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  1. ui-data-import
  2. UIDATIMP-127

Load MARC Bib Record to create/update various records, but do not store the MARC

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    Details

    • Template:
      Folijet UI story template
    • Story Points:
      2
    • Development Team:
      Folijet

      Description

      Purpose: To import data for Inventory or Acquisitions via a MARC record, but then do not save the MARC record in SRS

      Sample use cases:

      • MARC Bib or Holdings creates related inventory record, but library does not want SRS (so Inventory Source = FOLIO, not MARC)
      • Brief MARC Bib supplies order or invoice data, but should not overlay a richer MARC SRS record

      As a staff person working with imported files
      I want to be able to specify whether an incoming MARC record should be saved in SRS or not
      So that I can discard MARC records that are used for transport purposes only

      Scenarios

      1. Scenario 1
        • Given the Settings/Data import/Job profile
        • When Creating or Updating a Job profile and the Accepted data type = MARC
        • Then under the Accepted data type field, display a checkbox with label "Do not save MARC after import"
        • And default it to unchecked
        • See 2-Checkbox when Data type=MARC.PNG attached
      2. Scenario 2
        • Given the Settings/Data import/Job profile
        • When Viewing a Job profile and the Accepted data type = MARC
        • Then under the Accepted data type field, display a checkbox with label "Do not save MARC after import", as checked or unchecked
        • And do not allow it to be edited
        • See 3-View-Checkbox unchecked.PNG and 4-View-Checkbox checked.PNG attached
      3. Scenario 3
        • Given the Settings/Data import/Job profile
        • When a Job profile has Accepted data type = MARC and the checkbox for "Do not save MARC after import" = unchecked
        • Then when the file is imported
        • Save the new or updated MARC records to SRS
      4. Scenario 4
        • Given the Settings/Data import/Job profile
        • When a Job profile has Accepted data type = MARC and the checkbox for "Do not save MARC after import" = checked
        • And there is an action profile linked to the job profile to
          • Create instance
          • Create holdings
          • Create item
          • Update holdings
          • Update item
        • Then when the file is imported
          • If the records create new Inventory Instances
          • Then make the Instance Source = FOLIO rather than MARC
          • And DO NOT save the new MARC records in SRS
          • If the records create or update Inventory Holdings or Items
          • Then leave the Instance source as-is
          • And DO NOT save the new MARC records
      5. Scenario 5
        • Given the Settings/Data import/Job profile
        • When a Job profile has Accepted data type = MARC and the checkbox for "Do not save MARC after import" = checked
        • And there is an action profile linked to the job profile to
          • Update instance
        • Then when the job profile is saved
          • Uncheck the "do not save MARC" checkbox in the job profile (display as greyed out, unchecked, and uneditable in the Create/Edit screen)
        • And when the file is imported
          • SAVE the MARC record after import
        • NOTE: If the Update instance action is removed from the job profile, re-enable the "Do not save MARC after import" checkbox
      6. Scenario 6
        • Given the Settings/Data import/Job profile
        • When a Job profile has Accepted data type = MARC and the checkbox for Do not save MARC after import = checked
        • And there is an action profile linked to the job profile to
          • Modify MARC
          • Update MARC
        • #* Then when the job profile is saved
          • Uncheck the "do not save MARC" checkbox in the job profile (display as greyed out, unchecked, and uneditable in the Create/Edit screen)
        • Then when the file is imported
          • And SAVE the MARC record after import
        • NOTE: If the Modify/Update MARC action is removed from the job profile, re-enable the "Do not save MARC after import" checkbox
      7. Scenario 7
        • Ensure this story passes Accessibility testing
      8. Scenario 8
        • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

      Oleksii Kuzminov Please create appropriate backend story and link to this one

        TestRail: Results

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                Assignee:
                Unassigned Unassigned
                Reporter:
                abreaux Ann-Marie Breaux
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                  Dates

                  Created:
                  Updated:

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