Details
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New Feature
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Status: Closed (View Workflow)
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P1
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Resolution: Done
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None
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None
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XXL < 30 days
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Medium
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XXL < 30 days
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Concorde
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120
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Needed for including holdings and items data with MARC bib records- a functionality required by Round II libraries
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R4
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R1
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R1
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R1
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R1
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R1
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R2
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R1
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R1
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R1
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R1
Description
The mapping profile is required for combining elements of the inventory instance record, with some additional fields (for example locations and call numbers) that are part of the inventory holdings and items records while exporting data in MARC bib record. This is a common scenario when exporting data for integration with discovery services for example.
The mappings that are called transformations in the data export mapping profile will allow the user to append selected fields from holdings and items records to the existing MARC bib record. The transformation contain information which inventory field should be appended and what MARC field should populated with the data.
The library can set up multiple mapping profiles. The mapping profile will be associated with the export job through job profile. Each job profile can be associated with one mapping profile; each export job can be associated with one job profile.
In its first implementation mapping profile supports following field transformations:
| Holdings | Item |
|---|---|
| Holdings - Permanent location | Items - Effective call number |
| Holdings - Temporary location | Items - Effective location |
| Holdings - Call number - prefix | Items - Electronic access - Link text |
| Holdings - Call number | Items - Electronic access - URI |
| Holdings - Call number - suffix | Items - Material types |
| Holdings - Electronic access - Link text | |
| Holdings - Electronic access - URI | |
| Holdings - Permanent location | |
| Holdings - Temporary location |
The whole inventory instance record is included in all exports. If the instance has underlying MARC record stored in SRS, that record will be used during the export. If there the instance doesn't have an underlying record then simplified MARC Bib record is created (UXPROD-1397)
The high level flow is following:
- The user provides a list of instance UUIDs to be included in the export
- The mapping profile specifies which inventory records (holdings or item) will be appended to the instance record
- The transformations in the mapping profile specify which fields should populate MARC fields in the exported records
Metadata Export Subgroup use cases: https://wiki.folio.org/display/MM/Export+Use+Cases?src=contextnavpagetreemode. It is also requested by many Round II libraries.
Link to the mockups: https://drive.google.com/drive/folders/1qUP38ooZ_ZqW9RNH-53j65sZv6jSiZhx
TestRail: Results
Attachments
Issue Links
- defines
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UXPROD-652
Metadata Record Export
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- In progress
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- is defined by
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MDEXP-85
Spike: Feature-level design for data-export mapping profile
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- Closed
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MDEXP-120
Mapping profile - create a new profile
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- Closed
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MDEXP-128
Mapping profile - create a list of properties for transformation
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- Closed
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MDEXP-129
Mapping profile - delete profile
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- Closed
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MDEXP-130
Mapping profile - applying transformations during the export job execution
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- Closed
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MDEXP-138
Applying mapping profile - transformations are provided for all selected fields
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- Closed
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MDEXP-151
Mapping profile - transformations - process holdings permanent/temporary locations
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- Closed
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MDEXP-152
Mapping profile - transformations - process holdings temporary locations
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- Closed
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MDEXP-153
Mapping profile - transformations - retrieve holdings electronic access
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- Closed
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MDEXP-154
Mapping profile - transformations - process holdings electronic access
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- Closed
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MDEXP-161
Mapping profile - transformations - retrieve items electronic access
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- Closed
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MDEXP-163
Mapping profile - transformations - retrieve item material type
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- Closed
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MDEXP-164
Mapping profile - transformations - process item material type
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- Closed
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MDEXP-165
Mapping profile - transformations - traversing multiple holdings and items
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- Closed
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MDEXP-170
POC - applying mapping profile transformations for the records with underlying SRS records
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- Closed
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MDEXP-171
Use specified job profile in /export endpoint
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- Closed
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UIDEXP-39
Settings - Data Export - Second pane - Fileld mapping profiles
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- Closed
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UIDEXP-40
Settings - Data Export - Third pane - Field mapping profiles - Search component
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- Closed
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UIDEXP-46
Mapping profile - Settings - adding a new mapping profile
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- Closed
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UIDEXP-47
Mapping profile - Settings - adding transformation - new mapping profile - Q2
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- Closed
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UIDEXP-50
Mapping profile - Settings - opening an existing mapping profile
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- Closed
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UIDEXP-57
Mapping profile - Settings - List existing field mapping profiles - integration with backend
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- Closed
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UIDEXP-72
Mapping profile – add transformations – set value for MARC records
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- Closed
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UIDEXP-74
Mapping profile – add transformation – cancel
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- Closed
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UIDEXP-88
Mapping profile – save a new profile
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- Closed
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UIDEXP-89
Mapping profile – transformation – populating field name column for holdings locations
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- Closed
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UIDEXP-90
Mapping profile – transformation – populating field name column for holdings electronic access
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- Closed
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UIDEXP-91
Mapping profile – transformation – populating field name column for call number
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- Closed
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UIDEXP-94
Mapping profile – transformation – populating field name column for items electronic access
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- Closed
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UIDEXP-95
Mapping profile – transformation – populating field name column for items material type
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- Closed
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UIDEXP-100
Mapping profile – error handling while saving a new profile
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- Closed
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UIDEXP-105
Mapping profile – add transformation – save - Q2
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- Closed
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- relates to
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- Closed
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