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  1. ui-data-import
  2. UIDATIMP-1198

Problem with static match by Item status

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Details

    • 0
    • Folijet Support
    • Morning Glory (R2 2022)
    • Implementation coding issue

    Description

      Overview: When using a static match for item status to determine whether an item should be updated or not, that Static value match does not seem to be working

      Current workaround: None

      Steps to Reproduce:

      1. Log into FOLIO-snapshot as diku_admin
      2. Go to Settings/Data import/Field mapping and create the following profiles:
      3. Field mapping profile 1
        • Name: Create simple holdings
        • Incoming record type: MARC Bib
        • FOLIO record type: Holdings
        • Statistical codes:
          • Add these to existing
          • Select one from the dropdown list that is probably not being used in other records
        • Permanent location: Select a value from the dropdown list
      4. Field mapping profile 2
        • Name: Create simple item
        • Incoming record type: MARC Bib
        • FOLIO record type: Item
        • Material type: Select one from dropdown list
        • Permanent loan type: Select one from the dropdown list
        • Status: Select "Available" from the dropdown list
      5. Field mapping profile 3
        • Name: Update simple item
        • Incoming record type: MARC Bib
        • FOLIO record type: Item
        • Item notes
          • Add these to existing
          • Note type: Select "Note" from the dropdown list
          • Note: "THIS WAS UPDATED!"
          • Staff only: Mark for all affected records
      6. Go to Settings/Data import/Action profiles
      7. Create Action profile 1 (create simple holdings) and link to Field mapping profile 2
      8. Create Action profile 2 (create simple items) and link to Field mapping profile 2
      9. Create Action profile 3 (update simple items) and link to Field mapping profile 3
      10. Go to Settings/Data import/Match profiles
      11. Create Match profile 1:
        • Title: Match 902$a to Item HRID
        • Click Existing record: Item to match the Incoming MARC Bibliographic record to the Existing Item record
        • MARC value in incoming record: Field: 902, Ind 1: *, Ind 2,: *, Subfield: a
        • Match criterion: Exactly matches
        • Existing item record field: Admin data: Item HRID
      12. Create Match profile 2:
        • Title: Item status = Available
        • Click Existing record: Item to match the Incoming to the Existing Item record
        • Change the Incoming side of the match to Static value (submatch only)
        • Incoming Static value: Text, Value: Available
        • Match criterion: Exactly matches
        • Existing item record field: Loan and availability: Status
      13. Go to Data import/Settings/Job profile
      14. Create Job profile 1:
        • Name: Create simple instance, holdings, items
        • Accepted data type: MARC
        • No match profile
        • Click +and add Action profile: Default - Create instance
        • Click + and add Action profile: Create simple holdings
        • Click + and add Action profile: Create simple item
      15. Create Job profile 2:
        • Update item based on HRID and Status match
        • Accepted data type: MARC
        • Click + and add Match profile: Match 902$a to Item HRID
          • For matches, click + and add Match profile: Item status = Available
            • For matches, click + and add Action profile: Update simple item
      16. Go to Settings/Data EXPORT/Field mapping profiles
      17. Create field mapping profile
        • Name: Item HRID
        • FOLIO record type:
          • Source record storage (entire record)
          • Item
        • Output format: MARC
        • Transformation: Item - HRID
        • MARC field: 902, Ind 1: [blank], Ind 2: [blank], Subfield: $a
      18. Go to Settings/Data EXPORT/Job profiles
      19. Create a new export profile
        • Name: Bibs with Item HRIDs
        • Mapping profile: Select the Item HRID one created above
      20. Now your profiles are all set!
      21. Go to Data Import and upload the attached file TestItemStatusMatch.mrc
      22. Assign Job profile Create simple instance, holdings, items and import the file
      23. After the import is completed, click on the file name at the top of the log list
      24. Use the list of created items, and edit 3 of the item records to have a Status different from Available, by selecting the Actions/Mark as (and then select one of the item statuses in the Action list). Thus, you will have 7 items with status Available, and 3 items with a status other than Available
      25. Go to Inventory, and use the filter for the Holdings or Item statistical code that you selected to find the 10 records that you imported.
      26. In the Results list Action menu, select Actions/Save instances UUIDs
      27. A file of UUIDs will download to your machine
      28. Go to Data Export and upload that file of UUIDs
      29. Select the Bibs with Item HRIDs export profile
      30. Then in the confirmation modal, select Instances and then press Run
      31. Once the file appears at the top of the export log, click on the file name and the file will download to your machine
      32. Go to Data Import and Upload the file that you just downloaded from Data Export
      33. Select the profile: Update item based on HRID and Status match, and run the import
      34. Once completed, click on the file name at the top of the log list
        • 7 items should have been updated (click on the item to confirm that the status is Available and that the note was added)
        • 3 should have been discarded (click on the item to confirm that the status is something other than Available)

      Expected Results:

      • Items with status Available are updated
      • Items without status Available are not updated

      Actual Results:

      • Failed the first two times, but worked the next two times

      Additional Information: See attached video or screenshot

      TestRail: Results

        Attachments

          1. TestItemStatusMatch.mrc
            23 kB
            Ann-Marie Breaux
          2. UIDATIMP-1198 Part 1.mp4
            6.98 MB
            Ann-Marie Breaux
          3. UIDATIMP-1198 Part 2.mp4
            16.81 MB
            Ann-Marie Breaux

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                Unassigned Unassigned
                abreaux Ann-Marie Breaux
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                  Updated:
                  Resolved:

                  TestRail: Runs

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