Create a MARC authority record via quickMARC UI

Description

Purpose: Catalogers need a way to create a MARC authority record via the quickMARC UI to support original cataloging workflows .

Use cases: As a cataloger, I need to be able to create new authority records so that I can:​

  1. Create headings that more closely align to the mission/objectives of my institution (locally created/managed)​

  2. Create headings that do not yet exist in external databases​

    1. Create records to distribute to other libraries as part of a standard database (as the distributing agency)​

    2. Create records to contribute to a standard/external database as part of cooperative cataloging (as the contributing agency)​

    3. Create records for eventual replacement by external record​

In scope

  • Ability to create new MARC authority record from quickMARC, access point = MARC authority app

  • Maintenance of authority source files / HRID generation per tenant configuration

  • Default MARC authority field values to populate quickMARC UI

  • Default MARC fields to populate once record is created

  • Required MARC authority fields to create a MARC authority record via quickMARC UI 

  • New permission for creation of authority record

Stories:

  1. Ability to configure local authority files​

    1. 001 prefix + starting number​

    2. Authority file name​

  2. Ability to create authority records for an external file​

  3. Ability to create new authority record via UI​

  4. Ability to select which authority file to add the new record to (i.e., specify 001 generation instructions)​

  5. Ability to configure which files users in the tenant(s) are able to select from when they are creating a new record

  6. ECS/multi-tenant support:

    1. Promote local authority to shared - Feature: UXPROD-4472

    2. Configuration of authority files in central tenant

    3. Ability to select from authority files when creating a new MARC authority

    4. Creating a new MARC authority from the central tenant automatically creates a shared record

    5. Creating a new MARC authority from the member tenant automatically creates a local record

Priority

Development Team

Spitfire

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

is defined by

relates to

requires

Checklist

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TestRail: Results

Activity

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Christine Schultz-Richert October 26, 2023 at 10:54 AM

Hey - yes, sorry that is confusing in the description. It is actually in feature https://folio-org.atlassian.net/browse/UXPROD-4472 

Pavlo Smahin October 26, 2023 at 9:44 AM

Hey , can we move out the "Promote local authority to shared" requirement to a separate feature as it seems to be out of the scope of creating local MARC authorities via quickMarc?

Done

Details

Reporter

PO Rank

0

Estimation Notes and Assumptions

BE estimate - undefined scope for number generation and migration

Front End Estimate

XXL < 30 days

Front End Estimator

Front-End Confidence factor

100%

Back End Estimate

XXL < 30 days

Back End Estimator

Back-End Confidence factor

100%

Release

Quesnelia (R1 2024)

Rank: Cornell (Full Sum 2021)

R4

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Created November 30, 2022 at 10:11 PM
Updated October 19, 2024 at 2:13 PM
Resolved May 16, 2024 at 2:51 PM
TestRail: Cases
TestRail: Runs