Metadata Record Export (UXPROD-652)

[UXPROD-2153] Metadata Export - Mapping Profile - instance, holdings and items to MARC Bib record Created: 13/Nov/19  Updated: 16/Sep/20  Resolved: 12/Jun/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2020
Parent: Metadata Record Export

Type: New Feature Priority: P1
Reporter: Magda Zacharska Assignee: Magda Zacharska
Resolution: Done Votes: 0
Labels: cap-mvp, export, inventory, metadatamanagement, po-mvp, q4-2019-at-risk, q4-2019-spillover, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PDF File Instance2BibRecordExportSRS Exists.pdf     PDF File Instance2BibRecordNoSRS.pdf     PDF File InstanceHoldings2BibRecordExportSRSExists.pdf     PDF File Inventory2MARC.pdf    
Issue links:
Defines
defines UXPROD-652 Metadata Record Export In Progress
is defined by MDEXP-85 Spike: Feature-level design for data-... Closed
is defined by MDEXP-120 Mapping profile - create a new profile Closed
is defined by MDEXP-128 Mapping profile - create a list of pr... Closed
is defined by MDEXP-129 Mapping profile - delete profile Closed
is defined by MDEXP-130 Mapping profile - applying transforma... Closed
is defined by MDEXP-138 Applying mapping profile - transforma... Closed
is defined by MDEXP-151 Mapping profile - transformations - p... Closed
is defined by MDEXP-152 Mapping profile - transformations - p... Closed
is defined by MDEXP-153 Mapping profile - transformations - r... Closed
is defined by MDEXP-154 Mapping profile - transformations - p... Closed
is defined by MDEXP-161 Mapping profile - transformations - r... Closed
is defined by MDEXP-163 Mapping profile - transformations - r... Closed
is defined by MDEXP-164 Mapping profile - transformations - p... Closed
is defined by MDEXP-165 Mapping profile - transformations - t... Closed
is defined by MDEXP-170 POC - applying mapping profile transf... Closed
is defined by MDEXP-171 Use specified job profile in /export ... Closed
is defined by UIDEXP-39 Settings - Data Export - Second pane ... Closed
is defined by UIDEXP-40 Settings - Data Export - Third pane -... Closed
is defined by UIDEXP-46 Mapping profile - Settings - adding a... Closed
is defined by UIDEXP-47 Mapping profile - Settings - adding t... Closed
is defined by UIDEXP-50 Mapping profile - Settings - opening ... Closed
is defined by UIDEXP-57 Mapping profile - Settings - List exi... Closed
is defined by UIDEXP-72 Mapping profile – add transformations... Closed
is defined by UIDEXP-74 Mapping profile – add transformation ... Closed
is defined by UIDEXP-88 Mapping profile – save a new profile Closed
is defined by UIDEXP-89 Mapping profile – transformation – po... Closed
is defined by UIDEXP-90 Mapping profile – transformation – po... Closed
is defined by UIDEXP-91 Mapping profile – transformation – po... Closed
is defined by UIDEXP-94 Mapping profile – transformation – po... Closed
is defined by UIDEXP-95 Mapping profile – transformation – po... Closed
is defined by UIDEXP-100 Mapping profile – error handling whi... Closed
is defined by UIDEXP-105 Mapping profile – add transformation ... Closed
Relates
relates to UXPROD-2413 Metadata Export - Mapping Profile - s... Closed
Epic Link: Metadata Record Export
Front End Estimate: XXL < 30 days
Front End Estimator: Viktor Soroka
Front-End Confidence factor: Medium
Back End Estimate: XXL < 30 days
Back End Estimator: Kruthi Vuppala
Development Team: Concorde
PO Rank: 120
PO Ranking Note: Needed for including holdings and items data with MARC bib records- a functionality required by Round II libraries
Rank: Chalmers (Impl Aut 2019): R4
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): R2
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R1
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1

 Description   

The mapping profile is required for combining elements of the inventory instance record, with some additional fields (for example locations and call numbers) that are part of the inventory holdings and items records while exporting data in MARC bib record. This is a common scenario when exporting data for integration with discovery services for example.

The mappings that are called transformations in the data export mapping profile will allow the user to append selected fields from holdings and items records to the existing MARC bib record. The transformation contain information which inventory field should be appended and what MARC field should populated with the data.

The library can set up multiple mapping profiles. The mapping profile will be associated with the export job through job profile. Each job profile can be associated with one mapping profile; each export job can be associated with one job profile.

In its first implementation mapping profile supports following field transformations:

Holdings Item
Holdings - Permanent location Items - Effective call number
Holdings - Temporary location Items - Effective location
Holdings - Call number - prefix Items - Electronic access - Link text
Holdings - Call number Items - Electronic access - URI
Holdings - Call number - suffix Items - Material types
Holdings - Electronic access - Link text
Holdings - Electronic access - URI
Holdings - Permanent location
Holdings - Temporary location

The whole inventory instance record is included in all exports. If the instance has underlying MARC record stored in SRS, that record will be used during the export. If there the instance doesn't have an underlying record then simplified MARC Bib record is created ( UXPROD-1397 Closed )

The high level flow is following:

  1. The user provides a list of instance UUIDs to be included in the export
  2. The mapping profile specifies which inventory records (holdings or item) will be appended to the instance record
  3. The transformations in the mapping profile specify which fields should populate MARC fields in the exported records

Metadata Export Subgroup use cases: https://folio-org.atlassian.net/wiki/display/MM/Export+Use+Cases?src=contextnavpagetreemode. It is also requested by many Round II libraries.

Link to the mockups: https://drive.google.com/drive/folders/1qUP38ooZ_ZqW9RNH-53j65sZv6jSiZhx


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