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  1. UX Product
  2. UXPROD-4140

Allow user to promote a local Instance to be a shared consortial instance, plus shared/shadow instance logic (BE work)

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Details

    • Poppy (R2 2023)
    • Small < 3 days
    • 80%
    • XXL < 30 days
    • 90%
    • Folijet
    • 109
    • R5

    Description

      Current situation or problem: Consortia members must have the ability to collaborate in contributing and managing cataloging records. 

      In scope

      • User has the ability to "share" an instance record up to the consortia when creating the record
      • User has the ability to "share" an instance record up to the consortia when editing the record
      • User has the ability to "share" an instance with source FOLIO OR MARC
      • Once shared, user must have permission to edit shared instances to be able to edit the instance record further. Otherwise they can no longer edit the instance once shared

      Out of scope

      • Ability to "Unshare" a record
      • UI changes: See UIIN-2460 and UIIN-2461 for those details, plus the BE behavior that is triggered by the "Share local instance" action

      Proposed stories:

      • Create new options in the "Instance view" Actions menu
        • Share local instance
      • Create new options in the "Instance result list" Actions menu
        • Share selected local instances
          • NOTE: This is not currently accounted for in the UI stories. Mariia_Aloshyna and Kateryna Senchenko how much extra work would it be if we allow a user to select several local instances in the instance result list and then Share them all via a batch action, instead of having to share each instance, one at a time, from the Instance detail action menu?
      • Create shared record in central tenant
        • Share local Instances with source = MARC 
          • promote Instance to consortial tenant with source = FOLIO
          • Overlay Duplicate of MARC record from local tenant
          • Update HRID of local instance
          • Deprecate local MARC record
        • Share local instances with source = FOLIO
          • promote Instance to consortial tenant with source = FOLIO
          • Update HRID of local instance

      Links to additional info

      Questions

      • What happens to any attached holdings/items from other libraries when the record is "unshared"? This will not be in scope of this feature. Ultimately it is not clear what use case would support allowing users to unsure a record that is being used by other libraries. Potentially a library deciding to "Unshare" a record would simply create a local duplicate of the record (And underlying source) and move the libraries holdings and items to that local copy. Other libraries using that record would still have a shared record. 
      • When shared, does every library have the ability to view all holdings/items attached to that shared record? Yes, all member libraries will see the shadow view of the shared instance and any holdings and item data that appears in the Consortium accordion
      • Do we only need the ability to share individual instances, or do we also need the ability to select multiple Instances from the results pane to share?  Yes, it would be helpful to have a bulk share action that would share all of the local instances selected in the result pane.

      TestRail: Results

        Attachments

          Issue Links

            blocks

            Task - A task that needs to be done. UIIN-2504 Testing of UXPROD-4212, UXPROD-4265, UXPROD-4139 features (Consortia)

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. UIIN-2507 Testing of UXPROD-4138 - "Search and filter through all local and Shared Instances/Holdings/Items" feature on reference environment

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            defines

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-785 Inventory

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress
            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. KAFKAWRAP-38 Add Tenant Id To Every Produced Message

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. MODDICONV-348 Create default hidden job profile to create ECS instance during sharing process

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINV-817 Shadow Instances - add support for Consortium source values

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINV-818 Add contributingTenantId to Instance Schema

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Umbrella - MODINV-819 Handle Instance Sharing For Consortium

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. MODINV-820 Implement sharing of Instance with source=FOLIO

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. MODINV-821 Implement sharing of Instance with source=MARC

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. MODINV-840 Adjust Create Instance handler to use existing Instance UUID

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. MODINV-866 Add deduplication mechanism for sharing Instance

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Tech Debt - MODINV-870 Refactor and add tests for Instance sharing functionality

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINV-874 Create shadow instance in member tenant for new POL associated with shared instance

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINV-875 Create shadow instance in member tenant for new POL created from Instance action

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. MODINV-877 Adjust assignment of Instance HRID

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINV-879 Unlink local MARC authorities from shared MARC bib SRS records - PART 1

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINV-890 Unlink local MARC authorities from shared MARC bib SRS records - PART 2

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINVSTOR-1073 Convert Local Instance to Shared Instance

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINVSTOR-1076 Shadow Instance Synchronization

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINVSTOR-1103 Ad hoc Shadow Instance creation when adding a Holdings to a Shared Instance

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODSOURCE-645 Delete Source Records from Member Tenant

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODSOURMAN-1011 Import An Instance With A Known Identifier

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. UIIN-2682 Handle errors when sharing local instances failed

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            is required by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-2496 Derive new Shared MARC bib record from Shared Instance in Central tenant

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODCON-59 Implement POST endpoint to initiate instance sharing process

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODCON-60 Implement GET endpoint to retrieve sharing action by search query

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODCON-61 Implement logic to pulling down a shared instance to create shadow one in the desired tenant

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODCON-62 Implement kafka producers and listeners to support flow to promoting local instance

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-2460 Promote a local instance to become a shared instance

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-2498 Consortial Central Tenant: Handling of Instance Action Menu options

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-2571 Add permission to promote a local instance to shared

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-4331 Support work for sharing instances with consortium members

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-2575 Confirmation modal: Unlink local MARC authorities from shared MARC bib SRS records

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-4209 Inventory UI changes needed for ECS

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            New Feature - New feature requests UXPROD-4258 When a shared consortial instance is updated, trigger updates to local shadow instances

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed
            mentioned in

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              People

                abreaux Ann-Marie Breaux
                abreaux Ann-Marie Breaux
                Mariia Aloshyna Mariia Aloshyna
                Kateryna Senchenko Kateryna Senchenko
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