Details
-
New Feature
-
Status: In Refinement (View Workflow)
-
P2
-
Resolution: Unresolved
-
None
-
None
-
Poppy (R2 2023)
-
Small < 3 days
-
Small < 3 days
-
50%
-
XXL < 30 days
-
80%
-
Folijet
-
-
40
-
105
-
R5
-
R1
-
R2
-
R1
-
R2
-
R1
-
R4
-
R1
-
R2
-
R2
-
R2
Description
Split from UXPROD-2338/Q3 2020
This feature allows for multiple holdings and/or items to be created or edited based on data supplied in a single MARC record
Background:
- Design: https://wiki.folio.org/pages/viewpage.action?pageId=96417507
- Google Drive folder: https://drive.google.com/drive/folders/1q1rkAaYt53M_oYvTWB5I-ia5oxaHeqnx?usp=share_link
- Overview slide deck: https://docs.google.com/presentation/d/1s577DQTwR6dXXeyPd1HX6VVJ014jh5azJYcf1UhCYtM/edit?usp=share_link
Purpose: To update multiple holdings and items on the same instance, from the same imported MARC record
Important for
- 5 Colleges Consortium
- Spokane Public
- Chicago
- MARMOT Consortium
As a staff person working with data import
I want to update multiple holdings and their associated items when importing a single MARC record
So that I can use all of the holdings/items data on the MARC record properly
Scenarios
- Scenario 1
- Given a MARC record with multiple holdings and item data in it
- When importing to update holdings and items
- Then update all relevant holdings on the same instance and update all relevant items on the appropriate holdings
- Include any holdings and items data in the same MARC field, different subfields
- If multiple item records are to be updated on the same holdings, repeat the holdings data in repeated MARC fields, with each item's data in a separate MARC field. Item data/subfields for multiple item records cannot be included in the same MARC field
- See example MARC record below
- Scenario 2
- Ensure this story passes Accessibility testing
- Scenario 3
- Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot
See attached MARC file; test load to update instance, holdings, and item to ensure the logic is working correctly.
Matching notes:
- Match for holdings could be based on
- Holdings HRID/UUID
- Instance HRID/UUID plus secondary match on Holdings HRID/UUID or Location code
- Match for item could be based on
- Item HRID, UUID, or barcode
- Holdings HRID/UUID plus secondary match on Item copy number
Sample record with multiple holdings/item data:
=LDR 01262nam a2200301Ia 4500
=001 ocm54341618\
=003 OCoLC
=005 20070103101904.0
=008 010330s1798\\\\enkaf\\\\\\\\\000\0\eng\d
=035
$a(Sirsi) a551407
=035
$a(Sirsi) o54341618
=049
$aDRUM
=040
$aCUD$beng$cCUD$dDRU$dMvI
=090
$aBS2095$b.S33 1798
=130 0\$aBible.$pNew Testament$lEnglish.$sScarlett.$f1798.
=245 12$aA translation of the New Testament from the original Greek /$chumbly attempted by Nathaniel Scarlett, assisted by men of piety & literature ; with notes.
=260
$aLondon :$bPrinted by T. Gillet; and sold by Nathaniel Scarlett, No. 349, near Exeter 'Change, Strand; also F. & C. Rivington, St. Paul's Church Yard,$c1798.
=300
$axi, 483, vi p., [1] folded leaf of plates :$bill. ;$c19 cm.
=500
$aEngraved t.p.
=500
$aIncludes Observations on some terms used in this translation: vi p. at end.
=510 3\$aDarlow-Moule-Herbert 1433
=700 1\$aScarlett, Nathaniel,$d1753-1802.
=740 02$aObservations on some terms used in this translation.
=945
$a34678234678246423786427$b1$hKU/CC/DI/M <===== $a = item barcode, $b = copy number, $h = holdings permanent location
=945
$a34678234678246423786428$b2$hKU/CC/DI/M
=945
$a34678234678246423786429$b1$hKU/CC/DI/A
If this record were updating holdings and items, it would do so as follows:
- Update 1 instance, with the data in the main part of the MARC bib record
- Update 2 holdings, 1 for permanent location KU/CC.DI/M and 1 for permanent location KU/CC/DI/A, using holdings mapping data from 945$h and the defaults in the holdings mapping profile
- Update 3 item records, 2 linked to the holdings for KU/CC/DI/M and 1 linked to the holdings for KU/CC/DI/A, using item mapping data from 945$a, 945$b, and the defaults in the item mapping profile
NOTE: These 9xx fields and subfields are just examples. Real fields/subfields would be mapped in the field mapping profile. The key is that related holdings and item data must be in the same field, different subfields, and that item data for different items must be in separate MARC fields, not concatenated in the same MARC field.
Steps:
- MappingManager should return JSON value - backend
- extend mapping profile schema with param "entityPerValue" (for items and holdings) backend/UI
- add a possibility to link item and holding in mapping profile for item (holding location: 945$h) backend/UI
- Change Mapper interface to read "entityPerValue" fields call reader for n times per entity - backend
- update all handlers for support list of holdings and items in the context
TestRail: Results
Attachments
Issue Links
- defines
-
UXPROD-47 Batch Importer (Bib/Acq)
-
- Analysis Complete
-
- has to be finished together with
-
UXPROD-4079 DI Log updates for multiple holdings/items and other refinements
-
- Draft
-
- is defined by
-
FAT-4834 Add Karate tests for creating/updating multiple entities from one incoming MARC Bib
-
- Draft
-
-
MODDATAIMP-783 Test and make adjustments for importing multiple Holdings/Items
-
- Open
-
-
MODDATAIMP-784 Test performance for importing multiple Holdings/Items
-
- Open
-
-
MODDICORE-71 SPIKE: Create multiple Holdings and Items on the same instance
-
- Closed
-
-
MODDICORE-90 Change MappingManager to allow mapping of multiple values
-
- Draft
-
-
MODDICORE-317 Add support for matching multiple entities from one incoming MARC record
-
- Draft
-
-
MODINV-785 Update Create/Update handlers for Holdings to support list of holdings in context
-
- Open
-
-
MODINV-786 Update Create/Update handlers for Items to support list of items in context
-
- Open
-
-
MODSOURMAN-965 Adjust progress tracking mechanism with regard to multiple values being created
-
- Draft
-
- relates to
-
UXPROD-2338 Remaining Job and Match profile refinements
-
- Closed
-
-
UXPROD-3782 Import of MARC Bibs to create MARC Bibs and MARC Holdings - DRAFT
-
- Draft
-
- requires
-
UXPROD-3729 Planning for Import of MARC Bibs to create/update multiple holdings and items
-
- Closed
-