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

[UXPROD-4241] Browse and filter through all local and Shared Instances/Holdings/Items Created: 24/Apr/23  Updated: 19/Dec/23  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: Christine Schultz-Richert 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
clones UXPROD-4138 Search and filter through all local a... Closed
Defines
is defined by STCOM-1210 CLONE - Counter in the "Shared" facet... Closed
is defined by UIIN-2592 Counter in the "Shared" facet doesn't... 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-576 Implement Active Affiliation Context ... Closed
requires MSEARCH-580 Implement Active Affiliation Context ... Closed
requires UIIN-2400 Add Inventory Browse facet for Contri... Closed
requires UIIN-2407 Add Inventory Browse facet for Call n... Closed
requires UIIN-2415 Add Browse facet for members with hol... Closed
requires UIIN-2416 Add Browse facet for items held by me... Closed
requires UIIN-2591 Hide Held by facet in Inventory contr... Closed
requires UIIN-2608 Retain Shared & Held by facet selecti... 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: XL < 15 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 80%
Back End Estimate: XL < 15 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 100%
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

  • Contributors, Subjects, and Call Number Browse
  • 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.
  • 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 in Inventory Browse
  • New facet for Members that have holdings on the Instances returned (or on the Instances on which the contributors/subjects appear, or hold the items that appear in call number browse)

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