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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-4510] Restrict fund use by location</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-4510</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;: Libraries often associate funds with specific locations (including campuses, libraries, and library locations.) Additionally, many FOLIO users are members of consortia or similar shared systems and need to associate funds with their collections.&lt;/p&gt;

&lt;p&gt;Acquisitions units provide an alternative, but can be overly complex and cumbersome and apply more restrictions than needed&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Designate funds as being use restricted by location&lt;/li&gt;
	&lt;li&gt;Assign locations to funds&lt;/li&gt;
	&lt;li&gt;&lt;del&gt;(ECS) Assign tenants to funds&lt;/del&gt;&lt;/li&gt;
	&lt;li&gt;Error handling when there is a fund-location mismatch&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;Receiving&lt;/li&gt;
	&lt;li&gt;Acquisition units&lt;/li&gt;
	&lt;li&gt;Permissions&lt;/li&gt;
&lt;/ul&gt;


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

&lt;p&gt;Library has funds exclusively designated to be used in specific places or collections (e.g. Architecture funds exclusively for Architecture purposes). Library wishes to avoid mis-application of Architecture funds to non-Architecture locations, so library location-restricts these funds to the Architecture library.&lt;/p&gt;

&lt;p&gt;Library consortium on shared system needs to align their own funds with their own institutions but each institution requires additional, more complex uses of acquisition units. Associating funds to institutions will help streamline overall management while respecting institutional autonomy.&lt;/p&gt;

&lt;p&gt;Existing records should not be impacted&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Designate funds as location use-restricted.&lt;/li&gt;
	&lt;li&gt;Allow restriction by tenant, institution, campus, library and/or location.&lt;/li&gt;
	&lt;li&gt;Allow a given fund to have multiple allowable locations&lt;/li&gt;
	&lt;li&gt;Enforce location-fund matching during order placement via warning messages when attempting to save&lt;/li&gt;
	&lt;li&gt;Respect Acquisition units: if an Acq unit is involved, then both Acq Unit and Location requirements must be met for save.&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;a href=&quot;https://miro.com/app/board/uXjVMh40l4w=/?moveToWidget=3458764566655555829&amp;amp;cot=14&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://miro.com/app/board/uXjVMh40l4w=/?moveToWidget=3458764566655555829&amp;amp;cot=14&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="13661">UXPROD-4510</key>
            <summary>Restrict fund use by location</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="13740">UXPROD-3440</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="10010" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="(Migrated on 4 Feb 2024 13:41 UTC)">Analysis Complete</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="63c9984bbfdb647eb1da556a">Joseph Reimers</assignee>
                                                                <reporter accountid="63c9984bbfdb647eb1da556a">Joseph Reimers</reporter>
                                    <labels>
                            <label>loc</label>
                    </labels>
                <created>Fri, 13 Oct 2023 20:20:39 +0000</created>
                <updated>Wed, 17 Jan 2024 14:25:08 +0000</updated>
                                                            <fixVersion>Quesnelia (R1 2024)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>1</watches>
                                                                    <issuelinks>
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                    <name>Defines</name>
                                                                <inwardlinks description="is defined by ">
                                        <issuelink>
            <issuekey id="71059">MODFIN-337</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="71061">MODFIN-342</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60035">MODORDERS-968</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="60033">MODORDERS-969</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66326">UIF-482</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66277">UIF-484</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66280">UIF-492</issuekey>
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            <issuelink>
            <issuekey id="24768">UIOR-1166</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="73686">UISACQCOMP-171</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="73581">UISACQCOMP-177</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="24805">UIOR-1184</issuekey>
        </issuelink>
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                <attachments>
                            <attachment id="10202" name="1-fund-locations (2).png" size="90314" author="63c9984bbfdb647eb1da556a" created="Fri, 27 Oct 2023 13:47:15 +0000"/>
                            <attachment id="10203" name="2-modal-locations (1).png" size="104609" author="63c9984bbfdb647eb1da556a" created="Fri, 20 Oct 2023 12:57:33 +0000"/>
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