2023-01-25 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) Lynne Fors  Jennifer Eustis Christie Thomas Heather MacFarlane (Deactivated) Jeanette Kalchik Jenn Colt Kim Wiljanen leeda.adkins@duke.edu Taylor Smith 

Current development (Orchid)

• Orchid planning dashboard
• Folijet Current Development Board
• Orchid timeline

Agenda: 

• • Inventory Single Record Import - Selecting profiles
    • Subgroup Homework next week: UAT for this feature
    • UAT delayed until next week (still getting the testing environment in place); planning to start on Mon 30 Jan
      • A-M send reminder on Slack and e-mail, with testing instructions
      • A-M maybe discuss at MM SIG next week
    • Does info icon text look OK? Yes
    • 
  • Importing to create orders
    • Subgroup Homework next week: Add test details and sample files to Google Drive
      1. In the main Order Import Testing folder, create a new subfolder for Test x
      2. Put your sample MARC file in that subfolder
         1. Make sure that the library-specific data in the test file is either
            1. Replaced with data that is available on folio-snapshot (see last tab of template spreadsheet)
            2. OR
            3. Created in the UAT FOLIO environment (details of that env will be provided next week)
         2. Examples of library-specific data: Funds, Expense classes, Locations, Acq units, Stat codes, Vendors, Account numbers
      3. Copy the Order_Import_Test_Template into the subfolder and rename with the test number
      4. Fill in the template details on the Test & Job profile and Order Action and FM tabs 
      5. Fill in template details for Instance, Holdings, Item, MARC modification tabs if needed; otherwise, delete those tabs
      6. See spreadsheet for Test 1 or Test 2 as examples
      7. Add the test to the list of tests in the Order Import Tests spreadsheet 
      8. A-M add link to the meeting video here
    • Preparing for User Acceptance Testing
    • See UAT folder, sample tests, files
      • A-M add possible Jira for creating open orders with Source = FOLIO Instance +/- Holdings/Items
      • A-M add tab to testing template for MARC modifications (e.g. remove 9xx fields)
      • A-M add bug - fix the list of system identifiers in the POL
      • A-M consider greying out the Inventory field if the order is created as Open by DI (maybe with value "Controlled by Data Import")?
  • Sample Match Profiles
    • Need to improve the wiki documentation
    • See basics at 
      • Match profiles: Introduction
      • Match profiles: Most commonly used
    • Would it be possible for subgroup members to add examples of frequently-used matches?
    • After some updates, also document the relationship between matches and actions

Upcoming meetings/agenda topics:

• Creating orders from imported MARC Bibs - E2E review and testing
• Gather more samples for multiple holdings/items

Chat:

Jennifer Eustis (she/her)  to  Everyone 1:00 PM
It's snowing here

Christie Thomas (she/her)  to  Everyone 1:00 PM
here too

Lynne Fors  to  Everyone 1:00 PM
Here too

Jenn Colt  to  Everyone 1:01 PM
This is hour five of meetings. I have jello for brains.
And snow!

Lynne Fors  to  Everyone 1:03 PM
hour 3 for me

Lynne Fors  to  Everyone 1:26 PM
We would have modifications to remove 9xx fields

Christie Thomas (she/her)  to  Everyone 1:36 PM
very good point.

Christie Thomas (she/her)  to  Everyone 1:49 PM
What are the options under create inventory again? Can you show that again?

Christie Thomas (she/her)  to  Everyone 1:56 PM
I have to run to another meeting. So exciting to see the progress!

Taylor Smith  to  Everyone 2:05 PM
thanks!