Instance: Add related instances data element

Description

Overview: Wrap-up work on the Instance record. Parts of the Instance record as of Q4 2018 were only following thin-thread and half-baked implementation of identified missing metadata elements. Work will focus on

  • Instance: Add related instances data element

Usecase:

  1. as a staff user at the circulation desk I want to see related instances, e.g. a

    • different version of an audio book

    • a movie based on a book

    • a musical based on an opera

Reguirements gathered by the MM-SIG:

  1. https://docs.google.com/presentation/d/1EJGu_a0Od_Uf0Mx0WcUYLHETv6tfoxCHNW8MiJj70HA/edit#slide=id.p

Priority

Fix versions

None

Development Team

None

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Attachments

2

Checklist

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Ann-Marie Breaux December 5, 2022 at 3:59 PM

Thanks, good to know. I saw "In progress" so I thought dev work had started!

Charlotte Whitt December 5, 2022 at 10:35 AM

Hi - this work is scheduled for Poppy - so I'm not working on this right now.
CC:

Ann-Marie Breaux December 5, 2022 at 4:51 AM

Hi For now, I'm going to assume that this additional data element (related instances) in the Instance is not controlled by any underlying MARC record and does not need to be created or edited via Data Import. If that is accurate, then we'll plan to ignore all of this for Data Import. If that is not accurate, then please let me know ASAP, so that we can consider how this might affect Data Import for Poppy.

cc:

Ann-Marie Breaux June 21, 2022 at 7:59 PM

Hi and If we sequence it the way we did for Admin notes, then if Prokopovych does the work in Nolana, Data Import would do corresponding work in Orchid. If the DI work needs to be done in Nolana, we definitely need to understand that. And this all presumes that the data elements and data schema for Preceding/Succeeding, Other related titles, and Parent/Child are not consolidated (a conversation in another Jira someplace). If they are, that will will require more analysis and testing, plus figuring out how to deal with existing data already in the current configuration. We've also had issues with preceding/succeeding data where the fields behave differently if the instance source = MARC (controlled by the SRS MARC 780/785 fields) versus if the instance source = FOLIO (allows lookup and linking to another instance)

Khalilah Gambrell June 21, 2022 at 7:15 PM
Edited

Hey - I am going to ask the same questions as . Based on the below screenshot, it appears that we need to update MARC bib default mapping to support this requirement as it can control this information? If this is the correct, is the plan to have all MARC fields not crossed out included in default mapping? And thus data import work is required?

Details

Reporter

PO Rank

87

PO Ranking Note

CW: This feature is a newly created feature split out of UXPROD-1420. The low calculated total rank can be explained partly with the libraries have not yet ranked the feature. I'll lower the feature to reflect a couple of libraries can wait up to a quarter after Go live, and one library can wait one year.

Analysis Estimate

Medium < 5 days

Analysis Estimator

Front End Estimate

Large < 10 days

Front End Estimator

Front-End Confidence factor

Medium

Back End Estimate

XL < 15 days

Back End Estimator

Rank: 5Colleges (Full Jul 2021)

R4

Rank: Cornell (Full Sum 2021)

R2

Rank: Chalmers (Impl Aut 2019)

R4

Rank: GBV (MVP Sum 2020)

R1

Rank: hbz (TBD)

R1

Rank: TAMU (MVP Jan 2021)

R2

Rank: Chicago (MVP Sum 2020)

R2

Rank: U of AL (MVP Oct 2020)

R2

Rank: Lehigh (MVP Summer 2020)

R2

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Created July 17, 2019 at 2:38 PM
Updated 2 days ago
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