2022-12-14 Data Import Subgroup meeting

Recordings are posted Here (2022+) and Here (pre-2022) Slack channel for Q&A, discussion between meetings

Requirements details Here Additional discussion topics in Subgroup parking lot

Attendees: Ann-Marie Breaux (Deactivated) , Kim Wiljanen , Taylor Smith , Lisa Smith Raegan Wiechert Jennifer Eustis leeda.adkins@duke.edu Jennifer Eustis

Current development (Nolana and Orchid)

Agenda:

- Nolana Bugfest and Bugfixes
  - Met with Performance Task Force to review their Nolana import stats for large files versus Nolana Bugfest import stats. Will be doing additional analysis in the next couple of weeks.
- Punctuation!
  - https://folio-snapshot.dev.folio.org/inventory/view/f8310c03-f41d-436e-9f77-1d8bf2d5a4bc
  - Ending punctuation for 1xx/7xx names
    - Periods: remove via the default MARC-to-Instance map
    - Commas: do not remove via the default MARC-to-Instance map, which leads to split indexes; OK to start removing as of Orchid?
    - Hyphens: do not remove, and not planning to remove
    - Any other ending punctuation for names?
  - Punctuation on 1xx/7xx $e/$j relator text
    - Periods: cause the term not to be recognized as equivalent to the code
- Importing to create POs/POLs
  - We are finalizing the backend work and plan to start connecting everything next sprint
    - PO line limit logic
    - Interaction of Approval required checkbox, Order status, and permissions of user doing the import
    - Interaction of Receiving note and Must acknowledge receiving note checkbox
    - Interaction of the Import job profile and the POL Create inventory fields, especially for Pending orders
  - You can view and interact with the order field mapping profile on Snapshot and Snapshot 2
    - You CANNOT import yet, but you can create/edit save Order field mapping profiles
  - Job profile
    - Create inventory will be controlled by the actions in the job profile, not the POL Create inventory data elements; still sorting out some of those details, especially with regards to orders that are created as Pending, then opened in the Orders app
    - Job profile structure
      - MARC modification (optional)
      - Create order
      - Match SRS MARC or Instance (optional)
        Create Instance (always Source = MARC at this time), Update Instance, or Stop
      - Match Inventory Holdings (optional)
        Create Holdings, or Stop (since orders are single holdings, single items, update action unlikely)
      - Match Inventory Items (optional)
        Create Item, or Stop (since orders are single holdings, single items, update action unlikely)
      - MARC modification (optional)
    - If job profile does not contain Inventory actions, order will be created and then the SRS MARC Bib will be ignored (like imported EDIFACT invoice files, or MARC Bibs that only create/update holdings/items)
    - For version 1, if records in the same file need to be on different POs for any reason other than PO line limit, file must be split before import (vendor, fund, account, location, etc)
  - Homework from last week:
    - Before next week, review and test filling in the field mapping profile (NOT importing); any questions or comments about it?
    - Remember that order creation will only work properly for 1 copy POLs for now (until multi support is implemented in Poppy)
    - Mapping of multiple funds for the same POL
    - true/false defaults or MARC values for some of the check boxes
- DEFERRED Question: posted to DI Slack channel as well
  - Is anyone using MARC 005 or other matchpoint/data element to determine whether or not an existing SRS/Inventory record has been changed, and thus whether an incoming record should update it or not?
    - ETL records vs Records from external sources
    - MARC vs Inventory records
    - Source = MARC Instances vs Source = FOLIO Holdings and Items
  - Leeda/Duke using something to prevent update of the weekly authority bib processing if the records were updated after the extract, and by a user other than the authority vendor; this would be a good example to document/talk through

Upcoming meetings/agenda topics:

No meetings on 21 Dec and 28 Dec 2022
Next meeting: 4 Dec 2023