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 Kim Lisa 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