Metadata Record Export (UXPROD-652)

[UXPROD-1396] Generating simple MARC Holdings from Inventory holdings record Created: 06/Dec/18  Updated: 09/Mar/23  Resolved: 27/Jan/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Lotus (R1 2022)
Parent: Metadata Record Export

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Magda Zacharska
Resolution: Done Votes: 0
Labels: SRS, cap-mvp, data-export-needs-ranking, data-import, inventory, marc-holdings, metadatamanagement, po-mvp, q1-2020-spillover, q4-2019-at-risk, q4-2019-spillover, quickmarc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File screenshot-1.png    
Issue links:
Defines
defines UXPROD-652 Metadata Record Export In Progress
is defined by MDEXP-12 Create Inventory Holdings to MFHD rec... Closed
is defined by MDEXP-13 Modify Inventory holdings to MFHD rec... Closed
is defined by MDEXP-184 Generate MFHD - permanent location - ... Closed
is defined by MDEXP-185 Generate MFHD - 866/867/868 -holding... Closed
is defined by MDEXP-187 Generate MFHD - 001/999 - HRID and UUID Closed
is defined by MDEXP-188 Generate MFHD - 004, 014, 035 -assoc... Closed
is defined by MDEXP-303 Generate MFHD records on the fly Closed
is defined by MODINVSTOR-626 Update bulk download endpoint to save... Closed
is defined by MDEXP-16 Generate Simplified MFHD record base... Closed
Relates
relates to UXPROD-1596 SRS-MARCcat integration for Holdings ... Closed
relates to UXPROD-1575 quickMARC | Store and Display MARC Ho... Closed
relates to MDEXP-581 Align MARC holdings record mappings b... Closed
relates to UXPROD-142 Export Holdings from SRS MARC holdings Closed
relates to UXPROD-1448 Connect SRS and Inventory for MARC Ho... Closed
Epic Link: Metadata Record Export
Analysis Estimate: Small < 3 days
Analysis Estimator: Charlotte Whitt
Front End Estimate: Out of scope
Front-End Confidence factor: Medium
Back End Estimate: Medium < 5 days
Back End Estimator: Viachaslau Khandramai (Inactive)
Development Team: Firebird
Kiwi Planning Points (DO NOT CHANGE): 2
PO Rank: 105
PO Ranking Note: This feature needs to completed for all institutions that need to export holdings in MFHD format as SRS does not store holdings yet.
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R5
Rank: 5Colleges (Full Jul 2021): R5
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R5
Rank: hbz (TBD): R5
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R5
Rank: Leipzig (Full TBD): R4
Rank: Leipzig (ERM Aut 2019): R5
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R5

 Description   

The user should be able to export holdings independently from exporting bibliographic records. Since SRS currently does not store holdings records all holdings records before they can be exported will need to be will need to be generated on the fly.

Based on the existing mapping following fields will be a part of the default mapping used while generating MFHD records on the fly:

  • holdings HRID: mapped to 001
  • associated instance HRID: mapped to 014 1 $a
  • permanent location mapped: to 852 $b
  • holding statement and notes: mapped to866 $a $z
  • holding statement for supplements and notes: mapped to 867 $a $z
  • holding statement for indexes and notes: mapped to 868 $a $z
  • holdings UUID: mapped to 999 ff $i

When this feature is done, the user will be able to export all inventory holdings in MFHD format based on provided holdings UUIDs. All the records will be generate on the fly.

Modifying the default mapping rules is outside the scope for this feature.

Additional information:

  • Exporting MARC Bib records with holdings and items is covered by UXPROD-2413 Closed
  • Exporting MARC from Inventory and SRS is covered by UXPROD-142 Closed and will be addressed once SRS stores the holdings data.

Additional documentation:



 Comments   
Comment by Cate Boerema (Inactive) [ 03/Jan/19 ]

Per Charlotte Whitt, Wayne has been approved to do this work so I am adding Q1 milestone back. Need to assign to Core: Platform team when we have that set up in JIRA (Wayne is on that team).

While this is ranked as NOT NEEDED by Chalmers, it is actually required for other features they said they did need (Batch Import).

Comment by Cate Boerema (Inactive) [ 08/Jan/19 ]

It was previously thought that Wayne was available to do this work, but it turns out that is not the case. Removing from the Core team Q1 2019 backlog until capacity has been made available.

Comment by Jennifer Eustis [ 14/Nov/19 ]

I would say it might be worth reviewing the mapping to make sure that it meets our highest priority feature request.

Comment by Ann-Marie Breaux (Inactive) [ 11/Mar/21 ]

Hi Khalilah Gambrell Keep inmind this is Export, and will relate to Inventory Holdings with source = FOLIO, so they are not linked to MARC Holdings in SRS. Same idea as Export generating a simple MARC Bib for Instances that are not linked to an SRS MARC Bib

Comment by Khalilah Gambrell [ 11/Mar/21 ]

Thanks Ann-Marie Breaux.

Comment by Victoria_Smelova [ 24/Jan/22 ]

Magda Zacharska All the related items are now closed. Could you please review the feature?

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