Original MARC cataloging (UXPROD-3984)

[UXPROD-3910] Create a MARC authority record via quickMARC UI Created: 30/Nov/22  Updated: 08/Feb/24

Status: In Progress
Project: UX Product
Components: None
Affects versions: None
Fix versions: Quesnelia (R1 2024)
Parent: Original MARC cataloging

Type: New Feature Priority: P2
Reporter: Khalilah Gambrell Assignee: Christine Schultz-Richert
Resolution: Unresolved Votes: 0
Labels: LC-priority2, SolutionArchitecture, authority, cataloging, loc, marc-authority, metadatamanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODELINKS-208 Authority-source-files API: PATCH end... Open
is defined by MODELINKS-184 Cannot derive MARC bib on member tenant Closed
is defined by MODSOURMAN-1115 Accomodate for authority-source-files... Closed
is defined by MODSOURMAN-1116 Accomodate for authority-source-files... Closed
is defined by UIQM-620 Fields validations are missing in the... Closed
is defined by MODDICONV-353 Create new default profile for create... Closed
is defined by MODELINKS-122 Implement Next Available HRID Endpoin... Closed
is defined by MODELINKS-123 Authority-source-files API: update PO... Closed
is defined by MODELINKS-160 Authority-source-files API: update PA... Closed
is defined by MODELINKS-161 Authority-source-files API: delete PU... Closed
is defined by MODELINKS-162 Authority-source-files API: update DE... Closed
is defined by MODELINKS-170 AuthoritySourceFile: Change the Autho... Closed
is defined by MODELINKS-174 Prohibit modify/delete authorities wi... Closed
is defined by MODELINKS-175 Propagate authority source files to m... Closed
is defined by MODELINKS-176 Limit local authority source files cr... Closed
is defined by MODELINKS-177 Authority-source-files API: Update GE... Closed
is defined by MODELINKS-192 Base URL of default authority file sh... Closed
is defined by MODQM-322 Support new Authority record creation Closed
is defined by STSMACOM-797 Authority Source File Settings - Show... Closed
is defined by UIMARCAUTH-337 Create new settings options for confi... Closed
is defined by UIMARCAUTH-344 Create new permission for updating an... Closed
is defined by UIMARCAUTH-345 Add validation and edit options for c... Closed
is defined by UIMARCAUTH-360 CREATE | Create new settings options ... Closed
is defined by UIMARCAUTH-382 CLONE - Generate 001 per selected aut... Closed
is defined by UIQM-383 Create Orig Authority Record: Populat... Closed
is defined by UIQM-384 Create Orig Authority Record: Generat... Closed
is defined by UIQM-574 Allow user to select an authority fil... Closed
is defined by UIQM-575 ECS authority creation from UI; Creat... Closed
is defined by UIQM-576 Generate 001 per selected authority f... Closed
is defined by UIQM-577 Create authority validation: Verify v... Closed
is defined by UIQM-578 Assign an authority source file upon ... Closed
is defined by UIQM-606 All "Authority files" are displayed i... Closed
is defined by UIQM-607 "Save & close" button can be clicked ... Closed
is defined by UIQM-623 Manage Authority source files: Adjust... Closed
is defined by UISAUTCOMP-98 Update authority-source-files interfa... Closed
is defined by MODELINKS-185 Remove authority source file 'source'... Closed
is defined by UIIN-2630 Change sentence case in create MARC b... Closed
is defined by UIMARCAUTH-352 Change sentence case in create MARC a... Closed
is defined by MODELINKS-201 Authority source files: Adjust logic ... In Code Review
is defined by UISAUTCOMP-106 CLONE - EDIT | Create new settings op... In Code Review
is defined by MODELINKS-207 Authority-source-files API: Changes m... In QA
is defined by MODELINKS-199 Authority-source-files API: fix issue... Prep Deployment
is defined by STSMACOM-801 <EditableList> - add ability to chang... Prep Deployment
is defined by STSMACOM-809 CLONE - CLONE - EDIT | Create new set... Prep Deployment
is defined by UIMARCAUTH-359 EDIT | Create new settings options fo... Prep Deployment
is defined by UIMARCAUTH-361 DELETE | Create new settings options ... Prep Deployment
is defined by STSMACOM-807 EditableList > Add a confirmation mod... Prep Deployment
Relates
relates to UIMARCAUTH-376 Additional "Prefix" field validation ... Open
relates to UIMARCAUTH-377 Additional "Name" field validation fo... Open
relates to UIMARCAUTH-314 Hide permissions for creating new aut... Closed
relates to UIMARCAUTH-336 Show permissions for creating new au... Closed
relates to UIMARCAUTH-369 Add Create a new MARC authority recor... Closed
relates to UIQM-539 Create/Edit/Derive MARC bib/authority... Closed
relates to UIQM-591 CLONE - Show permissions for creatin... Closed
relates to MODELINKS-200 ECS | PATCH for "/authority-source-fi... Closed
relates to MODELINKS-197 Circular dependency beetween Authorit... Closed
relates to UIQM-522 Create/Derive a new MARC bib record &... Closed
relates to UIQM-573 Requirement Change: Edit MARC authori... Closed
Requires
requires STSMACOM-808 CLONE - Additional HRID validation fo... Open
requires UIMARCAUTH-370 Additional baseURL validation for - d... Open
requires MODDICORE-392 "MARC authority" record is assigned t... Closed
requires MODELINKS-182 Authority-source-files API: metadata ... Closed
requires MODQM-311 SPIKE: Investigate feasibility of loc... Closed
requires STSMACOM-796 ControlledVocab - Show toasts when Cr... Closed
requires UIQM-381 Create Orig Authority Record: Populat... Closed
requires UIQM-382 quickMARC Bib Validation: Make 010 a ... Closed
requires UIQM-584 Create MARC authority: Require a sing... Closed
requires UIMARCAUTH-289 New permission: MARC authority: Creat... Closed
requires UIMARCAUTH-290 Create Orig Authority Record: Add MAR... Closed
requires UIQM-380 Create Orig Authority Record: Open ne... Closed
requires UIMARCAUTH-383 Manage authority files | Notify that ... Draft
requires MODELINKS-189 DELETE /authority-source-files return... Blocked
requires UIMARCAUTH-367 Restrict viewing MARC authority files... Blocked
requires UIMARCAUTH-368 Additional HRID validation for creati... In Code Review
requires STCOR-797 ECS | Assigned permissions doesn't wo... Prep Deployment
Release: Quesnelia (R1 2024)
Epic Link: Original MARC cataloging
Front End Estimate: XXL < 30 days
Front End Estimator: Christine Schultz-Richert
Front-End Confidence factor: 100%
Back End Estimate: XXL < 30 days
Back End Estimator: Christine Schultz-Richert
Back-End Confidence factor: 100%
Estimation Notes and Assumptions: BE estimate - undefined scope for number generation and migration
Development Team: Spitfire
PO Rank: 0
Rank: Cornell (Full Sum 2021): R4

 Description   

Purpose: Catalogers need a way to create a MARC authority record via the quickMARC UI to support original cataloging workflows .

Use cases: As a cataloger, I need to be able to create new authority records so that I can:​

  1. Create headings that more closely align to the mission/objectives of my institution (locally created/managed)​
  2. Create headings that do not yet exist in external databases​
    1. Create records to distribute to other libraries as part of a standard database (as the distributing agency)​
    2. Create records to contribute to a standard/external database as part of cooperative cataloging (as the contributing agency)​
    3. Create records for eventual replacement by external record​

In scope

  • Ability to create new MARC authority record from quickMARC, access point = MARC authority app
  • Maintenance of authority source files / HRID generation per tenant configuration
  • Default MARC authority field values to populate quickMARC UI
  • Default MARC fields to populate once record is created
  • Required MARC authority fields to create a MARC authority record via quickMARC UI 
  • New permission for creation of authority record

Stories:

  1. Ability to configure local authority files​
    1. 001 prefix + starting number​
    2. Authority file name​
  2. Ability to create authority records for an external file​
  3. Ability to create new authority record via UI​
  4. Ability to select which authority file to add the new record to (i.e., specify 001 generation instructions)​
  5. Ability to configure which files users in the tenant(s) are able to select from when they are creating a new record
  6. ECS/multi-tenant support:
    1. Promote local authority to shared - Feature: UXPROD-4472
    2. Configuration of authority files in central tenant
    3. Ability to select from authority files when creating a new MARC authority
    4. Creating a new MARC authority from the central tenant automatically creates a shared record
    5. Creating a new MARC authority from the member tenant automatically creates a local record


 Comments   
Comment by Pavlo Smahin [ 26/Oct/23 ]

Hey Christine Schultz-Richert, can we move out the "Promote local authority to shared" requirement to a separate feature as it seems to be out of the scope of creating local MARC authorities via quickMarc?

Comment by Christine Schultz-Richert [ 26/Oct/23 ]

Hey Pavlo Smahin - yes, sorry that is confusing in the description. It is actually in feature https://folio-org.atlassian.net/browse/UXPROD-4472 

Generated at Fri Feb 09 00:35:46 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.