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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>
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<item>
            <title>[UXPROD-4141] Import and create/update a shared instance for all consortia members (batch)</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-4141</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. It must be possible to manage the importing and sharing of bibliographic records at the consortia level&lt;/p&gt;

&lt;p&gt;Updates&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Likely MARC-to-Instance/Holdings/Items matches (e.g. HRID, UUID, POL, OCLC number)&lt;/li&gt;
	&lt;li&gt;Probably no match changes needed&lt;br/&gt;
&lt;font color=&quot;red&quot;&gt;* SRS and Instance updates would need to go to central tenant if local is a shadow instance&lt;/font&gt;&lt;/li&gt;
	&lt;li&gt;And get info back from central SRS/Instance to populate the local UI log
	&lt;ul&gt;
		&lt;li&gt;Will the user see the central SRS or the local SRS?
		&lt;ul&gt;
			&lt;li&gt;Instance Updates - link will bring user to shadow&lt;br/&gt;
&lt;font color=&quot;red&quot;&gt;*** SRS Updates - how to link to the central SRS?&lt;/font&gt;&lt;br/&gt;
&lt;font color=&quot;red&quot;&gt;*** Will depend on the matchpoint and whether incoming SRS is saved locally or not&lt;/font&gt; &lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Creates&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Central tenant: default to shared - no changes to DI needed&lt;/li&gt;
	&lt;li&gt;Member library: default to local - if only creating as local, no changes to DI needed; do this as the first iteration&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Think through from the context of the consortia tenant vs from the context of the shared tenant&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;
&lt;div class=&apos;table-wrap&apos;&gt;
&lt;table class=&apos;confluenceTable&apos;&gt;&lt;tbody&gt;
&lt;tr&gt;
&lt;th class=&apos;confluenceTh&apos;&gt;Type&lt;/th&gt;
&lt;th class=&apos;confluenceTh&apos;&gt;Can create local bib&lt;/th&gt;
&lt;th class=&apos;confluenceTh&apos;&gt;Can create local FOLIO instance&lt;/th&gt;
&lt;th class=&apos;confluenceTh&apos;&gt;Can update local bib&lt;/th&gt;
&lt;th class=&apos;confluenceTh&apos;&gt;Can update local FOLIO instance&lt;/th&gt;
&lt;th class=&apos;confluenceTh&apos;&gt;Can create bib and instance share records&#160;&lt;/th&gt;
&lt;th class=&apos;confluenceTh&apos;&gt;Can update bib and instance shared records&lt;/th&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Consortia/Central tenant&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Yes&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Yes&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Yes&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Yes&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Yes&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Yes&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Local tenant&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Yes&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Yes&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Yes&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Yes&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&lt;font color=&quot;#172b4d&quot;&gt;Yes with permission&lt;/font&gt;&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&lt;font color=&quot;#172b4d&quot;&gt;Yes with permission&lt;/font&gt;&#160;&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;&lt;/table&gt;
&lt;/div&gt;

&lt;ul&gt;
	&lt;li&gt;Data import&#160;
	&lt;ul&gt;
		&lt;li&gt;If a tenant is a part of a consortia (including central tenant), have a way to indicate that the record to be created/updated by data import will be either shared or local. Must consider via data import app and single record import&#160;&#160;&lt;/li&gt;
		&lt;li&gt;Via data import update action - cannot promote a local instance/bib to shared instance/bib via data import process (including single record import process)&#160;&lt;/li&gt;
		&lt;li&gt;Create permission that allows a user to create and share record(s) via data import (including single record import support)&lt;/li&gt;
		&lt;li&gt;Create permission that allows a user to update and share record(s) via data import (including single record import support)&#160;&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;&#160;A user in a central or local tenant should be allowed to import a shared or local bib/instance record(s) to create/update local FOLIO holdings and items.&#160;&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;What else to consider&lt;/b&gt;&#160;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Verify this is handled for creating a MARC bib record via UI and Derive a new MARC bib record (&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=626eed052db3080070234954&quot; class=&quot;user-hover&quot; rel=&quot;626eed052db3080070234954&quot; data-account-id=&quot;626eed052db3080070234954&quot; accountid=&quot;626eed052db3080070234954&quot; rel=&quot;noreferrer&quot;&gt;Christine Schultz-Richert&lt;/a&gt; can you link the feature that cover this scenario&lt;/li&gt;
	&lt;li&gt;Need to verify this handles single record import - Creates and Overlays scenarios&#160;&lt;/li&gt;
	&lt;li&gt;Avoid mapping rules changes due to issues with record migration update&lt;/li&gt;
	&lt;li&gt;Assume that consortia/central tenant configurations control and/or are the same for Inventory settings, MARC to Instance default map, and field protections. For phase 1. Assume changes will need to be addressed at a later release.&#160;&lt;/li&gt;
	&lt;li&gt;Failed record handling - If the user does not have permission to create or update shared records then log as an error and display message in UI log - Cannot create or update a shared SRS/Instance record.&#160;&lt;/li&gt;
	&lt;li&gt;Promoting source = FOLIO instances vs source = MARC instances: 2 separate features? since source = MARC instances means promoting the SRS MARC also&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Testing&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Non-consortial tenant (standard - Do not have consortium app enabled) - &amp;gt; No impact. Performance should not be impacted.&#160;&lt;/p&gt;

&lt;p&gt;Member library tenant (local) - Test based on scenarios/user stories documented. Need to measure performance and meets benchmarks.&lt;/p&gt;

&lt;p&gt;Central tenant (consortium app active in UI) - Test based on scenarios/user stories documented. Need to measure performance and meets benchmarks.&#160;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Create and Update shared MARC authority records via data import will be handled 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-4278&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-4278&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Sharing &amp;amp; Linking MARC authority records&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-4278
        &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;

	&lt;ul&gt;
		&lt;li&gt;Need to ensure this implementation aligns with 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-4278&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-4278&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Sharing &amp;amp; Linking MARC authority records&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-4278
        &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;
&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;b&gt;{&lt;/b&gt;}&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&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;</description>
                <environment></environment>
        <key id="12633">UXPROD-4141</key>
            <summary>Import and create/update a shared instance for all consortia members (batch)</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="10001">Duplicate</resolution>
                                                        <assignee accountid="5af5e627525ba96b58654f12">Ann-Marie Breaux</assignee>
                                                                <reporter accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</reporter>
                                    <labels>
                            <label>LC1</label>
                            <label>consortia</label>
                            <label>data-import</label>
                            <label>ecs</label>
                            <label>epam-folijet</label>
                            <label>metadatamanagement</label>
                            <label>needs-be-estimate</label>
                            <label>needs-ui-estimate</label>
                    </labels>
                <created>Fri, 17 Mar 2023 21:08:54 +0000</created>
                <updated>Tue, 19 Sep 2023 15:25:44 +0000</updated>
                            <resolved>Mon, 21 Aug 2023 19:37:11 +0000</resolved>
                                                    <fixVersion>Poppy (R2 2023)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>4</watches>
                                                                <comments>
                                                            <comment id="14112" author="557058:b069a93f-6f5f-43c0-a76f-f668b7eb6bb0" created="Tue, 6 Jun 2023 13:36:41 +0000"  >&lt;p&gt;Full design is located here &lt;a href=&quot;https://folio-org.atlassian.net/wiki/x/PS8b&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/x/PS8b&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="14115" author="626eed052db3080070234954" created="Mon, 26 Jun 2023 14:59:52 +0000"  >&lt;p&gt;Hey &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; , my understanding was that if a record was imported into an individual member tenant that it would be local and if a record was imported into the central tenant it would be shared (this way there would need to be no additional option to indicate whether imported records were to be considered shared or local). Is that incorrect?&lt;/p&gt;</comment>
                                                            <comment id="14119" author="5af5e627525ba96b58654f12" created="Mon, 21 Aug 2023 19:36:41 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=626eed052db3080070234954&quot; class=&quot;user-hover&quot; rel=&quot;626eed052db3080070234954&quot; data-account-id=&quot;626eed052db3080070234954&quot; accountid=&quot;626eed052db3080070234954&quot; rel=&quot;noreferrer&quot;&gt;Christine Schultz-Richert&lt;/a&gt; Yes, that is correct. However a user in a member library may be updating a mix of shared and local instances. As long as they have permission to import to central tenant and member tenant, they can trigger the import from the member library, but it will also update the shared SRS MARCs and Instances&lt;/p&gt;</comment>
                                                            <comment id="14122" author="5af5e627525ba96b58654f12" created="Mon, 21 Aug 2023 19:37:11 +0000"  >&lt;p&gt;Covered by 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-4259&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-4259&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;DI processing updates for matching and updating shared consortial Instances/SRS MARCs&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-4259
        &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;
&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10000">
                    <name>Blocks</name>
                                            <outwardlinks description="blocks">
                                        <issuelink>
            <issuekey id="46429">UIIN-2504</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="46431">UIIN-2507</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                            <outwardlinks description="defines">
                                        <issuelink>
            <issuekey id="13571">UXPROD-47</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                            <outwardlinks description="relates to">
                                        <issuelink>
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        </issuelink>
            <issuelink>
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        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
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