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  1. mod-source-record-storage
  2. MODSOURCE-528

Data Import Updates should add 035 field from 001/003, if it's not HRID or already exists - MG bugfix

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Details

    • 2
    • Folijet Support
    • Morning Glory (R2 2022) Bug Fix
    • !!!ALL!!!
    • Legitimate regression

    Description

      Overview: When Inventory Single Record Import (or Data Import Update) is used to overlay an existing Instance, the resulting SRS MARC Bib should have correct 035 field (001 should not be HRID of an existing record or 035$a field already exists). The standard 001/003/035 behavior to move the non-FOLIO 001 into an 035, preceded by the value from the 003 is not being followed This affects Lotus BF and current data import (Morning Glory dev)

      Folder with Sample MARC file and PPT laying out 001 003 035 handling: https://drive.google.com/drive/folders/1pnEGTTE_IS2aITY_trmSKLShtLL_ocXt?usp=sharing

      Steps to reproduce

      1. Import Record 1.mrc using the Default - Create instance and SRS MARC Bib job profile
      2. Once the instance is created, go to the Instance details in Inventory, and go to Actions/View source
      3. Copy the Record 1.mrc MARC file, and edit it to
        • Create an 035 below all the other 035s with 035
          $a(LTSCA)303845
        • Replace the number in the 001 with the newly-assigned Instance HRID
        • Copy and paste the 999 ff field from the Instance View Source into the MARC record, at the very bottom of the record
          • Here's what it looks like when copied from FOLIO:
          • 999 f f ‡s acde76ea-4e87-4b78-a5af-0722a3b2eb25 ‡i 75cdcbe7-54b9-4f15-8362-c4013a8ea7e3
          • Edit it to conform to MARCedit formatting:
          • =999[space][space]
            $sacde76ea-4e87-4b78-a5af-0722a3b2eb25$i75cdcbe7-54b9-4f15-8362-c4013a8ea7e3
          • Make sure there are no trailing spaces at the end of the 999 field, since they can interfere with matching
        • Save the revised .mrk file and recompile it into a revised .mrc file. This is the first file you will use when importing to UPDATE
      4. Import Records 2-8.mrc using the Default - Create instance and SRS MARC Bib job profile
      5. Once the instances are created, go to the Instance details in Inventory, and go to Actions/View source
      6. Copy the Records 2-8.mrc file, and edit it to
        • Copy and paste the 999 ff field from the Instance into each corresponding MARC record, editing them to conform to MARCedit formatting
        • Make sure there are no trailing spaces at the end of the 999 field, since they can interfere with matching
        • DO NOT edit any of the 001, 003, or 035 fields in this file of records
        • Save the revised .mrk file and recompile it into a revised .mrc file. This is the second file you will use when importing to UPDATE
      7. Go to Settings/Data import/Field mapping profiles, and create a new profile
        • Name: Update instance via 999$i match and check 001, 003, 035
        • Incoming record type: MARC Bibliographic
        • FOLIO record type: Instance
        • Instance status: select a value from the dropdown list
        • Statistical codes: Add to existing, and select a value from the dropdown list
        • Save the Field mapping profile
      8. Go to Settings/Data import/Action profiles, and create a new profile
        • Name: Update instance via 999$i match and check 001, 003, 035
        • Action: Update
        • FOLIO record type: Instance
        • Link the field mapping profile created in the previous step
        • Save the Action profile
      9. Go to Settings/Data import/Match profiles, and create a new profile
        • Name: Match 999$i to Instance UUID
        • Incoming record: MARC Bib
        • Existing record: Instance
        • MARC Bib field in incoming record: Field 999 Ind1: f Ind2: f Subfield: i
        • Exactly matches
        • Existing Instance record field: Admin data: Instance UUID
        • Save the Match profile
      10. Go to Settings/Data import/Job profiles, and create a new profile
        • Name: Update instance via 999$i match and check 001, 003, 035
        • Accepted data type: MARC
        • Add the Match profile created in the previous step
        • For matches, add the Action profile created 2 steps previous
        • Save the Job profile
      11. Go to the Data import landing page and upload both revised files
      12. Assign the job profile you just created, and run the jobs
      13. Once the jobs complete
        • Check the instances to ensure they were updated with a status and statistical code
        • Review what was done to the incoming 001 003 035 fields, and compare to the expected action for each record, documented in the slide deck linked at the top of this Jira

      ---------------------------------------------------------------------------------------
      A-M to add another TestRail that follows these same repro steps, but uses Action Update MARC Bib instead of Update Instance.
      * Results for 001/003/035 Handling should be the same regardless of whether the update action is for Instance or MARC Bib.
      * afedasiuk to document the results for Update MARC Bib similar to how he documented the results for Update Instance

      --------------------------------------------------------------------------------------------------------------
      Former repro steps - do not use, but do not delete

      Steps to Reproduce:

      1. Log into Kiwi BF, Lotus BF, and Snapshot or Snapshot-2
      2. Go to Settings/Inventory/Z39.50 target profiles
      3. Find the profile called OCLC WorldCat
      4. Check the Authentication field to see if it contains the value 100473910/PAOLF
        • If yes, then do not make any changes
        • If no, then edit the profile to add that value in the Authentication field, and save the updated profile
      5. There are 3 ways of importing OCLC records via Inventory Single Record Import. Try each way in each environment
        • No existing Instance; Import to create a new Instance and SRS MARC
        • Existing Instance with source = FOLIO; Overlay to create an SRS MARC and update the Instance
        • Existing Instance with source = MARC; Overlay to update the SRS MARC and Instance
      6. For No existing Instance; Import to create a new Instance and SRS MARC
        • Go to Inventory home page (click Reset all if necessary)
        • Click Actions/Import
        • Make sure the modal says Enter OCLC WorldCat identifier If not, click the dropdown list and select OCLC WorldCat
        • Copy and paste one of the OCLC numbers below
        • Wait until you see a green success toast and a new instance is created
        • In the Instance details, select Actions/View source
        • Look for an 003 field in the SRS MARC Bib record
      7. For Existing Instance with source = FOLIO; Overlay to create an SRS MARC and update the Instance
        • Go to Inventory home page (click Reset all if necessary)
        • Click Actions/New
        • In the Instance create screen, add the following data
          • Title: Test import overlay
          • Resource type: Select a value from the dropdown list
          • Save the newly-created instance, and confirm that the Instance's Source = FOLIO
        • In the Instance details pane, go to Actions/Overlay source bibliographic record
        • Make sure the modal says Enter OCLC WorldCat identifier If not, click the dropdown list and select OCLC WorldCat
        • Copy and paste one of the OCLC numbers below
        • Wait until you see a green success toast and the instance is updated with a new title
        • In the Instance details, select Actions/View source
        • Look for an 003 field in the SRS MARC Bib record
      8. For Existing Instance with source = MARC; Overlay to update the SRS MARC and Instance
        • Go to Inventory home page (click Reset all if necessary)
        • Use the Source filter to find an existing Instance with Source = MARC (or you could use the instance that was created in the first import)
        • Confirm that the Instance's Source = MARC
        • In the Instance details pane, go to Actions/Overlay source bibliographic record
        • Make sure the modal says Enter OCLC WorldCat identifier If not, click the dropdown list and select OCLC WorldCat
        • Copy and paste one of the OCLC numbers below
        • Wait until you see a green success toast and the instance is updated with a new title
        • In the Instance details, select Actions/View source
        • Look for an 003 field in the SRS MARC Bib record

      Expected Results: Regular Update and Single Record Import that update some source = MARC and some source = FOLIO Instances, to be sure that the 001/003/035 is being handled properly.

      Actual Results:

      • Kiwi BF: all worked properly
      • Lotus BF: No instance and Source = FOLIO instance worked properly; Source = MARC Instance retained the 003 in the SRS MARC, and did not create a new 035 from the non-FOLIO 001/003 fields
      • Snapshot (Morning Glory): No instance and Source = FOLIO instance worked properly; Source = MARC Instance retained the 003 in the SRS MARC, and did not create a new 035 from the non-FOLIO 001/003 fields

      OCLC numbers that can be used for testing:

      • 20181508 Cajun music: a reflection of a people
      • 25051428 Cajun music and zydeco
      • 593748040 Old time Cajun music
      • 968730635 The makers of Cajun music
      • 51161140 Cajun music: the essential collection
      • 1125515427 Disenchanting les bon temps

       

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                afedasiuk Aliaksandr Fedasiuk
                Aivar Iusupov Aivar Iusupov
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