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Update Inventory records based on POL/VRN matches

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UXPROD-3345 - Getting issue details... STATUS

DRAFT

Problem(s):

  • Vendors often supply cataloging and shelfready information to libraries in MARC bibliographic records at point of shipment or invoicing. That data may be used to update brief Instances, Holdings, and Items created at point of order. The vendor does not have HRID or UUID information for any of the Inventory records. Without that, the best matchpoint is the FOLIO Purchase Order Line number (POL) or the Vendor Reference number (VRN). 

Use Cases & Requirements:

Requirement

Status

Use cases

Allow users to update SRS MARC Bibs, instances, holdings, and items based on a POL match. 

OPEN


Allow users to update SRS MARC Bibs, instances, holdings, and items based on a VRN match. 

OPEN








Sample MARC file with POL and VRN data

What Backend stories are needed?

  • Analyze MARC-MARC matching for 0xx and 9xx fields (based on the MARC query work previously done)

What UI stories are needed?

  • Update UI matching screen to include options for POL and VRNs for each Inventory record type

SME Questions:

Question

Status

Conclusion

Comments

Can we limit to 0xx and 9xx fields?

OPEN



Any different considerations if the match-from and/or match-to field is repeatable?

OPEN



Confirm appropriate test cases for E-to-E automated tests

OPEN




OPEN



Developer Questions:

Question

Status

Conclusion

Comments

What changes are needed to the UI matching screen?

OPEN



Any different considerations if the match-from and/or match-to field is repeatable?

OPEN




OPEN



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