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

[UXPROD-3782] Import of MARC Bibs to create MARC Bibs and MARC Holdings - DRAFT Created: 15/Aug/22  Updated: 28/Dec/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: TBD
Parent: Batch Importer (Bib/Acq)

Type: New Feature Priority: P2
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: LC1, cataloging, data-import, loc, marc-bib, marc-holdings, metadatamanagement, needs-t-shirt-size-BE, needs-t-shirt-size-FE, quickmarc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: Microsoft Word MARC bib to MFHD.docx     File NLA-Bibs With Holdings Info.mrc     File NLA-HoldingsMARCrecords.mrc     PNG File NLAinfo-20230309.png     File test-marc-hol.mrc    
Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
Relates
relates to UXPROD-2741 Import of MARC Bibs to create/update ... Closed
Release: Not Scheduled
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimator: Ann-Marie Breaux (Inactive)
Front End Estimate: Large < 10 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 20%
Back End Estimate: XXL < 30 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 20%
Development Team: Folijet
Rank: Cornell (Full Sum 2021): R5

 Description   

Suggested by Jacquie Samples/Duke

Being able to create a MARC Holdings via Importing a MARC Bib (currently can only create an Inventory Holdings from a MARC Bib import, and can only create MARC Holdings via MARC Holdings import or quickMARC derive)

Additional questions to clarify scope:

  • Confirm use cases
  • Confirm libraries that would need it or find it useful
  • Would be great to have a sample MARC Bib file and understand which field(s) from it would be used to create a MARC Holdings record
  • Would this just be for Creates, or for Updates also?
  • Would it be for a single MARC Holdings, or might the library be creating multiple MARC Holdings from a single MARC Bib record?
  • What else?
  • Interested libraries: National Library of Australia, Library of Congress, Duke


 Comments   
Comment by leeda.adkins@duke.edu [ 16/Aug/22 ]

Hi Ann-Marie Breaux, I'm attaching a 4-record marc file for testing, let me know if you need more!

We will need creates and updates.

The mapping of marc holdings from the file is identical to the mapping for the inventory holdings for call number from the 050, else 090; and location from the 049 $a (for Duke). (See further comments below for mapping other elements from marc bib to marc holdings)

Currently Aleph only allows for one holdings per record. It would be preferable for this to match whatever FOLIO Data Import can do for inventory holdings; if it has the capacity to create multiple holdings in inventory the same should be allowed for MARC holdings.

Comment by leeda.adkins@duke.edu [ 16/Aug/22 ]

Jacquie will provide more details for which areas of the MARC bib to draw from for the other elements of the MARC holdings, i.e. language, record type, etc.

 

Comment by Jacquie Samples [ 16/Aug/22 ]

Hi @Ann-Marie, as Leeda mentioned, I am working on documenting what data from MARC bibs should be included in MARC holdings derived from the bib.  I will attach that document here.

I did have a conversation with Khalilah Gambrell recently regarding what data should be populated in FOLIO holdings when a MARC holding or  FOLIO holding is derived from those data.  Just FYI, in case you'd like to get some info from her, as well.

Comment by Ann-Marie Breaux (Inactive) [ 16/Aug/22 ]

Hi Jacquie Samples and leeda.adkins@duke.edu Thanks very much for this info. All sounds good. I'll definitely aim to connect with Khalilah Gambrell at some point, so that we can coordinate any MARC Holdings-related work. I just want to be clear that this is not work that has been scheduled yet, and we're planned out at least a few releases already, so I don't yet have any idea when this will end up being developed.

Comment by Jacquie Samples [ 16/Aug/22 ]

Hi Ann-Marie Breaux, I just uploaded a preliminary MARC bib to MFHD mapping.  I am not sure I included everything possible, or needed across the FOLIO community, but I think that this is a good place to start. 

Comment by Ann-Marie Breaux (Inactive) [ 08/Mar/23 ]

Addl info from Sue Newbery at National Library of Australia: We would be creating the MARC Holdings based on fields in the MARC bib record. Thank you for adding NLA as an interested library in the Jira description. Contacted Sue to get a sample file and more details about their files and Holdings mappings

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