Inventory Single Record Import: Overlays for Source=MARC Instances retain 003 when they shouldn't (Lotus HF1)

Overview: When Inventory Single Record Import is used to overlay an existing Instance, the resulting SRS MARC Bib should not have an 003 field. As of Kiwi, this was working properly. Starting in Lotus, for Instances with Source = MARC, the 003 is accidentally being retained. Also, the standard 001/003/035 behavior to move the non-FOLIO 001 into an 035, preceded by the value from the 003 is not being followed This affects Lotus BF and current data import (Morning Glory dev)

Per this may also be happening in non-Inventory Single Record Import scenarios also

Current workaround: Manually delete the 003 via quickMARC (which is not realistic and would also require enhanced permissions for staff who import records (perhaps for ordering) but do not edit MARC records).

Steps to Reproduce:

1. Log into Kiwi BF, Lotus BF, and Snapshot or Snapshot-2

2. Go to Settings/Inventory/Z39.50 target profiles

3. Find the profile called OCLC WorldCat

4. Check the Authentication field to see if it contains the value 100473910/PAOLF

   • If yes, then do not make any changes

   • If no, then edit the profile to add that value in the Authentication field, and save the updated profile

5. There are 3 ways of importing OCLC records via Inventory Single Record Import. Try each way in each environment

   • No existing Instance; Import to create a new Instance and SRS MARC

   • Existing Instance with source = FOLIO; Overlay to create an SRS MARC and update the Instance

   • Existing Instance with source = MARC; Overlay to update the SRS MARC and Instance

6. For No existing Instance; Import to create a new Instance and SRS MARC

   • Go to Inventory home page (click Reset all if necessary)

   • Click Actions/Import

   • Make sure the modal says Enter OCLC WorldCat identifier If not, click the dropdown list and select OCLC WorldCat

   • Copy and paste one of the OCLC numbers below

   • Wait until you see a green success toast and a new instance is created

   • In the Instance details, select Actions/View source

   • Look for an 003 field in the SRS MARC Bib record

7. For Existing Instance with source = FOLIO; Overlay to create an SRS MARC and update the Instance

   • Go to Inventory home page (click Reset all if necessary)

   • Click Actions/New

   • In the Instance create screen, add the following data

     • Title: Test import overlay

     • Resource type: Select a value from the dropdown list

     • Save the newly-created instance, and confirm that the Instance's Source = FOLIO

   • In the Instance details pane, go to Actions/Overlay source bibliographic record

   • Make sure the modal says Enter OCLC WorldCat identifier If not, click the dropdown list and select OCLC WorldCat

   • Copy and paste one of the OCLC numbers below

   • Wait until you see a green success toast and the instance is updated with a new title

   • In the Instance details, select Actions/View source

   • Look for an 003 field in the SRS MARC Bib record

8. For Existing Instance with source = MARC; Overlay to update the SRS MARC and Instance

   • Go to Inventory home page (click Reset all if necessary)

   • Use the Source filter to find an existing Instance with Source = MARC (or you could use the instance that was created in the first import)

   • Confirm that the Instance's Source = MARC

   • In the Instance details pane, go to Actions/Overlay source bibliographic record

   • Make sure the modal says Enter OCLC WorldCat identifier If not, click the dropdown list and select OCLC WorldCat

   • Copy and paste one of the OCLC numbers below

   • Wait until you see a green success toast and the instance is updated with a new title

   • In the Instance details, select Actions/View source

   • Look for an 003 field in the SRS MARC Bib record

Expected Results: In all 3 environments, for all 3 scenarios, the SRS MARC record should not contain an 003 field

Actual Results:

• Kiwi BF: all worked properly

• Lotus BF: No instance and Source = FOLIO instance worked properly; Source = MARC Instance retained the 003 in the SRS MARC, and did not create a new 035 from the non-FOLIO 001/003 fields

• Snapshot (Morning Glory): No instance and Source = FOLIO instance worked properly; Source = MARC Instance retained the 003 in the SRS MARC, and did not create a new 035 from the non-FOLIO 001/003 fields

Additional Information: See attached video

OCLC numbers that can be used for testing:

• 20181508 Cajun music: a reflection of a people

• 25051428 Cajun music and zydeco

• 593748040 Old time Cajun music

• 968730635 The makers of Cajun music

• 51161140 Cajun music: the essential collection

• 1125515427 Disenchanting les bon temps

And we should also test with regular (non-Inventory Single Record Import) Data Imports that update some source = MARC and some source = FOLIO Instances, to be sure that the 001/003/035 is being handled properly.