Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

DRAFT: Not yet complete

TopicFunctionAvailableEarliest versionNotes (include Jira link for planned functionality, if possible)
ActionCreate SRS MARC Bib

Status
subtletrue
colourGreen
titleYes

pre-IrisOften not explicit in a job profile, but instead an implicit action paired with Create or Update Instance
ActionCreate Inventory Instance from MARC Bib

Status
subtletrue
colourGreen
titleYes

pre-IrisMost Instance fields populated automatically by the tenant's Default MARC Bib-to-Inventory Instance mappings
ActionCreate Inventory Holdings from MARC Bib

Status
subtletrue
colourGreen
titleYes

pre-IrisMost fields populated via 9xx data and defaults in the Import field mapping profile
ActionCreate Inventory Item from MARC Bib

Status
subtletrue
colourGreen
titleYes

pre-IrisMost fields populated via 9xx data and defaults in the Import field mapping profile
ActionCreate SRS MARC Holdings

Status
subtletrue
colourGreen
titleYes

KiwiOnly 1 default MARC Holdings-to-Inventory holdings profile so far
ActionCreate Inventory Holdings from MARC Holdings

Status
subtletrue
colourGreen
titleYes

KiwiOnly 1 default MARC Holdings-to-Inventory holdings profile so far
ActionCreate SRS MARC Authority

Status
subtletrue
colourGreen
titleYes

Kiwi
ActionCreate FOLIO Authority from MARC Authority

Status
subtletrue
colourYellow
titledev *


Planned for Lotus. Only 1 default MARC Authority-to-FOLIO Authority profile so far
ActionUpdate SRS MARC Bib via Data Import

Status
subtletrue
colourGreen
titleYes

pre-IrisMost Instance fields also updated automatically (implicitly) by the tenant's Default MARC Bib-to-Inventory Instance mappings (add details of what gets updated, and the 2 types of MARC updates)
ActionUpdate SRS MARC Bib via quickMARC

Status
subtletrue
colourGreen
titleYes

pre-IrisMost Instance fields also updated automatically (implicitly) by the tenant's Default MARC Bib-to-Inventory Instance mappings
ActionUpdate Inventory Instance via MARC Bib Data Import

Status
subtletrue
colourGreen
titleYes

pre-IrisInstance fields controlled by the SRS MARC Bib are updated automatically when the MARC Bib is updated. Other Instance fields must be updated via an Inventory Instance field mapping profile
ActionUpdate Inventory Instance  via quickMARC

Status
subtletrue
colourGreen
titleYes

pre-Iris

Source = MARC: Instance fields controlled by the SRS MARC Bib are updated automatically when the MARC Bib is updated. Instance fields not controlled by the SRS MARC Bib must be updated manually.

ActionUpdate Inventory Holdings via MARC Bib

Status
subtletrue
colourGreen
titleYes

pre-Iris
ActionUpdate Inventory Item via MARC Bib

Status
subtletrue
colourGreen
titleYes

pre-Iris
ActionUpdate SRS MARC Holdings via Data Import

Status
subtletrue
colourRed
title???



ActionUpdate SRS MARC Holdings via quickMARC

Status
subtletrue
colourGreen
titleYes

KiwiSource = MARC: Holdings fields controlled by the SRS MARC Holdings are updated automatically when the MARC Holdings is updated. Holdings fields not controlled by the SRS MARC Holdings must be updated manually.
ActionUpdate Inventory Holdings via MARC Holdings

Status
subtletrue
colourRed
title???


Inventory Source = MARC: Inventory Holdings fields controlled by the SRS MARC Holdings are updated automatically when the MARC Bib is updated. Other Holdings fields must be updated via an Inventory Holdings field mapping profile or manually

ActionUpdate Inventory Holdings manually via quickMARC

Status
subtletrue
colourGreen
titleYes

KiwiSource = MARC: Holdings fields controlled by the SRS MARC Holdings are updated automatically when the MARC Holdings is updated. Holdings fields not controlled by the SRS MARC Holdings must be updated manually.
ActionUpdate SRS MARC Authority via Data Import

Status
subtletrue
colourYellow
titledev *


Planned for Lotus; Most FOLIO Authority fields also updated automatically (implicitly) by the tenant's Default MARC Authority-to-FOLIO Authority mappings
ActionUpdate SRS MARC Authority via MARC Authority app (manual)

Status
subtletrue
colourYellow
titledev *


Planned for Lotus; the editing UI will be based on Inventory quickMARC
ActionUpdate FOLIO Authority via MARC Authority Data Import

Status
subtletrue
colourRed
title???


Planned for Lotus? 
ActionUpdate headings in associated SRS MARC Bibs automatically, when SRS MARC Authority record is updated

Status
subtletrue
colourRed
titleTBD



MatchingMARC Bib-to-MARC Bib

Status
subtletrue
colourYellow
titleyes *

pre-Iris*001 and 999 ff only; expanded options planned for Lotus
MatchingMARC Bib-to-Inventory Instance

Status
subtletrue
colourGreen
titleYes

pre-IrisUsually based on Instance HRID or UUID, or other identifier
MatchingMARC Bib-to-Inventory Instance, using OCLC number or other control numbers

Status
subtletrue
colourGreen
titleYes

pre-IrisFor OCLC numbers, make sure to set "numeric only" for incoming MARC Bibs and existing Instance Identifiers
MatchingMARC Bib-to-Inventory Instance, using ISBN

Status
subtletrue
colourYellow
titleyes *

pre-IrisISBN match in Inventory does not validate the ISBN or match ISBN-10s to ISBN-13s
MatchingMARC Bib-to-Inventory Holdings

Status
subtletrue
colourGreen
titleYes

pre-IrisUsually based on Holdings HRID or UUID, or Permanent/Temp location from MARC 9xx field or Static match 9xx field
MatchingMARC Bib-to-Inventory Item

Status
subtletrue
colourGreen
titleYes

pre-IrisUsually based on Item HRID, UUID, Barcode in MARC 9xx field, or Permanent/Temp location from  MARC 9xx field or Static match
MatchingMARC Holdings-to-MARC Holdings

Status
subtletrue
colourYellow
titledev *


Planned for Lotus. 001 and 999 ff only (what about the 004?)
MatchingMARC Holdings-to-Inventory Instance

Status
subtletrue
colourRed
title???


Planned for Lotus? Instance HRID and UUID only?
MatchingMARC Holdings-to-Inventory Holdings

Status
subtletrue
colourRed
title???


Planned for Lotus? Holdings HRID and UUID only? What about Location, Instance IDs?
MatchingMARC Holdings-to-Inventory Item

Status
subtletrue
colourRed
title???


Planned for Lotus? Item HRID and UUID only? What about Barcode, Location, Holdings IDs?
MatchingMARC Authority-to-MARC Authority

Status
subtletrue
colourYellow
titledev *


Planned for Lotus. 001 and 999 ff only (what about the 004?)
MatchingStatic match


Status
subtletrue
colourGreen
titleYes
IrisCan be used as a secondary match only; common ones are Permanent or Temporary location (any others?)
MatchingPOL or Vendor Reference number from incoming MARC Bib to FOLIO POL, to create/update associated SRS MARC Bib, Inventory Instance, Holdings, and/or Item

Status
subtletrue
colourYellow
titledev *


Planned for Lotus. POL or VRN must be in MARC 9xx field (or possible 035 field) only
MiscMARC field protection

Status
subtletrue
colourYellow
titleyes *

???Rudimentary field protection in FOLIO currently. Aiming to refine in Lotus to account for repeatable fields properly. Currently an Update MARC Bib Action Profile must be included in the Job profile for field protections to take effect. Once the SRS MARC record is updated, the Inventory record's fields that are controlled by the SRS MARC will be automatically (implicitly) updated. Not yet tested for MARC Holdings or MARC Authorities.
MiscOverride MARC field protection

Status
subtletrue
colourYellow
titleyes *

???Rudimentary field protection overrides in FOLIO currently. To invoke, include an Update MARC Bib Action Profile in the job profile, indicating which of the protected fields should be overridden (thus UNprotected for this job profile. Once the SRS MARC record is updated, the Inventory record's fields that are controlled by the SRS MARC will be automatically (implicitly) updated. Not yet tested for MARC Holdings or MARC Authorities.
MiscUpdate individual fields of a MARC record

Status
subtletrue
colourYellow
titleyes *

???Rudimentary functionality in FOLIO currently. To invoke, include an Update MARC Bib Action Profile in the job profile, indicating which individual MARC fields should be updated. Once the SRS MARC record is updated, the Inventory record's fields that are controlled by the SRS MARC will be automatically (implicitly) updated. Not yet tested for MARC Holdings or MARC Authorities.
MiscImport MARC Bib to Create/Update Inventory Instance, Holdings and/or Item, and then discard the MARC Bib

Status
subtletrue
colourRed
title???



...