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

[UXPROD-1575] quickMARC | Store and Display MARC Holdings records via Inventory App Created: 11/Mar/19  Updated: 17/Jan/22  Resolved: 29/Oct/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Kiwi (R3 2021)
Parent: Batch Importer (Bib/Acq)

Type: New Feature Priority: P2
Reporter: Ann-Marie Breaux (Inactive) Assignee: Khalilah Gambrell
Resolution: Done Votes: 0
Labels: Lehigh(round_ii+mvp), cap-mvp, data-import, inventory, marc-holdings, marcimport, po-mvp, q1-2020-at-risk, q2-2020-spillover, q4-2019-at-risk, q4-2019-spillover, quickmarc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
is blocked by MODINVSTOR-542 Holdings Source: add to Accordion Adm... Closed
is blocked by UIIN-1123 Holdings Record. Accordion Administra... Closed
is blocked by UXPROD-2452 Holdings Record. Implement new Source... Closed
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
is defined by MODDICORE-175 Create Holdings Processor Closed
is defined by MODINV-483 Generate Holdings from Marc Holdings Closed
is defined by MODINV-486 Update the MarcHoldingsRecordHridSetK... Closed
is defined by UIDATIMP-1012 Strict removing default job profile f... Closed
is defined by MODDICONV-193 Create default profile for importing ... Closed
is defined by MODDICONV-199 Add default mapping profile to defaul... Closed
is defined by MODDICORE-169 Import Holdings - SPIKE: Define chang... Closed
is defined by MODDICORE-171 Add default mapping profile for MARC ... Closed
is defined by MODINV-461 PostProcessing: handling SET_HRID eve... Closed
is defined by MODQM-150 MARC holdings - 008 rules Closed
is defined by MODQM-151 MARC holdings - Leader rules: Part 1 Closed
is defined by MODQM-157 MARC holdings - Leader rules: Part 2 Closed
is defined by MODSOURCE-336 SPIKE: Connect MARC Holdings record t... Closed
is defined by MODSOURCE-341 Store MARC Holdings record Closed
is defined by MODSOURCE-342 Create handler for post processing event Closed
is defined by MODSOURCE-343 Backend | View Source > MARC holdings Closed
is defined by MODSOURCE-351 Endpoint to verify invalid MARC Bib i... Closed
is defined by MODSOURCE-375 Remove unnecessary handler for marc h... Closed
is defined by MODSOURCE-376 HoldingsPostProcessingEventHandler no... Closed
is defined by MODSOURMAN-263 Create CLI way for individual tenant ... Closed
is defined by MODSOURMAN-524 Store MARC Holdings record Closed
is defined by MODSOURMAN-526 SPIKE: Verify persist value in DB dur... Closed
is defined by MODSOURMAN-540 Add default mapping profile for MARC ... Closed
is defined by MODSOURMAN-541 Update existing CLI endpoint GET /map... Closed
is defined by MODSOURMAN-542 Update existing CLI endpoint PUT /map... Closed
is defined by MODSOURMAN-543 Update existing CLI endpoint PUT /map... Closed
is defined by MODSOURMAN-544 Validate MARC Holdings 004 field from... Closed
is defined by MODSOURMAN-547 Update cache for mapping-rules to sup... Closed
is defined by MODSOURMAN-561 Can`t map record into journal Closed
is defined by MODSOURMAN-562 Show journal record for marc holdings... Closed
is defined by MODSOURMAN-572 Guide "How to upload MARC Holdings vi... Closed
is defined by UIIN-1549 Frontend | View Source > MARC holdings Closed
is defined by MODSOURMAN-539 Import Holdings - Support mapping rul... Closed
Relates
relates to UXPROD-1396 Generating simple MARC Holdings from ... Closed
relates to UXPROD-1448 Connect SRS and Inventory for MARC Ho... Closed
relates to UXPROD-1576 Connect MARCcat and SRS for MARC Auth... Closed
relates to UXPROD-1596 SRS-MARCcat integration for Holdings ... Closed
relates to UXPROD-2957 Import MARC Holdings records - suppor... Open
relates to UXPROD-659 Import Inventory Holdings from MARC B... 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-2351 Import Inventory Holdings from MARC B... Closed
relates to MODSOURMAN-564 Error during replacement module in lo... Closed
relates to UIDATIMP-1011 Data Import > Record Log Updates when... Closed
relates to UXPROD-142 Export Holdings from SRS MARC holdings Closed
relates to UXPROD-1860 Migration. Simple UI for edit of the ... Draft
Requires
requires MODSOURCE-274 SPIKE: Store MARC Holdings record Closed
is required by RANCHER-34 Setup rancher to test import of MARC ... Closed
is required by RANCHER-35 Setup rancher for Spitfire team Closed
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimate: Medium < 5 days
Analysis Estimator: Ann-Marie Breaux (Inactive)
Front End Estimate: Large < 10 days
Front End Estimator: Ann-Marie Breaux (Inactive)
Front-End Confidence factor: Medium
Back End Estimate: XXL < 30 days
Back End Estimator: Oleksii Kuzminov
Estimation Notes and Assumptions: Should be mostly Back end work; Only front end work will be the View Source button in the Inventory Holdings record.
Front end estimate based on est from UXPROD-1577
Development Team: Spitfire
Kiwi Planning Points (DO NOT CHANGE): 15
PO Rank: 80
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: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: MO State (MVP June 2020): R5
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Feature Overview

  • Have the corresponding Inventory Holdings record AND SRS MARC Holdings record linked to each other and interacting with each other.
  • Note that an Inventory Holdings does not have to have an underlying SRS MARC Holdings (no change to current functionality).
  • Feature supports the user experience that allows a staff member to view Inventory Holdings record and the underlying MARC holdings record. This user experience will be no different from the one currently implemented for Inventory Instance record and underlying MARC holdings available via quickMARC.

Who will be storing MARC holdings in FOLIO SRS?

  • Yes: Alabama, Duke, Michigan State, TAMU
  • No: 5C, Chalmers, Chicago, Cornell, FLO, Lehigh, Missouri State,

Kiwi Requirements:

  1. A corresponding Inventory Holdings, SRS MARC Holdings, and quickMARC MARC Holdings will all have different UUIDs, stored in the 999 field of the SRS MARC Holdings
  2. Ensure we have a common understanding and process on how the HRID is created and stored. Inventory Holdings, SRS MARC Holdings, and quickMARC MARC Holdings will all have the same HRID
  3. When an Inventory Holdings is based on a MARC Holdings record stored in SRS
  4. CRUD of MARC Holdings records in SRS should result in the corresponding mapped changes in the Inventory Holdings records


 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 12/Mar/19 ]

Cate Boerema and Charlotte Whitt Here's a new feature to connect MARCcat, SRS, and Inventory holdings. Please review and let me know what you think. If it's OK, I'll proceed with user stories. Also, do you think that UIIN-630 Closed and UXPROD-1396 Closed should be turned into user stories under this feature?

Comment by Cate Boerema (Inactive) [ 12/Mar/19 ]

Hi Ann-Marie Breaux this looks good but also very big. I wonder if we could use items 5, 6 and 7 above as thinner thread features which could be prioritized separately. Thoughts?

CRUD of MARC Holdings records in SRS should result in the corresponding mapped changes in the Inventory Holdings records
CRUD of MARC Holdings records in SRS should result in the corresponding changes in the MARCcat MARC Holdings records
CRUD of MARC Holdings records in MARCcat should result in the corresponding changes in the SRS MARC Holdings records

Comment by Ann-Marie Breaux (Inactive) [ 13/Mar/19 ]

Hi Cate Boerema Yes, we could potentially break them out - we might want # 5 to stay with this feature, and move 6/7 to 1 or 2 separate features, for when MARCcat becomes available. I'm a little nervous to end this feature with the SRS MARC Holdings record out of synch with the Inventory Holdings record, if we pull # 5 out of this feature. What do you think about keeping # 5 in this one?

Comment by Cate Boerema (Inactive) [ 13/Mar/19 ]

Oh, I was actually thinking you would just replace this one with 3 features mentioned above. The other details from this feature would be moved within the relevant new feature. So, basically, there would be a feature for "CRUD of MARC Holdings records in SRS should result in the corresponding mapped changes in the Inventory Holdings records" which would include a lot of the details from this feature description such as:

  1. A corresponding Inventory Holdings, SRS MARC Holdings, and MARCcat MARC Holdings will all have the same UUID
  2. Ensure we have a common understanding and process on how the HRID is created and stored. Inventory Holdings, SRS MARC Holdings, and MARCcat MARC Holdings will all have the same HRID
  3. When an Inventory Holdings is based on a MARC Holdings record stored in SRS
    • The Inventory Holdings' "view source" button opens a new window with a MARC display of the SRS MARC Holdings
    • The fields of the MARC record are surfaced in the Inventory Holdings based on a standard MARC Holdings-to-Inventory Holdings map ( UIIN-630 Closed )
    • The standard MARC Holdings-to-Inventory Holdings map needs to be editable at the tenant level, at a CLI level to start, and via a UI in the future
    • Holdings fields that surface from the underlying SRS data should not be editable

Long story short, I think we are on the same page Oh, and you might be able to make it even thinner thread by not opening the mapping up to tenant configuration for the first pass.

Comment by Ann-Marie Breaux (Inactive) [ 25/Feb/20 ]

Discussed with Thunderjet yesterday. Will not be enough capacity in Q1. Moving to Q2-2020 and reassigning to Folijet

Comment by Jacquie Samples [ 10/Mar/21 ]

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 UXPROD-1596 Closed ?

Comment by Khalilah Gambrell [ 10/Mar/21 ]

Jacquie Samples, this feature is for quickMARC. I will make updates to description.

Comment by Ann-Marie Breaux (Inactive) [ 10/Mar/21 ]

Yep - this feature is mainly for the behind-the-scenes work to create a MARC Holdings-to-Inventory Holdings default map, so that libraries who choose to use MARC holdings can have that data surface on the Inventory holdings. They will be editable in quickMARC (which I think is a separate feature) and outside of FOLIO

Comment by Khalilah Gambrell [ 10/Mar/21 ]

Jacquie Samples and Ann-Marie Breaux, I have cleaned up this feature to better explain why it is needed for quickMARC-Holdings support.

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

Thanks, Khalilah Gambrell The key is that quickMARC doesn't really come into the picture until the MARC Holdings are living in SRS and controlling the Inventory Holdings. All of that work is Data Import, SRS, and Inventory. Then when someone wants to edit the MARC holdings, that's when it will surface in quickMARC

Comment by Khalilah Gambrell [ 11/Mar/21 ]

Thanks Ann-Marie Breaux. Understood, I tried to write the feature that this feature supports quickMARC. Let me know if the Feature Overview section should be updated.

Comment by Jacquie Samples [ 11/Mar/21 ]

Thanks to you both, Khalilah Gambrell  and Ann-Marie Breaux!  I appreciate the clarification and updates which will make it easier for us to determine how to 'point' this Jira in the upcoming capacity planning process.

Comment by Jacquie Samples [ 06/Jul/21 ]

Hello Khalilah Gambrell  and Ann-Marie Breaux, in the description above, there is a question in the notes asking if the MARC holding needs to be aware of the MARC bib record.  It does; the UUID of the MARC Bib resides in the 004 of the MARC holding record, although there is no parallel relationship of data from the MFHD residing in the MARC bib.   Apologies for overlooking that question earlier!

Additionally, in current systems, the creation of a new MFHD record takes the language encoded in the MARC Bib 008 and puts it in the corresponding MFHD 008 positions.  And may populate the MFHD 852 classification subfields with the data from the MARC bib number fields (050, 060, 070, 082, 086, 09X, etc., depending on what the library uses.)

Just thought I should let you know.

Comment by Theodor Tolstoy (One-Group.se) [ 27/Aug/21 ]

Khalilah Gambrell Ann-Marie Breaux when will the seemingly breaking changes introduced in MODSOURMAN-540 Closed through MODSOURMAN-543 Closed be released?  They have already been propagated to https://s3.amazonaws.com/foliodocs/api/mod-source-record-manager/mapping-rules-provider.html and may lead to some confusion. At least I got confused. 

Comment by Ann-Marie Breaux (Inactive) [ 27/Aug/21 ]

Hi Theodor Tolstoy (One-Group.se) I'm confused about what is a breaking change about this. These rules only apply to libraries that have MARC Holdings records in SRS (source = MARC in the Inventory holdings records). So far there are no libraries that have MARC Holdings in SRS. All implemented libraries to date have source = FOLIO in their Inventory Holdings records. What will this break?

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