Import Orders in MARC format
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Ann-Marie BreauxJune 7, 2023 at 3:32 AM
Hi @Khalilah Gambrell I'm curious why this completed Folijet feature was reassigned to Spitfire. Was it perhaps a mistake? OK if I switch it back?
Julie Brannon (old account)February 28, 2023 at 7:12 PM
@Ann-Marie Breaux Is this feature still included in Orchid? I'm looking at Test Rail for the upcoming BugFest and I'm not seeing test cases related to MARC import to create orders, so I wondered if maybe it will be included in Poppy instead? Or I also might be completely missing them in Bug Fest . Thanks!
Ann-Marie BreauxFebruary 7, 2023 at 8:18 AMEdited
Hi @Charlotte Whitt This feature (https://folio-org.atlassian.net/browse/UXPROD-185#icft=UXPROD-185) will be completed in Orchid. I don't know when https://folio-org.atlassian.net/browse/UXPROD-663#icft=UXPROD-663 will be completed. I left a comment on that feature a few minutes ago, based on a question from Erin. https://folio-org.atlassian.net/browse/UXPROD-3814#icft=UXPROD-3814 will probably be in the Quesnelia release, once libraries have a chance to work with the functionality of https://folio-org.atlassian.net/browse/UXPROD-185#icft=UXPROD-185. And of course if there are signficant bugs for https://folio-org.atlassian.net/browse/UXPROD-185#icft=UXPROD-185, we'll aim to take care of them during Orchid Bugfest or Poppy.
Charlotte WhittFebruary 6, 2023 at 5:30 PMEdited
Hi @Ann-Marie Breaux - in a meeting we are trying to understand the connection between:
https://folio-org.atlassian.net/browse/UXPROD-185#icft=UXPROD-185
https://folio-org.atlassian.net/browse/UXPROD-663#icft=UXPROD-663
https://folio-org.atlassian.net/browse/UXPROD-3814#icft=UXPROD-3814
Which feature is to be done first, and which to be done after the other.
CC: @Christie Thomas @(OLD ACCOUNT) Erin Nettifee @Jacquie Samples
Ann-Marie BreauxOctober 7, 2022 at 1:59 PM
Development has not proceeded as quickly as I hoped on this (complexity of sorting out the requirements across 2 dev teams, shortened Nolana dev period, varying functionality in Orders and Import apps). Spoke with Data Import Subgroup and Acquisitions SIG this week to explain that we will be delaying the release until Orchid, so that we have time to put all of the pieces together, identify gaps in the basic workflow, and have solid UAT. Updated the feature and all linked stories from Nolana to Orchid release value
Combined with UXPROD-2282, which was closed as a duplicate
Split the Acq record types (orders and invoices) from the Inventory and MARC record types (UXPROD-2075, UXPROD-2286)
See the Syntax and Field Types tabs of https://drive.google.com/open?id=17kCccovBR-RAVK-coW7fpXvJfaRmYA2mUHoVLSF9Spo for field mapping syntax details
Main work in this feature will be the Order field mapping profile
Help the user set mapping rules and profiles for dealing with incoming batch loads:
Find data elements in fields of incoming MARC Bibliographic file
Map to data elements of appropriate FOLIO Acquisitions records
Same field mapping options as MARC Inventory field mapping profiles
Allow for sequential mapping (first look in this field for data, then in this field)
Allow for defaults
Allow for blanking out data in existing FOLIO fields A-M check is this is needed - maybe only create, not update?
Allow for mappings to be created and saved as data mapping profiles, or to be created on the fly
Apply the rules to parse the incoming data and deliver to the FOLIO Orders app, to create orders and order lines
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Bring job profiles to life for MARC Bibliographic records creating (not yet deleting) Order + Order line records
Note: This is based on UI input, not command line. Data Migration may take care of loading PO and PO Line data based on command line interaction with Order APIs.
Parse incoming order data in MARC records to identify relevant order details, package them up, and deliver to the orders app with appropriate rules, so that orders and order lines can be created.
When start importing orders and shelfready data, preference is to match on PO or Order Key and then update associated Instance, MARC Bib, Holdings, Items – make sure this is a requirement in the order import (see UXPROD-3345)
See additional details here: https://folio-org.atlassian.net/wiki/display/MM/Create+orders+by+importing+MARC+Bibliographic+Records