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

[UXPROD-1577] Make Inventory Instance rely on SRS MARC Bib (Part 1 of Connecting SRS, Inventory, and MARCCat for Bibs/Instances) Created: 29/Jun/18  Updated: 16/Sep/20  Resolved: 02/Jul/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2019
Parent: Batch Importer (Bib/Acq)

Type: New Feature Priority: P2
Reporter: Charlotte Whitt Assignee: Ann-Marie Breaux (Inactive)
Resolution: Done Votes: 0
Labels: Inventory, SRS, data-import, marc-bib, marccat, metadatamanagement, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File MARC Record Import Conceptual v2.png     PNG File NEW Inventory - Storage - MARCCat .png     PNG File Skärmavbild 2019-05-22 kl. 11.03.03.png     PNG File screenshot-1.png    
Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
is defined by FOLIO-1726 enable sample MARC record data loadin... Closed
is defined by FOLIO-1859 Specify loadSample tenant parameters ... Closed
is defined by FOLIO-1861 Include mod-source-record-storage in ... Closed
is defined by MODSOURCE-34 Prepare SRS for integration with Inve... Closed
is defined by MODSOURCE-50 Create endpoint to save a list of Rec... Closed
is defined by MODSOURCE-54 Design and create API endpoint for ge... Closed
is defined by MODSOURMAN-128 Fix comments on code review Closed
is defined by UIIN-459 Display of rich source record stored ... Closed
is defined by UIIN-591 Instance "Metadata source" disagreeme... Closed
is defined by UIIN-603 View source button has a few small bugs Closed
is defined by MODDATAIMP-118 SPIKE: Investigate new MARC mapping t... Closed
is defined by MODDATAIMP-122 Update MARC to Instance mapping in Ch... Closed
is defined by MODINV-119 Create endpoint to save collection of... Closed
is defined by MODSOURCE-16 Change Delete method implemetation Closed
is defined by MODSOURCE-17 SPIKE: Figure out the details of migr... Closed
is defined by MODSOURCE-27 Add sample data (MARC records) to the... Closed
is defined by MODSOURCE-39 Check requirements for integration be... Closed
is defined by MODSOURCE-44 Provide sample data of underlying MAR... Closed
is defined by MODSOURCE-51 Check sorting works correctly on getS... Closed
is defined by MODSOURCE-52 Create batch put endpoint for updatin... Closed
is defined by MODSOURMAN-100 MARC 999 field: Put Inventory instanc... Closed
is defined by MODSOURMAN-113 Add default job profile entry Closed
is defined by MODSOURMAN-119 Use batch put for parsed records and ... Closed
is defined by MODSOURMAN-120 Change mapping from marc to instances... Closed
is defined by MODSOURMAN-123 Use new endpoint in the mod-inventory... Closed
is defined by MODSOURMAN-124 Use new endpoint from SRS to update 9... Closed
is defined by UIIN-204 Create element for link to source rec... Closed
is defined by UIIN-326 Create element for link to source rec... Closed
is defined by UIIN-518 Make ui-inventory depend on new sourc... Closed
is defined by UIIN-590 Create view source button to display ... Closed
Duplicate
is duplicated by UXPROD-149 Create Instance records from a MARC b... Closed
Relates
relates to UXPROD-1397 Generating a MARC bibliographic recor... Closed
relates to MODINV-44 Implement MARC import v1: Extend Inst... Closed
relates to MODINVSTOR-26 Implement MARC import v1: extend Inst... Closed
relates to UIIN-93 Display of rich source record stored ... Closed
relates to UXPROD-1447 Instance record with an underlying MA... Closed
relates to UXPROD-1575 quickMARC | Store and Display MARC Ho... Closed
relates to UIIN-203 Implement storage of batch loaded MAR... Closed
relates to UXPROD-1576 Connect MARCcat and SRS for MARC Auth... Closed
relates to UXPROD-141 Export Inventory Instances with under... Closed
relates to UXPROD-1595 Connect SRS and MARCcat - Folijet wor... Closed
relates to UXPROD-1805 SRS MARC-Inventory Instance relations... Closed
relates to UXPROD-2078 SRS MARC-Inventory Instance relations... Closed
relates to UXPROD-2115 Define human readable identifiers (HR... Closed
relates to UXPROD-125 Define link to source record Closed
relates to UXPROD-126 Link an existing metadata record to a... Closed
relates to UXPROD-128 Spec and implement storage of batch l... Closed
relates to UXPROD-2154 Metadata Export - Job Profile Closed
relates to UXPROD-2207 SRS MARC-Inventory Instance relations... Closed
relates to UXPROD-2315 Export Inventory Instances to other n... Closed
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimator: Ann-Marie Breaux (Inactive)
Front End Estimate: Medium < 5 days
Front End Estimator: Viktor Soroka
Back End Estimate: Large < 10 days
Back End Estimator: Taras Spashchenko
Estimation Notes and Assumptions: Should be mostly Back end work; Only Front end work will be reconfiguring the View Source button in the Inventory Instance record to point to the SRS MARC.
Development Team: Folijet
Rank: Chalmers (Impl Aut 2019): R1
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Q2 2019 Data Import Priority 2 of 8, Continued by UXPROD-1805 Closed

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 1 of Connecting MARCcat, Source Record Storage, and Inventory for MARC Bibs/Instances: Make Inventory Instance rely on SRS and update the standard mappings from SRS to Instance ( UXPROD-1577 Closed )
See Part 2: Block edit of Instance Elements maintained in the underlying MARC Bib record ( UXPROD-1447 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 )

Goal is to have the corresponding Inventory Instance, SRS MARC Bib, and MARCcat MARC Bib linked to each other and interacting with each other.

Requirements:

  1. When an Inventory Instance is based on a MARC record stored in SRS
  2. CRUD of MARC Bib records in SRS should result in the corresponding mapped changes in the Inventory Instance records
  3. Update all older documentation that describes loading MARC records directly to Inventory Storage via CLI, e.g. the instructions of Wayne Schneider at https://github.com/folio-org/folio-install/blob/master/single-server.md, and there "Load Sample Data"

NOTE: May have to extend the Inventory data structure a bit to include the proper reference, especially if Instance may have more than one SRS record in the future - this may be a future enhancement

====================================================

Older requirements:
Implement storage of batch loaded MARC records stored in blob store. The MARC blob of each record has a unique identifier.



 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 11/Mar/19 ]

Hi Charlotte Whitt did you mean to create this Epic in UXPROD, or was this meant to be a UXPROD feature or a UIIN story? Not clear to me why it's an Epic under UIIN. Thank you!

Comment by Charlotte Whitt [ 11/Mar/19 ]

Hi Ann-Marie Breaux - I moved the epic to UXPROD, and ranked it Q1 2019.

CC: Cate Boerema

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

Cate Boerema and Charlotte Whitt Please review the description above, and see if this sounds OK to you.

Question: Should these highlighted features be turned into stories under this UXPROD-1577 Closed feature?

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

Ann-Marie Breaux, same comment as on the the holdings feature. This looks great but we might be able to create smaller, thin-thread features for numbers 5,6,7 above. Thoughts?

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

BTW, I like the idea of organizing the inventory work as stories under these features

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

Hi Cate Boerema Yes, we could potentially break them out . I'm nervous to end this feature with the SRS MARC Bib record out of synch with the Inventory Instance record.

Another way to break it up might be:
1, 2, 3, 5: make Inventory Instance rely on SRS and get the standard mappings from SRS to Instance straightened out
4: Implement Instance-to-MARC mapping
6-8: SRS-MARCcat integration (reduces risk too, since we're not clear on the delivery timeframe for MARCcat)
9: Spike that can be addressed by the DI small group or ACT; then a separate add-on feature if Inventory needs to make changes to SRS

How does that sound? And yes, I agree that having the Inventory work here (and me coordinating it with Charlotte Whitt allows for coordinating pieces to fit together better, plus maybe gives us an option of 2 different dev teams (core-fxn and Folijet) depending on capacity.

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

Your proposed breakdown sounds sensible. The only questions I would have are whether #4 is really a thin thread as it doesn't seem to support an end-to-end workflow. Or would the workflow for #4 be something along the lines of "view FOLIO-created instance in MARC"?

Comment by Ann-Marie Breaux (Inactive) [ 26/Jun/19 ]

Remaining stories moved to UXPROD-1805 Closed

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