Batch Importer (Bib/Acq)
(UXPROD-47)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | Batch Importer (Bib/Acq) |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Charlotte Whitt | Assignee: | Khalilah Gambrell |
| Resolution: | Duplicate | Votes: | 0 |
| Labels: | data-import, inventory, marc-holdings, metadatamanagement, po-mvp, q1-2020-at-risk, q2-2020-spillover, quickmarc, round_iv | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Issue links: |
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| Epic Link: | Batch Importer (Bib/Acq) | ||||||||||||||||||||||||||||||||||||
| Analysis Estimator: | Charlotte Whitt | ||||||||||||||||||||||||||||||||||||
| Front End Estimate: | Large < 10 days | ||||||||||||||||||||||||||||||||||||
| Front End Estimator: | Ann-Marie Breaux (Inactive) | ||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | Medium | ||||||||||||||||||||||||||||||||||||
| Back End Estimate: | XL < 15 days | ||||||||||||||||||||||||||||||||||||
| Back End Estimator: | Oleksii Kuzminov | ||||||||||||||||||||||||||||||||||||
| Estimation Notes and Assumptions: | Frontend estimate copied from |
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| Development Team: | Spitfire | ||||||||||||||||||||||||||||||||||||
| Kiwi Planning Points (DO NOT CHANGE): | 5 | ||||||||||||||||||||||||||||||||||||
| PO Rank: | 78 | ||||||||||||||||||||||||||||||||||||
| PO Ranking Note: | Discussed with MM SIG; finish Holdings connection work before starting Authority connection work | ||||||||||||||||||||||||||||||||||||
| Rank: Chalmers (Impl Aut 2019): | R5 | ||||||||||||||||||||||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R5 | ||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R5 | ||||||||||||||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R1 | ||||||||||||||||||||||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R5 | ||||||||||||||||||||||||||||||||||||
| Rank: FLO (MVP Sum 2020): | R1 | ||||||||||||||||||||||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R5 | ||||||||||||||||||||||||||||||||||||
| Rank: Grand Valley (Full Sum 2021): | 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): | R5 | ||||||||||||||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R2 | ||||||||||||||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R4 | ||||||||||||||||||||||||||||||||||||
| Description |
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Purpose: When established linking between an Holdings record in Inventory to a holdings source record in MARC Format for Holdings (MFHD) record in the Source Record Storage (SRS), then edit of given meta elements in the Holdings record need to be blocked, when data is maintained as a MFHD record in quickMARC. In the holdings record there will be an element Metadata source. This element is auto-populated with the specific source of the record in the SRS, if applicable. For records with underlying MARC Holdings in SRS, source will be MARC Notes:
Dependencies:
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| Comments |
| Comment by Ann-Marie Breaux (Inactive) [ 25/Feb/20 ] |
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Discussed with Thunderjet yesterday. Not enough capacity for this in Q1 2020. Added at-risk label and moved to Q2 2020 |
| Comment by Jacquie Samples [ 10/Mar/21 ] |
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This is still open, is there a corresponding Jira for this functionality for quickMARC, or does it fall under 'won't do' because not needed in the new-ish model? Like
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| Comment by Ann-Marie Breaux (Inactive) [ 10/Mar/21 ] |
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Hi Jacquie Samples This is still needed. For libraries who will maintain MARC holdings, the Inventory holdings record will have an SRS MARC holdings record underneath. That MARC holdings will control most of the Inventory holdings record fields - exactly parallel to how the SRS MARC Bib controls most of the Instance's fields. The MARC Holdings will be editable via quickMARC or outside of FOLIO, same as MARC Bibs |
| Comment by Jacquie Samples [ 10/Mar/21 ] |
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Hi Ann-Marie Breaux , I agree that the functionality is needed, but wasn't sure if new Jiras were being created since the demise of MARCcat. Thanks for your clarification here and on
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| Comment by Khalilah Gambrell [ 10/Mar/21 ] |
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Thanks Jacquie Samples and Ann-Marie Breaux. Updating the description to better explain quickMARC need. |
| Comment by Ann-Marie Breaux (Inactive) [ 11/Mar/21 ] |
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Hi Jacquie Samples No, since these were the interactions between SRS and Inventory, they're still valid. I did close all of the ones related to synchronizing MARCcat and SRS. Once really good thing about the quickMARC flow is that it accesses the MARC records in SRS directly, instead of having a separate copy of them, like MARCcat was going to have. That means fewer versions of the bib data that we have to keep synchronized across the apps. |
| Comment by Jacquie Samples [ 11/Mar/21 ] |
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Thanks to you both, Khalilah Gambrell and Ann-Marie Breaux! I appreciate the clarification, old Jira closings, and the updates which will make it easier for us to determine how to distribute 'points' in the upcoming capacity planning process. |
| Comment by Khalilah Gambrell [ 25/Jul/21 ] |
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This feature will be handled with
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