2021-09-29 Data Import Subgroup meeting

Owned by Ann-Marie Breaux (Deactivated)
Last updated: Sep 29, 2021

 Recordings are posted Here

Slack channel for Q&A, discussion between meetings

Additional discussion topics in Subgroup parking lot

Attendees: Ann-Marie Breaux (Deactivated), leeda.adkins@duke.edu,  Lloyd Chittenden, Monica Arnold , Timothy Watters, Jennifer Eustis , Christie Thomas , Raegan Wiechert , Jenn Colt

Development update: 

  • Kiwi release timeline: this week we started sprint 124
  • 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
  • Most recent development work
    • Yesterday's Sprint review/demo: Sprints 122-123
      • quickMARC and MARC Holdings demo is at 19:20 
      • Data Import demo is at 39:45
    • Added new item statuses and confirmed the item status logic for imports that Create or Update item records
      • Are custom item statuses available? Not yet, only the default statuses. When they are available, then revisit the dropdown list in the field mapping profile.
      • Do you have to look through all records in results to find the errors? No, see the errors column, and you can sort by it or any of the other column headers
  • Today's quickMARC meeting had a demo of importing MARC Holdings and editing them in quickMARC
  • Starting Kiwi Bugfest environment prep
    • Keep the existing profiles or delete them?
      • Maybe use a label to identify particular ones to keep
      • Jenn Colt Discuss more in lab
      • Consider keeping a few that can test data elements that are changed or need to be retained after an upgrade
      • Also consider adding a few TestRail cases to test whether migrated profiles work properly
      • A-M will remove the extraneous profiles after the ones to keep have been identified

Agenda topics: 

  • Lotus Feature Prep: Creating Invoices from MARC Data
  • Went over the basics of this page; A-M is starting to use this wiki page format as a way of gathering requirements and questions, and to ensure that users and developers are all clear on the overall intent and scope of the feature.
  • Will continue with this feature next week
  • Lotus plans are for 3 Data Import features:
    • Creating FOLIO Invoices from MARC data
    • Creating FOLIO Orders from MARC data
    • Using POL and VRN as matchpoints to locate and update related Inventory and SRS records
  • Homework: Please review this Feature page: Creating Invoices from MARC Data
    • Any additional problems that should be solved with this feature?
    • Any additional use cases?
    • Any variant MARC invoice examples that would be good to show the developers?
    • Start thinking about the SME questions, and add any others that come to mind.