Folijet - Design for updating MARC records and related instances.

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Requirements

Purpose: MARC Bibliographic records can be updated in a variety of ways - through an Import that updates it, or through quickMARC, or through MARCcat. Whenever/however an SRS MARC Bib record is updated, then the corresponding changes need to be made in the Instance fields that are controlled by the tenant's default map.

As a staff person
I want to see an updated Instance when the underlying SRS MARC Bib has been updated
So that I can have access to that updated information

Scenarios

1. Scenario 1
   • Given the Inventory Instance View/Edit screens
   • When the underlying SRS MARC record is updated
   • And the updates affect fields that are part of the Tenant's default MARC Bib-Inventory Instance map
   • Then make the corresponding updates to the affected fields of the Instance automatically
   • NOTE: Changes could be adding fields, changing data in an existing field, or removing fields.
2. Scenario 2
   • Ensure automated testing coverage for this new code is 80% plus

Acceptance testing:

• Add some fields to an existing SRS MARC (e.g. add a 7xx contributor, or a 6xx subject heading, or a 5xx note), and check the related Instance to see if the new fields show up.
• Change the data in some fields in an existing SRS MARC (e.g. change the 245 title, or change the publication date in 260/264 c, or change the 336 $b), and check the related Instance to see if the update data shows
• Remove some fields from an existing SRS MARC (e.g. remove a 6xx subject heading, or a 5xx note, or 336/337/338), and check the related Instance to see if the removed data has disappeared
• Add, change, and remove some fields in an existing SRS MARC record, and check the related Instance to ensure all corresponding changes have been made

NOTE: The default MARC Bib-Inventory Instance map may vary from tenant to tenant. Updates should be made based on the Instance fields mapped/controlled by the specific Tenant's default map.

The FOLIO-supplied default MARC-Instance map: https://github.com/folio-org/mod-source-record-manager/blob/master/mod-source-record-manager-server/src/main/resources/rules/rules.json

Approach & Design

Endpoints:

Tickets for implementing endpoints which do not exist yet:

1. PUT /change-manager/parsedRecords/{id} -  Unable to locate Jira server for this macro. It may be due to Application Link configuration.
2. POST /inventory/handlers/quick-mark -  Unable to locate Jira server for this macro. It may be due to Application Link configuration.

Schema:

Step-by-step guide:

1. Updated MARC-record sends to the "mod-source-record-manager" on the specific endpoint for updating MARC-records: PUT /change-manager/parsedRecords/{id}
2. "mod-source-record-manager" retrieves record by its id: GET /source-storage/records/{id}
3. "mod-source-record-manager"  creates new snapshot: POST /source-storage/snapshots
4. "mod-source-record-manager" creates this MARC-record in the "mod-source-record-storage" using generationId-mechanism as new record: POST /source-storage/records
5. "mod-source-record-manager" publishes new event with eventType: "QM_SRS_MARC_BIB_RECORD_UPDATED". Event payload contains updated MARC-record and "rules.json"-file.
6. "mod-pubsub" receives this event and "mod-inventory" catches it as "subscriber" for this eventType via: POST /inventory/handlers/quick-mark event handler.
7. "mod-inventory" retrieves eventPayload and builds new Instance based on its data using "data-import-processing-core". After that, "mod-inventory" updates this instance. Note: will be updated only those fields, which are controlled by MARC-record. The Instance's UUID and HRID will be the same. Moreover, mod-inventory's standard mechanism for updating Instances will be used. That means the metadata "updated date" will be revised appropriately. 

The result: an updated SRS MARC Bibliographic record and an updated Inventory Instance record.