > eholdings > Access status types
  2. Click the New button and fill in the required fields
  3. Click Save

Expected Result

New access status type displays in Settings > eHoldings > Access status types


Edit an access status type

  1. Go to Settings > eHoldings > Access status types (see above) 
  2. Click the pencil icon under "actions" for an access status type
  3. Edit the name (or description)
  4. Click Save

Delete an access status type

Preconditions

Minimum permissions assigned: Settings (eholdings): Can create, edit, view, and delete access status types

Steps

  1. Go to Settings > eHoldings > Access status types (see "Create an access status type" above)

  2. The Access status type must be assigned to 0 records

  3. If the Access status type is assigned to no records, a small trashcan will be available under "actions"
  4. Click on it
  5. Click the blue Delete button from the warning popup

Expected Result

The deleted access status type will disappear. 



Assign an access status type

To a package:

Preconditions

  • Minimum permissions assigned: eHoldings: Can edit providers, packages, titles detail records
  • In the eHoldings app

Steps

  1. Search for packages and have Selection status filter set to Selected
  2. Choose a package by clicking on the options that display in the right-hand pane
    1. The record details for that package will open
  3. Go to the blue Actions dropdown menu in the upper-right hand corner and select Edit
  4. Select an Access status type from the dropdown menu
  5. Click Save

Expected Result

Package record is saved with selected access status type.

To a title:

Access status types can also be assigned at the title-level within eHoldings. 

  1. eHoldings app > Search & filter pane > Titles toggle
  2. Search for a title using the search bar
  3. Select that title by clicking on it when it appears in the right-hand pane
    1. The title detailed record will open
  4. Select Edit from the blue Actions dropdown menu
  5. Select an Access status type from the Access status type dropdown menu
  6. Click Save & close




Unassign (or change) an access status type

(from a package or title)


Steps
  1. Go to the eHoldings app
  2. Search for and select a package or title with an assigned access status type
  3. Select Edit from the Actions dropdown menu
  4. Under Access status type, choose "Select an access status type" from the Access status type dropdown menu - to unassign an access status type
  5. Or select any other Access status type from the dropdown menu to change the Access status type
  6. Click Save & close


Filter by access status type


Preconditions

Access status types have been setup in Settings

Steps

  1. Go to the eHoldings app
  2. Click on the Packages toggle
  3. Under the Search & filter bar, open up the Access status types accordion
  4. Check the "Search by access status types only" box
  5. Select an access status type from the dropdown menu

*The same can be done by clicking on the Titles toggle


Expected Result

Only packages with the selected Access status type(s) should return