Details
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Epic
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Status: In progress (View Workflow)
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P3
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Resolution: Unresolved
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None
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None
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None
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Record export for Inventory instance & holdings & items, MARCcat Bib, MARC Holdings, & Authority
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41.38
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ghx-label-6
Description
The metadata export is an important part of the library management system as the exported metadata is used not only for editing/cleaning records but also for integration with external systems. The purpose of this epic is to cover FOLIO exporting functionality of inventory records (instances, holdings and items) and underlying MARC records if those are available.
The user of the system should be able to export all inventory data or selected records based on a different search criteria. The search criteria should allow for identifying records based on administrative data (cataloged date, created date, etc), inventory records (instance, holdings, items) or MARC fields
The exported records should include bibliographical records (FOLIO instance record and/or MARC bib record), holding records (FOLIO and/or MARC) and holding records with Items. It should also be possible to export bibliographic records with holdings and items data.
The supported format of the export should support most commonly used formats, like MARC, MARC-JSON, delimited files, PICA+, MARC XML, PICA XML
It should be possible export records on as needed basis but also have them scheduled for re-occurring tasks.
Exported files should be stored in a determined/configured location for a specific or configurable period of time.
Access to the export functionality and exported files should be permission based.
The order of the implemented functionality will be determined by SME.
At this point FOLIO doesn't have functionality for storing authority records so for now Authority records are out of scope for this epic.
TestRail: Results
Attachments
Issue Links
- blocks
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UITAG-16 When exporting a record, export tag data as well
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- Blocked
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UITAG-17 When printing a record, print its tag data as well
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- Open
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- is defined by
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UXPROD-141 Export Inventory Instances with underlying SRS records to MARC Bib
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- Closed
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UXPROD-142 Export Holdings from SRS MARC holdings
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- Closed
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UXPROD-977 Export Inventory Items to a delimited file format
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- Open
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UXPROD-978 Filters to select Instance records for batch export
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- Closed
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UXPROD-1396 Generating simple MARC Holdings from Inventory holdings record
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- Closed
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UXPROD-1397 Generating a MARC bibliographic record from an Inventory Instance record
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- Closed
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UXPROD-1911 DRAFT - Export of MARC Bib records from MARCcat
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- Closed
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UXPROD-2065 Export Manager - data export landing page
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- Closed
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UXPROD-2153 Metadata Export - Mapping Profile - instance, holdings and items to MARC Bib record
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- Closed
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UXPROD-2154 Metadata Export - Job Profile
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- Closed
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UXPROD-2184 DRAFT - Filters to select MARC records for batch export
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- Closed
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UXPROD-2315 Export Inventory Instances to other non-MARC formats
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- Closed
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UXPROD-2326 Export Manager - logs details
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- Closed
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- relates to
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UXPROD-2895 Export manager - combined export approach
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- Draft
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MODSOURCE-97 Improve performance and refactoring of SRS with standard DB tables
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- Closed
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MODSOURCE-121 Improve performance for receiving records from SRS
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- Closed
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UXPROD-47 Batch Importer (Bib/Acq)
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- Analysis Complete
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UXPROD-250 Tags - Basic
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- In progress
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UXPROD-531 Export FOLIO orders in EDIFACT format
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- Closed
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