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Functionality

Honeysuckle (released)

Iris (released)

Kiwi (released)Lotus (released)Morning Glory (released)Nolana (released)Orchid (released)

Poppy (released)


QuesneliaRamsons

Data Import: Import MARC Bib records (batch or single).  > Create action

X










Data Import: Import MARC Bib records (batch or single).  > Update actionX








Data Import: Import MARC Bib records (batch or single).  > Modify actionX








Data Import: Enforce MARC bib field data protection (requires additional development in a future release) 

partial










Data Import: Override MARC bib field data protection (requires additional development in a future release)

partial










Data Import:  Imported MARC Bib record creates/updates an Inventory instance record. SRS MARC bib record serves as source of truth 

X










Data import: Imported MARC Bib record creates/updates Inventory holdings and/or item record. SRS MARC Bib is not the ongoing source of truth for these (holdings and items) records

X










Bib: Single MARC bib editor (aka quickMARC) - ability to edit a MARC bib record

X










Bib: quickMARC - derive a new MARC bib record (NOTE: functionality supports creating/managing templates)


X









Bib: Inventory - Single MARC bib import to create/update  


X









Bib: Push from OCLC to SRS to create MARC bib record


X









Bib: Create bibliographic record via Inventory app UI






X

Data export: Export instance records in MARC 

X










Data import: Create MARC Holdings records   

Cannot create a MARC bib and MARC holdings record with same job. Cannot create a MARC holdings record from a MARC bib via data import.  (can only use default holding job profile) 










Holdings: Store MARC Holdings in SRS 



X






Holdings: Map & Connect MARC Holdings to Inventory holdings


X





Holdings: View MARC holdings record

X






Holdings: Edit MARC holdings record via quickMARC

X






Holdings: Delete MARC holdings record 

X






Holdings: Move MARC holdings record to another instance record

X






Holdings: Add a MARC holdings record via Inventory app 


X





Data export: Export holdings in MARC 


X





Authority: Store MARC Authority records in SRS




X





Data import: Create MARC Authority records (can only use default authority job profile) 




X





Data import: Update MARC Authority records (update based on MARC 999 ff $s or 001) 


X





Data import: Update MARC Authority records (update based on MARC 010 $a or any MARC tag


X





Authority: View MARC authority record


X





Authority: Edit MARC authority record via quickMARC


X





Authority: Browse authority headings


X





Authority control: Link Bib record(s) to Authority record(s) (manual)





X


Authority control: Update bib record(s) based on updates to linked authority records 





X


Authority control: Link Bib record(s) to Authority record(s) (automated) - via UI






X

Authority control: Link Bib record(s) to Authority record(s) (automated) - batch 









Authority:  Create an authority record in MARC (record will be stored in SRS)  via MARC authority app UI







X
Authority: Delete an authority record



X




Data export: Export authority records in MARC 



X




Authority control:  Generate authority control reporting





XX

All MARC Record types: Batch editing support bibs/holdings/authorities









All MARC Record types: Set bib record to delete 







X
Authority:  Assign Authority Source to each record




X



Authority Discovery/OPAC layer support









Authority: Data migration optimization 






X
X
Authority: Update authority source configuration and rules 







X
Tenant level -  Rules Validation (for all record types) 






XXX

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