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2021-08-04 Data Import Subgroup meeting

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 Recordings are posted Here

Slack channel for Q&A, discussion between meetings

Additional discussion topics in Subgroup parking lot

Attendees: Ann-Marie Breaux (Deactivated) leeda.adkins@duke.edu Jennifer Eustis

Development update: 

Agenda topics: Matching and Updating Multiple Record Types

Use Cases

  1. Creating, then updating Instances and Holdings for Films on Demand; see outline here
  2. Creating Instance, Holdings, Item for ordered material, then updating Instance, Holdings, Item with MARC Bib 
  3. What else?
  4. Should we start an area here for sharing Job profiles, Matching tips and tricks, etc?

Questions:

  • Matchpoints in the above scenarios: see MODDATAIMP-399 for order-related matching

To do's

  • Confirm Rancher environment for Data Import/quickMARC testing (Khalilah and Ann-Marie) - IN PROCESS
  • Data Import FAQ updates (Ann-Marie) - IN PROCESS
  • Make videos confirming the following scenarios
    • For import profiles that match on Holdings or Item IDs (and doesn't need to affect the Instance), make a video showing what happens to SRS MARC (Ann-Marie)
    • For a brief MARC updating the suppress status on a group of instances. What happens with the SRS MARC (A-M)
  • Talk with Kimie and see if ideas for updating the UI for implicit (A-M)
  • If a profile has update instance (to update cat date) which has an implicit update MARC, and also an update MARC (with implicit update instance) that has field protections, will the field protections be honored by the update instance? (A-M to check with devs)
  • Most important part is 1) making sure this is clearly documented, and 2) preferably, consistent, and 3) preferably, that implicit actions are acknowledged somehow in the import profile (A-M confirm with devs and document)
    1. QM edit: increments
    2. Import MARC Modify: increments, we think
    3. Import MARC Update: does not increment
    4. Import Instance Update (implicit MARC update): increments


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