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2023-03-29 Data Import Subgroup meeting

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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) , Monica Arnold Christie Thomas Jennifer Eustis Taylor Smith leeda.adkins@duke.edu 

Current development (Orchid)

Agenda: 

  • Announcements
    • Discussing documentation overhaul at lab tomorrow
  • Bugfest and Orders UAT
    • Check last week's notes for a couple updates
    • We're in good shape to finish the Orchid bug cleanup by the end of the week
  • Log subgroup work
    • Discuss the background slides that we looked at briefly last week; finalize requirements
    • Homework: please look at them more before next week; add comments/questions

Upcoming meetings/agenda topics:

  • 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    • Deleting outdated versions of SRS records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?


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