2023-03-22 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

Current development (Orchid)

Agenda:

Announcements
- FOLIO Production Library Import Statistics - thank you for adding some in the past week; keep adding!
- New Folijet (Data import) Bug Dashboard, for anyone who wants to track
- Data Import tips and tricks (wiki) documentation likely getting an overhaul
  - Any additional info from Jenn?
  - Plan to discuss more at lab on 30 March
Bugfest and Orders UAT
- Folijet has 410 manual test cases on TestRail. All were tested during Bugfest
- We have 3 failed that have been deferred to Poppy
- Some will need re-testing when we finish the Orchid Bugfix releases next week
- Remaining Orchid Bugfixes are listed here
- Any outstanding questions?
Log subgroup work
- See background slides
- Anything missing or needing adjustment?

Upcoming meetings/agenda topics:

29 March 2023
- Final review of ISRI multiple profile UAT, Orders UAT, Bugfest, Orchid release
- Poppy scope
Misc
- Discuss/review mockups for MARC updates refinements
- POL/VRN matching
  - For invoices, we only consider open POs
  - For Instance, Holdings, Items, we currently (Orchid and before) only consider open POs. Should we change the Inventory matching logic to allow matching on closed POs as well?
- Deleting outdated versions of SRS records
  - Can we define a cutoff date? 90 days ago? 1 year ago?
    - Different for records that are used during import and then not consulted again? (e.g. EDIFACT invoices, MARC bibs that only create/update orders, holdings, items)
  - Effects on the import log
- OCLC number cleanup
  - Confirm 035 structure, aim for it to be consistent across all FOLIO tenants
- Downloading log info
  - Lots of interest, especially for errors
  - Including identifiers for everything
  - What would UI look like?
  - What would output look like?
- Variation between PTF and production library performance results - why?
- Revisit use cases for Updating individual MARC fields - what are the most common use cases?