2022-09-21 Data Import Subgroup meeting

Recordings are posted Here (2022+) and Here (pre-2022) Slack channel for Q&A, discussion between meetings

Requirements details Here Additional discussion topics in Subgroup parking lot

Current development (Nolana)

Agenda topics:

Morning Glory Bug fixes for Data Import:
- Last one: MODSOURMAN-874 - Getting issue details... STATUS

Order field mapping profile questions

UIDATIMP-294 - Getting issue details... STATUS
Draft slides here
Order log questions
- MARC sequence number or POL in first column? UIDATIMP-1264 - Getting issue details... STATUS
  - MARC sequence number is fine
- POL info followed by PO info in the JSON screen? (parallel to invoices) UIDATIMP-1257 - Getting issue details... STATUS
  - Yes, POL, then PO

Last call for which PO/POL checkbox fields need to be mappable. See list here

PO or POL	Field	Simple vs Mappable Checkbox
PO	Manual	Simple
PO	Re-encumber	Mappable
POL	Must acknowledge receiving note	Mappable
POL	Automatic export	Simple
POL	Cancellation restriction	Mappable
POL	Rush	Mappable
POL	Use set exchange rate	Simple
POL	Activation status	Simple (more likely in Agreement)
POL	Trial	Simple (more likely in Agreement)

A-M check with Dennis - clarification for Manual checkbox at PO level and Automatic export checkbox at the POL level - make sure the expected behavior is clear for all 4 permutations, especially when there's only 1 PO line. Do we perhaps need to change the label for one field or the other?

Miscellaneous

Potentially have a warning alert if someone tries to load the same file as previously; how would FOLIO know it's the same file
- A-M to add a draft Jira, and we'll fill in more at a later time

Upcoming meetings:

28 September 2022
- Update individual MARC fields
  - Need examples from users, especially repeatable vs non-repeatable fields; please bring examples and we'll workshop in the meeting
5 October 2022
- Create/update multiple holdings and items from individual MARC Bib records. Please send sample files to abreaux@ebsco.com

Chat

From Jennifer Eustis (she/her) to Everyone 01:02 PM
Buffy the vampire slayer
Batwoman was a librarian

From Mark Arnold to Everyone 01:03 PM
Evelyn in the 1999 Mummy was a librarian

From Jenn Colt to Everyone 01:17 PM
the order matching might help catch and you could have a match profile?

From Dung-Lan Chen to Everyone 01:34 PM
We don't use/check the box of manual on PO level as we are not sure what it's for/means.

From Dung-Lan Chen to Everyone 01:51 PM
Not important to us as if we ordered it, we don't anticipate to return it unless it's defective or something

From Christie Thomas (she/her) to Everyone 01:51 PM
I do not have a mic, but we do not currently map this.

From Dung-Lan Chen to Everyone 01:56 PM
Not currently using this field but wonder what the implication of not using it?

From Lisa McColl to Everyone 01:56 PM
I need to run. Thank you!

From Jenn Colt to Everyone 02:01 PM
thank you!