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

[UXPROD-4073] Inventory Single Record Import: Ability to search target and decide which record to import Created: 20/Feb/23  Updated: 28/Dec/23

Status: Open
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, data-import, epam-folijet, inventory-single-record-import, loc, needs-t-shirt-size-BE, needs-t-shirt-size-FE, possible-ramsons
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-3831 Allow user to assign various job prof... Closed
relates to UXPROD-976 Import individual MARC record from OC... Closed
Release: Not Scheduled
Epic Link: Batch Importer (Bib/Acq)
Front End Estimate: XXL < 30 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 20%
Back End Estimate: Jumbo: > 45 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 20%
Development Team: Folijet
PO Rank: 0
Rank: Cornell (Full Sum 2021): R5

 Description   

Initial ISRI work was completed in UXPROD-976 Closed , along with the ability to select import profiles for ISRI targets in UXPROD-3831 Closed . This feature covers the development work scoped and planned in the prep Jira UXPROD-4072

Currently, MARC Bib records imported to Inventory via Z39.50 use the target system's record ID number, so that a single, exact match is achieved. However, users do not always know the desired record and its ID number ahead of time. This new functionality would allow a user to search an external target to find a desired record, and then import it via Inventory Single Record Import.

From within Inventory, users would like the ability to

  1. Open a Z39.50 session with an external target
  2. Search that external target and identify which record will be imported
    • Need to determine which searches will be needed
  3. Once a record is selected, import that record to
    • create an Instance and SRS MARC Bib (if no Instance exists in FOLIO)
    • update an Instance and SRS MARC Bib (if Instance exists and source = MARC)
    • update an Instance and create an SRS MARC Bib (if Instance exists and source = FOLIO)
    • and possibly create/update Inventory holdings and/or items

Key links:

To be determined:

  • How to update UI - new action in Inventory or update existing ISRI modals?
  • How to indicate user wants to search vs user already knows ID number
  • How to update Z39.50 target settings
  • Changes needed in MODCPCT module
  • Any changes needed in SRS, Inventory BE, DI modules?

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