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

[UXPROD-4031] Batch update MARC holdings records via Data import support Created: 05/Feb/23  Updated: 30/Nov/23

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

Type: New Feature Priority: P3
Reporter: Khalilah Gambrell Assignee: Khalilah Gambrell
Resolution: Unresolved Votes: 1
Labels: cataloging, consortia-ebsco, data-import, front-end, loc, marc-holdings
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UIDATIMP-1354 Batch update MARC holdings records vi... Draft
Release: Quesnelia (R1 2024)
Epic Link: Batch Importer (Bib/Acq)
Front End Estimate: Medium < 5 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 40%
Back End Estimate: Small < 3 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 80%
Development Team: Spitfire
PO Rank: 0
Rank: Cornell (Full Sum 2021): R5

 Description   

BE development work is complete for supporting updating MARC holdings via Data Import

Create/Edit field mapping profile 

  • Under Incoming record type > Enable MARC Holdings options  
  • Under FOLIO record type > Enable MARC Holdings option?
  • Field mappings for MARC dropdown > Only display Updates 
  • Field protection not applicable for this release so Override protected fields is not applicable. Do not display.
  • Field mapping MARC Holdings Updates is not applicable. Do not display. 

 

Create/Edit action profile 

  • Action dropdown 
    • Revise from Update (all record types except Orders, Invoices, or MARC Holdings) to Update (all record types except Orders or Invoices)
  • FOLIO record type dropdown
    • Add new option MARC Holdings right after MARC Bibliographic 

Create/Edit Match profile

  • Incoming records: Add MARC holdings after MARC Bibliographic
  • Existing records: Add MARC holdings after MARC Bibliographic 
  • MARC holdings should have the same icons as Holdings 


 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 01/Mar/23 ]

Khalilah Gambrell could you link the BE story?

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