Page Comparison

Status

colour	Yellow
title	PAGE IN PROGRESS

...

Class

UI field

JSON Field

Relationship / Dependency

Type of reference

Example

Journals (works)

API: oa/works/citation

Instance / Namespace

/"instances"/"ids"/"ns"

UI: Settings/Pick list: PublicationIdentifier.Type

API: /oa/refdata

string

issn

/"instances"/"subType"

/"indexedInDOAJ"/

/"oaStatus"/

People (party)

API: oa/party

Institution level 1

/"institutionLevel1"/"id"

UI: Settings/Pick list: Party.InstitutionLevel1

API: /oa/refdata

UUID

Requests

API: /oa/publicationRequest

Publisher

/"publisher"/"id"

UI: Settings/Pick list: PublicationRequest.Publisher

API: /oa/refdata

UUID

Corresponding author

/"correspondingAuthor"/"partyOwner"/"id"

UI: People / person

API: /oa/party

JSON: /"id"/

UUID

Institution level 1

/"correspondingAuthor"/"partyOwner"/"institutionLevel1"/"id"

UI: Settings/Pick list: Party.InstitutionLevel1

API: /oa/refdata

UUID

/"correspondingInstitutionLevel1"/"id"

UI: Settings/Pick list: Party.InstitutionLevel1

API: /oa/refdata

UUID

Corresponding author

(implicit)

/"correspondingAuthor"/"role"

UI: Settings/Pick list: RequestParty.Role

API: /oa/refdata

string

corresponding_author

request_contact

(not customizable)

Request contact

/"requestContact"/"partyOwner"/"id"

UI: People / person

API: /oa/party

JSON: /"id"/

UUID

/"requestContact"/"role"

UI: Settings/Pick list: RequestParty.Role

API: /oa/refdata

string

corresponding_author

request_contact

(not customizable)

Status

/"requestStatus"/

UI: Settings/Pick list: PublicationRequest.RequestStatus

string

open, closed

(not customizable)

Publication status

(repeatable)

/"publicationStatuses"[n]/"publicationStatus"/"id"

UI: Settings/Pick list: PublicationStatus.PublicationStatus

API: /oa/refdata

UUID

License

/"license"/"id"

UI: Settings/Pick list: PublicationRequest.License

API: /oa/refdata

UUID

Publication type

/"publicationType"/"id"

UI: Settings/Pick list: PublicationRequest.Subtype

API: /oa/refdata

UUID

Journal

/"work"/"id"

UI: Journal

API: oa/works/citation

JSON: /"id"/

UUID

Journal in DOAJ

/"workIndexedInDOAJ"/"id"

UI: -

API: /oa/refdata

UUID

(not customizable)

Journal OA status

/"workOAStatus"/"id"

UI: Settings/Pick list: Work.OaStatus

UUID

Charges

Status

title	to do

Checklist

Status

title	to do

...

Tip

icon	false
title	Leipzig example

more data ...

{
        "id": "8aaa80fe859fe8ee0185a0ea5d980023",
        "desc": "Work.OaStatus",
        "internal": false,
        "values": [
            {
                "id": "8aaa80fe859fe8ee0185a0ea5d9b0024", ← UUID for OA status "Gold"
                "value": "gold",
                "label": "Gold"
            },
            {
                "id": "8aaa80fe859fe8ee0185a0ea5da00025", ← UUID for OA status "Hybrid"
                "value": "hybrid",
                "label": "Hybrid"
            },
            {
                "id": "8aaa80fe859fe8ee0185bac6b6c9004f", ← UUID for OA status "Subscribe to Open"
                "value": "subscribe_to_open",
                "label": "Subscribe to Open (S2O)"
            }
        ]
    },

... more data

...

Tip

icon	false
title	Leipzig example: Request JSON mapping

{
    "publicationStatuses": [
        {
            "publicationStatus": {
                "id": "Y:publicationStatus1Id" 
            },
            "statusDate": "Z:statusDate1",
            "statusNote": "AA:statusNote1" 
        },
        {
            "publicationStatus": {
                "id": "AB:publicationStatus2Id" 
            },
            "statusDate": "AC:statusDate2",
            "statusNote": "AD:statusNote2" 
        },
        {
            "publicationStatus": {
                "id": "AE:publicationStatus3Id" 
            },
            "statusDate": "AF:statusDate3",
            "statusNote": "AG:statusNote3" 
        },
        {
            "publicationStatus": {
                "id": "AH:publicationStatus4Id" 
            },
            "statusDate": "AI:statusDate4" 
        }
    ],
    "fundings": [],
    "requestStatus": "A:requestStatus",
    "closureReason": null,
    "requestDate": "B:requestDate",
    "externalRequestIds": [
        {
            "externalId": "C:externalId1" 
        },
        {
            "externalId": "D:externalId2" 
        }
    ],
    "correspondingAuthor": {
        "partyOwner": {
            "id": "F:correspondingAuthorPartyOwnerId",
            "alternateEmails": [],
            "institutionLevel1": {
                "id": "L:correspondingInstitutionLevel1Id" 
            }
        },
        "role": "G:correspondingAuthorRole" 
    },
    "correspondingInstitutionLevel1": {
        "id": "L:correspondingInstitutionLevel1Id" 
    },
    "useCorrespondingAuthor": false,
    "requestContact": {
        "partyOwner": {
            "id": "I:requestContactPartyOwnerId",
            "alternateEmails": []
        },
        "role": "J:requestContactRole" 
    },
    "correspondingInstitutionLevel2": "M:correspondingInstitutionLevel2",
    "doi": "N:doi",
    "license": {
        "id": "O:licenseId" 
    },
    "publicationTitle": "P:publicationTitle",
    "publicationType": {
        "id": "Q:publicationTypeId" 
    },
    "publisher": {
        "id": "S:publisherId" 
    },
    "work": {
        "id": "U:workId" 
    },
    "workIndexedInDOAJ": {
        "id": "X:workIndexedInDOAJId" 
    },
    "workOAStatus": {
        "id": "V:workOAStatusId" 
    },
    "requestNumber": "BH:requestNumber",
    "subtype": null,
    "bookDateOfPublication": null,
    "bookPlaceOfPublication": null,
    "agreement": null
}

Tip

icon	false
title	Charge1 JSON mapping

{
    "tax": "AR:charge1Tax",
    "discountType": {
        "id": "8aaa80fe859fe8ee0185a0ea5d5e0017" 
    },
    "exchangeRate": {
        "coefficient": 1,                               --->>> type:number
        "toCurrency": "EUR" 
    },
    "amount": {
        "baseCurrency": "AQ:charge1AmountBaseCurrency",
        "value": "AP:charge1AmountValue" 
    },
    "category": {
        "id": "AN:charge1CategoryId" 
    },
    "chargeStatus": {
        "id": "AO:charge1StatusId" 
    },
    "description": "OA-Migration",
    "discount": 0,                                     --->>> type:number
    "discountNote": "",
    "paymentPeriod": "2023",
    "payers": [{
        "payerAmount": AT:charge1PayersPayer1Amount,   --->>> type:number
        "payer": {
            "id": "AS:charge1PayersPayer1Id" 
        },
        "payerNote": "AU:charge1PayersPayer1Note" 
    }, {
        "payerAmount": AW:charge1PayersPayer2Amount,   --->>> type:number
        "payer": {
            "id": "AV:charge1PayersPayer2Id" 
        },
        "payerNote": "AX:charge1PayersPayer2Note" 
    }],
    "owner": {
        "id": "BI:chargeOwnerId" 
    }
}

Tip

icon	false
title	Checklist item JSON mapping

{
    "id": "BI:chargeOwnerId",
    "checklist": [
        {
            "outcome": {
                "value": "AK:checklist1OutcomeValue" 
            },
            "notes": [],
            "definition": {
                "id": "AJ:checklist1DefinitionId" 
            }
        },
        {
            "outcome": {
                "value": "AM:checklist2OutcomeValue" 
            },
            "notes": [],
            "definition": {
                "id": "AL:checklist2DefinitionId" 
            }
        }
    ]
}

All we need is JSON conversion

...

Mainly these might be of interest:

API	Use
GET {{OKAPI}}/oa/refdata?max=100	to get all reference data values and UUIDs
POST {{OKAPI}}/oa/works/citation	to post journal data
GET {{OKAPI}}/oa/works	to get journal data
GET {{OKAPI}}/oa/works/{{UUID}}	to get journal data based on a specific journal UUID
POST {{OKAPI}}/oa/party	to post people data
GET {{OKAPI}}/oa/party	to get people data
GET {{OKAPI}}/oa/party/{{UUID}}	to get people data based on a specific person UUID
POST {{OKAPI}}/oa/publicationRequest	to post publication requests
GET {{OKAPI}}/oa/publicationRequest	to get publication requests
PUT {{OKAPI}}/oa/publicationRequest	to update requests, i.e. to import checklist items
GET {{OKAPI}}/oa/publicationRequest/{{UUID}}	to get a publication request based on a specific request UUID
POST {{OKAPI}}/oa/charges	to post charges

The actual import can be done e.g. with Postman (Runner function) or ask your local IT, systems librarian or library network.

How to know and learn what the API needs?

The Folio frontend also uses the API (OKAPI) to create, update, and delete records. Using the Firefox Developer Tools / Network Analysis, the corresponding API calls from the frontend to OKAPI can be viewed, i.e. API method, endpoint and the actual payload (JSON). This can help to understand how to prepare corresponding imports for migration.

Image Added

Versions Compared

Old Version 10

New Version 11

Key

All we need is JSON conversion

How to know and learn what the API needs?