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  1. mod-source-record-manager
  2. MODSOURMAN-854

Importing MARC Authority and Holdings records with 999 marc fields, with default Create job profiles, causes data problems

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    • 3
    • Folijet Support
    • Morning Glory (R2 2022) Bug Fix
    • Incomplete/missing requirements

    Description

      Scenario 1 (MARC Bibs) being handled in MODSOURMAN-840; Scenarios 2-3 (MARC Authority and MARC Holdings) being handled in MODSOURMAN-854

      Workaround: Remove the 999 ff field before importing

      Scenario 1 (MARC Bibliographic): (MODSOURMAN-840)

      1. Log into Snapshot FOLIO environment as User with the following permissions:
        Inventory: All permissions
        Data import: Can upload files, import, and view logs
      2. Navigate to "Data import" app and import the attached BibsMODSOURMAN-854 file using Default - Create instance and SRS MARC Bib job profile.
      3. Once imported, check the import log by clicking on the completed import job at the top of the log list

      Expected Results:

      • Records 1 & 7 (with 500 field: 999 FF TEST: No 999 ff) Import should work
      • Records 2 & 8 (with 500 field: 999 FF TEST: Subfield i only): The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      • Records 3 & 6 (with 500 field: 999 FF TEST: Subfield s only): The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      • Records 4 & 5 (with 500 field: 999 FF TEST: Subfields i and s): The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      • NOTE: If the job profile is trying to create Inventory Holdings or Items from the incoming MARC Bib, it's OK for the MARC Bib to have a 999 ff (since it would have to have a match to an instance or a holdings to try to create a holdings or item). It's NOT OK if the incoming MARC Bib is only trying to create an SRS record and/or an Instance

      Actual Results: The import successfully completed. The SRS record updated, the new Instance record created with broken link to SRS.

      Scenario 2 (MARC Authority):

      1. Log into Snapshot FOLIO environment as User with the following permissions:
        Inventory: All permissions
        MARC Authority: All permissions
        Data import: Can upload files, import, and view logs
      2. Navigate to "Data import" app and import the attached AuthsMODSOURMAN-854 file using Default - Create SRS MARC Authority job profile.
      3. Once imported, check the import log by clicking on the completed import job at the top of the log list

      Expected Results:

      • Records 1 & 7 (with 667 field: 999 FF TEST: No 999 ff) Import should work
      • Records 2 & 8 (with 667 field: 999 FF TEST: Subfield i only): The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      • Records 3 & 6 (with 667 field: 999 FF TEST: Subfield s only): The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      • Records 4 & 5 (with 667 field: 999 FF TEST: Subfields i and s): The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff

      Actual Results: The import successfully completed. The SRS record updated, the new Instance record created with broken link to SRS.

      Scenario 3 (MARC Holdings):

      1. Log into Snapshot FOLIO environment as User with the following permissions:
        Inventory: All permissions
        Data import: Can upload files, import, and view logs
      2. Navigate to "Data import" app and import the attached one_bib.mrc file using Default - Create instance and SRS MARC Bib job profile
      3. Once imported, copy the Instance HRID from the Instance field or the SRS MARC 001 field
      4. Open the attached HoldingsMODSOURMAN-854.mrc file and replace the 004 field in each record with the Instance HRID (e.g. in11111 changes to inst0000012345)
      5. Save and recompile the HoldingsMODSOURMAN-854.mrc file into a .mrc file
      6. Go to Data Import and import the updated HoldingsMODSOURMAN-854.mrc using the Default - Create Holdings and SRS MARC Holdings job profile

      Expected Results:

      • Record 1 (with 990 field: 999 FF TEST: Subfield i only): The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      • Record 2 (with 990 field: 999 FF TEST: No 999 ff) Import should work
      • Record 3 (with 990 field: 999 FF TEST: Subfield s only): The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      • Record 4 (with 990 field: 999 FF TEST: Subfields i and s): The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      • NOTE: For additional info on importing MARC Holdings, see https://wiki.folio.org/pages/viewpage.action?pageId=65115201

      Actual Results: The import successfully completed. The SRS record updated, the new Holdings record created with broken link to SRS

      --------------------- Former Repro instructions - Do not delete --------------------------

      See if this is resolved by MODSOURMAN-840

      Overview: User can import any type of MARC record (Bibliographic, Authority, Holdings) with 999 marc field in the imported ".mrc" file, using default job profile (creation).
      Scenario 1 (MARC Authority):

      1. Log into Snapshot FOLIO environment as User with the following permissions:
        Data import: Can upload files, import, and view logs
        MARC Authority: Edit MARC authority record
        MARC Authority: View MARC authority record
        MARC Authority: Delete MARC authority record
        quickMARC: View, edit MARC authorities record
        UI: Data export
      2. Navigate to "Data import" app and import the attached "Authority_without_999.mrc" file using "Default - Create SRS MARC Authority" job profile.
      3. Navigate to "MARC Authority" app and find the imported record. ("Stone, Robert B.")
      4. Check checkbox placed next to the imported record and click on "Actions" >> "Export selected records (CSV/MARC)". >> The data export job must be triggered.
      5.  Navigate to "Data export" app and download the generated ".mrc" file by clicking on title at appeared row.
      6. Verify that exported file matches with the imported file, and it contains 999 ff field.
      7. Navigate to "MARC Authority" app and delete the imported record ("Stone, Robert B."from step 3).
      8. Navigate to "Data import" app and import exported "mrc." file (with 999 ff field) using "Default - Create SRS MARC Authority" job profile.

      Expected Results: The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      Actual Results: The import successfully completed. The 999 ff $s subfield value stays the same, the new 999 ff $i subfield value generated.

      Scenario 2 (MARC Bibliographic): Done in scope of MODSOURMAN-840

      1. Log into Snapshot FOLIO environment as User with the following permissions:
        Inventory: All permissions
        quickMARC: View, edit MARC bibliographic record
        Data import: Can upload files, import, and view logs
      2. Navigate to "Data import" app and import the attached "one_bib.mrc" file using "Default - Create instance and SRS MARC Bib" job profile.
      3. Navigate to "Inventory" app and find the imported record. ("The Journal of ecclesiastical history.")
      4. Click on "Actions" >> "View source"
      5. Open imported "one_bib.mrc" via "MarcEdit" and add 999 ff $a and $i values (from previous step) >> Save this record.
      6. Navigate to "Data import" app and import edited "mrc." file (with 999 ff field) using "Default - Create instance and SRS MARC Bib" job profile.

      Expected Results: The import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      NOTE: If the job profile is trying to create Inventory Holdings or Items from the incoming MARC Bib, it's OK for the MARC Bib to have a 999 ff. It's NOT OK if the incoming MARC Bib is only trying to create an SRS record and/or an Instance
      Actual Results: The import successfully completed. The SRS record updated, the new Instance record created with broken link to SRS.

       

      Scenario 3 (MARC Holdings):

      1. Log into Snapshot FOLIO environment as User with the following permissions:
        Inventory: All permissions
        quickMARC: View, edit MARC bibliographic record
        quickMARC: View, edit MARC holdings record
        Data import: Can upload files, import, and view logs
      2. Navigate to "Data import" app and import the attached "Holdings.mrc" file using "Default - Create Holdings and SRS MARC Holdings" job profile (Don't forget to update 004 marc field value)
      3. Navigate to "Inventory" app and find the imported record. 
      4. Click on "Actions" >> "View source"
      5. Open imported "Holdings.mrc" ** via "MarcEdit" and add 999 ff $a and $i values (from previous step) >> Save this record.
      6. Navigate to "Data import" app and import edited "mrc." file (with 999 ff field) using "Default - Create Holdings and SRS MARC Holdings" job profile.

      Expected Results: TThe import should fail, with a message that the record was discarded instead of creating an Inventory record or SRS MARC because it already has a 999 ff
      Actual Results: The import successfully completed. The SRS record updated, the new holdings record created with broken link to SRS.

      Additional Information: see attached screencasts.

      Interested parties: kgambrell 

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                VRohach Volodymyr Rohach
                valpil Valery Pilko
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