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

[UXPROD-4553] Allow user to access all locations in system for acquisitions | manage linking of POL and Inventory records across tenants Created: 13/Nov/23  Updated: 05/Feb/24

Status: In Refinement
Project: UX Product
Components: None
Affects versions: None
Fix versions: Ramsons (R2 2024)
Parent: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 2)

Type: New Feature Priority: P1
Reporter: Joseph Reimers Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: LC-priority1, ecs, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UICONSET-152 Enable shared locations across consor... Draft
Release: Ramsons (R2 2024)
Epic Link: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 2)
Front End Estimate: XL < 15 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 20%
Back End Estimate: XXL < 30 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 30%
Development Team: Thunderjet
PO Rank: 150

 Description   

Current situation or problem: Some consortia use centralized ordering and need to assign locations to orders across many or all tenants. These consortia should have access to the full list of locations in acquisitions processes. Assigning a location for a given tenant must allow holdings and items to be created accordingly in the appropriate tenant

Not all consortia require this functionality, so it should be globally configurable.

In scope

View full list of locations from all tenants in UI

Allow user to activate funcitonality for central tenant Network ordering

Allow selection of any system location in various acquisitions and inventory processes

Create any necessary permissions and settings to enable or disable this functionality based on consortium setup.

Update order logic to create Holdings and Items in correct tenant according to specified Location

Out of scope

Use case(s)

Central office creates orders and associated receiving pieces and holdings for member tenant. Central office needs to be able to assign locations without having to change affiliation for each order.

Multiple members share access to a physical location (e.g. remote storage facilities) and want to avoid multiple entries for the same physical location. 

Library may build a fund structure that is supported by the libraries location structure. Certain Funds should only be applied to materials being orders for certain locations. Having the fund structure managed in the central tenant means all locations must be represented there to assign the appropriate restrictions

Proposed solution/stories

https://miro.com/app/board/uXjVNCb_Jeg=/?share_link_id=28631708120 

Links to additional info

Implementation of UXPROD-4510 Analysis Complete will streamline management of long lists of locations by allowing search, filtering and faceting.

Questions



 Comments   
Comment by Dennis Bridges [ 20/Dec/23 ]

Olamide Kolawole I believe I will need help coordinating with ECS architects on this feature. Will you be able to take this on? This basically covers the ability to apply location from any data tenant to a central tenant order. Such that the holdings and items are created in the appropriate data tenant.

Comment by Olamide Kolawole [ 20/Dec/23 ]

Dennis Bridges Sure, which dev team would handle the work?

Comment by Dennis Bridges [ 21/Dec/23 ]

Thx Olamide Kolawole, this should be a Thunderjet feature.

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