Purpose: In a consortium environment, Instance records may be shared amongst the member institutions or restricted to a single member tenant. When creating new Instances, FOLIO needs to distinguish whether a new instance is being created as Local or Shared, since those options 1) require different user permissions and 2) the newly-created Instances are stored in different Inventory-storage modules

As a staff person creating new Inventory instances
I want to be able to distinguish between creating new local and new shared instances
So that new shared instances can have tighter permissions, and so that FOLIO distinguishes the different data flows and storage for local/shared instances

Scenarios

1. Scenario 1

   • Given the Action menu in the Inventory second pane

   • When the tenant is a Member library tenant

   • And a user has permission to create new Instances

   • Then change the default "+ New" menu option to "+ New local record"

2. Scenario 2

   • Given the Action menu in the Inventory second pane

   • When the tenant is a Consortial central tenant

   • And a user has permission to create new Instances

   • Then change the default "+ New" menu option to "[shared icon] New shared record"

3. Scenario 3 [no change]

   • Given the Action menu in the Inventory second pane

   • When the tenant is a non-consortial tenant

   • And a user has permission to create new Instances

   • Then display the default "+ New" menu option

4. Scenario 4

   • Given the menu option "New local record" for a member library tenant

   • And a user selects that menu option, creates the instance, and saves it

   • Then create the new Instance as usual

   • And assign as "Local"

   • And save it in the member library tenant's inventory-storage

5. Scenario 5

   • Given the menu option "New shared record" for a central consortial tenant

   • And a user selects that menu option, creates the instance, and saves it

   • Then create the new Instance

   • And assign as "Shared"

   • And save it in the central consortial tenant's inventory-storage

6. Scenario 6

   • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

Testing

1. Create local instance in member tenant (manually)

2. Create instance in non-consortial tenant (manually)

3. Create shared instance in central consortial tenant (manually)