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  1. User Experience Design
  2. UX-425

UX: INN-Reach UI - Settings

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    Details

    • Type: New Feature
    • Status: In progress (View Workflow)
    • Priority: P3
    • Resolution: Unresolved
    • Labels:
      None
    • Template:
    • Development Team:
      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
        • 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)
      • 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
        • 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
        • 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)")
        • 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
      • 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)")
        • 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
        • Contribution Criteria
          • New Pane (list of configured central servers) 

        TestRail: Results

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                Assignee:
                kkester Kimie Kester
                Reporter:
                brookstravis Brooks Travis
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                  Dates

                  Created:
                  Updated:

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