ECS - Allow user to navigate Inventory holdings and items without changing affiliation

Description

Current situation or problem: Consortia members must have the ability to collaborate in contributing and managing cataloging records. It must be possible to edit local holdings and items of different affiliations without constantly switching affiliation.

In scope

  • User can edit shared or local instances in a member library tenant, without changing affiliation to the shared tenant

  • User can edit Holdings or Items from shared instances, without changing affiliation to the “Owning tenant”

  • User can view/create/edit the holdings and items for a member library tenant

  • User can view summary or detailed holdings and items for other member libraries, depending on user permissions

Out of scope

  • Changes for search, filter, and results display are being handled by Spitfire in a separate Jira

  • Creating/editing local instances for one library tenant in another library tenant (user has to change affiliations to do that)

  • Moving holdings/items for one library tenant in another library tenant (user has to change affiliations to do that) ***Review against Update Ownership***

Use case(s){*}*

Proposed solution/stories

Links to additional info

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Priority

Development Team

Folijet

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

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Harry Rumble October 21, 2024 at 1:49 PM

/ I just wanted to follow up to confirm something for when I give an update to LOC; is the functionality (when FOLIO automatically switches back to the user’s tenant affiliation) the current default/native functionality in FOLIO? Thank you!

Ryan Taylor May 1, 2024 at 2:11 PM

Moving to Sunflower as stop-gap work to notifiy users when they’ve changed affiliations will be handled by Vega in Ramsons via https://folio-org.atlassian.net/browse/UIIN-2831 & https://folio-org.atlassian.net/browse/UIIN-2872

Details

Reporter

Front End Estimate

XL < 15 days

Front End Estimator

Front-End Confidence factor

80%

Back End Estimate

Out of scope

Back End Estimator

Back-End Confidence factor

90%

Release

Umbrellaleaf (R3 2025)

Rank: Cornell (Full Sum 2021)

R5

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Created February 27, 2024 at 5:58 PM
Updated March 5, 2025 at 5:48 PM
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