Current situation or problem: Acquisitions records contain a number of human readable IDs that are expected to be unique within a given library. Some of these identifiers may also need to be unique across consortia. FOLIO needs to identify what identifiers in the Instance, Holding and Item should be unique within a member vs what should be unique across members.

In scope

Apply the method for managing unique IDs across consortia members to the unique IDs enumerated below

Out of scope

LCAP-related requirements - existing functionality meets their criteria.

Use case(s)

1. Identifier must be globally unique

   • -User - Username- Moved to UXPROD-4308

   • Acquisition Unit - Name

   • Note: Go-live requirement

2. Identifier must be accessible and usable by all tenants but with tenant-specific localization

   • Organization - Name

   • Organization - Code

   • Note: LOW PRIORITY

3. Identifier must be visible to all or specific tenants but only one tenant has write/delete ability.

   • Orders - PO Number

   • Orders - PO Line

   • Invoices - Invoice Number

   • Fiscal Year - Name

   • Fiscal Year - Code

   • Fund - Code

   • Group - Code

   • Ledger - Code

   • Note: Not required for go-live

Proposed solution/stories

Case 1:

• Newly created identifiers should have uniqueness verified across all tenants

• If an identifier turns out to be non-unique, provide a mechanism for users to associate that identifier with a specific tenant whenever that identifier is accessed (i.e. association per use, not forced permanent association.)

Case 2:

• Allow (or force) the record associated with the identifier to be replicated across all tenants (e.g. basic Organization info such as address and phone number)

• Allow other tenants to manage some or all information associated with the record for that specific tenant

  • e.g. Contact persons, Integrations

• Allow a tenant to define a record associated with the identifier as non-shareable

Case 3:

• Allow other tenants to view the identifier and information associated with that identifier

• Allow tenants to define a record associated with a given identifier as non-shareable

  • e.g. suppress a specific Order or POL from consortium view

• Allow tenants to define all records associated with a given identifier as non-shareable

  • e.g. designate all Funds as non-shareable

Links to additional info

Unique identifier analysis: https://folio-org.atlassian.net/wiki/x/KBNU

Questions