Single MARC Record Integration with OCLC (UXPROD-211)

[UXPROD-2080] Import single record from OCLC - 01. Brand new bib, holdings, item Created: 30/Sep/19  Updated: 28/Dec/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: TBD
Parent: Single MARC Record Integration with OCLC

Type: New Feature Priority: TBD
Reporter: Mike Gorrell Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: loading
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: File 01 - Brand new bib, holdings, item.mp4    
Issue links:
Defines
defines UXPROD-2804 Import individual MARC record from OC... Closed
Release: Not Scheduled
Epic Link: Single MARC Record Integration with OCLC
Development Team: Folijet
Rank: Cornell (Full Sum 2021): R5

 Description   

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Old text. To be reviewed, and updated:

I split in this an in the following (I'll report at the end) issue the dataflow that right now it works in Aleph – OCLC.Connexion.
This split is useful to better identify what include in MARCcat and how, and what exclude from MARCcat (and why).

1st workflow:
01 - Brand new bib, holdings, item
• No record in Aleph, record on screen in Connexion
• No changes to the OCLC record are required
• Set holdings with F8 shortcut (say that Smith holds this item)
• Run a text string macro that adds a 928 involved in our authority control workflow (ignore this)
• Place cursor in 049 field with the OCLC holdings code of SNNN, run a text string macro to copy that value to a new 949$c field, with the cursor in place for a barcode in the 949$a
• Scan a barcode into 949$a
• Trigger record export with F5 shortcut (this is when the OCLC Gateway Export Status box appears)
• The record is brought into our local system, is assigned a system ID and a holdings and item record are created. All these action are reported back to me in the Host Message dialog box
• I scan the barcode into Aleph and navigate to the cataloging screen where you can view the bib/holding/item to confirm that all objects have been created
• The bib is described on the row at the top of the bottom-left frame, starting with "FCL01 - 16969912"
• The holdings is shown three lines down, in the row starting with "HOL - SCANN SXSTK..."
• The item is below the holdings in the row starting with "Barcode - ..."



 Comments   
Comment by Tiziana Possemato [ 30/Sep/19 ]

I'm try to identify the steps that are done into OCLC.Connexion and the steps that are done in Aleph (and that we need to move into MARCcat), with some comments.
I suppose that the followin steps are in OCLC.Connexion:
• No record in Aleph, record on screen in Connexion
• No changes to the OCLC record are required
• Set holdings with F8 shortcut (say that Smith holds this item)
• Run a text string macro that adds a 928 involved in our authority control workflow (ignore this)
• Place cursor in 049 field with the OCLC holdings code of SNNN, run a text string macro to copy that value to a new 949$c field, with the cursor in place for a barcode in the 949$a
• Scan a barcode into 949$a
• Trigger record export with F5 shortcut (this is when the OCLC Gateway Export Status box appears)

I suppose that the following steps are in Aleph (and will be in MARCcat):
The record is brought into our local system*, is assigned a system ID and a holdings and item record are created. All these action are reported back to me in the Host Message dialog box
• I scan the barcode into Aleph and navigate to the cataloging screen where you can view the bib/holding/item to confirm that all objects have been created
• The bib is described on the row at the top of the bottom-left frame, starting with "FCL01 - 16969912"
• The holdings is shown three lines down, in the row starting with "HOL - SCANN SXSTK..."
• The item is below the holdings in the row starting with "Barcode - ..."

Some comments/answers:

  • consider that no items will be in MARCcat (just in Inventory). This means that all references to 'items' in this and in the following data flows should to be referred to Inventory. Is this correct? In case, I suppose we should call for an API (from MARCcat) to send items information to the Inventory, linked to the related instance. Is this correct? Please, check with Charlotte Whitt.
  • I assume that from OCLC.Connexion "export" function I can call an OCLC API to update my data into Aleph (MARCcat in the future): this makes possible the next step that starts with "I scan the barcode into Aleph [...] all objects have been created". Is this correct?
  • *The bib record is brought in SRS, and automatically created both in MARCcat as bib record and in Inventory as an Instance.
  • The Holdings record is brought in SRS and automatically created both in MARCcat as bib record and in Inventory as an Instance (if the library choose to have holding in MARCcat, otherwise only in Inventory)
  • The item record was brought only in Inventory
  • Bib record (the whole MARC 21 bib records) is update using MARCat; in Inventory a subset was created and it can be showed but not updated in Inventory;
  • The holding and item records can be showed and updated in Inventory.

In this case the OCLC gateway has to be called by SRS, not by MARccat.

What kind of data (bib-holding-items) are visible in MARCcat? all - as preview - or only Bib/Holding and to check the items I need to "jump" in Inventory?

Comment by Charlotte Whitt [ 05/Dec/23 ]

Hi Ann-Marie Breaux- I removed Mjolnier as development team, and assigned this feature to the FOLJIET dev team

Comment by Ann-Marie Breaux (Inactive) [ 05/Dec/23 ]

Hi Charlotte Whitt That's fine - no worries. We'll just put it in the Folijet backlog for now. Thank you!
Ryan Taylor At some point, we need to look through these ISRI features and determine whether they can be consolidated with other features, closed, or remain open

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