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  1. generate-marc-utils
  2. GMU-34

Holdings notes not being exported properly in MARC Bibs when there are multiple holdings

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Details

    • Bug
    • Status: Closed (View Workflow)
    • P2
    • Resolution: Done
    • None
    • 1.5.0
    • None
    • Firebird - Sprint 149
    • 3
    • Firebird
    • Nolana (R3 2022)
    • MI State University/Library of Michigan
    • TBD

    Description

      Overview:
      When exporting a MARC Bib with holdings data for multiple holdings, if the holdings have different notes in them, the exported note data is not separated properly between the two 9xx fields. It might be worth checking for any similar issue with repeatable fields in the holdings record when there are multiple holdings being exported as data in a MARC Bib

      Environment: This is happening in a Lotus HF1 environment, but reproduces in Snapshot

      Steps to Reproduce:

      1. Find an Instance in Inventory with Source = FOLIO, or else import one using Inventory Single Record Import or the default profile for creating a MARC Bib and Instance
      2. View the Instance that was created in Inventory
      3. Create a holdings on the Instance, with the following information
        • Permanent location: pick any location in the hosted ref envs (Main, Annex, etc.)
        • Add 2 notes in the holdings record
          • Note 1: pick a holdings note type from the dropdown list, add a note, and mark it Staff only
          • Note 2: pick a different holdings note type from the dropdown list, add a note, and DO NOT mark it Staff only
      4. Save the new holdings record
      5. Create another holdings record on the Instance, with the following information
        • Permanent location: pick any location in the hosted ref envs (Main, Annex, etc.), but it should be different from the location in the first holdings you created
        • Add 3 notes in the holdings record
          • Note 1: pick another different holdings note type from the dropdown list, add a note, and DO NOT mark it Staff only
          • Note 2: pick another different holdings note type from the dropdown list, add a note, and mark it Staff only
          • Note 3: pick another different holdings note type from the dropdown list, add a note, and DO NOT mark it Staff only
      6. Save the new holdings record
      7. Now you should have 2 holdings on the Instance
        • Each holdings has a different permanent location
        • Holdings 1 has 2 notes, each a different type, 1 marked as staff only, 1 not marked as staff only
        • Holdings 2 has 3 notes, each a different type from each other and from holdings 1, with 1 marked as staff only, and 2 not marked as staff only
        • So a total of 5 notes across the 2 holdings, each note a different type, with 2 marked as staff only, and 3 not marked as staff only
      8. Go to Settings/Data export/Field mapping profiles, and create the following profile
        • Name: Holdings notes and HRID
        • Record type: Holdings, Source record storage (entire record)
        • Output format: MARC
        • Transformations
          • Holdings HRID: 900 $a
          • Then select the plain and staff version fields for each of the notes that you assigned to the holdings records, and put them in successive 900 subfields. See attached screenshot for an example
      9. Save the field mapping profile
      10. Go to Settings/Data export/Job profile, and create the following profile
        • Name: MARC Bib with Holdings HRID and Notes
        • Attach the field mapping profile created in the previous step
      11. Save the job profile
      12. Go to Inventory and find the Instance that was created
      13. In the results list, go to Actions/Save instances UUIDs
      14. Go to the Data export app and upload the delimited file of UUIDs
      15. Select the job profile created above and run the export
      16. Once the MARC file has been created, download it and view the 900 fields and their subfields

      Expected results:
      Two 900 fields in the MARC Bib, each with a different Holdings HRID and the 2 or 3 notes pertaining to that specific Holdings

      Actual results:
      Two 900 fields in the MARC Bib, with the correct HRIDs, but both displaying all 5 notes

      Other: see attached video, screenshots, and exported MARC file from Snapshot, plus a few screenshots from Mich State's Lotus HF1 environment

      Interested parties: bartonjp abreaux McMillan

      TestRail: Results

        Attachments

          1. completed.JPG
            completed.JPG
            59 kB
          2. Export Bib+Holdings bug.mp4
            17.60 MB
          3. Export with holdings notes.mrc
            2 kB
          4. Export with holdings notes.png
            Export with holdings notes.png
            257 kB
          5. hold_note_annex_library.JPG
            hold_note_annex_library.JPG
            62 kB
          6. hold_note_main_library.JPG
            hold_note_main_library.JPG
            58 kB
          7. Holdings transformations.png
            Holdings transformations.png
            143 kB
          8. job_profile.JPG
            job_profile.JPG
            37 kB
          9. mapping_profile.JPG
            mapping_profile.JPG
            72 kB
          10. MichState-ExportData.png
            MichState-ExportData.png
            21 kB
          11. MichState-Holdings1.png
            MichState-Holdings1.png
            34 kB
          12. MichState-Holdings2.png
            MichState-Holdings2.png
            45 kB
          13. mrk_output.JPG
            mrk_output.JPG
            84 kB
          14. select_instance_with_2_holdings.JPG
            select_instance_with_2_holdings.JPG
            110 kB

          Issue Links

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                Oleksandr_Bozhko Oleksandr Bozhko
                abreaux Ann-Marie Breaux
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                Dates

                  Created:
                  Updated:
                  Resolved:

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