2022-09-21 Data Import Subgroup meeting

Owned by Ann-Marie Breaux (Deactivated)
Last updated: Sep 21, 2022
2 min read

Recordings are posted Here (2022+) and Here (pre-2022)                   Slack channel for Q&A, discussion between meetings

Requirements details Here                                                                    Additional discussion topics in Subgroup parking lot


Attendees: Ann-Marie Breaux (Deactivated) Monica Arnold leeda.adkins@duke.edu Jennifer Eustis Lisa McColl Lloyd Chittenden Raegan Wiechert Jenn Colt Dung-Lan Chen Taylor Smith Christie Thomas 

Current development (Nolana)

Agenda topics:

  • Morning Glory Bug fixes for Data Import: 

Order field mapping profile questions

  • UIDATIMP-294 - Getting issue details... STATUS
  • Draft slides here
  • Order log questions
    • MARC sequence number or POL in first column? UIDATIMP-1264 - Getting issue details... STATUS
      • MARC sequence number is fine
    • POL info followed by PO info in the JSON screen? (parallel to invoices) UIDATIMP-1257 - Getting issue details... STATUS
      • Yes, POL, then PO
  • Last call for which PO/POL checkbox fields need to be mappable. See list here

    • PO or POL

      Field

      Simple vs Mappable Checkbox

      PO

      Manual

      Simple

      PO

      Re-encumber

      Mappable

      POL

      Must acknowledge receiving note

      Mappable

      POL

      Automatic export

      Simple

      POL

      Cancellation restriction

      Mappable

      POL

      Rush

      Mappable

      POL

      Use set exchange rate

      Simple

      POL

      Activation status

      Simple (more likely in Agreement)

      POL

      Trial

      Simple (more likely in Agreement)

    • A-M check with Dennis - clarification for Manual checkbox at PO level and Automatic export checkbox at the POL level - make sure the expected behavior is clear for all 4 permutations, especially when there's only 1 PO line. Do we perhaps need to change the label for one field or the other?

Miscellaneous

  • Potentially have a warning alert if someone tries to load the same file as previously; how would FOLIO know it's the same file
    • A-M to add a draft Jira, and we'll fill in more at a later time

Upcoming meetings:

  • 28 September 2022
    • Update individual MARC fields
      • Need examples from users, especially repeatable vs non-repeatable fields; please bring examples and we'll workshop in the meeting
  • 5 October 2022
    • Create/update multiple holdings and items from individual MARC Bib records. Please send sample files to abreaux@ebsco.com 

Chat

From Jennifer Eustis (she/her) to Everyone 01:02 PM
Buffy the vampire slayer
Batwoman was a librarian

From Mark Arnold to Everyone 01:03 PM
Evelyn in the 1999 Mummy was a librarian

From Jenn Colt to Everyone 01:17 PM
the order matching might help catch and you could have a match profile?

From Dung-Lan Chen to Everyone 01:34 PM
We don't use/check the box of manual on PO level as we are not sure what it's for/means.

From Dung-Lan Chen to Everyone 01:51 PM
Not important to us as if we ordered it, we don't anticipate to return it unless it's defective or something

From Christie Thomas (she/her) to Everyone 01:51 PM
I do not have a mic, but we do not currently map this.

From Dung-Lan Chen to Everyone 01:56 PM
Not currently using this field but wonder what the implication of not using it?

From Lisa McColl to Everyone 01:56 PM
I need to run. Thank you!

From Jenn Colt to Everyone 02:01 PM
thank you!