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  1. UX Product
  2. UXPROD-2413

Metadata Export - Mapping Profile - support transformations for Inventory Instances - records on the fly

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    • XXXL: 30-45 days
    • Low
    • XXXL: 30-45 days
    • Concorde
    • 120
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      Implementing this feature will eliminate need for UXPROD-1396, will cover most of the work related to UXPROD-142 and export to non-MARC format that is currently covered by UXPROD-2224, UXPROD-2225, UXPROD-977)
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      Implementing this feature will eliminate need for UXPROD-1396 , will cover most of the work related to UXPROD-142 and export to non-MARC format that is currently covered by UXPROD-2224 , UXPROD-2225 , UXPROD-977 )
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    Description

      This is split of UXPROD-2153

      In Q2 we support transformation only for selected holdings and items fields with the whole instance record being always a part of the export. This feature will allow user to determine which fields from the inventory records should be included in the export.

      The user needs to have a flexibility in determining the fields and their transformations in setting up their export in MARC format. The inventory fields for instances, holdings and items will provide the data that will populate MARC fields as specified by the user in the mapping profile transformations. If the transformation is not provided but the field is selected then for the inventory instance record the default mapping profile (used also for generating MARC records on the fly) will map the inventory instance fields to MARC. If the filed is not a part of the mapping, then it will be ignored during the export. The overview of the specific scenarios: https://docs.google.com/spreadsheets/d/1dMYG1CGwIteskagS1gYcq640gxQU4eif/edit#gid=1340790654

      The priority of adding the support for the instance, holdings and item fields is determined according to the MM SIG Data Export subgroup provided feedback and represented in: https://docs.google.com/spreadsheets/d/1XvHmToGQwhzmMNlQ5-l1QTEDyUtDpdn_/edit#gid=1869895650

      The library can set up multiple mapping profiles. The mapping profile will be associated with the export through the job profile and the same mapping profile can be associated with multiple job profiles.

      The high level flow will be as follows:

      1. The user provides the list of instance UUIDs to be included in the export
      2. While triggering the export, the user selects the job profile that is associated with a mapping profile.
      3. The mapping profile specifies which FOLIO record types will be included in the export.
      4. The transformations specify which fields should be included and their MARC target fields

      Metadata Export Subgroup use cases: https://wiki.folio.org/display/MM/Export+Use+Cases?src=contextnavpagetreemode.
      Link to the mockups: https://drive.google.com/drive/folders/1qUP38ooZ_ZqW9RNH-53j65sZv6jSiZhx

      TestRail: Results

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            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-141 Applying mapping profile - Instance - selected fields with transformation provided

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-142 Applying mapping profile - some transformations provided

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-150 Mapping profile - transformations - retrieve field names

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-210 Mapping profile - provide instance field names - field value

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-216 Mapping profile - provide holdings field names - field value

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-217 Mapping profile - provide field name - value for key - with reference data

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-218 Mapping profile - provide items field names - field value

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-227 Mapping profile - provide field name - contributors

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-228 Mapping profile - provide field name - holdings call number

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-229 Mapping profile - provide field name - electronic access

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-230 Mapping profile - provide field name - notes (holdings and items)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-231 Mapping profile - provide field name - holdings statement

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-237 Applying mapping profile - Holdings - selected fields with transformation provided

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-238 Applying mapping profile - Item - selected fields with transformation provided

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-239 Applying mapping profile - Combination of record types - selected fields with transformation provided

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-243 Applying mapping profile - Combination of record types - selected fields - missing transformation

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-248 Mapping profile - provide field name - item - effective call number

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-249 Applying mapping profile - Item - effective call number

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-251 Mapping profile - provide field name - locations - holdings and items

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-252 Applying mapping profile - location fields - holdings and item

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-266 Generate MARC record- Holdings and items in same field

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-280 Mapping profile - provide field name - Item material type and permanent loan

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-53 Settings - information about profiles

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-69 Mapping profile – add transformations – selecting record type accordion

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-70 Mapping profile – transformation – selecting transformation

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-71 Mapping profile – add transformation - selecting the field name

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-73 Mapping profile – add transformation – save

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-75 Mapping profile – actions button

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-77 Mapping profile – cancel adding new profile

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-92 Mapping profile – transformation – populating field name column - integration with the backend

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-99 Mapping profile – add transformation – cancel

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-103 Mapping profile - transformations - create transformation values form

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-104 Mapping profile - Settings - adding transformation - new mapping profile

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-130 Mapping profile - transformations - search box

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-131 Mapping profile - transformations - edit

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-132 Mapping profile - edit profile

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-133 Mapping profile - delete profile

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-134 Mapping profile - duplicate profile

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-135 Mapping profile - transformations - selection filter

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-138 Mapping profile - validation between selected record types and transformations

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-140 Provide translation file for the field names

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-149 Mapping Profile- Edit transformations while editing the mapping profile

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDEXP-180 Modify transformation form to ensure proper data entry for MARC Bib mappings

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MDEXP-271 Differentiate "displayNameKey" for entities without "referenceDataValue"

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-2153 Metadata Export - Mapping Profile - instance, holdings and items to MARC Bib record

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

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              People

                magdaz Magda Zacharska
                magdaz Magda Zacharska
                Viktor Soroka Viktor Soroka
                Kruthi Vuppala Kruthi Vuppala
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                  Updated:
                  Resolved:

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