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PC update


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Other updates/announcements




Data Import enhancementAnn-Marie Breaux (Deactivated)
Review updates of the Instance Action menu

Charlotte Whittand others

New UX proposal - using two new subsections dividing actions for Inventory and quickMARC

On slack we had a conversation yesterday, and today (# quickmarc) - and some comments and suggested changes was raised.


Default export mapping review, continuedMagda Zacharska
  1. Default mapping profile -
review remaining properties
  1. default MARC Bib mappings:
    • Instance relationship – child instance
    • Instance relationship – parent instance
  2. Administrative data and SRS (possibly UXPROD-3254 or combination of UXPROD-2679, UXPROD-2225, UXPROD-977)
    • The administrative data includes (as presented in the Administrative data accordion):
      • Suppress from discovery
      • Staff suppress
      • Previously held
      • HRID
      • Source
      • Cataloged date
      • Instance status term
      • Mode of issuance
      • Anything else?
    • What format should the data be exported: cvs, json, MARC?
    • If not MARC, then do we need to use SRS instead of inventory records?
  3. Custom mapping profile – populating the transformation form dynamically (UXPROD-3253)
  4. UXPROD-1396 Generating MFHD on the fly
    • It will require adding option for saving Holdings UUIDs on the Inventory Holdings tab – similarly to Saving Instance UUIDs on the Inventory Instance tab
    • Image Added
    • Do we need to preserve Saving Instance UUIDs on all tabs?
    • Current default mappings as defined in: https://docs.google.com/spreadsheets/d/
11lGBiPoetHuC3uonVVLN4Mj5KtVHqJaQe4RqCxgGzo/edit#gid=2007644603 (Instance to MARC 2021 tab)Exporting MFHD:
  • UXPROD-1396 Generating a simple MFHD from Inventory holdings record
  • UXPROD-142 Export Inventory Holdings to MFHD records (with SRS MFHDs)
      • F4jqoTo/edit#gid=1117349574 includes:
        • holdings HRID: mapped to 001
        • associated instance HRID: mapped to 004
        • associated instance UUID: mapped to 014 1 $a
        • associated instance OCLC control number mapped to 035 $a
        • permanent location mapped: to 852 $b
        • holding statement and notes: mapped to866 $a $z
        • holding statement for supplements and notes: mapped to 867 $a $z
        • holding statement for indexes and notes: mapped to 868 $a $z
        • holdings UUID: mapped to 999 ff $i
      • Should the default mappings for MFHD be revisited?
      • Do we need a default mapping profile for holdings ( like we have the default mapping profile for instances)?
    1. UXPROD-142 Exporting MFHD from SRS
      • This will be possible once the SRS work is complete

    NOTE:

    Distinction between Custom mapping profiles and Default mapping to help group assess the spreadsheets accurately. The two processes are very distinct from each other:

    • mapping-preferences - spreadsheet that defines custom mapping profiles in data export. - These come into play when the user defines custom profiles in Settings/Data Export. A custom mapping. The fields seen when the user clicks on "Transform" is driven by the Custom mapping spreadsheet.

    • recommended mapping - spreadsheet covers the properties that are part of the default mapping profile. Common use case for default mapping profile: Select records in Inventory > Actions - export Instances (MARC). The MARC record appears in the Data Export app directly from that action. The resulting default record has a 999 field with UUIDs from Source Storage, another from Inventory Storage


    Regular Attendees

    (alphabetical by first name)

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