Page Comparison

In Scope:

...

as of August 2018

• Functionality:
  • Retrieving files? Probably not for v1; interim solution: retrieve manually
  • Staging area? Yes
  • Matching & dup rules? Yes
  • Parsing the MARC files? Yes
  • Create, Overlay/Update, Delete? Yes
  • Loading files? Yes
  • Outcomes of those loads? Yes
    
• Depth:
  • Updating MARCcat?
  • Updating Inventory?
  • Updating Holdings?
  • Updating Items?
  • Updating Authorities?
  • Updating Orders?
  • Anything else? ERM?
• • 
    
• BreadthFOLIO Records Affected:
  • MARCcat Bibliographic Record? Yes, via stored MARC Bib Record
  • MARCcat Holdings Record? Yes, via stored MARC Holdings Record
  • MARCcat Authority Record? Yes, via stored MARC Authority Record
  • Inventory Instance? Yes, via stored MARC Bib Record
  • Inventory Holdings? Yes, via stored MARC Bib or Holdings Record
  • Inventory Items? Yes
  • Inventory Container? TBD
  • Orders? Yes
  • Invoices? Yes, via MARC Bib Records and EDIFACT
  • ERM? No
    
    
• Types of Source Records:
  • MARC-21 files only? Yes
    Order API data
    • Binary? Yes
    EDIFACT files
    • XML?
    • Other?
  • What MARC Loader(s) do we need in FOLIO?
    • Migrating bib data into the system?
    • MARCcat batch loader?
    • Inventory batch loader?
    • Searching & bringing a single record into the system?
    • Can we combine?
  • • • Yes
      • JSON? Probably not for v1
      • UTF-8/Unicode character set? Yes
      • MARC-8 character set? Probably not for v1; interim solution: convert to UTF-8 before loading 
    • EDIFACT Invoice files? Yes
    • Delimited/flat files? Yes, but lowest priority; interim solution: convert to MARC before loading 
    • Order API data? Not through Batch Loader; will be handled in a different way
      
      
  • Miscellaneous
    • Load single records into FOLIO: TBD (needs further discussion); interim solution: use Batch Loader, but something more lightweight in the future

  Out of scope: 

  • Exporting records from FOLIOMARC invoicing
  • Complete bib/holdings/item data migration from previous system (may use some aspects of Batch Loader,  but probably more CLI/JSON oriented and less UI-oriented than Batch Loader)