Support for migration of open order data into FOLIO

Support for migration of open order data into FOLIO

Problem statement

Currently, order migration is a highly manual process. ICs do have some tools available, but when it comes to handling orders, the process often relies on direct access to the database. Additionally, the tools currently in use don't support the use of templates, which further limits efficiency.

Accordingly, there is a need for a tool for ICs that would automate the described process of migrating orders created in other systems into FOLIO. This tool should provide a user-friendly mechanism for configuring templates and field mappings to streamline the migration process.

Related information

Requirements and Expectations

  1. This is not an ongoing runtime migration or integration but rather a one-time migration. Once the migration is completed (e.g., from Sierra or other systems), no further migration will be required. “Once it's done, it's done”.

  2. The input data can only be provided in the form of a file, in one of the specified formats: JSON, CSV, or TSV.

  3. It is expected that the number of records in a single file for migration will be low thousands, up to 10K or 15K.

  4. There are no specific performance requirements defined (common sense applies).

  5. No need for dry-run functionality - ICs would try a small sample to pre-test.

  6. After the migration is complete, a report with statistics and errors must be generated and provided.

  7. Migration templates are configured in Settings -> Orders -> Order templates (the same way as, say, for MOSAIC). Note that there’s no option to export order templates from the FOLIO into a file.

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Outstanding questions

  • How should this tool be launched? For example, from command-line interface (CLI) - just specify the path to the source file, the path to the template file and where to write the result (database)?

  • Where to locate the template configuration? E.g., somewhere under Settings -> Orders? Note that there’s no option to export the template from the FOLIO into a file.

    • In the UI, templates are located under Settings → Orders → Order templates

    • The API will know where to look for templates internally

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