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UXPROD-3345 - Getting issue details... STATUS

DRAFT

Problem(s):

  • Vendors often supply cataloging and shelfready information to libraries in MARC bibliographic records at point of shipment or invoicing. That data may be used to update brief Instances, Holdings, and Items created at point of order. The vendor does not have HRID or UUID information for any of the Inventory records. Without that, the best matchpoint is the FOLIO Purchase Order Line number (POL) or the Vendor Reference number (VRN). 

Use Cases & Requirements:

Requirement

Status

Use cases

Allow users to update SRS MARC Bibs, instances, holdings, and items based on a POL match. 

RESOLVED

  • Create an SRS MARC Bib for an instance that was previously Source = FOLIO
  • Modify the SRS MARC Bib for an instance that is Source = MARC
  • Update Instance and/or SRS MARC Bib from brief to full cataloging
  • Update holdings with permanent location, call number, URL (shelfready)
  • Update items with barcodes, permanent loan type, In process or Available status  (shelfready)
Allow users to update SRS MARC Bibs, instances, holdings, and items based on a VRN match. 

RESOLVED

  • Same as above, except used in cases when there is no FOLIO POL available for matching, e.g. approval plan purchases, DDA purchases


Standing orders where pieces are cataloged separately with no link between the STO PO and the Instance; will match POs and Invoices based on POL or VRN - separate feature; add to that feature page


Chicago: Vendor has the Instance HRID; need to use the Instance HRID to link the Inventory records to an existing one-time POL, and to link a newly-created invoice (from MARC Bib) to that POL; needs to be diagrammed to confirm. Maybe put the Instance HRID in a VRN field of the POL, or maybe the Instance HRID is already known by the POL behind the scenes. different flow; add to proper feature page (but keep any that is in scope for this feature)

Sample MARC file with POL and VRN data

Firm order (FOLIO POL and Vendor Reference Number)

LDR  02524cam a2200493 i 4500
001  on1141040024
003  OCoLC
005  20210610144226.0
008  200206t20202020paua\\\\\b\\\s001\0\eng\\
010  \\$a  2020001402
040  \\$aPSt/DLC$beng$erda$cDLC$dYDX$dOCLCO$dOCLCF$dBDX$dPIT$dUKMGB$dYDX$dUPM$dYUS$dFNE$dGYG
019  \\$a1229937418
020  \\$a9780271086040$q(hardcover)
020  \\$a0271086041$q(hardcover)
024  8\$a90030228025
035  \\$a(OCoLC)1141040024$z(OCoLC)1229937418
042  \\$apcc
050  00$aND237.J76$bV36 2020
082  00$a759.13$223
100  1\$aVanDiver, Rebecca,$d1982-$eauthor.
245  10$aDesigning a new tradition :$bLoïs Mailou Jones and the aesthetics of Blackness /$cRebecca VanDiver.
264  \1$aUniversity Park, Pennsylvania :$bThe Pennsylvania State University Press,$c[2020]
264  \4$c©2020
300  \\$axii, 241 pages :$billustrations (chiefly color) ;$c27 cm
336  \\$atext$btxt$2rdacontent
336  \\$astill image$bsti$2rdacontent
337  \\$aunmediated$bn$2rdamedia
338  \\$avolume$bnc$2rdacarrier
386  \\$mGender group:$ngdr$aWomen$2lcdgt
386  \\$mNationality/regional group:$nnat$aAmericans$2lcdgt
386  \\$mOccupational/field of activity group:$nocc$aUniversity and college faculty members$2lcdgt
504  \\$aIncludes bibliographical references (pages 213-223) and index.
505  00$tIntroduction : claiming middle ground --$tSeeking success : school, society, and career aspirations --$tRoutes to roots : from Black Washington to Black Paris --$tDiasporic directions : Haiti, collage, and composite aesthetics --$tIn and out : Africa and the academy --$tConclusion : composite naming practices and art histories.
520  \\$a"A critical analysis of the art and career of African American painter Loïs Mailou Jones (1905-1998). Examines Jones's engagement with African and Afrodiasporic themes as well as the challenges she faced as a black woman artist"--$cProvided by publisher.
600  10$aJones, Lois Mailou$xCriticism and interpretation.
600  17$aJones, Lois Mailou.$2fast$0(OCoLC)fst00051276
650  \0$aAfrican diaspora in art.
650  \7$aAfrican diaspora in art.$2fast$0(OCoLC)fst01902318
655  \7$aCriticism, interpretation, etc.$2fast$0(OCoLC)fst01411635
924  \\$a90030228025
935  \\$a12345-1

935  \\$a64826-1
949  \1$aND237.J76$bV36 2020$fART$g1$i00053505045$laada$s-$t0$u-$z05000
980  \\$a210622$b6613$d000$e5423$f928288
981  \\$bMHUMAAA$caa


Approval Plan Automatic Purchase (Vendor Reference Number only)

LDR  01690cam a2200373 i 4500
001  1235903375
003  OCoLC
005  20210826141608.5
008  210127s2021\\\\ctu\\\\\\\\\\\000\p\eng\\
010  \\$a  2021003582
040  \\$aDLC$beng$erda$cDLC$dOCLCO$dBDX$dYDX$dOCLCF$dUKMGB$dYDX
020  \\$a9780819580436$qhardcover
020  \\$a0819580430$qhardcover
020  \\$a9780819580429$qtrade paperback
020  \\$a0819580422$qtrade paperback
020  \\$z9780819580443$qelectronic book
035  \\$a(OCoLC)1235903375
042  \\$apcc
050  00$aPS3602.R34288$bB58 2021
082  00$a811/.6$223
100  1\$aBrady, Andrea,$d1974-$eauthor.
245  14$aThe blue split compartments /$cAndrea Brady.
264  \1$aMiddletown, Connecticut :$bWesleyan University Press,$c[2021]
300  \\$a92 pages ;$c23 cm.
336  \\$atext$btxt$2rdacontent
337  \\$aunmediated$bn$2rdamedia
338  \\$avolume$bnc$2rdacarrier
490  1\$aWesleyan poetry
520  \\$a"Combining the history of drone warfare and the consequences of "everywhere war" with personal memory and reflections on the myths and mechanics of prosthetic violence, voyeurism, masculinity, and desire, these poems put their operator in the heads-up display to imagine what happens when targets look back"--$cProvided by publisher.
655  \7$aPoetry.$2fast$0(OCoLC)fst01423828
655  \7$aPoetry.$2lcgft
776  08$iOnline version:$aBrady, Andrea, 1974-$tThe blue split compartments$bFirst.$dMiddletown : Wesleyan University Press, 2021.$z9780819580443$w(DLC)  2021003583
830  \0$aWesleyan poetry.
980  \\$a40030682796$bPOE2$cGen$dJRL$eYBP$g509509$h994720$i210830$j14.36$lPaper$m15.95$q1


What Backend stories are needed?

  • Analyze MARC-MARC matching for 0xx and 9xx fields (based on the MARC query work previously done)

What UI stories are needed?

  • Update UI matching screen to include options for POL and VRNs for each Inventory record type
  • Consider removing non-viable match data elements?

SME Questions:

Question

Status

Conclusion

Comments

Can we limit to 0xx and 9xx fields?

OPEN

Probably OKDevs need to confirm if MARC-MARC matching capabilities can be expanded, e.g. 924$a to 924$a
Any different considerations if the match-from and/or match-to field is repeatable?

OPEN

Start here next week

From: If copies ordered at the same time, but on separate POLs (for different acq units or locations)

To: Instance linked to multiple orders, Holdings linked to multiple orders

Is an item ever linked to multiple orders? A-M asking on Acq channel

Needs to try each of the froms (if multiples)

Needs to try each of the tos (if multiples)

Confirm appropriate test cases for E-to-E automated tests

OPEN



Do we need to break out vendor ref number types, like we do for Identifiers?

OPEN



Can we remove some unused match data elements?

OPEN



What about multiple copies?

IN DISCUSSION

It may be that we can only do 1 instance/holdings/item update until the multiples feature is developed

Right now, can only create single instance, holdings, item from an incoming MARC Bib. What happens if you're trying to updating multiple holdings or items from the same MARC Bib (if you have multiple holdings/items HRIDs) (find the feature for updating multiples from the same MARC Bib)

UXPROD-2741 - Getting issue details... STATUS

Developer Questions:

Question

Status

Conclusion

Comments

What changes are needed to the UI matching screen?

OPEN



Any different considerations if the match-from and/or match-to field is repeatable?

OPEN




OPEN



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