[UXPROD-652] Metadata Record Export Created: 24/May/18  Updated: 26/Sep/23

Status: In Progress
Project: UX Product
Components: None
Affects versions: None
Fix versions: None

Type: Epic Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Magda Zacharska
Resolution: Unresolved Votes: 0
Labels: metadatamanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
blocks UITAG-17 When printing a record, print its tag... Open
blocks UITAG-16 When exporting a record, export tag d... Blocked
Defines
is defined by UXPROD-977 Export Inventory Items to a delimited... Open
is defined by UXPROD-141 Export Inventory Instances with under... Closed
is defined by UXPROD-978 Filters to select Instance records fo... Closed
is defined by UXPROD-1397 Generating a MARC bibliographic recor... Closed
is defined by UXPROD-2065 Export Manager - data export landing ... Closed
is defined by UXPROD-2153 Metadata Export - Mapping Profile - i... Closed
is defined by UXPROD-142 Export Holdings from SRS MARC holdings Closed
is defined by UXPROD-1396 Generating simple MARC Holdings from ... Closed
is defined by UXPROD-1911 DRAFT - Export of MARC Bib records fr... Closed
is defined by UXPROD-2154 Metadata Export - Job Profile Closed
is defined by UXPROD-2184 DRAFT - Filters to select MARC record... Closed
is defined by UXPROD-2315 Export Inventory Instances to other n... Closed
is defined by UXPROD-2326 Export Manager - logs details Closed
Relates
relates to UXPROD-2895 Export manager - combined export appr... Draft
relates to UXPROD-250 Tags - Basic In Progress
relates to UXPROD-531 Export FOLIO orders in EDIFACT format Closed
relates to MODSOURCE-97 Improve performance and refactoring o... Closed
relates to MODSOURCE-121 Improve performance for receiving rec... Closed
relates to UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
Epic Name: Record export for Inventory instance & holdings & items, MARCcat Bib, MARC Holdings, & Authority
Score: 41.38
Start date (migrated):
End date:
Epic Color: ghx-label-6

 Description   

The metadata export is an important part of the library management system as the exported metadata is used not only for editing/cleaning records but also for integration with external systems. The purpose of this epic is to cover FOLIO exporting functionality of inventory records (instances, holdings and items) and underlying MARC records if those are available.

The user of the system should be able to export all inventory data or selected records based on a different search criteria. The search criteria should allow for identifying records based on administrative data (cataloged date, created date, etc), inventory records (instance, holdings, items) or MARC fields

The exported records should include bibliographical records (FOLIO instance record and/or MARC bib record), holding records (FOLIO and/or MARC) and holding records with Items. It should also be possible to export bibliographic records with holdings and items data.

The supported format of the export should support most commonly used formats, like MARC, MARC-JSON, delimited files, PICA+, MARC XML, PICA XML

It should be possible export records on as needed basis but also have them scheduled for re-occurring tasks.

Exported files should be stored in a determined/configured location for a specific or configurable period of time.

Access to the export functionality and exported files should be permission based.

The order of the implemented functionality will be determined by SME.
At this point FOLIO doesn't have functionality for storing authority records so for now Authority records are out of scope for this epic.


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