2023-10-25 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) , Ryan Taylor , Christie Thomas , Corrie Hutchinson , Jeanette Kalchik , Jennifer Eustis , Lynne Fors , Raegan Wiechert , Taylor Smith Kim , Yael Hod

Links:

Agenda:

Check in on Poppy Bugfest
Discuss UXPROD-4080: Review and fix MARC Updates for specific fields
- Please bring specific examples of scenarios where you would like fields to behave differently in MARC Updates.
- What does this option mean
  - Import a MARC record - keep the existing and just add this field from the incoming record
    - Example 1: only add the OCLC 035 to the existing record; ignore the rest of the incoming record
    - Example 2: match on OCLC number, add new 856 from the incoming record; ignore the rest of the incoming record
  - 2 kinds of updates
    - Overlay everything
    - Only update specific fields
  - In previous system, these were called merges
- What is the simplest functionality that we could provide (most reliable and most easily understood, least development effort)
- For repeatable fields
  - Delete existing and add this one
  - Add this one, don't touch the existing ones
  - Find a specific one and remove, then add this once the other is removed (might have to be a separate sequential process) (as a way of changing a particular field)
- Would anyone ever be trying to update non-repeatable fields with this functionality?
  - Info from field protections page:
    - Non-repeatable: LDR, 001, 002, 003, 004, 005, 008, 009, 010, 018, 036, 038, 040, 042, 044, 045, 066, 073, all 1xx fields, 240, 243, 245, 254, 256, 263, 306, 357, 378, 384, 507, 514, 663, 664, 665, 666, 675, 682, 788, 841, 842, 844, 882, and 999 with indicators = ff
      - Note that the fields 001 and 999 ff are restricted for FOLIO use and automatically protected by the system
      - The following non-repeatable control fields are disallowed from field protection: LDR, 002, 003, 004, 005, 009
    - Repeatable: all other MARC fields
    - Control fields:
      - The following control fields are disallowed from Field protection: LDR, 002, 003, 004, 005, 009
      - The following control fields are allowed for Field protection, but no indicators or subfields are permitted: 006 (R), 007 (R), 008 (NR)
- How does this mesh with bulk edit functionality? Talk with Magda - are there patterns there that we could use
- What are data import scenarios vs bulk edit scenarios
  - Adds - more often import with new data
  - Changes - possible import, possible bulk edit
  - Varying data - more often import
  - Constant data - possible import, probably easier with bulk edit (e.g. change http to https)
- Can we borrow patterns from Inventory repeatable field actions, or the Modify actions?
- Clarify Modifications functionality (maybe add an info icon?)
  - At the start of a job profile, acts on an incoming record
  - At the end of a job profile, acts on that incoming record that has now been saved
  - Not appropriate to have a Modify action in a job profile without another action (Create or Update)

Upcoming meetings/agenda topics:

Chat

Lynne Fors to Everyone 1:07 PM
I'll be honest, I haven't started yet. Planning for tomorrow

wiljanen to Everyone 1:27 PM
I'll have to catch up later

Jennifer Eustis to Everyone 1:32 PM
+1 Christie. This is really a merge where you add fields from the incoming marc to the existing srs marc

Jennifer Eustis to Everyone 1:45 PM
find and remove might work
like find (OCoLC)

Jennifer Eustis to Everyone 1:59 PM
I have to get to my next meeting. See you next week.

Christie Thomas (she/her) to Everyone 2:01 PM
That is right.
I had forgotten that.