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

[UXPROD-4325] DCB FOLIO circulation Created: 25/May/23  Updated: 05/Feb/24

Status: In Review
Project: UX Product
Components: Loans
Affects versions: None
Fix versions: Quesnelia (R1 2024)
Parent: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 1)

Type: New Feature Priority: P2
Reporter: Tim Auger Assignee: Tim Auger
Resolution: Unresolved Votes: 0
Labels: None
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Continues
is continued by UXPROD-4482 Add wildcard capabilities in the circ... Open
is continued by UXPROD-4578 DCB FOLIO circulation phase 2 Open
Defines
defines CIRC-1858 [SPIKE] Use of multiple interfaces Closed
defines CIRC-1862 [SPIKE] DCB Integration: Temporary Pa... Closed
defines CIRCSTORE-449 [SPIKE] Check-in/Check-out events for... Closed
defines MODCITEM-6 Adjustments needed cater to DCB locat... Closed
defines MODDCB-59 DCB item effective location in Staff ... Closed
defines MODDCB-76 Replace check-in Kafka event with req... Closed
defines CIRC-1859 [SPIKE] Reflect In Transit State for ... Closed
defines CIRC-1861 [SPIKE] DCB Integration: Circulation ... Closed
defines CIRC-1867 [SPIKE] Investigate page/hold request... Closed
defines CIRC-1907 Check in/Check out for the virtual item Closed
defines CIRC-1966 Support circulationItem for edge-patr... Closed
defines CIRC-1973 Renew DCB item Closed
defines CIRC-1981 Print AgencyCode in DCB CheckIn Print... Closed
defines CIRC-1999 Use query based endpoint for fetchByB... Closed
defines CIRCSTORE-463 [SPIKE] Cancel events for DCB Integra... Closed
defines EDGEDCB-1 Create edge-dcb module Closed
defines EDGEDCB-2 Implement CRUD API for DCB Transaction Closed
defines EDGEDCB-13 Add exception handling mechanism simi... Closed
defines FAT-8656 Karate tests: Writing test coverage f... Closed
defines FAT-8657 Karate tests: Writing test coverage f... Closed
defines MODAUD-177 Link on a virtual item is available i... Closed
defines MODCITEM-1 Create mod-circulation-item Closed
defines MODCITEM-17 Add agencyCode to DCB Circulation Item Closed
defines MODDCB-1 Implement GET API for DCB Transaction Closed
defines MODDCB-2 Implement POST API for DCB Transactio... Closed
defines MODDCB-3 CREATED-> OPEN: Implement DCB transac... Closed
defines MODDCB-4 OPEN->AWAITING_PICKUP: Implement DCB ... Closed
defines MODDCB-7 Implement POST API for DCB Transactio... Closed
defines MODDCB-8 Implement POST API for DCB Transactio... Closed
defines MODDCB-9 CREATED-> OPEN: Implement DCB transac... Closed
defines MODDCB-10 CREATED-> OPEN: Implement DCB transac... Closed
defines MODDCB-11 Create mod-dcb module Closed
defines MODDCB-12 ITEM_CHECKED_IN->CLOSED: Implement DC... Closed
defines MODDCB-13 OPEN->AWAITING_PICKUP: Implement DCB ... Closed
defines MODDCB-14 OPEN->AWAITING_PICKUP: Implement DCB ... Closed
defines MODDCB-15 OPEN->AWAITING_PICKUP: Implement DCB ... Closed
defines MODDCB-17 System user creation and permissions ... Closed
defines MODDCB-20 AWAITING_PICKUP-> ITEM_CHECKED_OUT: I... Closed
defines MODDCB-21 AWAITING_PICKUP-> ITEM_CHECKED_OUT: I... Closed
defines MODDCB-22 AWAITING_PICKUP-> ITEM_CHECKED_OUT: I... Closed
defines MODDCB-23 AWAITING_PICKUP-> ITEM_CHECKED_OUT: I... Closed
defines MODDCB-24 ITEM_CHECKED_OUT-> ITEM_CHECKED_IN: I... Closed
defines MODDCB-25 ITEM_CHECKED_OUT-> ITEM_CHECKED_IN: I... Closed
defines MODDCB-26 ITEM_CHECKED_OUT-> ITEM_CHECKED_IN: I... Closed
defines MODDCB-27 ITEM_CHECKED_OUT-> ITEM_CHECKED_IN: I... Closed
defines MODDCB-28 SPIKE: Investigate how to store picku... Closed
defines MODDCB-31 Verification of DCB Lending flow Closed
defines MODDCB-32 DCB Transaction Audit Table Closed
defines MODDCB-33 [SPIKE] Investigate UI Changes Requir... Closed
defines MODDCB-34 [SPIKE] Investigate UI Changes Requir... Closed
defines MODDCB-36 Implemented Service Point creation in... Closed
defines MODDCB-39 Initial LoanType value definition app... Closed
defines MODDCB-40 OPEN->AWAITING_PICKUP: Send Patron no... Closed
defines MODDCB-42 ITEM_CHECKED_IN->CLOSED: Implement DC... Closed
defines MODDCB-43 ITEM_CHECKED_IN->CLOSED: Implement DC... Closed
defines MODDCB-45 DCB initiated transaction cancellatio... Closed
defines MODDCB-46 DCB initiated transaction cancellatio... Closed
defines MODDCB-47 DCB initiated transaction cancellatio... Closed
defines MODDCB-49 Manual DCB request cancelation in Len... Closed
defines MODDCB-50 Add logic for creating Instance and H... Closed
defines MODDCB-53 DCB initiated transaction cancellatio... Closed
defines MODDCB-58 Patron notices on multiple items chec... Closed
defines MODDCB-61 Implement POST API for DCB Transactio... Closed
defines MODDCB-63 CREATED-> OPEN: Implement DCB transac... Closed
defines MODDCB-66 Item Barcode Validation Closed
defines MODDCB-67 ITEM_CHECKED_IN->CLOSED: Implement DC... Closed
defines MODDCB-68 Verification of DCB Borrowing/Pickup ... Closed
defines MODDCB-75 Persist error action and error messag... Closed
defines MODDCB-82 Support status transition from OPEN -... Closed
defines MODDCB-85 Transaction status is not updated fro... Closed
defines MODUSERS-388 Add DCB user type Closed
defines STSMACOM-789 Extend NotesAccordion and NotesSmartA... Closed
defines UICHKIN-398 [DCB] Check-in: Hide Fee/Fine action ... Closed
defines UICHKIN-400 [DCB] Check-in: Hide “Fee/Fine” and “... Closed
defines UICHKIN-403 [DCB] Check-in: Hide “Item details” o... Closed
defines UICHKOUT-871 [DCB] Check-out: Hide Item details in... Closed
defines UICHKOUT-872 [DCB] Check-out: Hide Item details, p... Closed
defines UICIRCLOG-140 [DCB] Disable item barcode link Closed
defines UIREQ-1032 [DCB] Request details: Hide all actio... Closed
defines UIREQ-1034 [DCB] Request details: Updates for Ac... Closed
defines UIREQ-1035 [DCB] Request details: Updates for Ac... Closed
defines UIREQ-1040 [DCB] Request details: Hide Actions m... Closed
defines UIU-2964 [DCB] Loan details: Disable loan acti... Closed
defines UIU-2965 [DCB] Loan details: Disable loan acti... Closed
defines UIU-2966 [DCB] Loan details: Disable DCB item ... Closed
defines UIU-2987 User details: Disable action menu for... Closed
defines UIU-2988 User - Open Loans: UI changes for sup... Closed
defines UIU-2989 User - Closed Loans: UI changes for s... Closed
defines CIRC-2029 When retrieving a patron's loans, the... Prep Deployment
Relates
relates to EDGEDCB-5 Edge-dcb Module submission self-evalu... Closed
relates to EDGEDCB-7 Edge-dcb Module submission self-evalu... Closed
relates to EDGEDCB-8 Edge-dcb Module submission self-evalu... Closed
relates to EDGEDCB-9 Edge-dcb Module submission self-evalu... Closed
relates to EDGEDCB-10 Edge-dcb Module submission self-evalu... Closed
relates to MODCITEM-9 Mod-circulation-item Module submissio... Closed
relates to MODCITEM-10 Mod-circulation-item Module submissio... Closed
relates to MODCITEM-11 Mod-circulation-item Module submissio... Closed
relates to MODCITEM-12 Mod-circulation-item Module submissio... Closed
relates to MODCITEM-13 Mod-circulation-item Module submissio... Closed
relates to MODCITEM-14 Mod-circulation-item Module submissio... Closed
relates to MODDCB-69 Mod-dcb Module submission self-evalua... Closed
relates to MODDCB-70 Mod-dcb Module submission self-evalua... Closed
relates to MODDCB-71 Mod-dcb Module submission self-evalua... Closed
relates to MODDCB-72 Mod-dcb Module submission self-evalua... Closed
relates to MODDCB-73 Mod-dcb Module submission self-evalua... Closed
relates to MODDCB-74 Mod-dcb Module submission self-evalua... Closed
relates to CIRC-1993 [Prep. for TC module submission] 19. ... Closed
relates to EDGEDCB-11 [Prep. for TC module submission] 5. I... Closed
relates to EDGEDCB-12 [Prep. for TC module submission] 25. ... Closed
relates to MODCITEM-18 [Prep. for TC module submission] 19. ... Closed
relates to MODCITEM-19 [Prep. for TC module submission] 5. I... Closed
relates to MODCITEM-20  [Prep. for TC module submission] Per... Closed
relates to MODCITEM-21 [Prep. for TC module submission] 25. ... Closed
relates to MODDCB-77 [Prep. for TC module submission] 6. T... Closed
relates to MODDCB-78 [Prep. for TC module submission] 19. ... Closed
relates to MODDCB-79 [Prep. for TC module submission] 25. ... Closed
relates to MODDCB-83 Implement Chain of responsibility mec... Closed
Requires
is required by MODDCB-86 Attempting to create a transaction wi... Closed
Release: Quesnelia (R1 2024)
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: Priyanka Terala
Front-End Confidence factor: 80%
Back End Estimate: Jumbo: > 45 days
Back End Estimator: Gurleen Kaur1
Back-End Confidence factor: 80%
Development Team: Volaris
PO Rank: 0

 Description   

Current situation or problem: The DCB resource sharing system is designed to leverage the ILS circulation system to manage DCB circulation transactions. Currently, there isn't software to support DCB leveraging FOLIO circulation. So, to make this happen we need software to 1) make an API available to facilitate communication between FOLIO and DCB and 2) FOLIO to manage DCB circulations as if they are local circulation activity. 

For a flowchart depicting the user action and data flow of DCB circulation transactions, see here.

In scope:
Implementation of support ReShare DCB Lending and Borrowing requests in FOLIO.

Out of scope:
Recall user flow, this flow is not used in Re-share DCB for now.

Use case(s):
FOLIO users are able to manage the circulation of Re-Share DCB items with respect to rules and policies defined by the library.

Proposed solution/stories

Links to additional info:

  1. Data flow of DCB circulation transactions, see here.
  2. DCB introduction recording, see here.

Questions



 Comments   
Comment by Tim Auger [ 14/Jun/23 ]

Irina Pokhylets this is looking great! The one action we will not use in this round of DCB development is recall. While we may create it in the future, it's actually unlikely for the next year so let's not add it here.

 

cc Kalibek Turgumbayev Taras Spashchenko Oleksii Petrenko

Comment by Tim Auger [ 14/Jun/23 ]

Irina Pokhylets  see this for background: https://openlibraryfoundation.atlassian.net/browse/DCB-16

 

Comment by Irina Pokhylets [ 15/Jun/23 ]

Tim Auger Thank you! I updated the description.

Comment by Tim Auger [ 15/Jun/23 ]

Irina Pokhylets I don't want to duplicate what I've already written for DCB circulation in the ReShare DCB project Jira. So, I've decided, instead, to link from within the description to those Jiras and then you and I can figure out how best to create working stories for the team. First, I'd like to review each of the existing DCB project Jira stories with you and then decide what we need. Sound good? If so, I'll setup a time for us to meet next week.

Some of the stories are fleshed out and some not. I will flesh all of them out tomorrow, ready for review early next week.

Comment by Tim Auger [ 22/Jun/23 ]

Irina Pokhylets neglected to tell you that I finished up all stories last week, minus one story. I will finish that up this morning and then change the status of the Jira New Feature to "Open"

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