Create an access status type

Preconditions

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

Steps

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

Expected Result

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

LTS Training Resources > Access status types: how to create, edit, delete, assign, unassign, and filter by access status types > AST1.png

LTS Training Resources > Access status types: how to create, edit, delete, assign, unassign, and filter by access status types > image2021-1-22_12-36-49.png

Edit an access status type

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

LTS Training Resources > Access status types: how to create, edit, delete, assign, unassign, and filter by access status types > AST2.png

Delete an access status type

Preconditions

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

Steps

Go to Settings > eHoldings > Access status types (see "Create an access status type" above)
The Access status type must be assigned to 0 records
If the Access status type is assigned to no records, a small trashcan will be available under "actions"
Click on it
Click the blue Delete button from the warning popup

Expected Result

The deleted access status type will disappear.

LTS Training Resources > Access status types: how to create, edit, delete, assign, unassign, and filter by access status types > AST3.png

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

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

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

LTS Training Resources > Access status types: how to create, edit, delete, assign, unassign, and filter by access status types > AST4.png

LTS Training Resources > Access status types: how to create, edit, delete, assign, unassign, and filter by access status types > AST5.png

LTS Training Resources > Access status types: how to create, edit, delete, assign, unassign, and filter by access status types > AST6.png

Unassign (or change) an access status type

(from a package or title)

Steps

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

LTS Training Resources > Access status types: how to create, edit, delete, assign, unassign, and filter by access status types > AST7.png

Filter by access status type

Preconditions

Access status types have been setup in Settings

Steps

Go to the eHoldings app
Click on the Packages toggle
Under the Search & filter bar, open up the Access status types accordion
Check the "Search by access status types only" box
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

LTS Training Resources > Access status types: how to create, edit, delete, assign, unassign, and filter by access status types > image2021-1-22_13-26-44.png