Issues
- Planning for Import of MARC Bibs to create/update multiple holdings and itemsUXPROD-3729Resolved issue: UXPROD-3729Ann-Marie Breaux
- Remaining Job and Match profile refinementsUXPROD-2338Resolved issue: UXPROD-2338Ann-Marie Breaux
- Remaining Job and Match profile work, part 3UXPROD-2208Resolved issue: UXPROD-2208Ann-Marie Breaux
- Data Import: Ability to export Data Import profile details via UIUXPROD-2099Ryan Taylor
- Remaining Job and Match profile work, part 2UXPROD-2077Resolved issue: UXPROD-2077Ann-Marie Breaux
- Remaining Job and Match profile work, part 1UXPROD-1769Resolved issue: UXPROD-1769Ann-Marie Breaux
- CRUD for Match ProfilesUXPROD-1378Resolved issue: UXPROD-1378Ann-Marie Breaux
- Job Profile Tree: Changes needed to support Static value submatchesUIPFIMP-11Resolved issue: UIPFIMP-11Mariia Aloshyna
- Wording in action profile relink modal is not correctUIPFIMP-10Resolved issue: UIPFIMP-10Mariia Aloshyna
- Match profile: form values are reset on page resizeUIDATIMP-867Resolved issue: UIDATIMP-867Mariia Aloshyna
- Match profile: existing record value not working for MARC 001UIDATIMP-865Resolved issue: UIDATIMP-865Mariia Aloshyna
- Predefined value doesn't shown for Existing Instance record field on edit match profile screenUIDATIMP-822Resolved issue: UIDATIMP-822Ihor Koba
- Cannot create match profileUIDATIMP-821Resolved issue: UIDATIMP-821Ihor Koba
- Disallow UI edit & deletion of the System-supplied default single record import profilesUIDATIMP-784Resolved issue: UIDATIMP-784Ivan Kryzhanovskyi
- Match profile: Add validation to "Existing record" detailsUIDATIMP-782Resolved issue: UIDATIMP-782Mariia Aloshyna
- Action profiles linked to match profiles do not show the job profiles they are linked toUIDATIMP-774Resolved issue: UIDATIMP-774
- Holdings Item match profile problemUIDATIMP-747Resolved issue: UIDATIMP-747Mariia Aloshyna
- Match profiles are misaligned and have a stray line in themUIDATIMP-739Resolved issue: UIDATIMP-739Ivan Kryzhanovskyi
- Match profile create-edit & view screens: change unuseable options to disabledUIDATIMP-676Resolved issue: UIDATIMP-676Ihor Koba
- Refine identifier matching for InstancesUIDATIMP-630Resolved issue: UIDATIMP-630Mariia Aloshyna
- Match profile does not save information reliably upon creation or edit.UIDATIMP-604Resolved issue: UIDATIMP-604Mariia Aloshyna
- Optional sections of match profile do not clear out when removedUIDATIMP-597Resolved issue: UIDATIMP-597Mariia Aloshyna
- Match profile: Add Item UUID as a match optionUIDATIMP-591Resolved issue: UIDATIMP-591Ivan Kryzhanovskyi
- Match profile: Add Holdings UUID as a match optionUIDATIMP-590Resolved issue: UIDATIMP-590Ivan Kryzhanovskyi
- Match profile: Add Instance UUID as a match optionUIDATIMP-589Resolved issue: UIDATIMP-589Ivan Kryzhanovskyi
- Update the available Incoming record options for Match profilesUIDATIMP-562Resolved issue: UIDATIMP-562Ihor Koba
- Update MARC matching UI to differentiate [any] versus [blank] indicatorsUIDATIMP-525Resolved issue: UIDATIMP-525Ihor Koba
- Can't use decimal in Static value number matchUIDATIMP-440Resolved issue: UIDATIMP-440Mariia Aloshyna
- Some Match Details sections look broken with RTL localesUIDATIMP-426Resolved issue: UIDATIMP-426Mariia Aloshyna
- Record Type Selection Tree looks broken with RTL localesUIDATIMP-425Resolved issue: UIDATIMP-425Mariia Aloshyna
- Data import settings Match Profiles: Cleaning up UI data when changing Match From/To during editUIDATIMP-415Resolved issue: UIDATIMP-415Taras Tkachenko
- Data import settings Match Profiles: Changes for Static value Number, Date submatchesUIDATIMP-414Resolved issue: UIDATIMP-414Mariia Aloshyna
- Rearrange the match profile diagram structureUIDATIMP-411Resolved issue: UIDATIMP-411Mariia Aloshyna
- Data import settings page's 4th pane for Match Profiles: Changes needed to support Delimited file input - DRAFTUIDATIMP-385
- Unlink action profile from field mapping profile is not workingUIDATIMP-381Resolved issue: UIDATIMP-381Taras Tkachenko
- Page unstable error when trying to save match profileUIDATIMP-380Resolved issue: UIDATIMP-380Taras Tkachenko
- Fix wording of profile create/update confirmation toastUIDATIMP-379Resolved issue: UIDATIMP-379Taras Tkachenko
- Convert Match Profiles form Existing Record Field name to JSONPath formatUIDATIMP-375Resolved issue: UIDATIMP-375Mariia Aloshyna
- Data import settings page's 4th pane for Match Profiles: Create MARC records' match-to sectionUIDATIMP-373Resolved issue: UIDATIMP-373Taras Tkachenko
- Match Profiles: Remove EDIFACT invoice as a match optionUIDATIMP-353Resolved issue: UIDATIMP-353Ivan Kryzhanovskyi
- Data import settings page's 4th pane for Match Profiles: Changes needed to support Static value text submatchesUIDATIMP-352Resolved issue: UIDATIMP-352Taras Tkachenko
- Revise the 3rd and 4th panes of the Data import settings page for Match ProfilesUIDATIMP-332Resolved issue: UIDATIMP-332Mariia Aloshyna
- SPIKE: Investigate and check JSON SCHEMA support in all the modules we need.UIDATIMP-331Resolved issue: UIDATIMP-331Mariia Aloshyna
- Data import settings page's 4th pane for Match Profiles: Create FOLIO records' field listsUIDATIMP-330Resolved issue: UIDATIMP-330Mariia Aloshyna
- Data import settings page's 4rd pane for Match Profiles: Create Match Profiles Form rendererUIDATIMP-325Resolved issue: UIDATIMP-325Mariia Aloshyna
- cannot save new match profileUIDATIMP-282Resolved issue: UIDATIMP-282Oleksandr Yehorov
- Update Match Profile schemaUIDATIMP-251Resolved issue: UIDATIMP-251Taras Tkachenko
- Create FlexibleForm ComponentUIDATIMP-246Resolved issue: UIDATIMP-246Ivan Kryzhanovskyi
- SPIKE: Define Forms Metadata Structure for Match ProfilesUIDATIMP-245Resolved issue: UIDATIMP-245Taras Tkachenko
- Create RecordTypesSelector ComponentUIDATIMP-244Resolved issue: UIDATIMP-244Oleksandr Yehorov
50 of 94
Planning for Import of MARC Bibs to create/update multiple holdings and items
Done
Description
Priority
Fix versions
Development Team
Folijet
Assignee
Ann-Marie Breaux
Ann-Marie Breaux(Deactivated)Solution Architect
None
NoneParent Field Value
None
Parent Status
None
defines
is defined by
is required by
Checklist
hideTestRail: Results
Details
Details
Reporter
Ann-Marie Breaux
Ann-Marie Breaux(Deactivated)PO Rank
120
Analysis Estimate
Large < 10 days
Analysis Estimator
Ann-Marie Breaux
Ann-Marie Breaux(Deactivated)Front End Estimate
Small < 3 days
Front End Estimator
Mariia Aloshyna
Mariia AloshynaFront-End Confidence factor
80%
Back End Estimate
Medium < 5 days
Back End Estimator
Kateryna Senchenko
Kateryna SenchenkoBack-End Confidence factor
80%
Release
Orchid (R1 2023)
Rank: FLO (MVP Sum 2020)
R1
Rank: 5Colleges (Full Jul 2021)
R2
Rank: Cornell (Full Sum 2021)
R2
Rank: Chalmers (Impl Aut 2019)
R5
Rank: GBV (MVP Sum 2020)
R4
Rank: TAMU (MVP Jan 2021)
R2
Rank: Chicago (MVP Sum 2020)
R1
Rank: MO State (MVP June 2020)
R2
Rank: U of AL (MVP Oct 2020)
R2
Rank: Lehigh (MVP Summer 2020)
R1
TestRail: Cases
Open TestRail: Cases
TestRail: Runs
Open TestRail: Runs
Created June 27, 2022 at 8:49 PM
Updated November 30, 2023 at 4:42 PM
Resolved March 21, 2023 at 6:32 AM
Activity
Show:
Ann-Marie BreauxSeptember 12, 2022 at 4:58 PMEdited
Hi For Nolana, the goal is planning, not actually accomplishing the development work. Then we're aiming to do the development in Orchid. So far, that should be on schedule. I haven't started conversations with the SMEs about it yet.
Charlotte WhittSeptember 12, 2022 at 4:26 PM
- do you know if this work will be accomplished for Nolana?
CC:
This feature does not have any development work; it is ALL planning
Planning and story-writing during Orchid so that work can be done in Poppy
This feature allows for multiple holdings and/or items to be created or edited based on data supplied in a single MARC record
Purpose: To update multiple holdings and items on the same instance, from the same imported MARC record
Important for
5 Colleges Consortium
Spokane Public
Chicago
MARMOT Consortium
As a staff person working with data import
I want to update multiple holdings and their associated items when importing a single MARC record
So that I can use all of the holdings/items data on the MARC record properly
Scenarios
Scenario 1
Given a MARC record with multiple holdings and item data in it
When importing to update holdings and items
Then update all relevant holdings on the same instance and update all relevant items on the appropriate holdings
Include any holdings and items data in the same MARC field, different subfields
If multiple item records are to be updated on the same holdings, repeat the holdings data in repeated MARC fields, with each item's data in a separate MARC field. Item data/subfields for multiple item records cannot be included in the same MARC field
See example MARC record below
Scenario 2
Ensure this story passes Accessibility testing
Scenario 3
Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot
See attached MARC file; test load to update instance, holdings, and item to ensure the logic is working correctly.
Matching notes:
Match for holdings could be based on
Holdings HRID/UUID
Instance HRID/UUID plus secondary match on Holdings HRID/UUID or Location code
Match for item could be based on
Item HRID, UUID, or barcode
Holdings HRID/UUID plus secondary match on Item copy number
Sample record with multiple holdings/item data:
=LDR 01262nam a2200301Ia 4500
=001 ocm54341618\
=003 OCoLC
=005 20070103101904.0
=008 010330s1798\\\\enkaf\\\\\\\\\000\0\eng\d
=035
$a(Sirsi) a551407
=035
$a(Sirsi) o54341618
=049
$aDRUM
=040
$aCUD$beng$cCUD$dDRU$dMvI
=090
$aBS2095$b.S33 1798
=130 0\$aBible.$pNew Testament$lEnglish.$sScarlett.$f1798.
=245 12$aA translation of the New Testament from the original Greek /$chumbly attempted by Nathaniel Scarlett, assisted by men of piety & literature ; with notes.
=260
$aLondon :$bPrinted by T. Gillet; and sold by Nathaniel Scarlett, No. 349, near Exeter 'Change, Strand; also F. & C. Rivington, St. Paul's Church Yard,$c1798.
=300
$axi, 483, vi p., [1] folded leaf of plates :$bill. ;$c19 cm.
=500
$aEngraved t.p.
=500
$aIncludes Observations on some terms used in this translation: vi p. at end.
=510 3\$aDarlow-Moule-Herbert 1433
=700 1\$aScarlett, Nathaniel,$d1753-1802.
=740 02$aObservations on some terms used in this translation.
=945
$a34678234678246423786427$b1$hKU/CC/DI/M <===== $a = item barcode, $b = copy number, $h = holdings permanent location
=945
$a34678234678246423786428$b2$hKU/CC/DI/M
=945
$a34678234678246423786429$b1$hKU/CC/DI/A
If this record were updating holdings and items, it would do so as follows:
Update 1 instance, with the data in the main part of the MARC bib record
Update 2 holdings, 1 for permanent location KU/CC.DI/M and 1 for permanent location KU/CC/DI/A, using holdings mapping data from 945$h and the defaults in the holdings mapping profile
Update 3 item records, 2 linked to the holdings for KU/CC/DI/M and 1 linked to the holdings for KU/CC/DI/A, using item mapping data from 945$a, 945$b, and the defaults in the item mapping profile
NOTE: These 9xx fields and subfields are just examples. Real fields/subfields would be mapped in the field mapping profile. The key is that related holdings and item data must be in the same field, different subfields, and that item data for different items must be in separate MARC fields, not concatenated in the same MARC field.
Steps:
MappingManager should return JSON value - backend
extend mapping profile schema with param "entityPerValue" (for items and holdings) backend/UI
add a possibility to link item and holding in mapping profile for item (holding location: 945$h) backend/UI
Change Mapper interface to read "entityPerValue" fields call reader for n times per entity - backend
update all handlers for support list of holdings and items in the context