Data Import Functionality Implementation Table

Topic	Function	Available	Earliest version	Notes (include Jira link for planned functionality, if possible)
Action	Create SRS MARC Bib	YES	pre-Iris	Often not explicit in a job profile, but instead an implicit action paired with Create or Update Instance
Action	Create Inventory Instance from MARC Bib	YES	pre-Iris	Most Instance fields populated automatically by the tenant's Default MARC Bib-to-Inventory Instance mappings
Action	Create Inventory Holdings from MARC Bib	YES	pre-Iris	Most fields populated via 9xx data and defaults in the Import field mapping profile
Action	Create Inventory Item from MARC Bib	YES	pre-Iris	Most fields populated via 9xx data and defaults in the Import field mapping profile
Action	Create SRS MARC Holdings	YES	Kiwi	Only 1 default MARC Holdings-to-Inventory holdings profile so far
Action	Create SRS MARC Holdings via quickMARC	YES	Lotus	Only available for Instances with Source = MARC. Once the MARC Holdings is created in quickMARC, it is saved in SRS, and the Inventory holdings is created, with Holdings Source = MARC
Action	Create Inventory Holdings from MARC Holdings	YES	Kiwi	Only 1 default MARC Holdings-to-Inventory holdings profile so far
Action	Create SRS MARC Authority	YES	Kiwi
Action	Create FOLIO Authority from MARC Authority	YES	Lotus	Planned for Lotus. Only 1 default MARC Authority-to-FOLIO Authority profile so far
Action	Update SRS MARC Bib via Data Import	YES	pre-Iris	Most Instance fields also updated automatically (implicitly) by the tenant's Default MARC Bib-to-Inventory Instance mappings (add details of what gets updated, and the 2 types of MARC updates)
Action	Update SRS MARC Bib via quickMARC	YES	pre-Iris	Most Instance fields also updated automatically (implicitly) by the tenant's Default MARC Bib-to-Inventory Instance mappings
Action	Update Inventory Instance via MARC Bib Data Import	YES	pre-Iris	Instance fields controlled by the SRS MARC Bib are updated automatically when the MARC Bib is updated. Other Instance fields must be updated via an Inventory Instance field mapping profile
Action	Update Inventory Instance via quickMARC	YES	pre-Iris	Source = MARC: Instance fields controlled by the SRS MARC Bib are updated automatically when the MARC Bib is updated. Instance fields not controlled by the SRS MARC Bib must be updated manually.
Action	Update Inventory Holdings via MARC Bib	YES	pre-Iris
Action	Update Inventory Item via MARC Bib	YES	pre-Iris
Action	Update SRS MARC Holdings via Data Import	TBD		Not planned at this time.
Action	Update SRS MARC Holdings via quickMARC	YES	Kiwi	Source = MARC: Holdings fields controlled by the SRS MARC Holdings are updated automatically when the MARC Holdings is updated. Holdings fields not controlled by the SRS MARC Holdings must be updated manually.
Action	Update Inventory Holdings via MARC Holdings	TBD		Inventory Source = MARC: Inventory Holdings fields controlled by the SRS MARC Holdings are updated automatically when the MARC Bib is updated. Other Holdings fields must be updated via an Inventory Holdings field mapping profile or manually
Action	Update SRS MARC Authority via Data Import	YES	Lotus	Planned for Lotus; Most FOLIO Authority fields also updated automatically (implicitly) by the tenant's Default MARC Authority-to-FOLIO Authority mappings
Action	Update SRS MARC Authority via MARC Authority app (manual)	YES	Lotus
Action	Update FOLIO Authority via MARC Authority Data Import	YES	Lotus	Only applies to Source = MARC. The FOLIO authority record is not exposed to the UI. No release assigned.
Action	Update headings in associated SRS MARC Bibs automatically, when SRS MARC Authority record is updated	IN PROGRESS	Orchid	Will happen outside of data import. Technical approach is outlined Technical approach for Link handling when bib record is updated via data import Technical approach for update MARC Bib fields controlled by related Authority records
Matching	MARC Bib-to-MARC Bib	YES *	pre-Iris	*001 and 999 ff only; can do exact match with Poppy.
Matching	MARC Bib-to-Inventory Instance	YES	pre-Iris	Usually based on Instance HRID or UUID, or other identifier
Matching	MARC Bib-to-Inventory Instance, using OCLC number or other control numbers	YES	pre-Iris	For OCLC numbers, make sure to set "numeric only" for incoming MARC Bibs and existing Instance Identifiers
Matching	MARC Bib-to-Inventory Instance, using ISBN	YES *	pre-Iris	ISBN match in Inventory does not validate the ISBN or match ISBN-10s to ISBN-13s
Matching	MARC Bib-to-Inventory Holdings	YES	pre-Iris	Usually based on Holdings HRID or UUID, or Permanent/Temp location from MARC 9xx field or Static match 9xx field
Matching	MARC Bib-to-Inventory Item	YES	pre-Iris	Usually based on Item HRID, UUID, Barcode in MARC 9xx field, or Permanent/Temp location from MARC 9xx field or Static match
Matching	MARC Holdings-to-MARC Holdings	DEV *		001 and 999 ff only (what about the 004?)
Matching	MARC Authority-to-MARC Authority	YES	Lotus
Matching	Static match	YES	Iris	Can be used as a secondary match only; common ones are Permanent or Temporary location (any others?)
Matching	POL or Vendor Reference number from incoming MARC Bib to FOLIO POL, to create/update associated SRS MARC Bib, Inventory Instance, Holdings, and/or Item	DEV *		Planned for Lotus. POL or VRN must be in MARC 9xx field (or possible 035 field) only
Misc	MARC field protection	YES *	???	Rudimentary field protection in FOLIO currently. Aiming to refine in Lotus to account for repeatable fields properly. Currently an Update MARC Bib Action Profile must be included in the Job profile for field protections to take effect. Once the SRS MARC record is updated, the Inventory record's fields that are controlled by the SRS MARC will be automatically (implicitly) updated. Not yet tested for MARC Holdings or MARC Authorities.
Misc	Override MARC field protection	YES *	???	Rudimentary field protection overrides in FOLIO currently. To invoke, include an Update MARC Bib Action Profile in the job profile, indicating which of the protected fields should be overridden (thus UNprotected for this job profile. Once the SRS MARC record is updated, the Inventory record's fields that are controlled by the SRS MARC will be automatically (implicitly) updated. Not yet tested for MARC Holdings or MARC Authorities.
Misc	Update individual fields of a MARC record	YES *	???	Rudimentary functionality in FOLIO currently. To invoke, include an Update MARC Bib Action Profile in the job profile, indicating which individual MARC fields should be updated. Once the SRS MARC record is updated, the Inventory record's fields that are controlled by the SRS MARC will be automatically (implicitly) updated. Not yet tested for MARC Holdings or MARC Authorities.
Misc	Import MARC Bib to Create/Update Inventory Instance, Holdings and/or Item, and then discard the MARC Bib	???