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Derive new Shared MARC bib record from Shared Instance in Central tenant

CSP Request Details

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CSP Rejection Details

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Description

Purpose: A library may want to derive a new MARC bib record from a Shared Instance in order to create a new record that is local to their institution, or to create a new record using the Shared record as a template.

Requirements

  • Upon "Derive new MARC bibliographic record" in the Instance Actions menu from a Shared instance in the central tenant, create new shared MARC bibliographic record - Instance.

  • Retain existing derive flow

Scenarios:

  1. Scenario:

    • Given the tenant is in a consortium environment AND the user is in the central tenant AND the user is viewing a Shared Instance and the user has the "quickMARC: Derive new MARC bibliographic record" permission in the central tenant

    • When the user selects "Derive new MARC bibliographic record" from the Instance Actions menu

    • Then the quickMARC UI should appear

  2. Scenario:

    • Given the tenant is in a consortium environment AND the user is in the central tenant AND the user has selected to derive a new MARC bib from the Shared Instance in the central tenant

    • When the user saves the newly derived MARC bib record

    • Then the record should save as a shared SRS record and create a shared Instance record

  3. Scenario:

    • Given the tenant is in a consortium environment AND the user is in the central tenant AND the user is viewing a Shared Instance BUT the user does NOT have the "quickMARC: Derive new MARC bibliographic record" permission in the central tenant

    • When the user opens the Instance Actions menu

    • Then the "Derive new MARC bibliographic record" action should not appear

Environment

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Potential Workaround

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Valery_PilkoJuly 21, 2023 at 12:15 PM

Hi  
For further testing of this story and "Derive in consortium environment" feature, I've created the following task:
Because created records in Central tenant are not shared yet between members tenants and QAs cannot test it from user perspective.

Valery_PilkoJuly 20, 2023 at 2:31 PM

Hi  
I've verified this story on Spitfire Consortia Rancher env https://folio-dev-spitfire-2nd-consortium.ci.folio.org/ 
User can Derive new MARC Bib on Central tenant - Scenario 1 works as expected
But Scenario 2 can't be tested, because created records in Central tenant are not shared yet between members tenants (I'm not sure after which story this functionality is supposed to work).
See attached screencast:

I'm not sure how to proceed with testing of 2nd scenario for now, please review.

Dmytro MelnyshynJuly 20, 2023 at 1:56 PM

Hey   - should this scenario also be implemented?

  • Given the tenant is in a consortium environment and the user is viewing a Shared MARC bibliographic record BUT the user is NOT affiliated with the central tenant OR the user does NOT have the "quickMARC: Derive new MARC bibliographic record" permission in the central tenant

  • When the user opens the Actions menu

  • Then the "Derive new MARC bibliographic record" option should not appear

Christine Schultz-RichertJuly 13, 2023 at 5:17 PM

Hey - in that scenario, the record will be created as Local. 

For some actions in Inventory, the user will be able to interact with a shared record without changing contexts and with the proper affiliation/permissions in the central tenant. However, for the derive functionality, even with permissions in the central tenant, when the user is in the context of their member tenant, this action will always create a Local record. If the user is in the context of the central tenant, and they have the appropriate permissions, this action will always create a Shared record.

Valery_PilkoJuly 13, 2023 at 5:32 AM

Hi  
Could you please clarify which record will be created ("Shared" or "Local") in the following scenario:
1. User has active affiliation in "Central" and "Member" tenants.
2. User has the "quickMARC: Derive new MARC bibliographic record" permission in the "Central" and "Member" tenants
3. User is on Member tenant
4. User derives Shared "MARC bib" in Member tenant.

Done

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Story Points

Sprint

Development Team

Spitfire

Parent

Fix versions

Release

Poppy (R2 2023)

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Created July 12, 2023 at 7:16 PM
Updated October 3, 2023 at 3:24 PM
Resolved July 28, 2023 at 3:26 PM
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