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  1. ui-data-import
  2. UIDATIMP-1080

When job profile updates holdings/item only, Inventory hotlinks not populated

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Details

    • 0
    • Folijet Support
    • Lotus R1 2022
    • !!!ALL!!!
    • Implementation coding issue

    Description

      Overview: When a job profile creates or updates an Instance, the log hotlinks for Instance, Holdings, and/or Item record are populated. When a job profile creates or updates a Holdings or Item, without updating an Instance, the Holdings and/or Item log hotlinks are not populated

      Current workaround: Manually search for the holdings or item

      Steps to Reproduce:

      1. Log into FOLIO-snapshot-load as diku_admin
      2. Go to Settings/Data Import
      3. Create the following field mapping profiles:
        • Field mapping profile 1
          • Name: Create simple instance
          • Incoming record type: MARC Bibliographic
          • FOLIO record type: Instance
          • Cataloged date: Select today from the dropdown list
          • Instance Status: Select one from the dropdown list
        • Field mapping profile 2
          • Name: Create simple holdings
          • Incoming record type: MARC Bibliographic
          • FOLIO record type: Holdings
          • Permanent location: Select Main Library (KU/CC/DI/M from the dropdown list
        • Field mapping profile 3
          • Name: Create simple item
          • Incoming record type: MARC Bibliographic
          • FOLIO record type: Item
          • Material type: Select one from the dropdown list
          • Permanent loan type: Select one from the dropdown list
          • Status: Select Available from the dropdown list
          • Permanent location: Select Main Library (KU/CC/DI/M from the dropdown list
        • Field mapping profile 4
          • Name: Update simple holdings
          • Incoming record type: MARC Bibliographic
          • FOLIO record type: Holdings
          • Temporary location: Select one from the dropdown list (anything except KU/CC/DI/M)
        • Field mapping profile 5
          • Name: Update simple item
          • Incoming record type: MARC Bibliographic
          • FOLIO record type: Item
          • Permanent loan type: Select one from the dropdown list; make sure it's different from the one used in Field mapping profile 3
      4. Create 5 parallel action profiles and link the above field mapping profiles to them
      5. Create 3 match profiles:
        • Match profile 1
          • Name: Instance match by HRID
          • Incoming record: MARC Bib
          • Existing record: Instance
          • MARC field: 001 (no indicators or subfield)
          • Exactly matches
          • Instance HRID
        • Match profile 2
          • Name: Holdings submatch by permanent location
          • Incoming record: Static value
          • Existing record: Holdings
          • Incoming value: Text KU/CC/DI/M
          • Exactly matches
          • Holdings permanent location
        • Match profile 3
          • Name: Item submatch by permanent location
          • Incoming record: Static value
          • Existing record: Item
          • Incoming value: Text KU/CC/DI/M
          • Exactly matches
          • Item permanent location
      6. Create 2 job profiles
        • Job profile 1
          • Name: Create Simple Instance, Holdings, Item
          • Accepted data type: MARC
          • Action: Create Instance
          • Action: Create Holdings
          • Action: Create Item
        • Job profile 2
          • Name: Update Simple Holdings, Item
          • Accepted data type: MARC
          • Match profile: Instance match by HRID
            • For matches: Match profile: Holdings submatch by permanent location
              • For matches: Action profile: Update simple holdings
            • For matches: Match profile: Item submatch by permanent location
              • For matches: Action profile: Update simple item
      7. Import the attached MARC file UIDATIMP-1080.mrc using the job profile Create Simple Instance, Holdings, Item
      8. Once the import finishes, check the log to ensure that there are hotlinks for the created Instance, Holdings, and Item
      9. Edit the MARC file to remove the existing 001 and 003, and replace the 001 value with the Instance HRID value
      10. Import the revised MARC file using the job profile "Update Simple Holdings, Item"
      11. Once the import finishes, check the log to ensure there are hotlinks for the updated Holdings and Item

      Expected Results: There should be hotlinks for the updated holdings and item

      Actual Results: There are not

      Additional Information: See attached videos UIDATIMP-1080 Part 1 and Part 2

      TestRail: Results

        Attachments

          1. UIDATIMP-1080.mrc
            1 kB
            Ann-Marie Breaux
          2. UIDATIMP-1080 Part 1.mp4
            16.01 MB
            Ann-Marie Breaux
          3. UIDATIMP-1080 Part 2.mp4
            3.23 MB
            Ann-Marie Breaux

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                abreaux Ann-Marie Breaux
                abreaux Ann-Marie Breaux
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                  Updated:
                  Resolved:

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