[UXPROD-3698] Allow Orders to generate Instance with source MARC Created: 02/Jun/22  Updated: 30/Nov/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: None

Type: New Feature Priority: P3
Reporter: patty.wanninger Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: latam1
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-2404 OAI-PMH: Harvest Inventory for invent... Closed
relates to UXPROD-185 Import Orders in MARC format Closed
relates to UXPROD-3203 Add additional functionality to GOBI ... Closed
Development Team: Thunderjet
PO Rank: 0
Rank: Cornell (Full Sum 2021): R5

 Description   

Currently GOBI returns a MARC xml record to FOLIO when the order is transmitted. It has a source type of "FOLIO." Changing the source type to “MARC” when a GOBI order is transmitted to FOLIO would allow the record to be harvested by OAI-PMH which would discovery in platforms that use OAI harvesting and would allow holds to be placed on on-order items.

Use case(s)
As a user of the GOBI-FOLIO order integration, when I order something using the GOBI system
and the record is transmitted to FOLIO
it should have a source of "MARC."



 Comments   
Comment by Khalilah Gambrell [ 09/Sep/22 ]

Hey Dennis Bridges , should this feature be assigned Tjet?

Comment by Dennis Bridges [ 09/Sep/22 ]

I think this might be a duplicate of https://folio-org.atlassian.net/browse/UXPROD-3699 as that funcitonality may resolve this as well. We will work on clarifying requirements for the former and then either resolve or expand on the description here. Again if it has already been considered by Ann-Marie Breaux it might be a duplicate.

Comment by Ann-Marie Breaux (Inactive) [ 09/Sep/22 ]

3 comments on this one:

1. GOBI doesn't return a MARC-XML record in response to the order API. The record is XML, and the section with bib data is MARC formatted, but none of the order data is MARC-formatted. The overall record is not MARC-XML

2. OAI-PMH depends on harvesting SRS MARC Bibs. When an order created by the GOBI order API is opened in FOLIO, it creates an Instance (source = FOLIO), but not a MARC Bib (source = MARC). To automatically create an SRS MARC bib from the brief instance data supplied via the order API has been discussed, but not pursued (yet). It would definitely be a new feature, which could potentially be taken on by Folijet with some guidance from Thunderjet

3. There is an open feature to allow OAI-PMH to harvest Instances that do not have SRS MARC records (Instance source = FOLIO or something else other than MARC). I don't see it scheduled for the next couple of releases, but Magda Zacharska may have additional information about it. I've linked it to this feature.

Comment by Lisa Sjögren [ 05/Oct/22 ]

Dennis Bridges I know the background to this issue, and can confirm Anne-Marie's statement that the two are not duplicates (even if the titles could maybe be more explicit).

One big difference from the library POV is that the full MARC records referred to in https://folio-org.atlassian.net/browse/UXPROD-3699 are typically only transmitted to the library once the book order has been received and invoiced.

The library will however want the title to display in EDS as soon as they open the order on Gobi (and this generates the record in FOLIO). The library does not receive any MARC records at this point that they could manually import via DI.

As I understand, what mod-gobi receives from Gobi is actually a simple MARC record with order data. So to me it seems that a good solution would be if mod-gobi could take that MARC data and, after transmitting it to mod-orders and triggering the instance creation/linking order to existing instance, actually send it on to Data Import and load it to FOLIO it using some matching logic that ensures it only adds MARC to instances, never overwrites existing ones.

Comment by Ann-Marie Breaux (Inactive) [ 05/Oct/22 ]

Hi Lisa Sjögren Rather than messing with mod-gobi, the other option is that OAI-PMH should include Instances that are Source = FOLIO and not suppressed from discovery. That has bigger implications, but I thought that was planned also - just not sure when. See UXPROD-2404 Closed .

Comment by Lisa Sjögren [ 06/Oct/22 ]

Ann-Marie Breaux If likely to be developed in the near future (at least it's scheduled), that does sound like it could be the the best long term solution. We just need to think of workaround in the meantime – I think semi-manual using Data Import could be fine, as the API already removes a lot of manual steps.

In that case, DI/mod-gobi work could be focused instead on https://folio-org.atlassian.net/browse/UXPROD-3699 instead, allowing to fully automate the "shelf-ready" service.

Comment by Magda Zacharska [ 21/Nov/23 ]

Dennis Bridges - OAI-PMH starting with Poppy release will support harvesting FOLIO instances as well. This work has been done in UXPROD-4165 Closed and UXPROD-2404 Closed .

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