Details
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New Feature
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Status: In progress (View Workflow)
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P3
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Resolution: Unresolved
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None
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customfield_11100 44222
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None
Description
Purpose
As a library staff member, I need a UI to view and manage settings for the INN-Reach.
Sections
- General
- INN-Reach Central Server Configuration
- New pane
- New+ button in upper right
- List of Central Servers
- Selected Central Server (Edit menu)
- Edit Detail (Same fields for New Server Form)
- Label/Name (required)
- Description
- Local Server Code (required)
- 5 character lower-case string
- Local Agencies (min 1 required)
- list (empty field with "+" button to add another, trash can to delete), 5 character lower-case
- Multi-select to choose FOLIO Library(ies) (from tenant locations configuration) for each local agency
- Borrowed Item Loan Type (required)
- Pulldown menu with Loan Types from Inventory app
- Server Connection Accordion (view/edit permission-restricted) (visible on "new" form, required)
- Central Server
- Central Server address (url field)
- Central Server Key (32 character random string)
- Central Server Secret (32 character random string)
(Test Connection) button (success/error toast)- NOTE: Connection is tested when the form is saved.
- Local Server
- Local Server Key (read-only) (32 character random string)
- Local Server Secret (read-only) 32 character random string)
- (Generate Keypair) button
- NOTE: When the form is saved and there was an existing local server key pair, a confirmation modal: "You have updated the Local Server Key/Secret pair. INN-Reach circulation functions will be interrupted until this information is updated by the Central Server administrator. Click “Confirm” to save your changes and download a JSON file with the new key and secret values." with "Keep editing" and "Confirm" buttons
- Confirming downloads a JSON File with the new local server key pair
- NOTE: When the form is saved and there was an existing local server key pair, a confirmation modal: "You have updated the Local Server Key/Secret pair. INN-Reach circulation functions will be interrupted until this information is updated by the Central Server administrator. Click “Confirm” to save your changes and download a JSON file with the new key and secret values." with "Keep editing" and "Confirm" buttons
- Central Server
- New pane
- INN-Reach Locations
- A list of reference data defining INN-Reach compatible location codes and descriptions
- A tabular list with columns for:
- Location code (5 characters, max, alpha-numeric)
- Location description (255 characters max string)
- If no locations are defined, present an empty form with a "+" button to add another row and a "save" button activated when valid data is entered in the form (see settings for material types and patron groups in Inventory and User settings, respectively)
- A tabular list with columns for:
- A list of reference data defining INN-Reach compatible location codes and descriptions
- INN-Reach Central Server Configuration
- Circulation Mappings
- Agency to Location Mapping (not in "new" form, edit permission restricted)
- New Pane (list of configured central servers)
- Select Central Server
- New pane with mapping create/edit form
- Option to select Central Server default location (applies to all non-specified below), required
- Select Local Server
- Option to select Local Server default location (applies to all non-specified below)
- List of agencies with columns for agency code + agency description (eg. "6mou (Missouri State University)") and location selection (a pull-down to select the corresponding FOLIO Library (Institutions > Campus > Library) location and a pulldown of item locations under that Library).
- First column populated from central server via API and are not editable, and the latter from FOLIO Tenant > Location Setup settings, and are editable
- New pane with mapping create/edit form
- Select Central Server
- New Pane (list of configured central servers)
- Central Item Type Mapping (not in "new" form, edit permission restricted)
- New Pane (list of configured central servers)
- List of Central Item Types (integer between 0-255 + description, eg. "220 (Book)"), populated from central server with right-hand column to assign a local FOLIO material type via pull-down menu
- New Pane (list of configured central servers)
- Central Patron Type Mapping (not in "new" form, edit permission restricted)
- New Pane (list of configured central servers)
- List of FOLIO patron groups with columns for patron group name + description (eg. "Faculty (Faculty Member)"), a pull-down menu of central patron types (integer between 0-255 + description, eg. "220 (Faculty)")
- New Pane (list of configured central servers)
- FOLIO Circulation User for INN-Reach Patron Type + Agency(ies) combination (for Item Hold checkout to borrowing site)
- New pane (list of configured central servers)
- Patron Agency Mapping
- New Pane (list of configured central servers)
- Select custom field
- map values to agencies hosted on local server
- Select custom field
- New Pane (list of configured central servers)
- Agency to Location Mapping (not in "new" form, edit permission restricted)
- Record Contribution
- Material to item type mapping
- New Pane (list of configured central servers)
- List of FOLIO material types with columns for material type name, pull-down of central item types (integer between 0-255 + description, eg. "220 (Book)")
- New Pane (list of configured central servers)
- FOLIO to INN-Reach locations
- New Pane (list of configured central servers)
List with columns for Location code (fillable) (max 5 lower-case alphanumeric), Description (fillable), and a type-ahead multi-select of FOLIO locations- Select Central Server
- Select type to map (Libraries or Locations) - single select dropdown
- If Libraries:
- List of libraries configured in FOLIO Settings > Tenant > Location setup in table format, with single-select for INN-Reach location in right-hand column
- If Locations:
- Pull-down menu to select Library
- List of locations for selected library in table format, with single-select for INN-Reach location in right-hand column
- New Pane (list of configured central servers)
- Contribution Criteria
- New Pane (list of configured central servers)
- See: UX-431
- New Pane (list of configured central servers)
- Material to item type mapping
TestRail: Results
Attachments
Issue Links
- is cloned by
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UX-431 UX: INN-Reach UI - Settings - Contribution (Bibs and Items)
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- In progress
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- relates to
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UIINREACH-7 INN-Reach General Settings: Central Server Connection Configuration Menu
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- Closed
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UIINREACH-11 INN-Reach General Settings: Central Server Connection Configuration List
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- Closed
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UIINREACH-12 INN-Reach General Settings: Central Server Connection Configuration Create Screen
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- Closed
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UIINREACH-13 INN-Reach General Settings: Central Server Connection Configuration Detail Pane
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- Closed
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UIINREACH-14 INN-Reach General Settings: Central Server Connection Configuration Save Form
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- Closed
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UIINREACH-15 INN-Reach General Settings: Central Server Connection Configuration Add Central Server Key/Secret Entry Form
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- Closed
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UIINREACH-17 INN-Reach General Settings: Central Server Connection Configuration Edit Screen
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- Closed
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UXPROD-2714 Create Settings to Manage Configuration of Relationship(s) Between D2IR Local Server (FOLIO) and INN-Reach Central Servers
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- Closed
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MODINREACH-11 Create a Data Model or Models to Store a Mapping of FOLIO Tenant Libraries and Shelving Locations to INN-Reach Compatible Location Codes
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- Closed
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MODINREACH-12 Create a Data Model to Store a Mapping of INN-Reach Agencies, Local Servers, and/or central servers to FOLIO Locations for Use with "Virtual Item Records" in FOLIO Inventory
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- Closed
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MODINREACH-13 INN-Reach Circulation Settings: Create a Data Model Store a Mapping of FOLIO Patron Groups to INN-Reach Central Patron Types
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- Closed
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MODINREACH-17 Reference Data: INN-Reach Compatible Locations Model
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- Closed
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MODINREACH-36 Reference Data: INN-Reach Compatible Locations CRUD API
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- Closed
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MODINREACH-65 Create CRUD API(s) for Data Model to Store a Mapping of INN-Reach Agencies, Local Servers, and/or central servers to FOLIO Locations for Use with "Virtual Item Records" in FOLIO Inventory
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- Closed
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UIINREACH-4 INN-Reach General Settings: Central Server Configuration - Update Third-Party OAuth Key/Secret Pair in Settings
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- Closed
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