2021-08-11 Data Import Subgroup meeting

Recordings are posted Here

Slack channel for Q&A, discussion between meetings

Additional discussion topics in Subgroup parking lot

Attendees: @Ann-Marie Breaux (Deactivated) @Jennifer Eustis @Robert Scheier Mark Arnold, @Lloyd Chittenden @Jenn Colt @Christie Thomas @Nick Cappadona @Timothy Watters

Development update:

Kiwi planning - dashboard where you can see the current scope and status of Data Import work for Kiwi
- Main work is related to replacing the automated unit tests for UI stories (migrating from BigTest to React/Jest), adding automated tests for the Data Import APIs, and adding automated end-to-end UI tests
- Continue work on bugfixes (e.g. field protections)
- Still trying to identify what work may be needed to support Inventory's Optimistic Locking implementation

Agenda topics:

Instance, Holdings, Item matching See spreadsheet
After the meeting, created a wiki page - please add comments to it: Match profiles: Most commonly used
- Most common matches
  - Instance
    - Instance HRID
    - Instance OCLC number
    - Instance System control number
    - Instance UUID
    - MARC SRS UUID
    - Other IDs?
    - Status submatch
    - POL
    - Vendor reference number
    - Statistical code?
  - Holdings
    - Holdings HRID
    - Holdings UUID
    - Former holdings ID?
    - Permanent location submatch
    - Temporary location submatch
    - URI?
    - POL
    - Vendor reference number
    - Statistical code?
    - Holdings type submatch?
    - Holdings call number type submatch?
  - Items
    - IDs
    - Barcodes
    - Status submatch
    - Accession number?
    - Item identifier?
    - Former identifier?
    - POL
    - URI?
    - Vendor reference number
    - Statistical code?
- Less common matches
- Homework: review the match options for Instances, Holdings, Items; add others that are common: Match profiles: Most commonly used add comments
Adding hotlinks to Import log - discuss next week
Need to return to the scenarios for last week of trying to match
- Another reason for doing a match after an action - marc mod to add an 003, then match, then take further actions
- For field protections - be able to use the qualifier to determine if the field is protected

To do's

Finish follow-up from 4 Aug 2021 DI mtg (A-M)

Confirm Rancher environment for Data Import/quickMARC testing (Khalilah and Ann-Marie) - IN PROCESS

Data Import FAQ updates (Ann-Marie) - IN PROCESS

Make videos confirming the following scenarios

For import profiles that match on Holdings or Item IDs (and doesn't need to affect the Instance), make a video showing what happens to SRS MARC (Ann-Marie)

For a brief MARC updating the suppress status on a group of instances. What happens with the SRS MARC (A-M)

Talk with Kimie and see if ideas for updating the UI for implicit (A-M)

If a profile has update instance (to update cat date) which has an implicit update MARC, and also an update MARC (with implicit update instance) that has field protections, will the field protections be honored by the update instance? (A-M to check with devs)

Most important part is 1) making sure this is clearly documented, and 2) preferably, consistent, and 3) preferably, that implicit actions are acknowledged somehow in the import profile (A-M confirm with devs and document)