Metadata Record Export (UXPROD-652)

[UXPROD-2224] Export Inventory Instances to MARCXML format with UTF-8 encodings Created: 08/Jan/20  Updated: 14/Dec/23

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: Sunflower (R3 2024)
Parent: Metadata Record Export

Type: New Feature Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Magda Zacharska
Resolution: Unresolved Votes: 0
Labels: LC2, cap-mvp-split, cataloging, data-export-needs-ranking, export, firebird-po-share, inventory, loc, metadatamanagement, q4-2019-at-risk, q4-2019-spillover
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MDEXP-195 Investigate exporting inventory recor... Closed
Relates
relates to UXPROD-2675 Export inventory instances into MARCJ... Open
relates to UXPROD-2676 Export inventory instances into UNIMA... Open
relates to UXPROD-141 Export Inventory Instances with under... Closed
relates to UXPROD-1397 Generating a MARC bibliographic recor... Closed
relates to UXPROD-2677 Export inventory instances into PICA+... Draft
relates to UXPROD-2678 Export inventory instances into PICA ... Draft
relates to UXPROD-2679 Export inventory instances into Delim... Draft
relates to UXPROD-4586 Feature: Export to BIBFRAME2 | BF Alpha Open
Potential Workaround: Use OAI-PMH
Epic Link: Metadata Record Export
Analysis Estimate: Large < 10 days
Analysis Estimator: Charlotte Whitt
Front End Estimate: XXL < 30 days
Front End Estimator: Magda Zacharska
Front-End Confidence factor: Low
Back End Estimate: XXXL: 30-45 days
Back End Estimator: Magda Zacharska
Back-End Confidence factor: 20%
Estimation Notes and Assumptions: Depends on number and types of formats to support.
Development Team: Firebird
PO Rank: 90
PO Ranking Note: Splitting the original feature into each format type to help prioritize the remaining work
Rank: Chicago (MVP Sum 2020): R3
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R3
Rank: GBV (MVP Sum 2020): R4
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R5

 Description   

Current situation or problem:
The existing data export implementation supports exports only in MARC binary format but the libraries often require export in MARCXML format that is currently not supported.

In scope

  • Records identified for export can be exported in MARCXML format
  • If the record has underlying SRS record that record will be used for export, otherwise the simplified MARC bib record will be created based on the standard FOLIO mapping rules for data export
  • Users should be able to enrich the exported MARC bib record with holdings and items data using custom mapping profile
  • File generated by export are exported with .xml extension
  • Existing functionality for .mrc exports is not affected

Links to additional info
MARCXML standard

The other export formats have been covered by separate features:

Export profiles:

Questions

  1. Will the existing mapping rules need to be adjusted and will they depend on the source format?
  2. What record types should be included:
    1. Instances
    2. Holdings/items
    3. Instances/Holdings/items
    4. Authority?
  3. Should Quick export (directly from Inventory) be supported as well?


 Comments   
Comment by Charlotte Whitt [ 10/Jan/20 ]

Magda Zacharska - I just noticed that this feature has been changed to fix date Q3 2020.

But is this because this feature is only about the export of instances converted to simple MARC, and not about export of instances with underlying MARC?

Comment by Magda Zacharska [ 10/Jan/20 ]

Charlotte Whitt UXPROD-141 Closed covers MARC format (simplified for the records without underlying SRS record, and full MARC if underlying record exists). It originally covered other formats but it needed to be split as we won't be able to deliver in Q1 support for other output formats. This JIra covers the other formats only .

Comment by Magda Zacharska [ 17/Mar/20 ]
  • UXPROD-141 Closed - covers exporting to MARC Bib format when SRS record present.
  • UXPROD-1397 Closed - covers generating MARC Bib format if SRS not present
  • This feature covers exports to other formats
Comment by Charlotte Whitt [ 04/Dec/23 ]

Hi Magda Zacharska - I notice this feature has Fix Version: Sunflower (R3 2024) - so the release target too is Sunflower? 

CC: Tara Barnett 

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