Batch Importer (Bib/Acq) (UXPROD-47)

[UXPROD-2273] Connect SRS and quickMARC for MARC Bibs (Folijet work) Created: 17/Feb/20  Updated: 16/Sep/21  Resolved: 21/Jul/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2020
Parent: Batch Importer (Bib/Acq)

Type: New Feature Priority: P2
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ann-Marie Breaux (Inactive)
Resolution: Done Votes: 0
Labels: Inventory, SRS, cap-mvp, data-import, marc-bib, marccat, metadatamanagement, po-mvp, q4-2019-spillover, round_ii
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
is defined by MODINV-321 Cannot delete a field in quickMARC Closed
is defined by MODINV-324 Add source-record states storing mech... Closed
is defined by MODSOURCE-114 Add State "field" to records table. Closed
is defined by MODSOURCE-115 Create endpoint for retrieving "sourc... Closed
is defined by MODSOURCE-116 Add filtering of sourceRecords to ret... Closed
is defined by MODSOURCE-168 Bugfest. Changes to MARC record in qu... Closed
is defined by MODSOURMAN-268 Implement endpoint for updating MARC ... Closed
is defined by MODSOURMAN-271 SPIKE: Define API contract between SR... Closed
is defined by MODSOURMAN-272 SPIKE: Design updating of marc record... Closed
is defined by MODSOURMAN-276 Create endpoint for retrieving MARC r... Closed
is defined by MODSOURMAN-317 View source, Instance, and edit in qu... Closed
is defined by UIIN-1125 View source does not always show the ... Closed
is defined by MODINV-311 Adding or changing notes in quickMARC... Closed
is defined by MODSOURMAN-321 Change response status to 202 on pars... Closed
is defined by UIIN-1119 Instance 'Action" dropdown menu is sl... Closed
Relates
relates to MODINV-207 Implement Update action handler for I... Closed
relates to MODSOURMAN-262 Automatically update Instance when SR... Closed
relates to UXPROD-2272 Connect SRS and quickMARC for MARC Bi... Closed
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimator: Ann-Marie Breaux (Inactive)
Front End Estimate: Very Small (VS) < 1day
Front End Estimator: Viktor Soroka
Back End Estimate: XL < 15 days
Back End Estimator: Oleksii Kuzminov
Estimation Notes and Assumptions: Should be all backend work; some work in SRS and some work in quickMARC
Front end: quick check to make sure all is OK when record is created/edited in quickMARC, and will update SRS properly
Development Team: Folijet
PO Rank: 120
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R5
Rank: hbz (TBD): R1
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R2

 Description   

This epic is for the Folijet/SRS dev team work; Firebird/quickMARC dev team work is on UXPROD-2272

Goal is that the the CRUD work done in SMRE will make the appropriate CRUD happen in SRS
Figure out what work needs to be done by SRS/Folijet and what work needs to be done by Firebird/quickMARC. SRS/Folijet stories go on this feature.

Requirements:

  1. quickMARC must be able to access an existing SRS MARC Bib via a button in the Instance (e.g. Edit MARC) and edit the MARC Bib.. Once the edits have been made via quickMARC, then
    • The edits are saved to the SRS MARC Bib (including updates to the size of the MARC record in MARC Leader bytes 00-04)
    • and the corresponding updates are made to the MARCcat MARC bib automatically (not at the beginning, only once MARCcat and SRS are integrated)
    • and the corresponding updates are made to the Inventory Instance automatically

Notes:

  • Current scope for quickMARC would be editing existing SRS Bib records only. Not creating new MARC records from Instances or creating new MARC records from scratch.
  • quickMARC will use a simple UI, rather than a text editor
  • The only expected validation is the general structural validation that SRS currently does. Any more rigorous MARC validation would happen in MARCcat or external to FOLIO.
  • If displayed in the quickMARC, data in MARC 001 and 999 ff fields would be visible, but not editable
  • Once SRS is expanded to include MARC holdings records, quickMARC may be expanded to allow for editing of MARC holdings also, but not in current scope

Future note:
If quickMARC is expanded in the future to allow for creation of a MARC bib from an Inventory instance that does not already have an underlying source MARC; then when it is saved, it

  1. will need to be saved as a new MARC Bib in SRS
  2. with the instance HRID in 001 field
  3. linked to the corresponding instance via the 999 ff field
  4. and the editing of the instance in Inventory blocked (Instance Source changed to MARC)


 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 17/Feb/20 ]

Former user and Oleksii Kuzminov I created UXPROD-2272 Closed and UXPROD-2273 Closed as features for integrating the Simple MARC Record Editor work with SRS. The SMRE work will be happening in Q2, and we'll probably need to work on integration in middle-Q2, after a little of the basic SMRE work is done. Will need to figure out which integration work is done by which dev team. Unlike MARCcat, there will not be separate storage for SMRE. Users will be accessing the SRS records via a text editor or UI and editing them directly.

Comment by Viachaslau Khandramai (Inactive) [ 05/Mar/20 ]

Hi Ann-Marie Breaux,

for the integration with SRS we need to have GET/PUT endpoints on for retrieving/editing MARC records on mod-source-record-manager. Is this planned in scope of this story for Folijet?
cc Stephanie Buck

Thank you,
Slava

Comment by Ann-Marie Breaux (Inactive) [ 05/Mar/20 ]

Hi Viachaslau Khandramai Yes! Thanks for asking. We've confirmed that those endpoints will be part of this work. Kateryna Senchenko is going to draft stories and then review with Oleksii Kuzminov and Taras Spashchenko next week - some vacations are making it hard to get overlapping time to meet.

Viachaslau Khandramai When do you switch over to the Firebird team?

Comment by Viachaslau Khandramai (Inactive) [ 05/Mar/20 ]

Thanks Ann-Marie Breaux,

as I know Firebird team should start March, 16, after Q1 release.

Comment by Ann-Marie Breaux (Inactive) [ 05/Mar/20 ]

Thanks, Viachaslau Khandramai, so I should prepare for Dennis and Craig to be crying all day on March 16...

Comment by Karen Newbery [ 05/Jun/20 ]

Duke feels this should be NFR - We can't go live without MARCCat.

We expect to have MARCcat and will therefore not need quickmarc but would be nice to have as a secondary tool. quickmarc is not a replacement of MARCCat for us.

Comment by Ann-Marie Breaux (Inactive) [ 21/Jul/20 ]

Hi Oleksii Kuzminov Moved MODSOURMAN-277 (testing) to the Q3 NFR Feature, so that I could close this feature.

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