Inventory (UXPROD-785)

[UXPROD-2249] Inventory and Union Catalogue interaction. Tenant defined instance, holdings, and item source codes Created: 03/Feb/20  Updated: 26/Nov/23

Status: In Refinement
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Inventory

Type: New Feature Priority: P2
Reporter: Charlotte Whitt Assignee: Charlotte Whitt
Resolution: Unresolved Votes: 0
Labels: GBV, chalmers
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Skärmavbild 2019-10-22 kl. 14.51.18.png     PNG File Skärmavbild 2019-10-22 kl. 15.01.01.png     PNG File Skärmavbild 2020-01-20 kl. 11.24.56.png     PNG File Skärmavbild 2020-02-03 kl. 16.35.13.png     PNG File Skärmavbild 2020-02-03 kl. 16.36.18.png     PNG File image (59).png     PNG File screenshot-1 (5).png    
Issue links:
Defines
is defined by UIIN-1232 Settings > Inventory > Instances: Ins... Open
is defined by UIIN-1233 Create permission for CRUD of instanc... Open
is defined by UIIN-966 Add K10plus as a new source code on I... Draft
is defined by UIIN-995 Add Sudoc as a new source code on Inv... Draft
is defined by UIIN-1195 Settings page > Inventory > Instance ... Draft
is defined by UIIN-872 Add LIBRIS as a new source code on In... Draft
Relates
relates to CHAL-98 Add a new source code on Inventory In... Blocked
relates to MODINV-822 Inventory. Item. BE: Add data propert... Open
relates to MODINVSTOR-1036 Inventory. Item. BE: Add data propert... Open
relates to UIIN-2213 Inventory. Item. FE: Add data propert... Open
relates to CHAL-165 Connect an Inventory instance with a ... In Progress
Epic Link: Inventory
Development Team: None
PO Rank: 77
Rank: Chalmers (Impl Aut 2019): R2
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R5
Rank: 5Colleges (Full Jul 2021): R5
Rank: 5Colleges (ERM Jun 2020): R5
Rank: GBV (MVP Sum 2020): R1
Rank: Grand Valley (Full Sum 2021): R3
Rank: hbz (TBD): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R1
Rank: Mainz (Full TBD): R1
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R5
Rank: U of AL (MVP Oct 2020): R5

 Description   

As a library maintaining the majority of it's bibliographic records in their union catalog and then one-way synchronizing the changes into inventory, Chalmers would like to lock the editing of these records in Inventory in the same way that is currently done when adding the "MARC" source string. With one exception: Since there is no underlying MARC record stored in SRS, those mechanisms should be removed. The German libraries has exactly the same set up, and the BNCF environment too.

See slidedeck, discussed at WOLFcon (1/24/2020): https://docs.google.com/presentation/d/1-XLcl-WZwhs16h7PiMfOPdzUuCOahmb5FOlqQly6ceI/edit#slide=id.p and
DRAFT Document describing the requirements - https://docs.google.com/document/d/1Jr77FGuUtqZJHPxVWLXiI9FMe4xMIL-5KOxUhzSfQM0/edit#heading=h.o9cw17b2u3ww

Here list of new source types:

Library network List of source codes
Chalmers LIBRIS (National Union Catalog in Sweden)
GBV K10plus
SWB K10plus
hbz hbz-Verbundkatalog
BVB B3Kat
BNCF TBD (SBNWEB, TD1987, TD2003, MAGDIG
Hebis hebis
TBD Sudoc (National Union Catalog in France)

A future extension to this functionality would be to have a source link to the source record so that it could be reached or presented in the ui.



 Comments   
Comment by Jacquie Samples [ 27/Jan/21 ]

Duke is not going to rank this Jira because we do not have an associated Union Catalog as described herein.

Comment by Charlotte Whitt [ 11/Oct/21 ]

Status: Chalmers, the GBV libraries, and BNCF have assked for having the possibility to have instance source reflecting different source of truth, and not just the two options FOLIO or MARC.

With the newly implemented use of Elasticsearch and also facetted search in Inventory (Kiwi release) then the filter list is no longer hard coded and now the facets will display what is in the instance, also values as LIBRIS, K10plus, or what value must has been populated in the instance property 'source' (https://github.com/folio-org/mod-inventory-storage/blob/master/ramls/instance.json)

See:

I'll close this feature as done - while the functionality has been completed with the implementation of Elasticsearch supporting facetted search - UIIN-1567 Closed .
I'll also close the associated jira tickets as done.

CC: Zak BurkeMichal Kuklis Holly Mistlebauer lew235

Comment by Felix Hemme [ 11/Oct/21 ]

Hi Charlotte Whitt, the "lock record" part from the feature description is still missing. What GBV wants is related to the behavior when instance soure is "MARC": Block a defined set of metadata fields that is controlled outside of FOLIO, but let other fields that are only managed inside of FOLIO be editable.

Comment by Ann-Marie Breaux (Inactive) [ 11/Oct/21 ]

Hi Felix Hemme and Charlotte Whitt Yes that functionality is controlled by the Instance Source field. For example, see UXPROD-1447 Closed . Most of the work was in the UIIN and MODINV apps. I would recommend treating each new Source as a separate feature, to ensure the necessary support work is completed. If the source records will be stored in SRS, I would expect that support work to be on Folijet. If the source records are stored external to FOLIO, I would expect that work to be on Prokopovych or some other non-Folijet team.

cc: Khalilah Gambrell

Comment by Charlotte Whitt [ 12/Oct/21 ]

Ann-Marie Breaux - correct, and please notice that each Instance source data value are treated as it's own story. Please see:

    • UIIN-872 Draft Add LIBRIS as a new source code on Inventory Instances that prevents them from being edited while not assuming an underlying SRS record
    • UIIN-966 Draft Add K10plus as a new source code on Inventory Instances that prevents them from being edited while not assuming an underlying SRS record
    • UIIN-995 Draft Add Sudoc as a new source code on Inventory Instances that prevents them from being edited while not assuming an underlying SRS record

For UIIN-872 Draft the underlying source of truth is LIBRIS -and SRS work is relevant
For UIIN-966 Draft the underlying source of truth is CBS - and SRS work is not relevant

Re. UIIN-995 Draft I would need to look into this

Comment by Charlotte Whitt [ 12/Oct/21 ]

Felix Hemme - I know - re. the blocking of edits
I'll probably write up a new feature/reword the existing so we cover the actual work we need to do.

Comment by Ann-Marie Breaux (Inactive) [ 12/Oct/21 ]

Thanks for the additional info, Charlotte Whitt. My guess is that for each new source, it will take a few stories to get the instance editing sorted out correctly. If you look at the issues linked to UXPROD-1447 Closed , you'll see the main UI work on UIIN-592 Closed , but some corresponding BE work on MODINV-121 Closed and MODINV0124. And then various bugfixes and updates for new Instance fields. It feels like such a long time ago!

Khalilah Gambrell and Spitfire are working on this now for Inventory holdings that have Source = MARC.

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