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  1. mod-orders
  2. MODORDERS-717

Holdings source gets updated to MARC during importing from bib - happens when holdings was created by Order app (Lotus HF2)

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Details

    • 2
    • Folijet Support
    • Lotus (R1 2022) Hot Fix #2
    • Yes
    • Hotfix approved 28 June 2022 on the Slack release-bug-triage channel by Mike G, Mark, Harry, Khalilah, Jakub
    • Hide
      AM: There's a workaround that libraries can do to identify Holdings with problem source fields and clean them up, on an ad hoc basis, but without the fix, more problematic Holdings will continue to be created every time an opened order creates a new Holdings record
      Show
      AM: There's a workaround that libraries can do to identify Holdings with problem source fields and clean them up, on an ad hoc basis, but without the fix, more problematic Holdings will continue to be created every time an opened order creates a new Holdings record
    • Cornell, Lehigh
    • Legitimate regression

    Description

      Overview:
      Some Inventory records (Instances/Holdings/Items) get created when orders are opened, depending on the Inventory setting in the POL. During testing of POL/VRN matching, I noticed that some holdings being updated by importing MARC Bibs were having their source changed from FOLIO to MARC. We need to ensure this DOES NOT happen.

      Steps to Reproduce:

      1. Go to the Orders app
      2. Click on the Orders tab in the Search/Filter pane
      3. Click on Actions/New
      4. At the Create purchase order screen, select the Amazon book orders template from the dropdown list
      5. Press Save and close
      6. In the newly-created purchase order, scroll down to the PO lines accordion and press Actions/Add PO line
      7. Fill in the following information in the PO line:
        • Title: Blues Harp
        • Publication date: 1973
        • Publisher: Oak Publications
        • Add product ID
          • Product ID: 9780825600180
          • No qualifier
          • Product ID type: ISBN
        • Physical unit price: 20
        • Leave all other details with the defaults from the template
        • Be sure that the Create inventory field has: Instance, holdings, item
        • Press Save and close
      8. Press the left arrow in the header of the PO Line, to go back to the Purchase order
      9. Click Actions/Open, and confirm that you want to open the order
      10. Scroll down to the PO Lines and click on Blues harp, to see its details
      11. Now the title should be a hotlink. Click the hotlink, and it will take you to Inventory
      12. Confirm that an Instance, Holdings, and Item were created
      13. Note the HRIDs for the Instance and Holdings that were created
      14. Open the attached MARC file for Blues Harp, using MARCedit
        • Add =901
          $a (with the HRID for the Instance that was just created, e.g. =901
          $ain12345
        • Add =980
          $a (with the HRID for the Holdings that was just created, e.g. =980
          $aho45678
        • Recompile the .mrk file into a valid MARC file. This will be the MARC file that you will import later in the process
      15. Go to Settings/Data import and create the following profiles:
      16. Match profile 1:
        • Name: Match Instance by HRID in 901$a
        • Click Instance so that MARC Bib is matching to Instance
        • Incoming record: Field 901 Ind1: * Ind2: * Subfield: a
        • Exactly matches to
        • Instance HRID
      17. Match profile 2:
        • Name: Match Holdings by HRID in 980$a
        • Click Holdings so that MARC Bib is matching to Holdings
        • Incoming record: Field 980 Ind1: * Ind2: * Subfield: a
        • Exactly matches to
        • Holdings HRID
      18. Create Field mapping profile 1:
        • Name: Update instance
        • Incoming record type: MARC Bibliographic
        • FOLIO record type: Instance
        • Cataloged date: Select today from the dropdown list
        • Instance Status: Select a value from the dropdown list
      19. Create Field mapping profile 2:
        • Name: Update holdings
        • Incoming record type: MARC Bibliographic
        • FOLIO record type: Holdings
        • Temporary location: Select any value from the dropdown list EXCEPT the value you used in the POL
      20. Create Action profile 1:
        • Name: Update instance
        • Action: Update
        • FOLIO record type: Instance
        • Link the Instance field mapping profile created above
      21. Create Action profile 2:
        • Name: Update holdings
        • Action: Update
        • FOLIO record type: Holdings
        • Link the Holdings field mapping profile created above
      22. Create Job profile:
        • Name: Update instance and holdings
        • Accepted Data type: MARC
        • + Match profile: Match Instance by HRID in 901$a
          • For matches: + Action profile: Update Instance
        • + Match profile: Match Holdings by HRID in 980$a
          • For matches: + Action profile: Update Instance
      23. Import the updated MARC Bib and assign the job profile created in the previous step
      24. Once the import completes, check the updated Instance and Holdings in Inventory

      Expected Results:

      • When order is opened, Instance, Holdings, and Item are created - all with Source = FOLIO
      • When MARC Bib is imported, SRS MARC created, Instance updated, Holdings updated
      • And Instance Source changed to MARC, but Holdings Source remains FOLIO

      Actual Results:

      • All fine when order opened
      • After import: SRS MARC created, Instance updated, Holdings updated
      • Instance Source changed to MARC
      • Holdings Source changed to MARC, but should have stayed Source = FOLIO; Note that none of the Inventory Holdings fields are restricted from editing, as they would be with an actual, linked MARC Holdings record in SRS, but the information is still confusing

      Additional Information: See attached video and MARC record

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                Miami20 Khamidulla Abdulkhakimov
                abreaux Ann-Marie Breaux
                Ann-Marie Breaux Ann-Marie Breaux
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                  Updated:
                  Resolved:

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