Holdings notes not being exported properly in MARC Bibs when there are multiple holdings

Description

Overview:
When exporting a MARC Bib with holdings data for multiple holdings, if the holdings have different notes in them, the exported note data is not separated properly between the two 9xx fields. It might be worth checking for any similar issue with repeatable fields in the holdings record when there are multiple holdings being exported as data in a MARC Bib

Environment: This is happening in a Lotus HF1 environment, but reproduces in Snapshot

Steps to Reproduce:

  1. Find an Instance in Inventory with Source = FOLIO, or else import one using Inventory Single Record Import or the default profile for creating a MARC Bib and Instance

  2. View the Instance that was created in Inventory

  3. Create a holdings on the Instance, with the following information

    • Permanent location: pick any location in the hosted ref envs (Main, Annex, etc.)

    • Add 2 notes in the holdings record

      • Note 1: pick a holdings note type from the dropdown list, add a note, and mark it Staff only

      • Note 2: pick a different holdings note type from the dropdown list, add a note, and DO NOT mark it Staff only

  4. Save the new holdings record

  5. Create another holdings record on the Instance, with the following information

    • Permanent location: pick any location in the hosted ref envs (Main, Annex, etc.), but it should be different from the location in the first holdings you created

    • Add 3 notes in the holdings record

      • Note 1: pick another different holdings note type from the dropdown list, add a note, and DO NOT mark it Staff only

      • Note 2: pick another different holdings note type from the dropdown list, add a note, and mark it Staff only

      • Note 3: pick another different holdings note type from the dropdown list, add a note, and DO NOT mark it Staff only

  6. Save the new holdings record

  7. Now you should have 2 holdings on the Instance

    • Each holdings has a different permanent location

    • Holdings 1 has 2 notes, each a different type, 1 marked as staff only, 1 not marked as staff only

    • Holdings 2 has 3 notes, each a different type from each other and from holdings 1, with 1 marked as staff only, and 2 not marked as staff only

    • So a total of 5 notes across the 2 holdings, each note a different type, with 2 marked as staff only, and 3 not marked as staff only

  8. Go to Settings/Data export/Field mapping profiles, and create the following profile

    • Name: Holdings notes and HRID

    • Record type: Holdings, Source record storage (entire record)

    • Output format: MARC

    • Transformations

      • Holdings HRID: 900 $a

      • Then select the plain and staff version fields for each of the notes that you assigned to the holdings records, and put them in successive 900 subfields. See attached screenshot for an example

  9. Save the field mapping profile

  10. Go to Settings/Data export/Job profile, and create the following profile

    • Name: MARC Bib with Holdings HRID and Notes

    • Attach the field mapping profile created in the previous step

  11. Save the job profile

  12. Go to Inventory and find the Instance that was created

  13. In the results list, go to Actions/Save instances UUIDs

  14. Go to the Data export app and upload the delimited file of UUIDs

  15. Select the job profile created above and run the export

  16. Once the MARC file has been created, download it and view the 900 fields and their subfields

Expected results:
Two 900 fields in the MARC Bib, each with a different Holdings HRID and the 2 or 3 notes pertaining to that specific Holdings

Actual results:
Two 900 fields in the MARC Bib, with the correct HRIDs, but both displaying all 5 notes

Other: see attached video, screenshots, and exported MARC file from Snapshot, plus a few screenshots from Mich State's Lotus HF1 environment

Interested parties:

CSP Request Details

None

CSP Rejection Details

None

Potential Workaround

None

Attachments

14

Checklist

hide

TestRail: Results

Activity

Show:

Oleksandr Bozhko September 28, 2022 at 7:14 AM

- this story was verified on snapshot-2 environment:

1. Select any instance and add 2 holdings with different number of holdings notes and holdings locations:

2. Go to Settings -> Data export -> Field mapping profiles -> New and create the following mapping profile:

3. Go to Settings -> Data export -> Job profiles -> New and create the following job profile:

4. Go to Data export -> drag and drop csv file with UUID of instance that contains 2 previously created holdings, select previously created job profile, Instances and click on Run:

5. Download completed .mrc file and verify the result:

As you can see above, every holdings record contains only its own holdings notes.

 

 

Oleksandr Bozhko September 21, 2022 at 12:47 PM

After investigation it was decided to move this bug into GMU project.

Denis September 7, 2022 at 1:36 PM

might be moved to GMU - tbd

Done

Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Firebird

Fix versions

Release

Nolana (R3 2022)

RCA Group

TBD

Affected Institution

MI State University/Library of Michigan

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs

Created August 18, 2022 at 8:58 AM
Updated October 7, 2022 at 1:28 PM
Resolved September 29, 2022 at 9:45 PM
TestRail: Cases
TestRail: Runs