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

[UXPROD-4254] Exporting shared instance records from a tenant Created: 28/Apr/23  Updated: 08/Feb/24  Resolved: 15/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: P2
Reporter: Magda Zacharska Assignee: Magda Zacharska
Resolution: Done Votes: 0
Labels: consortia-ebsco
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-4542 Exporting shared and local inventory ... Closed
Defines
is defined by MDEXP-611 Spike: HTTP vs View mechanism for SRS Closed
is defined by MDEXP-601 Export shared FOLIO instances Closed
is defined by MDEXP-602 Export shared MARC instances Closed
is defined by MDEXP-614 SRS-client with "shared" MARC records... Closed
is defined by MDEXP-637 Export shared MARC authorities Closed
is defined by MDEXP-638 Exporting shared instance without hol... Closed
is defined by MDEXP-616 Consortia Tenant API Closed
Release: Poppy (R2 2023)
Epic Link: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 1)
Back End Estimate: XXL < 30 days
Back End Estimator: Viachaslau Khandramai (Inactive)
Back-End Confidence factor: 80%
Development Team: Firebird
PO Rank: 0

 Description   

Current situation or problem:
In consortia environments some of instances will be shared between tenants and the data export will need to take into account that some of the inventory records will need to be retrieved from the central tenant during the export.

In scope
Exports triggered from a tenant will:

  1. when exporting instance records with Default instances job profile:
    1. for local instances with source FOLIO there will be a simplified MARC record generated on the fly (as currently implemented)
    2. for local instances with source MARC, the MARC record will be retrieved from local SRS storage (as currently implemented)
    3. for shared instances with source FOLIO there will be a simplified MARC record generated on the fly based on the shadow record stored locally
    4. for shared instances with source MARC, the MARC record will be retrieved from central SRS storage
  2. when exporting instance records with a custom job profile that include SRS record and holdings and items records:
    1. for Local instances with source FOLIO there will be a simplified MARC record generated on the fly and enriched with local holdings and item records (as currently implemented)
    2. for local instances with source MARC, the MARC record will be retrieved from local SRS storage and enriched with local holdings and item records (as currently implemented)
    3. for shared instances with source FOLIO there will be a simplified MARC record generated on the fly based on the shadow record stored locally and enriched with local holdings and item records
    4. for shared instances with source MARC, the MARC record will be retrieved from central SRS storage and enriched with local holdings and item records
  3. no changes in holdings record exports

Assumption

  1. no changes in authority records export

Out of scope

  • Exports from the central tenant
  • Sharing mapping profiles
  • Sharing job profiles


 Comments   
Comment by Magda Zacharska [ 24/May/23 ]

Requires further discussion regarding planned architecture. Spike will be needed to discuss possible approach for retrieving MARC records for shared record.

Comment by Taras Spashchenko [ 08/Jun/23 ]

Magda Zacharska , since we discussed the approach to retrieve MARC records, this feature can be unblocked.

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