Attendees
Corrie Hutchinson (Unlicensed)Noah Brubaker Joe Margaret Youngberg Lloyd Chittenden Elena OMalley Hedda.Kuban Patrick Waite Bernd Oberknapp Paul Moeller Peter BöhmÂ
Discussion items
Time | Item | Who | Notes |
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Entire meeting | FOLIO ECS Poppy Release Highlights | Dennis Bridges | Poppy is the initial implementation of ECS workflow ; will evolve over time. Tickets addressed in Poppy:Â - UXPROD-4092
- Allows a user to login to a system that is connected to more than one tenant
- UXPROD-4055
- Allows a user to add affiliations (i.e. permissions) to multiple libraries/tenantsÂ
- Users with multiple affiliations can perform work for other/on behalf of other libraries/tenants
- For Poppy, only for 'staff' users (a new 'User type', which only appears in a user record in the UI in an ECS system)
- User type = patron cannot have multiple tenant affiliations
- Field was always present in FOLIO, but not required or displayed until Poppy for ECS
- UXPROD-4044
- Allows a user to navigate between affiliated tenants with current or active affiliation presented to the user
- Allows context switching for a user without having to open a new FOLIO browser
- UXPROD-4059
- Allows a user to create tenants, link the various tenants
- UXPROD-4153, UXPROD-4211
- After ECS functionality is enabled, there is a central tenant and in this tenant is the Consortia Manager app
- Allows a user to control settings of all or multiple member tenants from one FOLIO tenant
- Settings can be shared between tenants or individual to a tenant and managed from a single app
- UXPROD-4231
- User is able to create, edit, and compare permission sets of all member libraries and view assignments
Poppy release notes: - Separate table in the Poppy release notes that specifically addresses ECS tickets and issues. Â
- Done because not everyone needs or is interested in turning on consortial functionality. Â
- Slide deck from today's presentation is located hereÂ
Live Demo of the ECS functionality: - Assigning new permissions for users requires a setting of which tenant to which those permissions apply
- 'Consortium Manager' app allows access to the Circulation, Data export, Data Import, Inventory, and Users Settings
- Can view Data exports and import jobs, but cannot trigger exports or imports as of Poppy
- If Settings are managed by a central tenant, i.e. loan types, then those settings which are consortial are only able to be managed by the central office and individual libraries can only add local settings.
- Can manage which libraries Settings are seen, what is shared between libraries, etc.  – i.e. lots of settings within setting regarding display, management
- Inventory now has a 'Shared' and 'Held by' facets for instance records to look at consortial records or only local ones
- Instances have a 'Consortial holdings' accordion
- Shared instances are on the 'Central tenant' and anyone who wants to edit the shared instance must have the appropriate permissions
- Libraries can still have local instances, holdings, and items if they choose; i.e. operate as a single, separate tenant if they want
- If permissions & affiliations are properly set-up, a user could catalog an item for another library by creating & editing holdings and item recordsÂ
- Shared records' concept also extends to authority records, as of Poppy
- Additional 'Shared' facet in the MARC authority app for local vs. shared authority records
Questions:Â - Is 'Central tenant' only for administration? Â Or is one of the libraries' tenants designated as the 'Central tenant'?
- At the moment, the 'Central tenant' is just another tenant. Â However, there are some minor restrictions in inventory on the 'Central tenant'. Â Dennis is open to feedback or ideas on how it would be used as development progresses.
- Development trying to remain flexible and allow the 'Central tenant' be whatever is best to a library/consortium/consortia
- Are all of these features going to be released as part of FOLIO's code or is this something unique to EBSCO?
ECS Bugfest: - Starting November 6th
- If you want to participate, add your name to this wiki page or you can test unofficially (as it's a public environment).
- Unique data set required for a full test.
ECS Poppy release is set for December 15th (due to a delayed bugfest dates and time to fix bugs). Â Lucy & Christine are working on the ECS functionality documentation. Â Â |
Action items
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