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

[UXPROD-4209] Inventory UI changes needed for ECS Created: 17/Apr/23  Updated: 27/Nov/23  Resolved: 27/Nov/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: Ann-Marie Breaux (Inactive) Assignee: Ann-Marie Breaux (Inactive)
Resolution: Done Votes: 0
Labels: LC1, at-risk, consortia, ecs, epam-folijet, inventory, metadatamanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines UXPROD-785 Inventory In Progress
is defined by MODDATAIMP-941 Creating MARC authority records via d... Closed
is defined by MODCON-94 Add required permissions during setup... Closed
is defined by MODINV-886 Problem with Inventory Single Record ... Closed
is defined by MODSOURMAN-1054 Import log for Central tenant has dis... Closed
is defined by STCOR-749 Avoid private path when import valida... Closed
is defined by UIDATIMP-1546 Adjust the record options in Central ... Closed
is defined by UIDATIMP-1547 Adjust the record options in Central ... Closed
is defined by UIDATIMP-1553 Adjust the record options in Central ... Closed
is defined by UIIN-2399 Instance 3rd pane header: Add Local/S... Closed
is defined by UIIN-2410 Instance 3rd pane: Add consortial hol... Closed
is defined by UIIN-2437 Adjust the Instance Edit screen header Closed
is defined by UIIN-2438 Instance Edit screen header: add shar... Closed
is defined by UIIN-2439 Inventory 2nd pane Actions menu: Adju... Closed
is defined by UIIN-2440 Instance 3rd pane Actions menu: Adjus... Closed
is defined by UIIN-2447 Add permission for creating new share... Closed
is defined by UIIN-2448 Add permission for creating and editi... Closed
is defined by UIIN-2449 Adjust behavior of View source for sh... Closed
is defined by UIIN-2452 Instance 3rd pane: Enable/disable con... Closed
is defined by UIIN-2453 Instance 3rd pane: Adjust behavior wh... Closed
is defined by UIIN-2458 Duplicate Instance Closed
is defined by UIIN-2459 Allow for new source values for shado... Closed
is defined by UIIN-2460 Promote a local instance to become a ... Closed
is defined by UIIN-2498 Consortial Central Tenant: Handling o... Closed
is defined by UIIN-2523 Consortial Central Tenant: Handling H... Closed
is defined by UIIN-2524 Consortial Central Tenant: Suppress H... Closed
is defined by UIIN-2525 Consortial Central Tenant: Suppress I... Closed
is defined by UIIN-2529 Change tenant id to central when open... Closed
is defined by UIIN-2538 ECS: use mod-search to get tenantId f... Closed
is defined by UIIN-2551 ECS: after creating a new instance de... Closed
is defined by UIIN-2552 ECS: display shadow instances as shared Closed
is defined by UIIN-2571 Add permission to promote a local ins... Closed
is defined by UIIN-2572 Consortial Central Tenant: Hide Insta... Closed
is defined by UIIN-2575 Confirmation modal: Unlink local MARC... Closed
is defined by UIIN-2587 ECS: Display member tenant's holdings... Closed
is defined by UIIN-2588 Edit instance success toast no longer... Closed
is defined by UIIN-2590 ECS: Show info message when user in m... Closed
is defined by UIIN-2605 ECS: Check when sharing instance with... Closed
is defined by UIIN-2617 Add immediate warning message when a ... Closed
is defined by UIIN-2629 Consortial holdings accordion is not ... Closed
is defined by UIIN-2647 Consortial local authority "unlink" c... Closed
is defined by UIMARCAUTH-305 Change tenant id to central when open... Closed
is defined by UIPFAUTH-75 CLONE - Change tenant id to central w... Closed
is defined by UIQM-545 CLONE - Change tenant id to central w... Closed
is defined by UISAUTCOMP-70 CLONE - Change tenant id to central w... Closed
is defined by STCOR-734 Move reusable hooks from ui-consortia... Closed
is defined by UICONSET-134 Move reusable hooks from ui-consortia... Closed
is defined by UIDATIMP-1526 Check import log in member tenant for... Closed
is defined by UIIN-2436 Adjust the sentence case for some Inv... Closed
is defined by UIIN-2616 Problem when creating holdings for 2n... Closed
Relates
relates to UXPROD-4140 Allow user to promote a local Instanc... Closed
relates to UXPROD-4210 Duplicate a shared or local Instance ... 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: XXXL: 30-45 days
Front End Estimator: Mariia Aloshyna
Front-End Confidence factor: 80%
Back End Estimate: Medium < 5 days
Back End Estimator: Kateryna Senchenko
Back-End Confidence factor: 90%
Development Team: Folijet
PO Rank: 110
Rank: Cornell (Full Sum 2021): R5

 Description   

Current situation or problem: Consortia members must have the ability to collaborate in contributing and managing cataloging records. It must be possible to understand whether existing instances are shared or local, and to create/edit shared/local instances, depending on user permissions

In scope

  • User can tell whether an existing instance is shared or local
  • User can edit shared or local instances in a member library tenant, without changing affiliation to the shared tenant
  • User can create local instances for a member library tenant, but cannot create shared instances for a member library tenant (for phase 1)
  • User can create shared instances for a central library tenant, but cannot create local instances
  • 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)
  • Creating/editing/deleting/moving holdings/items for one library tenant in another library tenant (user has to change affiliations to do that)

Use case(s){}

Proposed solution/stories

  • Add info to the Instance record view and edit screens that indicates whether the record is shared/local
  • Add ability to show/hide consortium holdings on a shared Instance
  • Ensure the user can identify which shared holdings/items they can view details for, which they can edit, and which they can only view summary data for
  • Ensure the user can identify which library the consortial holdings belong to
  • No changes needed to holdings/item detail views

Links to additional info


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