2023-01-04 Data Import Subgroup meeting
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) Jennifer Eustis Heather MacFarlane (Deactivated) Timothy Watters Kim Wiljanen Jeanette Kalchik Lisa Smith Taylor Smith Jenn Colt Christie Thomas Jamie Jesanis (Unlicensed)
Current development (Orchid)
Agenda:
- Migrating profiles from Lotus to MG
- Per Jenn Colt significant effort to update matches and updates to take advantage of the field protections
- If you want to override field protections, but also update instance with admin data, you have to change to a MARC-MARC match and add a MARC update action into the existing profile, which allows for overriding the field protections
- And if adding a statistical code, also have to match to the Instance and then update instance
- Creating/Updating Multiple Holdings/Items on a Single Instance
- - UXPROD-3729Getting issue details... STATUS
- See beginnings of documentation/strategy here, including questions from developers
- For matches: item submatch (e.g. On order) can also be really helpful
- Do we agree on the base functionality that is needed?
- Migrating profiles from Lotus to MG
Log info for multi - have row for instance, then row for each holdings/item created/updated/discarded - for multiples, show HRIDs or locations to make it clear which one(s) were acted on; would be helpful for the single imports as well as multi
Future: Export/download the reports, with identifiers for all records that were acted on and what happened
Upcoming meetings/agenda topics:
- Creating orders from imported MARC Bibs - E2E review and testing
- Limitations of DI in terms of being able to do what is needed
- Update the instance and the SRS - and having to do separate matches for them
- Needing to use a submatch for the instance, e.g. match on the 035 and then submatch for the instance status
- Would there be a way to invoke field protections when updating Instances instead of doing separate matches for SRS and Instance
- Flexibility in field mapping profiles, e.g. go back to defaults when you selected a dropdown value
- A-M add to the list of general future topics
Comments
(copy from meeting recording)