[UXPROD-4666] Associate Donor organizations with Inventory Created: 19/Jan/24  Updated: 31/Jan/24

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: None

Type: New Feature Priority: TBD
Reporter: Joseph Reimers Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: metadatamanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Continues
continues UXPROD-1018 Ability to manage Donor information w... In Review
Potential Workaround: Currently donor information is tracked ad hoc on a per-record basis.
Development Team: Folijet
PO Rank: 0
RCA Group: TBD

 Description   

Current situation or problem: There is currently no uniform management for donor records across FOLIO. With the implementation of UXPROD-1018 In Review Organization records can be designated as donors, but there is currently no interaction between organization records and inventory. Additionally, there are no controls to ensure the same donor is represented consistently across multiple records.

This situation was raised both in Donors UAT as well as in the MM SIG.

In scope

  • Associate Organization - Donor records with Instances
  • Associate Organization - Donor records with Holdings
  • Associate Organization - Donor records with Items
  • Provide a mechanism for exposing Organization - Donor information to public catalog/discovery layers
  • Inherit Organization - Donor information from POL

Out of scope

  • Reporting/FQM
  • Licenses
  • Added functionality to Organization records

Use case(s)

  • Library receives donated material and needs to track and display information about that donor via public display, bookplate or similar.

Proposed solution/stories

  • Follow the approach described in UXPROD-1018 In Review to add Donor accordions to records in Inventory
  • Coordinate with Thunderjet to add additional Organization fields as required

Links to additional info

Questions

Attn: Khalilah Gambrell, Ryan Taylor, Christine Schultz-Richert 


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