Lists App: Cross-tenant Queries

Cross-tenant queries

The Lists app is adding initial support for cross-tenant queries as part of the Ramsons release as part of https://folio-org.atlassian.net/browse/UXPROD-4566. The specific functionality described on this page is only available in ECS environments.

Definitions

Entities (record types) that support cross-tenant queries

Limited record types support cross-tenant queries as of the Ramsons release.

1. Instance records

2. Holdings records

3. Item records

Cross-tenant query restrictions in the Lists app

1. For the Ramsons release, lists with a cross-tenant query will be restricted to a single user (via ‘private’ visibility option). Important note: as of the Ramsons release, all lists of Instances, Holdings, or Items in the Central tenant will set to ‘Private’ visibility.

2. Simplifies experience: no accounting for scenarios when users with different affiliations / permissions interact with the same list), and allows us time to gather user feedback

3. An indicator that a List uses a cross-tenant query will be added to the Lists UI

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Permissions

In the context of ECS, Lists/FQM access is enforced at each member affiliation.

For an overview of Lists app permissions that were added as part of the Ramsons release, see https://folio-org.atlassian.net/wiki/x/YIAmIg

Open

Lists app access is determined at each affiliation

Example of permissions based on user affiliations + app permissions + content permissions

1. The table below reflects the permissions for a single user in an ECS environment. Each row reflects the access the user has within the context of a given tenant.

2. When the Central tenant is the active affiliation (Row 1): this user can access the Lists app and:

   1. make lists of Instances, Holdings, and Item records that exist in the Central tenant

   2. make lists of Instances, Holdings, and Item records that exist in Member tenant A (cross-tenant queries)

   3. notes:

      1. No other record types are available due to the content permissions

      2. Data from Member Tenant B won’t be returned in cross-tenant queries because the user lacks Lists app permissions from that tenant (and therefore the data won’t be returned)

3. When Member Tenant A is the active affiliation (Row 2), this user can access the Lists app and make lists of Instances, Holdings, and Items records that exist within Member tenant A.

   1. note: while Member Tenant B is the active affiliation, the user cannot query records from the Central tenant

4. When Member tenant B is the active affiliation (Row 3), the Lists app won’t be visible (because the user lacks permissions), and no data from this tenant can be returned in queries

5. The user doesn’t have an affiliation for Member tenant C (row 4), so it will never be an active affiliation, and it’s data cannot be returned in queries