Details
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Bug
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Status: Closed (View Workflow)
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P1
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Resolution: Done
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None
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0
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Folijet Support
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Morning Glory (R2 2022)
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Cornell, Lehigh
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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, even when the import job is only updating Instances, not Holdings. We need to ensure this DOES NOT happen.
Steps to Reproduce:
- Go to the Orders app
- Click on the Orders tab in the Search/Filter pane
- Click on Actions/New
- At the Create purchase order screen, select the Amazon book orders template from the dropdown list
- Press Save and close
- In the newly-created purchase order, scroll down to the PO lines accordion and press Actions/Add PO line
- 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
- Press the left arrow in the header of the PO Line, to go back to the Purchase order
- Click Actions/Open, and confirm that you want to open the order
- Scroll down to the PO Lines and click on Blues harp, to see its details
- Now the title should be a hotlink. Click the hotlink, and it will take you to Inventory
- Confirm that an Instance, Holdings, and Item were created
- Note the HRIDs for the Instance and Holdings that were created
- 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
$aho45678 - Recompile the .mrk file into a valid MARC file. This will be the MARC file that you will import later in the process
- Add =901
- Go to Settings/Data import and create the following profiles:
- Match profile 1:
- Name: Match Instance by HRID in 901$a
- Click Instance so that MARC Bib is matching to Instance
- Incoming record: Field 901 Ind1: * Ind2: * Subfield: a
- Exactly matches to
- Instance HRID
- Match profile 2:
- Name: Match Holdings by HRID in 980$a
- Click Holdings so that MARC Bib is matching to Holdings
- Incoming record: Field 980 Ind1: * Ind2: * Subfield: a
- Exactly matches to
- Holdings HRID
- Create Field mapping profile 1:
- Name: Update instance
- Incoming record type: MARC Bibliographic
- FOLIO record type: Instance
- Cataloged date: Select today from the dropdown list
- Instance Status: Select a value from the dropdown list
- Create Field mapping profile 2:
- Name: Update holdings
- Incoming record type: MARC Bibliographic
- FOLIO record type: Holdings
- Temporary location: Select any value from the dropdown list EXCEPT the value you used in the POL
- Create Action profile 1:
- Name: Update instance
- Action: Update
- FOLIO record type: Instance
- Link the Instance field mapping profile created above
- Create Action profile 2:
- Name: Update holdings
- Action: Update
- FOLIO record type: Holdings
- Link the Holdings field mapping profile created above
- Create Job profile:
- Name: Update instance and holdings
- Accepted Data type: MARC
- + Match profile: Match Instance by HRID in 901$a
- For matches: + Action profile: Update Instance
- + Match profile: Match Holdings by HRID in 980$a
- For matches: + Action profile: Update Instance
- Import the updated MARC Bib and assign the job profile created in the previous step
- 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
Additional Information: See attached video and MARC record
TestRail: Results
Attachments
Issue Links
- clones
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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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- Closed
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- defines
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UXPROD-3464 NFR: Data Import R2 2022 Morning Glory Support Bug work
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- Closed
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