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  1. UX Product
  2. UXPROD-2892

Data Import: Add Administrative note to Instance, Holdings, and Items



    • Morning Glory (R2 2022)
    • Large < 10 days
    • High
    • Large < 10 days
    • Folijet
    • 85
    • R5
    • R1
    • R1
    • R2
    • R5


      Once UXPROD-2867 is implemented in Inventory, adjust Data Import to accommodate Admin notes in Instance, Holdings, and Item records:

      • Administrative note is a repeatable field, with no pre-defined reference data (analogous to Item record Former identifier field)
      • Field mappings should allow
        • Default value
        • 1 or more MARC fields (e.g. 050$a " " 050$b)
        • Cascade of MARC fields ending with a default value (e.g. 090$a " " 090$b; else 050$a " " 050$b; else "TEST")
      • Create/edit screen for Instance field mapping
      • View screen for Instance field mapping
      • Create/edit screen for Holdings field mapping
      • View screen for Holdings field mapping
      • Create/edit screen for Item field mapping
      • View screen for Item field mapping
      • Add UI story to doublecheck existing profiles, and that the admin note appears as a new blank field on the edit screen and view screen
      • Add (or update existing?) E-to-E tests
        • Creates (all 3 record types)
        • Updates (all 3 record types, different repeated action for each record type)


      • The Administrative note is not controlled by an underlying SRS MARC record, so
        • It should be editable regardless whether the Instance or Holdings Source = FOLIO or MARC
        • No changes required for the MARC Bib-to-Inventory Instance or MARC Holdings-to-Inventory Holdings default profiles
      • Update schemas for all 3 record types
      • New Karate tests
      • Add BE story to doublecheck to see if any migration script is needed
      • Schema migration and testing

      Out of scope

      • Do not add Admin note to match options for Instance/Holdings/Note (confirmed at DI Subgroup mtg 9 Feb 2022)

      Other details from UXPROD-2867

      Current situation or problem: Libraries need to enter notes that describe decisions, why they were made, variations from standard procedures, etc. The Inventory Instance notes are often controlled by the underlying MARC record, and they relate to the bibliographic description. This note field would live in the administrative section of the record and would not be controlled by any underlying source record. It may be useful to include in Instances, Holdings, and Items. By far, the highest priority is Instances, followed by Holdings, followed by Items.

      TestRail: Results


          1. AdminNoteSchema.png
            71 kB
          2. Holdings FM - Create Edit.png
            Holdings FM - Create Edit.png
            104 kB
          3. Holdings FM - View.png
            Holdings FM - View.png
            84 kB
          4. Instance FM - Create Edit.png
            Instance FM - Create Edit.png
            107 kB
          5. Instance FM - View.png
            Instance FM - View.png
            92 kB
          6. Instance JSON.png
            Instance JSON.png
            78 kB
          7. Instance UI.png
            Instance UI.png
            96 kB
          8. Item FM - Create Edit.png
            Item FM - Create Edit.png
            103 kB
          9. Item FM - View.png
            Item FM - View.png
            85 kB
          10. Testig UXPROD-2892 Import Admin Notes.mp4
            11.29 MB

          Issue Links



                abreaux Ann-Marie Breaux
                abreaux Ann-Marie Breaux
                Ivan Kryzhanovskyi Ivan Kryzhanovskyi
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