[UXPROD-4209] Inventory UI changes needed for ECS - FOLIO Issue Tracker

XML

Word

Printable

Details

Type: New Feature
Status: Closed (View Workflow)
Priority: P1
Resolution: Done
Affects Version/s: None
Fix Version/s: Poppy (R2 2023)
Component/s: None
Labels:
- LC1
- at-risk
- consortia
- ecs
- epam-folijet
- inventory
- metadatamanagement

Template:

UXPROD features
Release:
Poppy (R2 2023)
Epic Link:
Phase 1 - Enhanced consortia support
Front End Estimate:
XXXL: 30-45 days
Front-End Confidence factor:
80%
Back End Estimate:
Medium < 5 days
Back-End Confidence factor:
90%
Development Team:
Folijet
Calculated Total Rank:
PO Rank:
110
Rank: Cornell (Full Sum 2021):
R5

Description

Current situation or problem: Consortia members must have the ability to collaborate in contributing and managing cataloging records. It must be possible to understand whether existing instances are shared or local, and to create/edit shared/local instances, depending on user permissions

In scope

User can tell whether an existing instance is shared or local
User can edit shared or local instances in a member library tenant, without changing affiliation to the shared tenant
User can create local instances for a member library tenant, but cannot create shared instances for a member library tenant (for phase 1)
User can create shared instances for a central library tenant, but cannot create local instances
User can view/create/edit the holdings and items for a member library tenant
User can view summary or detailed holdings and items for other member libraries, depending on user permissions

Out of scope

Changes for search, filter, and results display are being handled by Spitfire in a separate Jira
Creating/editing local instances for one library tenant in another library tenant (user has to change affiliations to do that)
Creating/editing/deleting/moving holdings/items for one library tenant in another library tenant (user has to change affiliations to do that)

Use case(s){}

Proposed solution/stories

Add info to the Instance record view and edit screens that indicates whether the record is shared/local
Add ability to show/hide consortium holdings on a shared Instance
Ensure the user can identify which shared holdings/items they can view details for, which they can edit, and which they can only view summary data for
Ensure the user can identify which library the consortial holdings belong to
No changes needed to holdings/item detail views

Links to additional info

https://docs.google.com/presentation/d/1-V6iXByQ5ARjFh44hmkqbjPvtHZCZb--F93pxDFzu0Y/edit?usp=sharing

TestRail: Results

Attachments

Issue Links

defines

UXPROD-785 Inventory

In progress

is defined by

MODCON-94 Add required permissions during setup only for ECS mode

Closed

MODDATAIMP-941 Creating MARC authority records via data import results in duplicate MARC authority records.

Closed

MODINV-886 Problem with Inventory Single Record Imports for UPDATES in member tenant, for shared instances

Closed

MODSOURMAN-1054 Import log for Central tenant has display problems

Closed

STCOR-734 Move reusable hooks from ui-consortia-settings to stripes-core

Closed

STCOR-749 Avoid private path when import validateUser function

Closed

UICONSET-134 Move reusable hooks from ui-consortia-settings to stripes-core

Closed

UIDATIMP-1526 Check import log in member tenant for correct links

Closed

UIDATIMP-1546 Adjust the record options in Central tenant match profiles

Closed

UIDATIMP-1547 Adjust the record options in Central tenant action profiles

Closed

UIDATIMP-1553 Adjust the record options in Central tenant field mapping profiles

Closed

UIIN-2399 Instance 3rd pane header: Add Local/Shared indication

Closed

UIIN-2410 Instance 3rd pane: Add consortial holdings/item accordion

Closed

UIIN-2436 Adjust the sentence case for some Inventory action options

Closed

UIIN-2437 Adjust the Instance Edit screen header

Closed

UIIN-2438 Instance Edit screen header: add shared/local indication

Closed

UIIN-2439 Inventory 2nd pane Actions menu: Adjust New action

Closed

UIIN-2440 Instance 3rd pane Actions menu: Adjust Edit action

Closed

UIIN-2447 Add permission for creating new shared instances

Closed

UIIN-2448 Add permission for creating and editing shared instances

Closed

UIIN-2449 Adjust behavior of View source for shared instances

Closed

UIIN-2452 Instance 3rd pane: Enable/disable consortial holdings/item actions based on User permissions

Closed

UIIN-2453 Instance 3rd pane: Adjust behavior when returning to instance from holdings/item full screen

Closed

UIIN-2458 Duplicate Instance

Closed

UIIN-2459 Allow for new source values for shadow Instances

Closed

UIIN-2460 Promote a local instance to become a shared instance

Closed

UIIN-2498 Consortial Central Tenant: Handling of Instance Action Menu options

Closed

UIIN-2523 Consortial Central Tenant: Handling Holdings and Item actions on the Instance detail view

Closed

UIIN-2524 Consortial Central Tenant: Suppress Holdings detail view Action menu

Closed

UIIN-2525 Consortial Central Tenant: Suppress Item detail view Action menu

Closed

UIIN-2529 Change tenant id to central when opening details of shadow instance

Closed

UIIN-2538 ECS: use mod-search to get tenantId for local/shared instance details

Closed

UIIN-2551 ECS: after creating a new instance details pane is not shown

Closed

UIIN-2552 ECS: display shadow instances as shared

Closed

UIIN-2571 Add permission to promote a local instance to shared

Closed

UIIN-2572 Consortial Central Tenant: Hide Instance Action Menu New Request option

Closed

UIIN-2575 Confirmation modal: Unlink local MARC authorities from shared MARC bib SRS records

Closed

UIIN-2587 ECS: Display member tenant's holdings/items and acquisition for shadow instances

Closed

UIIN-2588 Edit instance success toast no longer shows the instance HRID

Closed

UIIN-2590 ECS: Show info message when user in member tenant tries to view shared instance details without permission

Closed

UIIN-2605 ECS: Check when sharing instance with source=MARC is complete before re-fetching it

Closed

UIIN-2616 Problem when creating holdings for 2nd member tenant from 1st member tenant

Closed

UIIN-2617 Add immediate warning message when a local instance is shared

Closed

UIIN-2629 Consortial holdings accordion is not appearing after the sharing of Instance

Closed

UIIN-2647 Consortial local authority "unlink" confirmation modal count includes shared authorities when it should not

Closed

UIMARCAUTH-305 Change tenant id to central when opening details of Shared Authority

Closed

UIPFAUTH-75 CLONE - Change tenant id to central when opening details of Shared Authority

Closed

UIQM-545 CLONE - Change tenant id to central when opening details of Shared Authority

Closed

UISAUTCOMP-70 CLONE - Change tenant id to central when opening details of Shared Authority

Closed

relates to

UXPROD-4140 Allow user to promote a local Instance to be a shared consortial instance, plus shared/shadow instance logic (BE work)

Closed

UXPROD-4210 Duplicate a shared or local Instance (BE work)

Closed

mentioned in: Page Loading...

(45 is defined by , 2 relates to, 1 mentioned in)

Activity

People

Assignee:: Ann-Marie Breaux

Reporter:: Ann-Marie Breaux

Front End Estimator:: Mariia Aloshyna

Back End Estimator:: Kateryna Senchenko

Votes:: 0 Vote for this issue

Watchers:: 4 Start watching this issue

Dates

Created:: 17/Apr/23 6:05 PM

Updated:: 27/Nov/23 5:09 PM

Resolved:: 27/Nov/23 5:09 PM

Inventory UI changes needed for ECS