2023-01-11 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 Christie Thomas Jeanette Kalchik Jenn Colt KimLisa Smith leeda.adkins@duke.edu Lucas Mak Lynne Fors Taylor Smith Timothy Watters 

Current development (Orchid)

Agenda: (may be a short mtg)

    • Current development
      • Import to create orders and ISRI updates should be ready for UAT at the end of Sprint 157 (30 Jan)
    • Formation of UI Log Subgroup
      • Volunteers? 2 or 3 members
      • 2 or 3 meetings, starting next week (3-4 hours next week, then 2ish hours for a couple weeks after that)
      • Figure out the best way to document requirements for log summary and log detail values
      • Based on record type, action, match result, etc
      • Review in the context of the current log bugs
      • Then work out recommended log details for multiple holdings/items
      • Understanding what the current log info means (for MG, Nolana) - make sure it's clear in the documentation and release notes; what is the difference between the log info in the different versions? Cheatsheet for each version?
      • How to reconcile user expectations and dev expectations
      • See info in an understandable way, but also see details
      • Jenn, Jennifer, A-M
      • A-M to send scheduler Slack question
    • Creating/Updating Multiple Holdings/Items on a Single Instance
      • UXPROD-3729 - Getting issue details... STATUS
      • See beginnings of documentation/strategy here, including questions from developers
      • Should/can we add more details
        • To ranking/prioritizing the use cases?
          • External sources more important than FOLIO exports
          • Except until bulk edit can handle mass creation of item records, being able to take checkin info for lots of pieces and create items would be a helpful export process
          • Export - for a lot of materials moving to lots of different locations - may be easier to do it in DI than bulk edit
        • To specifying the match options in more detail, especially for records not exported from FOLIO?
          • HRIDs, UUIDs, Barcodes, locations, URLs
        • To identifying interested libraries?
      • Add a Google Drive area with
        • Space for MARC files
        • Template for explaining the use case
          • File name
          • Data elements in the MARC file
          • Matchpoint(s)
          • Default data needed to complete the create/update of the multiple holdings/items
        • A-M to add files previously sent by libraries

Upcoming meetings/agenda topics:

  • Creating orders from imported MARC Bibs - E2E review and testing


Chat

From Jenn Colt to Everyone 01:04 PM
Like a doctor’s office!
From Jennifer Eustis (she/her) to Everyone 01:22 PM
+1 Jenn
From Jennifer Eustis (she/her) to Everyone 01:45 PM
we had that in Aleph too
From Jenn Colt to Everyone 01:55 PM
How do people generate those?
From Jennifer Eustis (she/her) to Everyone 01:55 PM
We use spreadsheets :(
From Christie Thomas (she/her) to Everyone 01:56 PM
it is just a string in the data
From Lynne Fors to Everyone 01:56 PM
Ours are from our legacy system.  They were also used as call numbers in special collections
From Jenn Colt to Everyone 01:57 PM
We essentially use spreadsheets I was wondering if there was something obviously better I was missing!
From Jennifer Eustis (she/her) to Everyone 01:57 PM
I would love something better