Recordings are posted Here (2022+) and Here (pre-2022) Slack channel for Q&A, discussion between meetings

Requirements details Here Additional discussion topics in Subgroup parking lot

Attendees: Ann-Marie Breaux (Deactivated) Lynne Fors Jennifer Eustis Christie Thomas Heather MacFarlane Jeanette Kalchik Jenn Colt Kim Wiljanen leeda.adkins@duke.edu Taylor Smith

Current development (Orchid)

Agenda:

- Inventory Single Record Import - Selecting profiles
  - Subgroup Homework next week: UAT for this feature
  - UAT delayed until next week (still getting the testing environment in place); planning to start on Mon 30 Jan
    - A-M send reminder on Slack and e-mail, with testing instructions
    - A-M maybe discuss at MM SIG next week
  - Does info icon text look OK? Yes
- Importing to create orders
  - Subgroup Homework next week: Add test details and sample files to Google Drive
    1. Meeting videorecording here (password: folio-lsp)
    2. In the main Order Import Testing folder, create a new subfolder for Test x
    3. Put your sample MARC file in that subfolder
      1. Make sure that the library-specific data in the test file is either
        Replaced with data that is available on folio-snapshot (see last tab of template spreadsheet)
        OR
        Created in the UAT FOLIO environment (details of that env will be provided next week)
      2. Examples of library-specific data: Funds, Expense classes, Locations, Acq units, Stat codes, Vendors, Account numbers
    4. Copy the Order_Import_Test_Template into the subfolder and rename with the test number
    5. Fill in the template details on the Test & Job profile and Order Action and FM tabs
    6. Fill in template details for Instance, Holdings, Item, MARC modification tabs if needed; otherwise, delete those tabs
    7. See spreadsheet for Test 1 or Test 2 as examples
    8. Add the test to the list of tests in the Order Import Tests spreadsheet
  - Preparing for User Acceptance Testing
  - See UAT folder, sample tests, files
    - A-M add possible Jira for creating open orders with Source = FOLIO Instance +/- Holdings/Items
    - A-M add tab to testing template for MARC modifications (e.g. remove 9xx fields)
    - A-M add bug - fix the list of system identifiers in the POL
    - A-M consider greying out the Inventory field if the order is created as Open by DI (maybe with value "Controlled by Data Import")?
- Sample Match Profiles
  - Need to improve the wiki documentation
  - See basics at
    - Match profiles
    - Match profiles: Most commonly used
  - Would it be possible for subgroup members to add examples of frequently-used matches?
  - After some updates, also document the relationship between matches and actions

Upcoming meetings/agenda topics:

Creating orders from imported MARC Bibs - E2E review and testing
Gather more samples for multiple holdings/items

Chat:

Jennifer Eustis (she/her) to Everyone 1:00 PM
It's snowing here

Christie Thomas (she/her) to Everyone 1:00 PM
here too

Lynne Fors to Everyone 1:00 PM
Here too

Jenn Colt to Everyone 1:01 PM
This is hour five of meetings. I have jello for brains.
And snow!

Lynne Fors to Everyone 1:03 PM
hour 3 for me

Lynne Fors to Everyone 1:26 PM
We would have modifications to remove 9xx fields

Christie Thomas (she/her) to Everyone 1:36 PM
very good point.

Christie Thomas (she/her) to Everyone 1:49 PM
What are the options under create inventory again? Can you show that again?

Christie Thomas (she/her) to Everyone 1:56 PM
I have to run to another meeting. So exciting to see the progress!

Taylor Smith to Everyone 2:05 PM
thanks!

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