2023-01-25 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) Lynne Fors Jennifer Eustis Christie Thomas Heather MacFarlane (Deactivated) Jeanette Kalchik Jenn Colt Kim Wiljanen leeda.adkins@duke.edu Taylor Smith
Current development (Orchid)
Agenda:
- Inventory Single Record Import - Selecting profiles
- Subgroup Homework next week: UAT for this feature
- UAT delayed until next week (still getting the testing environment in place); planning to start on Mon 30 Jan
- A-M send reminder on Slack and e-mail, with testing instructions
- A-M maybe discuss at MM SIG next week
- Does info icon text look OK? Yes
- Importing to create orders
- Subgroup Homework next week: Add test details and sample files to Google Drive
- Meeting videorecording here (password: folio-lsp)
- In the main Order Import Testing folder, create a new subfolder for Test x
- Put your sample MARC file in that subfolder
- Make sure that the library-specific data in the test file is either
- Replaced with data that is available on folio-snapshot (see last tab of template spreadsheet)
- OR
- Created in the UAT FOLIO environment (details of that env will be provided next week)
- Examples of library-specific data: Funds, Expense classes, Locations, Acq units, Stat codes, Vendors, Account numbers
- Make sure that the library-specific data in the test file is either
- Copy the Order_Import_Test_Template into the subfolder and rename with the test number
- Fill in the template details on the Test & Job profile and Order Action and FM tabs
- Fill in template details for Instance, Holdings, Item, MARC modification tabs if needed; otherwise, delete those tabs
- See spreadsheet for Test 1 or Test 2 as examples
- Add the test to the list of tests in the Order Import Tests spreadsheet
- Preparing for User Acceptance Testing
- See UAT folder, sample tests, files
- A-M add possible Jira for creating open orders with Source = FOLIO Instance +/- Holdings/Items
- A-M add tab to testing template for MARC modifications (e.g. remove 9xx fields)
- A-M add bug - fix the list of system identifiers in the POL
- A-M consider greying out the Inventory field if the order is created as Open by DI (maybe with value "Controlled by Data Import")?
- Subgroup Homework next week: Add test details and sample files to Google Drive
- Sample Match Profiles
- Need to improve the wiki documentation
- See basics at
- Would it be possible for subgroup members to add examples of frequently-used matches?
- After some updates, also document the relationship between matches and actions
- Inventory Single Record Import - Selecting profiles
Upcoming meetings/agenda topics:
- Creating orders from imported MARC Bibs - E2E review and testing
- Gather more samples for multiple holdings/items
Chat:
Jennifer Eustis (she/her) to Everyone 1:00 PM
It's snowing here
Christie Thomas (she/her) to Everyone 1:00 PM
here too
Lynne Fors to Everyone 1:00 PM
Here too
Jenn Colt to Everyone 1:01 PM
This is hour five of meetings. I have jello for brains.
And snow!
Lynne Fors to Everyone 1:03 PM
hour 3 for me
Lynne Fors to Everyone 1:26 PM
We would have modifications to remove 9xx fields
Christie Thomas (she/her) to Everyone 1:36 PM
very good point.
Christie Thomas (she/her) to Everyone 1:49 PM
What are the options under create inventory again? Can you show that again?
Christie Thomas (she/her) to Everyone 1:56 PM
I have to run to another meeting. So exciting to see the progress!
Taylor Smith to Everyone 2:05 PM
thanks!