Batch Importer (Bib/Acq) (UXPROD-47)

[UXPROD-1447] Instance record with an underlying MARC record. Block edit of given elements if SRS MARC is linked (Part 2 of Connecting SRS, Inventory, and MARCCat for Bibs/Instances) Created: 21/Jan/19  Updated: 16/Sep/20  Resolved: 01/Aug/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2019
Parent: Batch Importer (Bib/Acq)

Type: New Feature Priority: P2
Reporter: Charlotte Whitt Assignee: Ann-Marie Breaux (Inactive)
Resolution: Done Votes: 0
Labels: SRS, cap-mvp, inventory, metadatamanagement, po-mvp, q2-2019-spillover, q3.1-2019
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File NEW Inventory - Storage - MARCCat (5).png    
Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
is defined by MODINV-133 ACL (field blocks) for Inventory have... Closed
is defined by MODINV-124 Protect Instance fields from being up... Closed
is defined by MODINV-126 Create design to block from editing i... Closed
is defined by MODINV-138 Update a list of Instance blocked fields Closed
is defined by UIIN-650 Disallow Instance's Primary/Make prim... Closed
is defined by MODINV-121 Add configuration with names of block... Closed
is defined by MODSOURMAN-168 Integrate rule processor with Settings Closed
is defined by UIIN-592 Disallow editing of Instance fields c... Closed
Relates
relates to UXPROD-1397 Generating a MARC bibliographic recor... Closed
relates to UXPROD-1595 Connect SRS and MARCcat - Folijet wor... Closed
relates to MODSOURCE-17 SPIKE: Figure out the details of migr... Closed
relates to UXPROD-1577 Make Inventory Instance rely on SRS M... Closed
relates to UXPROD-1805 SRS MARC-Inventory Instance relations... Closed
relates to UXPROD-2078 SRS MARC-Inventory Instance relations... Closed
relates to UXPROD-149 Create Instance records from a MARC b... Closed
Epic Link: Batch Importer (Bib/Acq)
Front End Estimate: Large < 10 days
Front End Estimator: Viktor Soroka
Front-End Confidence factor: Medium
Back End Estimate: Large < 10 days
Back End Estimator: Taras Spashchenko
Development Team: Folijet
PO Rank: 110
Rank: Chalmers (Impl Aut 2019): R1
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R5
Rank: hbz (TBD): R5
Rank: Lehigh (MVP Summer 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

NOTE: During Q2 2019 planning, decided this will be handled by Folijet, consulting with Core-Fxn if needed for Inventory-related aspects

This is Part 2 of Connecting MARCcat, Source Record Storage, and Inventory for MARC Bibs/Instances: Block edit of Instance Elements maintained in the udnerlying MARC Bib record ( UXPROD-1447 Closed )
See Part 1: Make Inventory Instance rely on SRS and update the standard mappings from SRS to Instance ( UXPROD-1577 Closed )
See Part 3: Implement Instance-to-MARC Mapping, including spike for whether whether Inventory Instance influences SRS MARC Bibs in any way other than creating a brief SRS MARC Bib when one does not exist ( UXPROD-1397 Closed )
See Part 4: SRS-MARCcat Integration ( UXPROD-1595 Closed )

Purpose: When established linking between an Instance record in Inventory to a source record in the Source Record Storage (SRS), then edit of given meta elements in the Instance record need to be blocked, when data is maintained in the MARC record in MARCcat.

Requirements:

  • Confirm which Instance data elements should be locked from editing and which are open for editing, when an underlying MARC record exists. Inventory back end will hold definitions of the un-editable fields; UI can read that and disable the un-editable fields. Will also relate to the fields that were mapped to create the Instance, when the SRS MARC was loaded.
  • If Instance linked to underlying MARC, block edit of the specified fields
  • How will UI indicate the fields are blocked from editing? Grey them out in the edit screen
  • Ensure that all fields in instances without underlying MARC records are still editable

In the instance record the element Metadata source is implemented (in alpha). This element is auto-populated with the specific source of the record in the SRS, if applicable. Current valid values are MARC (if underlying SRS MARC record) or FOLIO

Dependencies:

  1. Establish storage of MARC formatted records in SRS
  2. Implement data flow Inventory <> SRS <> MARCcat


 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 03/Jul/19 ]

Hi Oleksii Kuzminov and Anatolii Starkov We should aim to finish this entire feature ( UXPROD-1447 Closed ) in time for the Q3.1 release. Apologies if I should already know this. I see that MODINV-126 Closed (blocker to this story) is in review. Do we need to do anything to push it along? Are we waiting on core-fxn? Thank you!

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