Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 1) (UXPROD-4049)

[UXPROD-4138] Search and filter through all local and Shared Instances/Holdings/Items Created: 17/Mar/23  Updated: 22/Jan/24  Resolved: 19/Dec/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Poppy (R2 2023)
Parent: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 1)

Type: New Feature Priority: P1
Reporter: Dennis Bridges Assignee: Christine Schultz-Richert
Resolution: Done Votes: 0
Labels: LC1, ecs, metadatamanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-4139 Search/Browse Shared MARC authorities Closed
is cloned by UXPROD-4241 Browse and filter through all local a... Closed
is cloned by UXPROD-4330 ECS: Align reindex procedure for cons... Closed
Defines
is defined by UIIN-2393 Add Inventory Search facet for shared... Closed
is defined by UIIN-2395 Add facet for members with holdings o... Closed
is defined by STCOR-733 CLONE - Hide Inventory actions relate... Closed
Relates
relates to UIIN-2728 ECS: Effective location facet is not ... Closed
relates to UIIN-2730 ECS: Held by facet does not show all ... Closed
relates to UIIN-2507 Testing of UXPROD-4138 - "Search and ... Closed
relates to UIPFI-138 ECS: Plugin | "Held by" facet does no... Closed
relates to FAT-8483 Review of C411577 test case Closed
relates to FAT-8484 Review of C411578 test case Closed
relates to FAT-8485 Review of C411611 test case Closed
relates to FAT-8486 Review of C411612 test case Closed
relates to FAT-8487 Review of C411618 test case Closed
relates to FAT-8488 Review of C411622 test case Closed
relates to FAT-8489 Review of C411623 test case Closed
relates to FAT-8490 Review of C411624 test case Closed
relates to FAT-8491 Review of C411625 test case Closed
relates to FAT-8492 Review of C411626 test case Closed
relates to FAT-8493 Review of C411627 test case Closed
relates to FAT-8494 Review of C411628 test case Closed
relates to FAT-8495 Review of C411631 test case Closed
relates to FAT-8496 Review of C411632 test case Closed
relates to FAT-8497 Review of C411633 test case Closed
relates to FAT-8498 Review of C411634 test case Closed
relates to FAT-8499 Review of C411635 test case Closed
relates to FAT-8500 Review of C411638 test case Closed
relates to FAT-8501 Review of C411646 test case Closed
relates to FAT-8502 Review of C411661 test case Closed
relates to FAT-8507 Review of C411669 test case Closed
relates to FAT-8508 Review of C411672 test case Closed
relates to FAT-8509 Review of C411675 test case Closed
relates to FAT-8510 Review of C411679 test case Closed
relates to FAT-8591 Review of C411713 test case Closed
relates to FAT-8592 Review of C411718 test case Closed
relates to FAT-8593 Review of C411722 test case Closed
relates to FAT-8594 Review of C411727 test case Closed
relates to FAT-8595 Review of C411728 test case Closed
relates to FAT-8596 Review of C411729 test case Closed
relates to FAT-8597 Review of C411730 test case Closed
relates to FAT-8598 Review of C411748 test case Closed
relates to FAT-8599 Review of C411750 test case Closed
relates to FAT-8600 Review of C411751 test case Closed
relates to FAT-8601 Review of C411753 test case Closed
relates to FAT-8636 Review of C411777 test case Closed
relates to FAT-8637 Review of C411785 test case Closed
relates to FAT-8638 Review of C411788 test case Closed
relates to FAT-8639 Review of C411789 test case Closed
relates to MSEARCH-590 Local MARC record is created after Im... Closed
relates to UIPFI-136 ECS: Effective location facet is not ... Closed
Requires
requires MSEARCH-531 Implement Consortium Indexing: Add sh... Closed
requires MSEARCH-532 Add shared/local, tenant Id flags to ... Closed
requires MSEARCH-533 Implement Active Affiliation Context ... Closed
requires MSEARCH-534 Add new facets for shared/local flag ... Closed
requires MSEARCH-576 Implement Active Affiliation Context ... Closed
requires MSEARCH-580 Implement Active Affiliation Context ... Closed
requires MSEARCH-588 Restrict Central tenant search and br... Closed
requires STCOM-1187 CLONE - Add Shared icon to inventory ... Closed
requires UIIN-2442 Add Shared icon to inventory instance... Closed
requires UIIN-2485 Update Inventory Source facet to supp... Closed
requires UIPFI-119 Update plugin filters to include Shar... Closed
requires UIPFI-123 Add Shared icon to inventory instance... Closed
requires UIPFI-125 Update plugin filters to include Held... Closed
requires UIPFI-130 Allow users to select Shared instances Closed
requires UIIN-2491 Hide Inventory actions related to Loc... Closed
Release: Poppy (R2 2023)
Epic Link: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 1)
Front End Estimate: Large < 10 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 80%
Back End Estimate: XXXL: 30-45 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 80%
Development Team: Spitfire
PO Rank: 0
Rank: Cornell (Full Sum 2021): R5

 Description   

Current situation or problem: In a consortium environment, Instance records may be shared amongst the member institutions and users need a way to filter Instances by those that are local to their institution vs those are shared within the consortium.  

In scope

  • User is able to search in the context of their "Active" affiliation to see only locally affiliated Instances and Shared Instances
  • For any given member library provide a consistent (with respect to facets and filters) search experience across Shared and Local Instance records.
  • User can view local and non local holdings/items on a shared Instance record (for reqs on view/edit: see https://folio-org.atlassian.net/browse/UIIN-2410
  • Filter Holdings based on member affiliation. Ie. User can filter instance records based on whether a specific member(s) has holdings for them.
  • Note that users without permissions to view records in the central tenant will not be able to view Shared records within the member tenant (though they will see the records in the search results)

Out of scope

Use case(s){}

Proposed solution/stories

  • New facet for "Shared" vs local on Search and Browse
  • New facet for Members that containslibraries have holdings on the Instances returned
  • Update title look-up modals in:
    • Orders
    • Receiving
    • Requests
    • FOLIO Instance Title data

 



 Comments   
Comment by Tim Auger [ 23/Apr/23 ]

Christine Schultz-Richert wrt your question: 

  • Do users need the ability to select specific members when browsing Contributors, Subjects, and Call numbers?

I'll give you my 2 cents and then I would suggest asking MCO and some of their members.

IMHO, for MCO, I would think it necessary. For the members, I can think of a few use cases supporting this...1) collaborative collection development (MOBIUS is not yet doing this), 2) collection management 3) Contributors I can see being use less so.

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