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

[UXPROD-4153] Manage List type settings for multiple tenants at once Created: 22/Mar/23  Updated: 06/Dec/23  Resolved: 13/Oct/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: P2
Reporter: Dennis Bridges Assignee: Joseph Reimers
Resolution: Done Votes: 0
Labels: LC1, consortium-manager, ecs
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File 1-closing-purchase-order-reasons (1).png     PNG File 2-selected-members.png     PNG File 3-confirm-member-libraries.png     PNG File 4-selected-members-success.png     PNG File 5-share-to-all.png     PNG File 6-confirm-share-to-all.png     PNG File 7-share-to-all-success.png     PNG File closing-purchase-order-reasons-no-perms.png    
Issue links:
Cloners
clones UXPROD-4152 Manage list-form type settings for mu... In Refinement
Defines
defines UXPROD-4211 Manage settings for multiple member l... Closed
is defined by MODCON-85 Add action to update setting to local... Closed
is defined by UICIRC-962 Prevent editing of shared settings fr... Closed
is defined by UICONSET-17 View consortium-wide settings for Inv... Closed
is defined by UICONSET-19 Allow user to share list and list-for... Closed
is defined by UICONSET-21 Prevent editing of Shared list or lis... Closed
is defined by UICONSET-23 Allow user to save list-type settings... Closed
is defined by UICONSET-25 View list-type setting in Consortium ... Closed
is defined by UICONSET-30 View consortium-wide settings for Cir... Closed
is defined by UICONSET-32 View consortium-wide settings for Inv... Closed
is defined by UICONSET-33 View consortium-wide settings for Inv... Closed
is defined by UICONSET-34 View consortium-wide settings for Inv... Closed
is defined by UICONSET-35 View consortium-wide settings for Inv... Closed
is defined by UICONSET-36 View consortium-wide settings for Inv... Closed
is defined by UICONSET-37 View consortium-wide settings for Inv... Closed
is defined by UICONSET-38 View consortium-wide settings for Inv... Closed
is defined by UICONSET-39 View consortium-wide settings for Inv... Closed
is defined by UICONSET-40 View consortium-wide settings for Inv... Closed
is defined by UICONSET-41 View consortium-wide settings for Inv... Closed
is defined by UICONSET-42 View consortium-wide settings for Inv... Closed
is defined by UICONSET-43 View consortium-wide settings for Inv... Closed
is defined by UICONSET-44 View consortium-wide settings for Inv... Closed
is defined by UICONSET-51 Settings view for user when not autho... Closed
is defined by UICONSET-55 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-56 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-64 Save consortium-wide settings for Cir... Closed
is defined by UICONSET-65 Allow user to share Circulation - Req... Closed
is defined by UICONSET-66 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-67 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-68 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-69 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-70 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-71 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-72 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-73 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-74 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-75 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-76 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-77 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-78 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-79 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-80 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-81 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-82 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-83 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-84 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-85 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-86 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-87 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-88 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-89 Allow user to share Inventory - Insta... Closed
is defined by UICONSET-90 View consortium-wide settings for Inv... Closed
is defined by UICONSET-91 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-92 Allow user to share Inventory - Items... Closed
is defined by UICONSET-143 Display toast message when deletion w... Closed
is defined by UIIN-2482 Prevent editing of shared settings fr... Closed
is defined by UIU-2914 Prevent editing of shared settings fr... Closed
is defined by UICONSET-93 View consortium-wide settings for Inv... Closed
is defined by UICONSET-94 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-95 Allow user to share Inventory - Items... Closed
is defined by UICONSET-96 View consortium-wide settings for Inv... Closed
is defined by UICONSET-97 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-98 Allow user to share Inventory - Items... Closed
is defined by UICONSET-99 View consortium-wide settings for Inv... Closed
is defined by UICONSET-100 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-101 Allow user to share Inventory - Holdi... Closed
is defined by UICONSET-102 View consortium-wide settings for Inv... Closed
is defined by UICONSET-103 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-104 Allow user to share Inventory - Holdi... Closed
is defined by UICONSET-105 View consortium-wide settings for Use... Closed
is defined by UICONSET-106 Save consortium-wide settings for Use... Closed
is defined by UICONSET-110 Allow user to share Users - Patron gr... Closed
is defined by UICONSET-111 View consortium-wide settings for Use... Closed
is defined by UICONSET-112 Save consortium-wide settings for Use... Closed
is defined by UICONSET-113 Allow user to share Users - Departments Closed
is defined by UICONSET-123 View list of import jobs Closed
is defined by UICONSET-124 View list of Export jobs Closed
is defined by UICONSET-140 Save consortium-wide settings for Inv... Closed
is defined by UICONSET-141 Allow user to share Inventory - Insta... Closed
is defined by CIRCSTORE-431 Modify circulation dtos to include so... Closed
is defined by MODCON-65 Implement endpoint to save shared set... Closed
is defined by MODCON-66 Add source field and new value Consor... Closed
is defined by MODCON-71 Implement endpoint to delete shared s... Closed
is defined by MODCON-80 Add shadow system user when adding te... Closed
is defined by MODINVSTOR-1080 Modify inventory dtos to include sour... Closed
is defined by MODINVSTOR-1143 Add source field to contributor name ... Closed
is defined by MODUSERS-370 Modify users dtos to include source f... Closed
Duplicate
is duplicated by UXPROD-809 Network/central office systems staff ... Open
Release: Poppy (R2 2023)
Epic Link: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 1)
Front End Estimate: XXL < 30 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 30%
Back End Estimate: XL < 15 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 20%
Development Team: Thunderjet
PO Rank: 0
Rank: Cornell (Full Sum 2021): R5

 Description   

Current situation or problem: Administrators are not able to manage configurations on behalf of multiple member libraries efficiently.

The List type setting allows consortium administrators to define controlled-vocabulary values that appear in drop-down menus and other controlled fields library staff need to access and add them to select or all consortium members. List values added to all members as shared consortial settings should not be editable or deletable by individual member libraries. 

In scope

Allow user to manage (Identified) List type settings area(s) on behalf of one or more members

Allow user to share a term out from the Consortia tenant to ALL members

Prevent editing or deletion of consortium-controlled list-type settings by tenants other than the central consortium tenant.

Add the following settings areas of this type to the manager app: TBD

Out of scope

Managing other types of settings areas

Managing areas of this type that are not explicitly identified above

Use case(s)

Circulation - Requests - Request cancellation reasons
Inventory - Instances - Alternative title types
Inventory - Instances - Classification identifier types
Inventory - Instances - Contributor types
Inventory - Instances - Formats
Inventory - Instances - Instance note types
Inventory - Instances - Instance status types
Inventory - Instances - Modes of issuance
Inventory - Instances - Nature of content
Inventory - Instances - Resource identifier types
Inventory - Instances - Resource types
Inventory - Instances, Holdings, Items - Statistical code types
Inventory - Instances, Holdings, Items - Statistical codes
Inventory - Instances, Holdings, Items - URL relationship
Inventory - Holdings, Items - Call number types
Orders - General - Closing purchase order reasons
Orders - General - Acquisition methods
Users - General - Patron groups
Users - General - Address types
Users - General - Departments
Organizations - Categories
Organizations - Types
Data import - Other - File extensions (Not needed for Q release as there will be no "shared" profiles)
Data import - Other - MARC field protection (Not needed for Q release as there will be no "shared" profiles)
Invoices - Vouchers - Batch groups

(potentially)
Courses - Terms
Courses - Processing Statuses
Courses - Copyright Statuses

Links to additional info

see linked document for more details

Questions


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