Single MARC Record Integration with OCLC (UXPROD-211)

[UXPROD-2086]  Import single record from OCLC - 06 - Move OCLC holdings to new record and overlay existing record 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 06 - Move OCLC holdings to new record and overlay existing record.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:

• In this demo, we have a provisional bib record for a title on one OCLC number.
• I search in Connexion by ISBN and find that there are two records for this title. The first in the list is a record with better description than the one we have in our system, and I want to use it
• I open the OCLC record that currently has our holdings attached to it ("Held by SNN - 4 other holdings" at the top of the pane) and I remove our holdings
• I close the record and open the record that I want to use. I copy the OCLC number out of the record in Connexion, and paste it into our record in Aleph. I save the Aleph record and override some harmless system warnings. This way, when I export the record from Connexion, it will find the record in Aleph and overlay it. I want to do this because there is an item record and an order in Aleph and I want them all to be on the same bib. If I did not replace the 035 in Aleph, the Connexion export would not match the current bib, and it would create a new record (and holdings/item, depending on what parameters I put into the 949)
• I delete the current holding from Aleph (ignore this - I'm just doing this because I don't want to cut and paste the call number into the holdings after I export the record)
• I return to the record in Connexion, set our holdings on it, modify the 049 to SNNA because this is a book for our art library, and I leave the 949$a blank so that it does not create an item
• I export the record and see that it matched the bib, added a new holdings and skiped the item record creation
• I return to Aleph and refresh, showing the new description in the bib record and the new holdings number (with call number)
• I open the item record and link it to the new holdings record, and then navigate back to the main cataloging screen to see that everything is aligned



 Comments   
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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