| Topic | Function | Available | Earliest version | Notes (include Jira link for planned functionality, if possible) |
|---|
| Action | Create SRS MARC Bib | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | Often not explicit in a job profile, but instead an implicit action paired with Create or Update Instance |
| Action | Create Inventory Instance from MARC Bib | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | Most Instance fields populated automatically by the tenant's Default MARC Bib-to-Inventory Instance mappings |
| Action | Create Inventory Holdings from MARC Bib | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | Most fields populated via 9xx data and defaults in the Import field mapping profile |
| Action | Create Inventory Item from MARC Bib | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | Most fields populated via 9xx data and defaults in the Import field mapping profile |
| Action | Create SRS MARC Holdings | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Kiwi | Only 1 default MARC Holdings-to-Inventory holdings profile so far |
| Action | Create SRS MARC Holdings via quickMARC | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Lotus | Only available for Instances with Source = MARC. Once the MARC Holdings is created in quickMARC, it is saved in SRS, and the Inventory holdings is created, with Holdings Source = MARC |
| Action | Create Inventory Holdings from MARC Holdings | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Kiwi | Only 1 default MARC Holdings-to-Inventory holdings profile so far |
| Action | Create SRS MARC Authority | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Kiwi |
|
| Action | Create FOLIO Authority from MARC Authority | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Lotus | Planned for Lotus. Only 1 default MARC Authority-to-FOLIO Authority profile so far |
| Action | Update SRS MARC Bib via Data Import | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | Most 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) |
| Action | Update SRS MARC Bib via quickMARC | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | Most Instance fields also updated automatically (implicitly) by the tenant's Default MARC Bib-to-Inventory Instance mappings |
| Action | Update Inventory Instance via MARC Bib Data Import | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | Instance 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 |
| Action | Update Inventory Instance via quickMARC | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| 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. |
| Action | Update Inventory Holdings via MARC Bib | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris |
|
| Action | Update Inventory Item via MARC Bib | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris |
|
| Action | Update SRS MARC Holdings via Data Import | | Status |
|---|
| subtle | true |
|---|
| colour | Red |
|---|
| title | TBD |
|---|
|
|
| Not planned at this time. |
| Action | Update SRS MARC Holdings via quickMARC | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Kiwi | Source = 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. |
| Action | Update Inventory Holdings via MARC Holdings | | Status |
|---|
| subtle | true |
|---|
| colour | Red |
|---|
| title | TBD |
|---|
|
|
| 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 |
| Action | Update Inventory Holdings manually via quickMARC | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Kiwi | Source = 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. |
| Action | Update SRS MARC Authority via Data Import | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Lotus | Planned for Lotus; Most FOLIO Authority fields also updated automatically (implicitly) by the tenant's Default MARC Authority-to-FOLIO Authority mappings |
| Action | Update SRS MARC Authority via MARC Authority app (manual) | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Lotus |
|
| Action | Update FOLIO Authority via MARC Authority Data Import | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Lotus | Only applies to Source = MARC. The FOLIO authority record is not exposed to the UI. No release assigned. |
| Action | Update headings in associated SRS MARC Bibs automatically, when SRS MARC Authority record is updated | | Status |
|---|
| subtle | true |
|---|
| colour | Red |
|---|
| title | In Progress |
|---|
|
| Orchid | Will happen outside of data import. Technical approach is outlined |
| Matching | MARC Bib-to-MARC Bib | | Status |
|---|
| |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | yes * |
|---|
|
| pre-Iris | *001 and 999 ff only; expanded options planned for Lotus |
| Matching | MARC Bib-to-Inventory Instance | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | Usually based on Instance HRID or UUID, or other identifier |
| Matching | MARC Bib-to-Inventory Instance, using OCLC number or other control numbers | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | For OCLC numbers, make sure to set "numeric only" for incoming MARC Bibs and existing Instance Identifiers |
| Matching | MARC Bib-to-Inventory Instance, using ISBN | | Status |
|---|
| |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | yes * |
|---|
|
| pre-Iris | ISBN match in Inventory does not validate the ISBN or match ISBN-10s to ISBN-13s |
| Matching | MARC Bib-to-Inventory Holdings | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | Usually based on Holdings HRID or UUID, or Permanent/Temp location from MARC 9xx field or Static match 9xx field |
| Matching | MARC Bib-to-Inventory Item | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| pre-Iris | Usually based on Item HRID, UUID, Barcode in MARC 9xx field, or Permanent/Temp location from MARC 9xx field or Static match |
| Matching | MARC Holdings-to-MARC Holdings | | Status |
|---|
| |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | dev * |
|---|
|
|
| Planned for Lotus. 001 and 999 ff only (what about the 004?) |
| Matching | MARC Authority-to-MARC Authority | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Lotus |
|
| Matching | Static match | | Status |
|---|
| subtle | true |
|---|
| colour | Green |
|---|
| title | Yes |
|---|
|
| Iris | Can be used as a secondary match only; common ones are Permanent or Temporary location (any others?) |
| Matching | POL 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 |
|---|
| |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | dev * |
|---|
|
|
| Planned for Lotus. POL or VRN must be in MARC 9xx field (or possible 035 field) only |
| Misc | MARC field protection | | Status |
|---|
| |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | yes * |
|---|
|
| ??? | 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. |
| Misc | Override MARC field protection | | Status |
|---|
| |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | yes * |
|---|
|
| ??? | 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. |
| Misc | Update individual fields of a MARC record | | Status |
|---|
| |
|---|
| subtle | true |
|---|
| colour | Yellow |
|---|
| title | yes * |
|---|
|
| ??? | 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. |
| Misc | Import MARC Bib to Create/Update Inventory Instance, Holdings and/or Item, and then discard the MARC Bib | | Status |
|---|
| subtle | true |
|---|
| colour | Red |
|---|
| title | ??? |
|---|
|
|
|
|