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Update SRS MARC Authority records via Data Import

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DRAFT 

Problem(s):

  • Existing Data Import UI and logic mainly focuses on updating MARC Bibliographic records during Data Import. Review all UI screens and logic to determine what adjustments are needed for updating MARC Authority records via Data Import

UI Screens to review

  • Settings
    • Job profiles
      • No changes needed
    • Match profiles
      • What match parameters are needed?
        • 001 to 001
        • 999 ff $s to 999 ff $s
        • Not sure about 999 ff $i to 999 ff$i
        • Any others? 010? (spaces between prefix and number; just match on number?)
        • Note that MARC-MARC only matches on 001 and 999 ff right now
      • Incoming records:
        • Enable MARC Authority
      • Existing records:
        • Enable MARC Authority, but not FOLIO Authority
    • Action profiles
      • Enable MARC Authority
      • Do not enable Authority, since it will always be implicit if MARC Authority selected
    • Field mapping profiles
      • FOLIO Authority? Not for Lotus, no non-MARC fields in the FOLIO Authority record
      • MARC Authority
        • MARC Modification - needed? TBD - ask SMEs
        • MARC Updates - use the same field protections and overrides as MARC Bibs? Would be best for v.1. Any reason for the protections to be different for MARC Authorities? Center section of the headers fill in based on the type of MARC record selected.
    • File extensions
      • Any additional default file extensions needed? No
    • MARC field protection
      • Any adds/edits to the text? Probably not
  • Data Import
    • Landing page - no changes
    • Choose jobs page - no changes
    • Log view all page - no changes
    • Individual job log summary page
      • Spitfire adding an Authority column, working on what appears in Title cell
      • When click title, opens the tab and shows MARC and Authority JSON 
      • When click Authority Created/Updated, will not be a separate link to the Authority app record (different from Inventory and Invoices)
    • Log JSON detail page for MARC Authority
      • 999 ff $i will need to be added (999 ff $s already exists)
      • Separate tab for Authority
  • Anything for Inventory, Authority, or quickMARC app UIs?

Use Cases & Requirements:

Requirement

Status

Use cases

Match Profile updates 

UIDATIMP-1054 - Getting issue details... STATUS

MODDATAIMP-585 - Getting issue details... STATUS



Action Profile updates

UIDATIMP-1055 - Getting issue details... STATUS

MODDATAIMP-585 - Getting issue details... STATUS



Field mapping profiles updates > Update MARC authority

UIDATIMP-1056 - Getting issue details... STATUS

MODDATAIMP-585 - Getting issue details... STATUS



Individual job log summary page

UIDATIMP-1053 - Getting issue details... STATUS



Log JSON detail page for MARC authority UIDATIMP-1044 - Getting issue details... STATUS

MODSOURMAN-619 - Getting issue details... STATUS



Performance testing

UIDATIMP-1064 - Getting issue details... STATUS



SME Questions:

Question

Status

Conclusion

Comments

Will you need multiple create/update job profiles for MARC Authority imports?

OPEN



What are the most common MARC fields that are updated in MARC Authority records?

OPEN























Basic workflow

What Backend stories are needed?

What UI stories are needed?

Developer Questions:

Question

Status

Conclusion

Comments





















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