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  1. UX Product
  2. UXPROD-3361

Prep for Importing Orders in MARC format

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    Details

    • Template:
    • Analysis Estimate:
      XL < 15 days
    • Front End Estimate:
      Medium < 5 days
    • Back End Estimate:
      Large < 10 days
    • Confidence factor:
      Low
    • Development Team:
      Folijet
    • Calculated Total Rank:
      111
    • Kiwi Planning Points (DO NOT CHANGE):
      65
    • PO Rank:
      93
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R5
    • Rank: Grand Valley (Full Sum 2021):
      R2
    • Rank: hbz (TBD):
      R1
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: Leipzig (Full TBD):
      R5
    • Rank: Leipzig (ERM Aut 2019):
      R5
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: Spokane Public Library (Jan 2021):
      R2
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Combined with UXPROD-2282, which was closed as a duplicate

      This prep feature will be for:

      • Ann-Marie Breaux verifying requirements
        • Creating field mapping screen
      • Dev teams confirming necessary research spikes related to
        • DI interacting with Orders app
        • Understanding current Order/Receiving/Inventory interactions
        • Planning the work

      Split the Acq record types (orders and invoices) from the Inventory and MARC record types (UXPROD-2075, UXPROD-2286)

      See the Syntax and Field Types tabs of https://drive.google.com/open?id=17kCccovBR-RAVK-coW7fpXvJfaRmYA2mUHoVLSF9Spo for field mapping syntax details

      Main work in this feature will be the Order field mapping profile

      Help the user set mapping rules and profiles for dealing with incoming batch loads:

      • Find data elements in fields of incoming MARC Bibliographic file
      • Map to data elements of appropriate FOLIO Acquisitions records
      • Same field mapping options as MARC Inventory field mapping profiles
        • Allow for sequential mapping (first look in this field for data, then in this field)
        • Allow for defaults
        • Allow for blanking out data in existing FOLIO fields A-M check is this is needed - maybe only create, not update?
        • Allow for mappings to be created and saved as data mapping profiles, or to be created on the fly
        • Apply the rules to parse the incoming data and deliver to the FOLIO Orders app, to create orders and order lines

      --------------

      Bring job profiles to life for MARC Bibliographic records creating (not yet deleting) Order + Order line records

      Note: This is based on UI input, not command line. Data Migration may take care of loading PO and PO Line data based on command line interaction with Order APIs.

      Parse incoming order data in MARC records to identify relevant order details, package them up, and deliver to the orders app with appropriate rules, so that orders and order lines can be created.

      When start importing orders and shelfready data, preference is to match on PO or Order Key and then update associated Instance, MARC Bib, Holdings, Items – make sure this is a requirement in the order import (see UXPROD-3345)

      See additional details here: https://wiki.folio.org/display/MM/Create+orders+by+importing+MARC+Bibliographic+Records

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                Assignee:
                abreaux Ann-Marie Breaux
                Reporter:
                cboerema Cate Boerema
                Analysis Estimator:
                Ann-Marie Breaux Ann-Marie Breaux
                Front End Estimator:
                Oleksii Kuzminov Oleksii Kuzminov
                Back End Estimator:
                Oleksii Kuzminov Oleksii Kuzminov
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                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases