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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
    </build-info>

<item>
            <title>[UXPROD-2714] Create Settings to Manage Configuration of Relationship(s) Between D2IR Local Server (FOLIO) and INN-Reach Central Servers</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2714</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;h4&gt;&lt;a name=&quot;CurrentSituationorProblem&quot;&gt;&lt;/a&gt;Current Situation or Problem&lt;/h4&gt;

&lt;p&gt;Local servers in INN-Reach may be associated with multiple central servers. We need a way to manage the configurations required to maintain those relationships.&lt;/p&gt;
&lt;h5&gt;&lt;a name=&quot;Definitions%28fromD2IRAPIDocumentationv2.3%29&quot;&gt;&lt;/a&gt;Definitions (from D2IR API Documentation v2.3)&lt;/h5&gt;
&lt;ul&gt;
	&lt;li&gt;&lt;b&gt;Local Server&lt;/b&gt;: &quot;Stores records that are contributed to an INN-Reach Central Server. A Local Server is often the integrated library system for the libraries it represents.&quot;&lt;/li&gt;
&lt;/ul&gt;


&lt;ul&gt;
	&lt;li&gt;&lt;b&gt;Agency&lt;/b&gt;: &quot;Collections of bibs, serials holdings, items, and patrons are defined as belonging to an organization (agency) on a Local Server, which may host multiple agencies. Each agency is identified as a separate organization on the INN-Reach Catalog. Because it is assumed that all agencies on a Local Server share the same namespace, record IDs must be unique within the Local Server. When patrons request items from the INN-Reach Catalog, they must identify the agency to which they belong.&quot;&lt;/li&gt;
&lt;/ul&gt;


&lt;ul&gt;
	&lt;li&gt;&lt;b&gt;Location&lt;/b&gt;: &quot;An ILS-defined name that represents one or more library branches or shelving locations.&quot;&lt;/li&gt;
&lt;/ul&gt;


&lt;ul&gt;
	&lt;li&gt;&lt;b&gt;Central Server&lt;/b&gt;: &quot;Houses and provides Discovery for the INN-Reach Catalog. Also serves as the hub through which circulation requests and messages are received and sent to owning and borrowing sites. Uses INN-Reach software to perform a variety of tasks, including building and maintaining the INN-Reach Catalog; building and maintaining INN-Reach statistics; load balancing; and determination of lender.&quot;&lt;/li&gt;
&lt;/ul&gt;


&lt;h5&gt;&lt;a name=&quot;ConfigurationSettingstoManage%28perINNReachconsortium%29&quot;&gt;&lt;/a&gt;Configuration Settings to Manage (per INN-Reach consortium)&lt;/h5&gt;
&lt;ul&gt;
	&lt;li&gt;Central Server base API URL (Unique)
	&lt;ul&gt;
		&lt;li&gt;API Token and Secret for Oauth2&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;Central Server Code (Unique)&lt;/li&gt;
	&lt;li&gt;Local Server Code (Unique per Central Server)
	&lt;ul&gt;
		&lt;li&gt;Agency Code(s) (Unique per Central Server)
		&lt;ul&gt;
			&lt;li&gt;Could be mapped to either Institution, Campus or Library in FOLIO&apos;s location system (possible decision point). Limited to 5 characters.&lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;FOLIO Location to INN-Reach location map. (SPLIT)&lt;/font&gt;
	&lt;ul&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;INN-Reach location codes are limited to 5 characters.&lt;/font&gt;&lt;/li&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Could roll up multiple FOLIO locations into a single INN-Reach location.&lt;/font&gt;&lt;/li&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Exclude locations&lt;/font&gt;&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Exclusion criteria for record contribution (SPLIT)&lt;/font&gt;
	&lt;ul&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;A rule-based system for excluding records, possibly based on Data Import matching profiles&lt;/font&gt;&lt;/li&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;&lt;a href=&quot;https://documentation.iii.com/sierrahelp/Default.htm#sgcir/sgcir_ireach_local_contribute_recs.html?Highlight=contribute&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;How Sierra Does It &lt;/a&gt;&lt;/font&gt;&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Local Patron Group (FOLIO) to INN-Reach Patron Type map (SPLIT)&lt;/font&gt;
	&lt;ul&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Central patron type list is retrieved from the central server using API endpoint: &lt;tt&gt;GET /innreach/v2/circ/patrontypes&lt;/tt&gt;&lt;/font&gt;&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Local User Agency Mapping (SPLIT)&lt;/font&gt;
	&lt;ul&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Map FOLIO users to local agency codes using custom field values&lt;/font&gt;&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Local Material Type to Central Item Type Map (SPLIT)&lt;/font&gt;
	&lt;ul&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;INN-Reach supports up to 2000 Item Types per Local Server, number 0-1999&lt;/font&gt;&lt;/li&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Item Type Integer + 32 Character max description&lt;/font&gt;&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;INN-Reach Local Servers and Agencies
	&lt;ul&gt;
		&lt;li&gt;Mapping to FOLIO location hierarchy representations&lt;/li&gt;
		&lt;li&gt;&lt;del&gt;Option to toggle automatic management of FOLIO locations&lt;/del&gt; (Out of Scope)&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="11659">UXPROD-2714</key>
            <summary>Create Settings to Manage Configuration of Relationship(s) Between D2IR Local Server (FOLIO) and INN-Reach Central Servers</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13619">UXPROD-2598</parent>
                                    <priority id="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="632e148361dbef2805be710f">Brooks Travis</assignee>
                                                                <reporter accountid="632e148361dbef2805be710f">Brooks Travis</reporter>
                                    <labels>
                            <label>consortia</label>
                            <label>split</label>
                    </labels>
                <created>Thu, 1 Oct 2020 17:15:35 +0000</created>
                <updated>Wed, 27 Oct 2021 15:48:32 +0000</updated>
                            <resolved>Fri, 15 Oct 2021 06:36:17 +0000</resolved>
                                                    <fixVersion>Kiwi (R3 2021)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>1</watches>
                                                                    <issuelinks>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                                                <inwardlinks description="is defined by ">
                                        <issuelink>
            <issuekey id="72046">UIINREACH-77</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="31349">MODINREACH-35</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="72018">UIINREACH-1</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="71963">UIINREACH-7</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="71967">UIINREACH-11</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="71969">UIINREACH-12</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="71968">UIINREACH-13</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="71970">UIINREACH-14</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="71971">UIINREACH-15</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="71973">UIINREACH-17</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="29629">UX-425</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="29543">UX-431</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="12007">UXPROD-2906</issuekey>
        </issuelink>
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