Details
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Story
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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customfield_11100 53164
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Spitfire Sprint 136, Spitfire Sprint 137, Spitfire Sprint 138
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3
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Spitfire
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Morning Glory R2 2022
Description
Purpose: To describe the matching logic invoked when a user selects Vendor reference number (VRN) as the matchpoint from an incoming MARC Bibliographic record to an existing Inventory Instance, Holdings, or Item
Full description of the feature: https://wiki.folio.org/pages/viewpage.action?pageId=73535666
When user selects Vendor reference number (VRN) as the matchpoint for Instance, Holdings, and/or Item
- Retrieve the VRN from the MARC field and subfield designated in the Incoming MARC Bibliographic record field of the match profile - 024$a, 924$a, 935$a, 980$a
- Use the VRN to check for a matching POL in the Orders app - query mod-orders by VRN to find related POL - GET request to /orders/order-lines?query=vendorDetail.referenceNumbers="/@refNumber=="{VRN}"
- NOTE: Only check POLs with status of Open, not Pending or Closed (add additional cql filtering)
- If a single Open POL is found to be associated with the VRN, then check for a related Instance, Holdings, or Item (as designated in the match profile)
- If a single match is found for Instance, Holdings, or Item, then consider it a match and proceed with the match action(s) described in the Data import Job profile
- If no match is found for Instance, Holdings, or Item, then consider it a non-match and proceed with the no-match action(s) described in the Data import Job profile
- If multiple matches are found for Instance, Holdings, or item, then consider it a non-match and proceed with the no-match action(s) described in the Data import Job profile
- If multiple Open POLs are found to be associated with the VRN, then consider it a non-match and proceed with the no-match action(s) described in the Data Import job profile
- If multiple matches are found for Instance, Holdings, or item, then consider it a non-match and discard, with multiple matches error message (being planned as part of UXPROD-3502)
- If a single Open POL is found to be associated with the VRN, then check for a related Instance, Holdings, or Item (as designated in the match profile)
Additional notes
- Updates to multiple holdings or items from the same incoming MARC Bib not yet accounted for; see UXPROD-2741
- Follow same implicit logic when updating Instances (e.g. if updating an Instance with source = FOLIO, then also create an SRS MARC Bib and change the Instance's source to MARC
- Ensure automated unit test coverage for this new code is 80% plus
- Right now, if the matchpoint in the incoming record is in a repeatable field, FOLIO will only use the data in the first occurrence of that field. Is that OK for now, or do we need to address it? A-M to confirm with SMEs
- abreaux to add story for wildcard matching
TestRail: Results
Attachments
Issue Links
- defines
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UXPROD-3345 Match on POL and VRN to update related Inventory records - Backend Dev
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- In Review
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- is required by
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UIDATIMP-1046 Update match screen UI for Instances
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- Closed
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UIDATIMP-1047 Update match screen UI for Holdings
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- Closed
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UIDATIMP-1048 Update match screen UI for Items
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- Closed
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- relates to
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MODINV-578 Match logic for POL matches to Inventory records
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- Closed
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FAT-2183 Karate Test match on VRN and update related Instance, Holdings, Item
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- Open
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