Consortia SIG Admin Tool / Admin Role Function List

	A	B	C	D	E	F	G
1	Category	Function	The Why: Notes / Examples	Associated SIG	Leverages existing or requires new functionality?	Interest Level or count?	Notes

2	General	Dropdown List Config	Ability to Centrally set contents or add contents to configurable dropdown lists; Parameters can be set in one place for all modules involving a particular parameter	App Interaction, UX Slack	Existing
3	General	Hierarchical configuration	Libraries in group can inherit "from above" (cascading) and locations are aware of properties "from below" and use this for scoping/batch function options	Bulk Edit SIG	New		Is this out of scope?
4	Tenant Management	Admin User Creation	User who can set up user privileges for users from different tenants and assign them cross tenant rights if needed		New	GBV
5	Tenant Management	Permissions Auditing	Function to display admin and other cross tenant roles		New	GBV
6	Tenant Management	Workflow Mangement	Configuration of tenant, permissions, and roles	App Interaction	Existing	Z Sasyk, EBSCO, Stanford hbz, GBV
7	Tenant Management	Integrations	Centrally managed ERP (SAP/Banner) for financials, system settings for batch import/export with FOLIO	Bulk Edit, Acquisitions	Existing	Z Sasyk, EBSCO, Stanford hbz, GBV
8	Tenant Management	Tenant Configuration	Centrally standardized configurations, policies, settings. Ability to "change once" and apply across tenants, configuration audit report functions	App Interaction	New	Z Sasyk, EBSCO, Stanford hbz
9	Tenant Management	Library configuration	Moving locations to a different library by changing just one entry in the configuration	Bulk Edit	Move to bulk edit	GBV
10	Circulation - Borrow/Request	Notices	Ability to customize notifications based on the patron home library	Resource Access
11	Circulation - Borrow/Request	Load Balancing	Centrally managed load balancing for unmediated hold requesting	Resource Access	New	FLO
12	Circulation - Borrow/Request	Title/Item/Volume Request	Functionality for both + ability to set any relevant configuration settings centrally; request specific volume but perhaps not copy	Resource Access	New	FLO	Need volume level. Currently item level hold only - working on Title level
13	Circulation - Borrow/Request	Borrowing Limit	Ability to create distinct groups of tenants for requesting wtihin a multi-tenant configuration (ex. Public libraries in one group; Academics in another)	Resource Access	New	Z Sasyk, EBSCO, FLO
14	Circulation - Borrow/Request	Request routing + logic	Ability to set system configuration to allow "moving" requests as needed or workflows/logic for directing requests when required to fulfill via other systems	Resource Access	New	Z Sasyk, EBSCO, FLO
15	Circulation - Borrow/Request	Integrations	Ability to configure integrations with other systems across tenants/centrally (Discovery, External Resource Sharing System, Campus Financial Systems)		Existing	Z Sasyk, EBSCO, Stanford, FLO, GBV
16	Circulation - Borrow/Request	Patron Prioritiy	Libraries can determine priority of patrons (local vs. consortial) perhaps multi-tiered scopes of tenant libraries	User Management / Resource Access	New	Z Sasyk, EBSCO, FLO
17	ERM	eHoldings Data	Interest in pushing data from central office to one or more tenants (eHoldings app) that then populates 3rd party tools (KBs, authentication systems like OpenAthens, etc.)	ERM	New	Z Sasyk, EBSCO, GBV
18	ERM	Dropdown List Config	Ability to push items into library defineable dropdown lists within ERM module	ERM	Existing / New	Z Sasyk, EBSCO, GBV
19	ERM	License Terms	Ability to push encoded license terms to tenants	ERM	Existing / New	Z Sasyk, EBSCO, GBV
20	ERM	KB	Ability to push knowledge base files to local tenants via Local KB Admin	0	Existing / New	Z Sasyk, EBSCO, GBV
21	ERM	Open Athens	Configuring FOLIO tenants as target for Open Athens authentication eg. ability to log in with credentials via OpenAthens	ERM / App Integration	Is this consortial?	Z Sasyk, EBSCO	User Stories needed - different statuses; who is using multiple patron banks, and roles Is ERM involved with this? Could this apply to resource remote access testing/consortia group purchases?
22	ERM	Authentication Links	Authentication link configuration for individual tenants to shared or group purchases (eg. eBook packages)	ERM	New - Can we define and submit this as JIRA?	Z Sasyk, EBSCO, GBV
23	Batch Process	Batch Monitor	Status of batch processes + automated tasks, warnings for incomplete/failed jobs	Sysops / Management / App Interaction / all?	New	GBV
24	Bulk Edit	Bulk Edit Logs/Errors	Status of bulk edits	Bulk Edit	New	GBV
25	Bulk Edit	Scheduling	Ability to schedule bulk edits	Bulk Edit, App Interaction	New	GBV
26	Batch Process	Batch Scheduling	Ability to schedule batch processes (patron loading, removal of users and patrons, removal of lending requests, creation and update of search index)	Sysops / Management / App Interaction / all?	New	Z Sasyk, EBSCO, Stanford, GBV
27	Batch Process	Scheduling of offline jobs	Schedule and run statistics of local library system's offline (ie Consortia Admin Tool) jobs (example: WebSMM\|APCC, which is the tool from OCLC\|PICA LBS in use at GBV. It is now integrated in the UI but only accessible as admin) - Use cases: volume (barcode) update from catalogue to lending app; create acq orders offline and send them by email; all kind of reminders (acq: open orders, open issues of subscriptions; loan: overdue loans); printing address labels; fiscal year rollover routines; importing orders and invoices from vendors; fixing of inconsistent data in different tables) including warnings; email communications	App Interaction		GBV
28	Bulk Edit	Preview	Preview of results of bulk edit change
29	Bulk Edit	Patron Attributes	User loads, patron expiry, blocks, etc.	Bulk Edit		GBV
30	Bulk Edit	Record updates	Changing vendor/resource URLs, Record updates ie. 856	Bulk Edit		Z Sasyk, EBSCO, Stanford, GBV
31	Batch Process	Bib updates/imports	Authority, Bib records	Entites Management (?)			First dependent on where folio goes to address this and implement the feature for a single tenant. Then perhaps central admin tool would perform the function at the consortium level.
32	Batch Process	Bib batch export	OCLC, HathiTrust, Discovery Holdings			Z Sasyk, EBSCO, Stanford	Follow up on this functionality for existance for individual institutions - See 11 - perhaps related but not this case specifically
33	Bulk Edit	Items	Item status / availability changes (ex. Setting availability for items during covid and group circulation); renewals, checkin/out, withdrawls, item properties				See 1,2,3,4,5,11,...58
34	Batch Process	Acqusitions	Orders (status, export/imports), reminders - include note about consortial ordering - ability to push to all tenants due to consortial agreement/contracts (possibly single tenant or multilibrary system)	Acquisitions		Z Sasyk, EBSCO, GBV	Not included: clarify
35	Bulk Edit	Acqusitions	Orders record issues for corrections or other order record elements; include note about consortial ordering - ability to push to all tenants due to consortial agreement/contracts (possibly single tenant or multilibrary system)	Acquisitions		Z Sasyk, EBSCO, GBV
36	Batch Process	Financial	Bursar communications of transactions, patron fees/fines, budgets, invoices, EDI; automate data import	Acquisitions, Resource Access	Admin Role	Z Sasyk, EBSCO, GBV	Not included; clarify
37	Bulk Edit	Logic/Conditions	Calculations for patron expiry, Changes based on conditions such as patron status changes with certain circumstances (if fines exceed certain date, drop fines from account), triggers for processes	Resource Access			Function; not included
38	Batch Process	Logic/Conditions	Calculations for patron expiry, Changes based on conditions such as patron status changes with certain circumstances (if fines exceed certain date, drop fines from account), triggers for processes	Resource Access			Function; not included
39	Documentation	User documentation	Application documentation for “key users” with background information, automatically distributed,	Documentation WG		C Tobias (DOCS WG)	Documentation for docs.folio.org
40	Documentation	Institutional Information	Profile information; Contacts, correspondence & tracking, harware info, networking details, statistics identifiers, etc.
41	Documentation	Mail log	Maintain log of library / patron communications			FLO, GBV
42	Documentation	Central Admin	Firewall configuration, schedule of all batch processes, runtime stats of processes and offline jobs, status			GBV
43	Documentation	Integration	Integration of documentation and documentation of interactions may be legally required for some groups
44	System Monitoring	Health Checks
45	System Monitoring	Batch process dashboard	Batch processing checks - warnings for incomplete/failed jobs			GBV
46	System Monitoring	Version change	Version change notes, information
47	System Monitoring	Consistency checks
48	System Monitoring	Restore	System restore, rollback to earlier state, disaster recovery			GBV
49	Mailing	User information	Uses mail addresses from ILS user accounts			FLO
50	Mailing	Templates/configuration	Highly configurable, can provide listings of items, fees etc. to the patrons			FLO, GBV
51	Mailing	Language	Supports multiple languages			GBV
52	Mailing	Communication flexibility	Used for regular mails not supported (yet) by the ILS and also one time mails - for instance during a pandemic
53	Data management	Syncronization	Synchronize accounts between ILS and union catalogue (currently every two hours)		Batch Process
54	Data management	Fine/Fees	Remove time-barred fees and fines (example: on January, 1st using cron)	Resource Access	Add to bulk edit
55	Data management	User deletion	Remove “obsolete” users	Resource Access	Add to bulk edit	GBV
56	Data management	User management	Prolong expiration of many or all user accounts (during pandemic, may have side effects that only admins can treat properly)	Resource Access	Add to bulk edit
57	Data management	Transmission of fees	Transfer of “no longer acceptable” fees and fines “to the bursar” in conjunction with blocking the patron in the ILS. (example: monthly using cron)	Resource Access	Batch Process
58	Circulation	Self service	Enhanced circulation via virtual self service machine (using SIP2)	Resource Access
59	Circulation	Auto Renewals	Automated renewals “within” loan rules - if nothing (fees, status etc.) prevents them	Resource Access
60	Circulation	Custom renewals	Infinite renewals in contrast to the previously used “giant/infinite” loan period - no more recalls and transparent loan periods	Resource Access
61	Data Warehouse	LDP (consortia case)	Reports are constructed with SQL (Postgres) queries; Index data may be at work?	Reporting		GBV
62	Data Warehouse	API	API connection management	System Operations and Management? App integration?		GBV
63	Data Warehouse	LSP data push/feed	FOLIO data push connection	System Operations and Management? App integration?
64	Data Warehouse	Harvest	Harvesting and storing data across tenants	System Operations and Management?		GBV
65	Data Warehouse	Exports	Technical export of data	Reporting		GBV
66	Data Warehouse	Admin Reports	Predefined “Admin Reports”	Reporting		GBV	EOM note: In-app "reports" are not covered by Reporting. Reporting currently focuses on querying the database directly on specific data fields, either within a module or across modules. They are building a repository of sample queries, but there's not really "predefined reports" in the sense there may be in other LMS
67	Data Warehouse	Reconciliation Reporting	Reporting for reconciliation	Reporting			EOM note: reconciliation of intraconsortial borrowing?
68	Authority	Change push	Ability to connect with authority provider to send new catalog records and push changes through to associated library bib records - deduplication	Metadata Management
69	Authority	Group Authority Process	Generate a list of new MARC records across the consortium, deduplicated, to authority service and reinsert records into the assocated institution(s) catalog				Explore HRID impacts and ability of data loader to accommodate multple HRIDs in records
70	Authority	Linked Data	Consider utilizing URIs/Linked Data to build in relationships between records and authority	Metadata Management			Raise for awareness with Metadata Management
71	Sandbox	Configuration	General central configuration
72	Sandbox	Data selection	Initiate sandbox with test data, not live
73	Sandbox	Data / Settings Refrech	Refresh with data from live environment
74	Sandbox	Scheduling/Batch	Schedule data refresh
75	Sandbox	Target Tenants	Ability to target or select tenants for sandbox CRUD
76	Sandbox	Sandbox lifecycle	Perpetual access vs. temporary point-of-need
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