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

[UXPROD-149] Create Instance records from a MARC bibliographic record Created: 18/Jan/18  Updated: 16/Sep/20  Resolved: 18/Mar/19

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

Type: New Feature Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Ann-Marie Breaux (Inactive)
Resolution: Duplicate Votes: 0
Labels: SRS, data-import, inventory, marccat, metadatamanagement, migration-load
Remaining Estimate: Not Specified
Time Spent: 15 minutes
Original estimate: Not Specified

Attachments: PNG File NEW Inventory - Storage - MARCCat (5).png     PNG File screenshot-1.png    
Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
Duplicate
duplicates UXPROD-1577 Make Inventory Instance rely on SRS M... Closed
Relates
relates to UXPROD-1447 Instance record with an underlying MA... Closed
relates to UXPROD-1595 Connect SRS and MARCcat - Folijet wor... Closed
relates to FOLIO-1756 Define and describe the architecture ... Closed
relates to UXPROD-1479 Simple UI for edit of the default MAR... Draft
relates to UXPROD-850 Migration Tools Open
relates to UXPROD-1397 Generating a MARC bibliographic recor... Closed
relates to UXPROD-2075 MARC Bib Field Mapping Profiles Detai... Closed
relates to UXPROD-1380 CRUD for MARC Field Mapping Profiles,... Closed
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimate: Small < 3 days
Analysis Estimator: Charlotte Whitt
Front End Estimate: Small < 3 days
Front End Estimator: Wayne Schneider
Front-End Confidence factor: Low
Back End Estimate: Small < 3 days
Back End Estimator: Wayne Schneider
Estimation Notes and Assumptions: We need more technical information about the WeCat solution
Rank: Chalmers (Impl Aut 2019): R5
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: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R4
Rank: Leipzig (ERM Aut 2019): R5
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Conversion of bibliographic records created in MARC in the WeCat module to the Codex Instance format.

Documented in:

Other documents:

Source: https://discuss.folio.org/t/cult-wecat-demo-q-a/1341

MM-SIG working group:



 Comments   
Comment by Charlotte Whitt [ 27/Mar/18 ]

Hi Hkaplanian, not sure if this should be labeled v2, if we do not support integration with WeCat for v1?

Comment by Cate Boerema (Inactive) [ 04/Apr/18 ]

Charlotte Whitt, I don't think we need a specific converter for WeCat if we proceed with the model we have been reviewing. WeCat only needs to store WeCat created and edited records in MARC. Inventory will have it's own converters that will create instance records based on the MARC source record WeCat stores.

Make sense?

+ Jakub Skoczen for awareness

Comment by Charlotte Whitt [ 04/Apr/18 ]

Hi Cate Boerema, Jakub Skoczen, to the best of my knowledge I think we need this conversion, if Inventory is to be the storage of all records (= the format neutral (Codex) storage of all bibs) whaever the record is native MARC records produced in WeCat, native DC records produced in DC format in X module, or native BibFrame records produced in BibFrame format in Y module

Comment by Cate Boerema (Inactive) [ 06/Apr/18 ]

I am just saying we don't need a special convertor for bib records created in MARC in the MARCcat module. We just need a convertor for MARC records (much of which is already built, actually). And, yep, we'll also need convertors for DC, BibFrame and other record formats.

I think we are on the same page, just using different words? This is what I think we are talking about, right?

Comment by Cate Boerema (Inactive) [ 23/May/18 ]

Hi Charlotte Whitt. I think this belongs assigned to you, as opposed to Tiziana. That said, I still think we probably don't need a special convertor for MARC records created in MARCcat, as described in this feature. I think we just need a convertor for MARC records generally (regardless of how they came into FOLIO). That said, I haven't been on the latest discussions. Do you see it differently?

Comment by Charlotte Whitt [ 24/May/18 ]

Hi Cate Boerema - no problem

Comment by Charlotte Whitt [ 05/Nov/18 ]

Hi @Cate, Ann-Marie Breaux - with this work taken over by the Folijet team according to the meeting of 10/25/2018 on MARC mapping, then the UXPROD assigned probably should be Ann-Marie Breaux, or?

Comment by Cate Boerema (Inactive) [ 05/Dec/18 ]

Removing Q1 2019 fix version due to limited capacity in Q1 2019.

Comment by Charlotte Whitt [ 05/Dec/18 ]

Hi Cate Boerema - just saw that UIIN-630 Closed "Conversion of holdings records created in MARC Format for Holdings (MFHD) to the Inventory Holdings format, and reverse" has been postponed to Q2 2019. And I guess this is fine, but it's a bit more difficult having this one postponed. This feature is needed also for the Data Import app.

I have hoped we could engage with Wayne to pick up his work on the rules.json and update from alpha to beta implementation.

CC: Ann-Marie Breaux

Comment by Ann-Marie Breaux (Inactive) [ 06/Dec/18 ]

Hi Charlotte Whitt This should probably be 2 separate features: one for creating Inventory instance from MARC bib and one for creating a (simple) MARC bib from an Inventory instance that is not linked to an underlying MARC bib. And I'm following up with Cate Boerema too about the Q1 vs Q2, since we're already working on the planning for this, and since it's connected to the MARC mapping profile work we need to do in Data Import

Comment by Cate Boerema (Inactive) [ 08/Dec/18 ]

Okay, putting the Q1 2019 milestone back on this as it's needed to enable a Chalmers go-live feature in Batch Import (Ann-Marie Breaux, can you please link that feature up here and mark it as blocked by this, if applicable?). We still need to decide which team will do the work (Folijet or Core). I'll assign to Core for the time being.

Comment by Charlotte Whitt [ 10/Dec/18 ]

Cate Boerema - in Malaga I have talked with Wayne Schneider if he was available to do the update of his rules.json work. Wayne and I went over the updated spreadsheet, and discussed timeline, and how to plan for the work.

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

Per Charlotte Whitt, Wayne has been approved to do this work. 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 Ann-Marie Breaux (Inactive) [ 18/Mar/19 ]

Closing this as a duplicate to UXPROD-1577 Closed

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