Details
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New Feature
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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None
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Morning Glory (R2 2022)
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Large < 10 days
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High
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Large < 10 days
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Folijet
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85
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R5
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R1
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R1
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R2
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R5
Description
Once UXPROD-2867 is implemented in Inventory, adjust Data Import to accommodate Admin notes in Instance, Holdings, and Item records:
UI:
- 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)
BE:
- 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
Attachments
Issue Links
- has to be done after
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UXPROD-2867 Add Administrative note to Instance, Holdings, and Items
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- Closed
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- is defined by
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UIDATIMP-1118 Add Admin note field to the Instance field mapping profile: Create/Edit
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- Closed
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UIDATIMP-1119 Add Admin note field to the Holdings field mapping profile: Create/Edit
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- Closed
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UIDATIMP-1120 Add Admin note field to the Item field mapping profile: Create/Edit
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- Closed
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UIDATIMP-1121 Add Admin note field to the Instance field mapping profile: View
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- Closed
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UIDATIMP-1122 Add Admin note field to the Holdings field mapping profile: View
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- Closed
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UIDATIMP-1123 Add Admin note field to the Item field mapping profile: View
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- Closed
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UIDATIMP-1189 Instance Field mapping profile: Admin note does not check for MARC or text validation
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- Closed
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- relates to
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MODDICONV-276 Holding and item field mapping profile fields mis-numbered upon editing or duplicating
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- Closed
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- mentioned in
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