Allow for mapping the POL's fund based on fund CODE in MARC record

Description

Purpose: To confirm ability to map an incoming fund code from the MARC Bib into the fund code field of the POL

As a staff person working with MARC Bib order data
I want FOLIO to be able to interpret the fund CODE data properly
So that I can use it to populate the fund field of the POL

Scenarios

  1. Scenario 1

    • Given the Data Import field mapping profile

    • When a user specifies a MARC field and subfield for the POL fund

    • Then use that data to find the appropriate FOLIO fund to assign in the POL's fund field

    • NOTES:

      • The incoming MARC fund code should be an exact match to the FOLIO fund code, except the match should ignore case (e.g. hist and Hist and HIST are the same fund code, but are not the same fund code as history and History and HISTORY)

      • Per the SMEs, MARC mapping is not required for the fund name or the fund name (fund code), but only for the fund code

BE: test after , no additional BE effort is required.

CSP Request Details

None

CSP Rejection Details

None

Potential Workaround

None

Attachments

1

Checklist

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TestRail: Results

Activity

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Kateryna Senchenko February 17, 2023 at 8:51 AM

The issue was fixed from UI side

Ann-Marie Breaux February 13, 2023 at 8:18 AM

Hi Tested on Snapshot, and all looks good - thank you!

I created test https://foliotest.testrail.io/index.php?/cases/view/376975 that tests 4 versions of fund and expense class mappings. Once you review it, please set it to Critical path, and then this Jira can be closed. Thank you!

Ann-Marie Breaux February 9, 2023 at 7:45 AM

Hi I'll create the TestRail for this Jira, combined with . Thank you!

Ann-Marie Breaux February 8, 2023 at 3:41 PM

Hi and I tested the cascade with an invalid fund in the incoming MARC record and the a valid default fund after the "else". It errors, which I think is our standard behavior in this kind of cascade situation. See attached video.

Ann-Marie Breaux February 7, 2023 at 8:04 AM

Hi Yes, but I'll want to add a couple tests to this Jira and

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Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Folijet

Release

Orchid (R1 2023)

RCA Group

Lack of testing

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Created February 2, 2023 at 6:47 AM
Updated March 2, 2023 at 12:45 PM
Resolved February 17, 2023 at 8:51 AM
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