2021-09-15 Data Import Subgroup meeting

Attendees: @Ann-Marie Breaux (Deactivated), @Jennifer Eustis , @Ann Kardos , @Lloyd Chittenden , @leeda.adkins@duke.edu , Tim Watters, @Christie Thomas

Development update: 

• Kiwi release timeline: this week we started sprint 123

• Kiwi Folijet planning: dashboard where you can see the current scope and status of Data Import work for Kiwi

• Current Data Import feature development dashboard and bugfix support

• Juniper hotfix

• Import log hotlinks for Inventory records created or updated; working on adding the same hotlinks for EDIFACT invoices now

  • Per Christie, when importing, the SRS MARC Bib column is still confusing; says created, when it updates

  • Doesn't show the transformations (e.g. adding a MARC 9xx field via modifications) - have to go to Instance and then View source to see those

  • If doing an item update, and not touching the SRS MARC, still saying created (doublecheck what happens when the item update data comes in on a brief MARC Bib)

  • For the SRS MARC Bib column - see the record at the end of the process, after any transformations - check with Devs on whether we can adjust

    • Create plus any modifications

    • Update plus any modifications

  • For the action in SRS MARC Bib - see nothing in this column if just updating the item or holdings record, instead of seeing Created - check with devs

Agenda topics: 

• MARC Authority 001 manipulation

  • Discussed at last meeting

  • Khalilah and A-M reviewed after the meeting

  • Since no compelling reason identified to change the incoming 001, we will leave it as-is for now. If a reason is identified in the future, we'll re-evaluate.

  • MARC Authority would have 999 ff $s with FOLIO UUID

• Handling Inventory optimistic locking: 

  • Testing Data Import in a separate environment with the Inventory OL changes in place, to make sure that the changes do not break Data Import

  • Will also evaluate DI performance before and after Inventory OL changes are merged

  • In Kiwi

    • Scenario 1: When a user is the second editor on a record, they will see a warning message. It may be a backend message, or there may be time to make it more user-friendly.

    • Scenario 2: When the Import process is the second editor on a record, Data Import will receive a message from Inventory. This scenario should be very rare

    • Still trying to figure out how to trigger Scenario 2

  • Per Christie, it's not uncommon in OLE, but it's usually 1 user editing the same record in 2 windows, or 2 users, and rarely Data Import crashing into a user's edits (DI gets priority in OLE)

  • Jennifer: a lot of titles overlap, so it's a possibility, but mostly 2 users, not so much system

  • Tim: happens mostly with 2 users

• Next big area that we need to begin working on defining: Creating Orders, Invoices from incoming MARC data. Creating/Updating Instances, Holdings, Items, SRS MARC Bibs based on POL and Vendor Ref Number matches

  • Talked with Thunderjet (Acq devs) this week

  • Will talk with Prokopovych (Inventory devs) next week

  • Will start a feature page to outline all of the details, and we'll work from that next week