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- If a specific Instance is selected during POL creation:
- And the bibliographic details in the POL are not changed, the opened POL will be linked to that Instance.
- And the ) details in the POL are changed, the opened POL will be linked to a newly-created Instance.
- If a specific Instance is not selected during POL creation, the opened POL will try to link to an existing Instance based on the Product ID and Product ID type
- If the POL's Product ID matches an Instance's Resource Identifier, the opened POLL will link to that Instance
- Need to test: If the product ID has type of Invalid ISBN or Invalid ISSN, will the POL still link to it? If yes, add a bug so that it can be corrected, and so that the Resource Identifier Type is taken into account
- If the POL does not have a Product ID, a new Instance will be created. The POL does not try to match on title or other data elements.
- If the POL's Product ID matches to multiple Instances, then we think that the POL links to the first matching Instance that it finds. This logic needs to be confirmed.
- If a POL matches to an Instance, the POL cannot be relinked to a different Instance, unless the POL is "unopened" first.
To do's (Dennis Bridges)
- Check whether the POL match takes invalid Resource identifiers into account or not; may need to refine the matching logic
- The matching logic does not take the validity of resource identifiers into account. A match will be based on the presence of an identifier only.
- Confirm what happens when the POL matches to multiple instances
- A match will be made against the first matching instance returned from the Inventory API based on the product ID search.
- Does the POL need to take the Instance's Resource type into account? (for example, so that a POL for a physical resource does not link to an Instance for an electronic resource.
- This will need further discussion in the Acquisitions SIG.