Requests (UXPROD-790)

[UXPROD-2696] Remote Storage Integration (Dematic thin thread) Created: 29/Sep/20  Updated: 03/May/21  Resolved: 03/May/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R1 2021
Parent: Requests

Type: New Feature Priority: P3
Reporter: Stephanie Buck Assignee: Stephanie Buck
Resolution: Done Votes: 0
Labels: Showstopper-Chicago, Showstopper-GVSU, r1-2021-at-risk, r1-highlight, requests
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
is blocked by FOLIO-2905 Set kafka host and port for mod-inven... Closed
Defines
defines UIRS-20 Rename accession and retrieval config... Closed
is defined by CIRC-1099 Lost permissions for /circulation/che... Closed
is defined by MODRS-16 Remote storage backend requests do no... Closed
is defined by MODRS-20 Accessions API doesn't work with comp... Closed
is defined by MODRS-42 Unable to view configuration edits in... Closed
is defined by UIRS-28 Unable to flag location as remote Closed
is defined by EDGDEMATIC-1 Dematic EMS integration Closed
is defined by EDGDEMATIC-2 Dematic Staging Director integration Closed
is defined by EDGDEMATIC-5 Project Setup: edge-dematic Closed
is defined by EDGDEMATIC-12 Health-check for edge-dematic Closed
is defined by FAT-147 Automation tests: mod-remote-storage Closed
is defined by FAT-148 API Tests for edge-dematic Closed
is defined by MODINV-350 Move item or holding to remote storage Closed
is defined by MODINVSTOR-620 Domain events sending in inventory-st... Closed
is defined by MODINVSTOR-625 Change effective location for items i... Closed
is defined by MODINVSTOR-639 Domain events sending in inventory-st... Closed
is defined by MODINVSTOR-640 Domain events sending in inventory-st... Closed
is defined by MODINVSTOR-644 Domain events sending in inventory-st... Closed
is defined by MODRS-1 Project Setup: mod-remote-storage Closed
is defined by MODRS-2 Work with remote storage locations Closed
is defined by MODRS-3 Remote storages configuration in FOLIO Closed
is defined by MODRS-4 FOLIO-initiated sending items to the ... Closed
is defined by MODRS-5 API for edge modules Closed
is defined by MODRS-15 API for list of providers Closed
is defined by MODRS-18 Tech Debt: caching for remote storage... Closed
is defined by STSMACOM-483 Allow the selection of remote storage... Closed
is defined by UIIN-1290 Allow the selection of remote storage... Closed
is defined by UIIN-1321 Allow remote storage locations to be ... Closed
is defined by UIRS-2 Remote storage configuration Closed
is defined by UIRS-3 Permission: Remote storage configuration Closed
is defined by UIRS-4 Project Setup: ui-remote-storage Closed
is defined by UIRS-5 Tech Design: Remote Storage Integrati... Closed
is defined by UIRS-6 Edit remote storage configuration Closed
is defined by UIRS-7 Remove/delete remote storage configur... Closed
is defined by UIRS-12 Consider require mod-remote-storage i... Closed
is defined by UITEN-119 Create remote storage flag in Setting... Closed
is defined by EDGDEMATIC-8 Handle dematic status IN Closed
is defined by MODINV-378 Item moving error Closed
is defined by MODRS-6 Requesting (Retrieval) a Remote Stora... Closed
is defined by MODRS-10 Handling item return notification Closed
is defined by MODRS-11 Method for check-in item in primary S... Closed
is defined by MODRS-12 Returning an Item to remote storage Closed
is defined by MODRS-17 Configurations: add credential proper... Closed
is defined by MODRS-21 mod-remote-storage tenant initializat... Closed
is defined by MODRS-28 Make sample data consistent Closed
is defined by STCOM-809 Implement warning callout Closed
is defined by STCOM-810 Fix JS console errors Closed
is defined by STSMACOM-485 Fix JS console errors Closed
is defined by STSMACOM-486 Guard appearance of remote-storage fi... Closed
is defined by UIIN-1291 Move to remote storage Action dropdow... Closed
is defined by UIIN-1406 Allow remote storage locations to be ... Closed
is defined by UIRS-22 Update remote storage permissions Closed
is defined by UITEN-150 View remote storage details in settin... Closed
is defined by UITEN-151 Guard appearance of remote-storage fi... Closed
is defined by UITEN-162 Remote Storage configuration should b... Closed
Relates
relates to UIRS-27 Unable to select remote storage syste... Closed
relates to UXPROD-498 Remote Storage Integration Module (Ca... Closed
relates to UX-408 UX: Create mockups for Settings > Rem... Closed
relates to UXPROD-2880 Remote storage: automatically split h... Closed
relates to UXPROD-2882 Remote storage: Deaccessioning Draft
relates to UXPROD-2881 Remote storage: bulk accessioning Draft
relates to UXPROD-2879 Remote storage: Reports Blocked
relates to UXPROD-2429 Delivery Fulfillment Service Point P... Open
relates to UXPROD-2648 Delivery Fulfillment Service Point Ph... Analysis Complete
Epic Link: Requests
Front End Estimate: XXXL: 30-45 days
Back End Estimate: Jumbo: > 45 days
Development Team: Firebird
Report Functional Area(s):
Resource Access
PO Rank: 94
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R5
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R3
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R1
Rank: MO State (MVP June 2020): R5
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R3
Score: 2
Showstopper for Summer 2021 Implementers?: Yes
Showstopper Comments from Summer 2021 Implementers: [Patrick from GVSU: There are workarounds for this. However, we have a signed agreement with Dematic to work on this project and they will have an end date. They are expecting this work to be completed by July 1, 2021. Because of Dematic's tight schedule if the work isn't done by that time it will most like result in a significant additional cost for GVSU.] [Tod from Chicago: This is a showstopper for us. We have millions of physical items in storage and need these integrations to (1) facilitate adding new items into storage, and (2) have requests on stored items turn into actual retrievals of those items. The work in this feature is for the underlying support in FOLIO that will allow us to build an edge module for Dematic EMS. So it's basic plumbing. We don't have practical workarounds without it. Caiasoft integrations will also rely on portions of this work.]
Showstopper December 11 Meeting Summary: This is already the thin-thread. We are talking about two Dematic products: EMS and Staging Director. What is needed for Dematic does overlap with what is needed for Caiasoft. Chicago and GVSU prefer to have 3 months for integration and testing, but would settle for 2 months.
Showstopper Capacity Planning Team Recommendation: The Capacity Planning Team recommended to the FOLIO Product Council that the Iris release date be extended to May 3 (from March 1) so that all of the at-risk 'showstopper' features could be completed and released before the July implementations. (Slide deck presented to PC: https://docs.google.com/presentation/d/12s_fs3vqjm4hAGIfZ_HX1jm--v8QOEFber5uvo0VTGw/edit?usp=sharing)
Showstopper FOLIO Product Council Decision: FOLIO Product Council compromised and allowed the Iris release to be delayed by one month, to April 5. Due to the size of the t-shirt estimate for this feature, it will NOT be completed as part of the Iris release. The Capacity Planning Team will be meeting to discuss how/when this feature will be delivered to the libraries needing it before implementation.

 Description   

Purpose: Implement a thin thread integration with Dematic remote storage system, a FOLIO-initiated workflow. Where possible functionality will be developed so it can be reused with other Remote Storage providers, but the focus here is for an end to end thin thread for Dematic. For details on remote storage systems and SMEs in the FOLIO community, please see: https://folio-org.atlassian.net/wiki/display/AppInt/Remote+storage+integration+subgroup The Smith-developed homegrown remote storage system used by 5 Colleges is up on Github if people want to take a look at how that works: https://github.com/SmithCollegeLibraries/sis-inventory-management

NOTE: A separate feature is being drafted to address Caiasoft integration UXPROD-498 Closed , a remote storage-initiated workflow

Thin thread includes:
Integration
Accession (single item)
Request item for circulation
Returning an item to remote storage

Backlog could include the following. This is not inclusive of all work. The use of Caiasoft below is a placeholder name for any remote storage system. In this feature, Caiasoft is replaced with Dematic.

  • Integration-
    • Ability to flag FOLIO locations as “remote storage locations”
    • [mod-inventory-storage] Add new “remote storage flag” property to location record
    • [ui-tenant-settings] Make “remote storage flag” be editable in Settings => Tenant => Locations
    • [edge-caiasoft, mod-caiasoft] Implement POST Item Attribute Update request triggering
  • Accession (single item)-
    • [mod-inventory-storage] Create endpoint to retrieve brief item information based on provided barcode
    • [ui-inventory] Add “Send to remote storage” action in item detail view (with pop-up)
    • [edge-caiasoft, mod-caiasoft] Handle Incoming Accession Items request-response collaboration
    • [mod-caiasoft] Implement logic for selection/creation of remote storage holding for accession item
  • Request item for circulation-
    • [mod-circulation-storage] Trigger request to remote storage
    • [edge-caiasoft, mod-caiasoft] Handle Circulation Request Item request-response collaboration
    • [edge-caiasoft, mod-caiasoft] Catch and process “in transit” status from Remote Storage system
  • Returning an item to remote storage
    • [edge-caiasoft, mod-caiasoft] Send notification to Remote storage about item’s returning

Out of scope:

  • Bulk item accession
  • Deaccession
  • Reporting
  • Canceling retrieval requests in remote storage

Vision document: https://docs.google.com/document/d/1kMTq4D6PBWsTrEOsn-GIUgFt7vbGKxA2/edit#
https://drive.google.com/file/d/1iS8nKYkIP4Q7BA0i8tU6csLqvgEiYRta/view for Dematic part

Dematic MVP workflows & requirements doc: https://docs.google.com/document/d/10vmY77rO-K2lFv_Hsena5ENQLIqOfCh9DJDP2a59iLs/edit?usp=sharing

Grooming:

Feature overview
Grooming Session

Tech Design:

Tech Design

Update 10/23/20:

This feature will cover both Dematic EMS and Dematic StagingDirector. Both accession processes begin in FOLIO. Dematic StagingDirector pushes newly accessioned items to remote storage via TCP/IP. Dematic EMS polls FOLIO for accessioned items via API.

High-level estimation based on the current team's performance:
BE = ~50 man-days
FE = ~35 man-days



 Comments   
Comment by Patrick Roth [ 09/Dec/20 ]

GVSU - There are workarounds for this. However, we have a signed agreement with Dematic to work on this project and they will have an end date. They are expecting this work to be completed by July 1, 2021. Because of Dematic's tight schedule if the work isn't done by that time it will most like result in a significant additional cost for GVSU.

Comment by Tod Olson [ 10/Dec/20 ]

Chicago - This is a showstopper for us. We have millions of physical items in storage and need these integrations to (1) facilitate adding new items into storage, and (2) have requests on stored items turn into actual retrievals of those items. The work in this feature is for the underlying support in FOLIO that will allow us to build an edge module for Dematic EMS. So it's basic plumbing. We don't have practical workarounds without it.

Caiasoft integrations will also rely on portions of this work.

Comment by Jenn Colt [ 11/Dec/20 ]

Should this be marked as blocking the Caiasoft issue? It concerns me that when we have discussions like the one today people might not realize Caiasoft is hidden behind this issue as well.

Comment by Karen Newbery [ 14/Dec/20 ]

Duke will need this groundwork for our CaiaSoft integration planned for summer 2022.

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