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Functionality

Honeysuckle (released)

Iris (released)

Kiwi (released)

Lotus (released)

Morning Glory (released)

Nolana (released)

Orchid (released)

Poppy (released)


Quesnelia (released)

Ramsons (in progress)

Sunflower*

Data Import: Import MARC Bib records (batch or single).  > Create action

X










Data Import: Import MARC Bib records (batch or single).  > Update action

X










Data Import: Import MARC Bib records (batch or single).  > Modify action

X










Data Import: Enforce MARC bib field data protection (requires additional development in a future release) 

partial










Data Import: Override MARC bib field data protection (requires additional development in a future release)

partial










Data Import:  Imported MARC Bib record creates/updates an Inventory instance record. SRS MARC bib record serves as source of truth 

X










Data import: Imported MARC Bib record creates/updates Inventory holdings and/or item record. SRS MARC Bib is not the ongoing source of truth for these (holdings and items) records

X










Bib: Single MARC bib editor (aka quickMARC) - ability to edit a MARC bib record

X










Bib: quickMARC - derive a new MARC bib record (NOTE: functionality supports creating/managing templates)


X









Bib: Inventory - Single MARC bib import to create/update  


X









Bib: Push from OCLC to SRS to create MARC bib record


X









Bib: Create bibliographic record via Inventory app UI








X



Data export: Export instance records in MARC 

X










Data import: Create MARC Holdings records   

Cannot create a MARC bib and MARC holdings record with same job. Cannot create a MARC holdings record from a MARC bib via data import.  (can only use default holding job profile) 










Holdings: Store MARC Holdings in SRS 



X








Holdings: Map & Connect MARC Holdings to Inventory holdings




X







Holdings: View MARC holdings record



X








Holdings: Edit MARC holdings record via quickMARC



X








Holdings: Delete MARC holdings record 



X








Holdings: Move MARC holdings record to another instance record



X








Holdings: Add a MARC holdings record via Inventory app 




X







Data export: Export holdings in MARC 




X







Authority: Store MARC Authority records in SRS




X







Data import: Create MARC Authority records (can only use default authority job profile) 




X







Data import: Update MARC Authority records (update based on MARC 999 ff $s or 001) 




X







Data import: Update MARC Authority records (update based on MARC 010 $a or any MARC tag




X







Authority: View MARC authority record




X







Authority: Edit MARC authority record via quickMARC




X







Authority: Browse authority headings




X







Authority control: Link Bib record(s) to Authority record(s) (manual)







X




Authority control: Update bib record(s) based on updates to linked authority records 







X




Authority control: Link Bib record(s) to Authority record(s) (automated) - via UI








X



Authority control: Link Bib record(s) to Authority record(s) (automated) - batch 

X











Authority:  Create an authority record in MARC (record will be stored in SRS)  via MARC authority app UI









X


Authority: Delete an authority record





X






Data export: Export authority records in MARC 





X






Authority control:  Generate authority control reporting







X

X



All MARC Record types: Batch editing support bibs/holdings/authorities











All MARC Record types: Set bib record to delete 









X


Authority:  Assign Authority Source to each record






X



X

X

Authority Discovery/OPAC layer support











Authority: Data migration optimization 








X


X

Authority: Update authority source configuration and rules 









X


Tenant level -  Rules Validation (for all record types) 








X

X

X

X

Track changes (across all record types)X

Additional resources 

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