Inventory (UXPROD-785)

[UXPROD-2452] Holdings Record. Implement new Source data element (detailed view and edit) Created: 08/Jun/20  Updated: 02/Mar/23  Resolved: 14/Oct/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2020
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Charlotte Whitt
Resolution: Done Votes: 0
Labels: back-end
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
blocks UXPROD-1575 quickMARC | Store and Display MARC Ho... Closed
Defines
is defined by MODINVSTOR-542 Holdings Source: add to Accordion Adm... Closed
is defined by MODINVSTOR-590 Setting > Inventory > Holdings > Hold... Closed
is defined by UIIN-1123 Holdings Record. Accordion Administra... Closed
is defined by UIIN-1229 Settings > Inventory > Holdings: Hold... Closed
is defined by UIIN-1231 Create permission for CRUD of holding... Closed
Relates
relates to MODINVSTOR-983 Holdings source ID (required, not rep... Draft
Epic Link: Inventory
Development Team: Prokopovych
PO Rank: 113
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R5
Rank: 5Colleges (Full Jul 2021): R5
Rank: GBV (MVP Sum 2020): R5
Rank: TAMU (MVP Jan 2021): R1

 Description   

Overview: In Inventory the libraries can choose whether to maintain holdings records directly in Inventory, or choose to maintain the holdings record in MARC Format for Holdings (MFHD) - https://www.loc.gov/marc/holdings/. If maintaining the holdings record in MARC, then the underlying MFHD record is stored in SRS, and the MFHD records are being maintained in MARCcat (potentially also quickMARC - TBD).

When established linking between a Holdings record in Inventory to a holdings source record in MARC Format for Holdings (MFHD) record in the Source Record Storage (SRS), then edit of given meta elements in the Holdings record need to be blocked (frozen), when data is maintained as a MFHD record in MARCcat.

In the holdings record there will be an element Metadata source. This element is auto-populated with the specific source of the record in the SRS, if applicable. For records with underlying MARC Holdings in SRS, source will be MARC

In order to establish the data flow Inventory, holdings <> SRS, MFHD <> MARCcat, MFHD we need to implement a new element in the holdings record to define the source of the holdings record (source=FOLIO, or source=MARC)

Documentation:



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

Hi Charlotte Whitt This is a required feature for Inventory holdings to be able to relate to MARC holdings. In terms of libraries, it will be required for Alabama, Duke, and Texas A&M, and blocks Inventory Holdings-MARC Holdings integration work that is scheduled for Q4. Do you know when this might hit the Core fxn dev schedule? Thank you!

cc: Cate Boerema Hkaplanian

Comment by Charlotte Whitt [ 21/Jul/20 ]

Hi Ann-Marie Breaux - this feature is Analysis complete, and I have changed the priority of UIIN-1123 Closed to P2.

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

Terrific - thanks very much, Charlotte Whitt. I also added the Epic of Inventory - please adjust if that's not correct

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