Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 2) (UXPROD-4485)

[UXPROD-4374] Possible Phase 2 ECS Inventory and Data Import work Created: 27/Jun/23  Updated: 21/Dec/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: TBD
Parent: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 2)

Type: New Feature Priority: P3
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: consortia, ecs, epam-folijet, inventory, loc, metadatamanagement, needs-be-estimate, needs-ui-estimate
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-4329 Duplicate a local Instance as a share... Closed
Release: Not Scheduled
Epic Link: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 2)
Front End Estimate: Large < 10 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: 30%
Development Team: Folijet
PO Rank: 103.5

 Description   

Current situation or problem: In the Poppy release, Phase 1 of enhanced consortial support was delivered for Inventory and Data Import. This feature summarizes additional possible work for ECS Phase 2 with regards to Inventory and Data Import

Possibly in scope

  • Expand all/Collapse all button in Instance detail consortial accordion
  • Find/search box at top of consortial accordion, to easily find a particular consortial member's holdings (wait for more general Inventory search overhaul?)
  • When searching by a particular barcode or filtering by a particular location, expand the appropriate member library holdings accordion and highlight the searched/filtered term (wait for more general Inventory search overhaul?)
  • Preserve the provenance of the member tenant HRID that is replaced with a central tenant HRID when that instance is shared
  • Allow sharing of an instance within a subset of the consortial member libraries (what is the use case for this?)
  • On a member tenant, add ability to create shared instances via Data Import (instead of importing to central tenant separately, or creating as local and then sharing them)
  • On a member tenant, add ability to create shared instances manually (instead of creating local and then sharing them)
  • On a central tenant, allow the creation of local instances
  • On a central tenant, allow the sharing of local instances
  • On a central tenant, allow the creation of holdings and items for centrally-owned materials?
  • Be able to have local data on a shared instance (e.g. local admin notes, local stat codes); being controlled for Phase 1 by having all Inventory settings controlled centrally for all tenants, and none varying except HRID prefixes

Out of scope

 

Use case(s){}

Proposed solution/stories

Links to additional info

Questions


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