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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-4140] Allow user to promote a local Instance to be a shared consortial instance, plus shared/shadow instance logic (BE work)</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-4140</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;: Consortia members must have the ability to collaborate in contributing and managing cataloging records.&#160;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;User has the ability to &quot;share&quot; an instance&#160;record up to the consortia when creating the record&lt;/li&gt;
	&lt;li&gt;User has the ability to &quot;share&quot; an instance&#160;record up to the consortia when editing the record&lt;/li&gt;
	&lt;li&gt;User has the ability to &quot;share&quot; an instance&#160;with source FOLIO OR MARC&lt;/li&gt;
	&lt;li&gt;Once shared, user must have permission to edit shared instances to be able to edit the instance record further. Otherwise they can no longer edit the instance once shared&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Ability to &quot;Unshare&quot; a record&lt;/li&gt;
	&lt;li&gt;UI changes: See 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIIN-2460&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIIN-2460&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Promote a local instance to become a shared instance&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIIN-2460
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 and 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIIN-2571&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIIN-2571&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Add permission to promote a local instance to shared&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIIN-2571
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 for those details, plus the BE behavior that is triggered by the &quot;Share local instance&quot; action&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Proposed stories&lt;/b&gt;:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Create new options in the &quot;Instance view&quot; Actions menu&lt;/font&gt;
	&lt;ul&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Share local instance&lt;/font&gt;&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Create new options in the &quot;Instance result list&quot; Actions menu&lt;/font&gt;
	&lt;ul&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Share selected local instances&lt;/font&gt;
		&lt;ul&gt;
			&lt;li&gt;NOTE: This is not currently accounted for in the UI stories. &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3A13270e0e-c768-4fb6-ac84-1997ffd457c7&quot; class=&quot;user-hover&quot; rel=&quot;712020:13270e0e-c768-4fb6-ac84-1997ffd457c7&quot; data-account-id=&quot;712020:13270e0e-c768-4fb6-ac84-1997ffd457c7&quot; accountid=&quot;712020:13270e0e-c768-4fb6-ac84-1997ffd457c7&quot; rel=&quot;noreferrer&quot;&gt;Mariia Aloshyna&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A06f9b6fb-9a52-481a-ad72-6e13fc570a8a&quot; class=&quot;user-hover&quot; rel=&quot;557058:06f9b6fb-9a52-481a-ad72-6e13fc570a8a&quot; data-account-id=&quot;557058:06f9b6fb-9a52-481a-ad72-6e13fc570a8a&quot; accountid=&quot;557058:06f9b6fb-9a52-481a-ad72-6e13fc570a8a&quot; rel=&quot;noreferrer&quot;&gt;Kateryna Senchenko&lt;/a&gt; how much extra work would it be if we allow a user to select several local instances in the instance result list and then Share them all via a batch action, instead of having to share each instance, one at a time, from the Instance detail action menu?&lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;&lt;font color=&quot;#ff0000&quot;&gt;Create shared record in central tenant&lt;/font&gt;
	&lt;ul&gt;
		&lt;li&gt;&lt;font color=&quot;#ff0000&quot;&gt;Share local Instances with source = MARC&#160;&lt;/font&gt;
		&lt;ul&gt;
			&lt;li&gt;&lt;font color=&quot;#ff0000&quot;&gt;promote Instance to consortial tenant with source = FOLIO &lt;/font&gt;&lt;/li&gt;
			&lt;li&gt;&lt;font color=&quot;#ff0000&quot;&gt;Overlay Duplicate of MARC record from local tenant&lt;/font&gt;&lt;/li&gt;
			&lt;li&gt;&lt;font color=&quot;#ff0000&quot;&gt;Update HRID of local instance&lt;/font&gt;&lt;/li&gt;
			&lt;li&gt;&lt;font color=&quot;#ff0000&quot;&gt;Deprecate local MARC record&lt;/font&gt;&lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
		&lt;li&gt;&lt;font color=&quot;#ff0000&quot;&gt;Share local instances with source = FOLIO&lt;/font&gt;
		&lt;ul&gt;
			&lt;li&gt;&lt;font color=&quot;#ff0000&quot;&gt;promote Instance to consortial tenant with source = FOLIO&lt;/font&gt;&lt;/li&gt;
			&lt;li&gt;&lt;font color=&quot;#ff0000&quot;&gt;Update HRID of local instance&lt;/font&gt;&lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;What happens to any attached holdings/items from other libraries when the record is &quot;unshared&quot;? &lt;font color=&quot;#ff0000&quot;&gt;This will not be in scope of this feature. Ultimately it is not clear what use case would support allowing users to unsure a record that is being used by other libraries. Potentially a library deciding to &quot;Unshare&quot; a record would simply create a local duplicate of the record (And underlying source) and move the libraries holdings and items to that local copy. Other libraries using that record would still have a shared record.&#160;&lt;/font&gt;&lt;/li&gt;
	&lt;li&gt;When shared, does every library have the ability to view all holdings/items attached to that shared record? &lt;font color=&quot;#ff0000&quot;&gt;Yes, all member libraries will see the shadow view of the shared instance and any holdings and item data that appears in the Consortium accordion&lt;/font&gt;&lt;/li&gt;
	&lt;li&gt;Do we only need the ability to share individual instances, or do we also need the ability to select multiple Instances from the results pane to share? &#160;&lt;font color=&quot;#ff0000&quot;&gt;Yes, it would be helpful to have a bulk share action that would share all of the local instances selected in the result pane.&lt;/font&gt;&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="12634">UXPROD-4140</key>
            <summary>Allow user to promote a local Instance to be a shared consortial instance, plus shared/shadow instance logic (BE work)</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="12783">UXPROD-4049</parent>
                                    <priority id="10000" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p1.svg">P1</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="5af5e627525ba96b58654f12">Ann-Marie Breaux</assignee>
                                                                <reporter accountid="5af5e627525ba96b58654f12">Ann-Marie Breaux</reporter>
                                    <labels>
                            <label>LC1</label>
                            <label>at-risk</label>
                            <label>consortia</label>
                            <label>ecs</label>
                            <label>epam-folijet</label>
                            <label>inventory</label>
                            <label>metadatamanagement</label>
                    </labels>
                <created>Fri, 17 Mar 2023 20:51:11 +0000</created>
                <updated>Mon, 27 Nov 2023 17:11:06 +0000</updated>
                            <resolved>Mon, 27 Nov 2023 17:11:06 +0000</resolved>
                                                    <fixVersion>Poppy (R2 2023)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>5</watches>
                                                                <comments>
                                                            <comment id="14109" author="62a96ae7192edb006f9f1bf9" created="Fri, 14 Apr 2023 15:28:43 +0000"  >&lt;p&gt;Hey &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5e627525ba96b58654f12&quot; class=&quot;user-hover&quot; rel=&quot;5af5e627525ba96b58654f12&quot; data-account-id=&quot;5af5e627525ba96b58654f12&quot; accountid=&quot;5af5e627525ba96b58654f12&quot; rel=&quot;noreferrer&quot;&gt;Ann-Marie Breaux&lt;/a&gt;, this work would be done by Folijet. Spitfire is responsible for quickMARC which is just the UI for creating/editing a MARC record.&#160;&lt;/p&gt;

&lt;p&gt;There may need to be a feature for quickMARC to display functionality that supports sharing record AND/or displaying member who owns record.&#160;&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10000">
                    <name>Blocks</name>
                                            <outwardlinks description="blocks">
                                        <issuelink>
            <issuekey id="46429">UIIN-2504</issuekey>
        </issuelink>
            <issuelink>
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        </issuelink>
            <issuelink>
            <issuekey id="60762">MODINV-820</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60763">MODINV-821</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60764">MODINV-840</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60705">MODINV-866</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60706">MODINV-870</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60710">MODINV-874</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60711">MODINV-875</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60787">MODINV-877</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60768">MODINV-879</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60795">MODINV-890</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="56563">MODINVSTOR-1073</issuekey>
        </issuelink>
            <issuelink>
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        </issuelink>
            <issuelink>
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        </issuelink>
            <issuelink>
            <issuekey id="58276">MODSOURMAN-1011</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="46635">UIIN-2682</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="63499">MODSOURCE-645</issuekey>
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                                    </issuelinktype>
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            <issuelink>
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            <issuelink>
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