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Single tenant with multiple libraries

This space is to define needed requirements from a functional point of view and to share information about the actual process of permitting and denying. It is of additional interest to document the process of shared features, like notes, tags or custom fields.


UXPROD-1994: ERM | Single Tenant w/ Multiple Libraries Support

UXPROD-979Ability to create Teams (acquisitions units) and assign users, orders, organizations, invoices and funds to them.

serverFOLIO Issue Tracker
: Multiple Language and Localization settings per institution (was Multiple timezones per institution)

Use cases

#use casedescriptionprocess of permitting or denyingprovided by
1Timezone ManagementLibraries in different timezones need to be aware of their individual timezone in order to properly calculate fines and due datesideally, administrators could be designated for the library to control the timezone and other settings for that library, but not others. but I don't know if that is an absolute requirement.
2Currency ManagementLibraries can be allowed to set their own default currency for purchases and transactions (e.g., RMB in China, Dollars in the US)ideally, administrators could be designated for the library to control the current settings for that library, but not others. but I don't know if that is an absolute requirement.
3Courses AppIf a staff member works at a specific library or specific campus, they only see the course reserves information for that library or campus, and can only edit / manage the courses for that library or campus.

if controls are at institution level, you would need an option at the institution level to specify whether courses for that institution could be shared.

you would also need to associate a specific set of courses to the institution so that the courses app would know which courses to apply restrictions to

Erin Nettifee (Duke)
4Locations Management

If a library staff member is administrator for a specific library or campus, they should only be able to add, edit, or delete locations for their specific library or campus. 

This would contribute to a model where location management could be pushed outward to staff who are actually doing stacks management, as opposed to IT.

5Organizations AppAs an acquisitions librarian working at a specific branch library within a single tenant I can only see organizations used by this library. I may have different contact people than another library within this tenant.I need a way to relate organizations as well as system users to different libraries. There may be system users who have access to all organizations within the tenant. This could be managed via library codes or numbers that are added to the organization records and system user records. 
  • library codes
    • in LBS4 libraries within a single tenant have “library codes” (# between 0 and 255)
    • the system users only have access to funds and budgets of the library they are working at
    • if library code is “0”, there is no library affiliation existing
    • in general, orders are created only for the own library; further permissions can be granted
  • Specific approval
    • if users are marked as have ”specific approval”, they can view and edit orders of all libraries within that tenant
  • acquisition staff
    • if users are marked as “acquisition staff”, they can view and edit orders of all libraries within that tenant. In addition, the orders those users created automatically have library code “0”, which means they are related to no specific library and can be viewed by everyone
  • other libraries
    • if users are marked as “other libraries”, they can view orders of other (=all) libraries within that tenant
  • user types
  • users are categorized into different user types: system admin, institutional admin and library admin
7FundsI can restrict users to only see their own library's funds and budgets. In consequence, they can only use their library's budgets for orders and payments.

User records can be related to specific libraries by adding a library code/number to the user record. The user then has only access to funds of his library. When Library code is "0" the user does not belong to a specific library.

8Permission SetsI can grant users the ability to assign certain permission sets while restricting others.Managers at libraries can assign permission set that concern local operations, but are restricted from assigning permission sets that affect consortium settings.   For example, a library could be permitted to assign a permission set that allows check in and check out, but not one that allows altering of circulation rules. 
9ReportingI can restrict users teams to only see their own library's funds , budgets and payments in reporting.Some vendors may restrict the terms of a license.  When a user runs a report,  I need to be able to limit the data returned to data they have access to in Folio through their team
10eholdingsOnly show my institution or library eholdings. Can only see another institution or library eholdings if permission assigned. Will need to apply a permission that allows libraries to see each others eHoldings and/or CRUD another libraries eholdings. Khalilah Gambrell