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�Poppy Update

Bulk edit, OAI-PMH and Data Export

Magda Zacharska (EBSCO)

11/16/2023

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Agenda

Poppy features overview
Release highlights by functional area
Demo

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Poppy Features

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Poppy - ORIGINAL PLAN

UXPROD-3785 - Bulk edit - query tool - FE
UXPROD-3989 - Bulk edit - suppressing item records from discovery
UXPROD-4165 - OAI-PMH: Harvest Inventory for inventory instance records without underlying SRS records - Inventory only
UXPROD-4006 - Harvesting bad data
NFRs: Investigate performance improvements for Data export and OAI-PMH
NFRs: testing, releasing, updating technology

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Poppy – Bulk Edit

UXPROD-3989 - Bulk edit - suppressing item records from discovery
UXPROD-3991 - Bulk edit - suppressing holdings records with FOLIO source
UXPROD-3713 - Bulk Edit - in app - item notes
UXPROD-3785 - Bulk edit - query tool – FE
UXPROD-3995 - Bulk edit - bugfixes and enhancements

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Poppy – OAI-PMH

UXPROD-4165 - OAI-PMH: Harvest Inventory for inventory instance records without underlying SRS records - Inventory only
UXPROD-4006 - Harvesting bad data
UXPROD-4094 - Reports on bad data encountered during harvests
UXPROD-4129 - Investigate OAI-PMH performance improvements
UXPROD-4130 - Improve OAI-PMH performance
UXPROD-4131 - OAI-PMH: Implement harvesting records across multiple tenants (ECS)

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Poppy – Data Export

UXPROD-2493 - Data Export - search existing mapping and job profiles
UXPROD-4254 - Exporting shared instance records from a tenant (ECS)
UXPROD-4110 - Investigate Data export performance improvements
UXPROD-3900 - Poppy R2 2023 Enhancements/Bugfixes/Tech Debt includes multiple data export enhancements

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Bulk Edit Highlights

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Bulk Edit – Suppressing Items and Holdings Records

Item records can be suppressed and un-suppressed
Holdings record can be suppressed and un-suppressed
While suppressing or un-suppressing holdings records user can apply the change to underlying items

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Bulk Edit – Item Notes

Each note type is represented in a separate column on the preview of edited records.
Provided better grouping of the supported by Bulk edit properties.
Item notes are retrieved dynamically, so that if a new note type is added, it will be available for bulk editing.

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Bulk Edit – Item Notes

Supported actions for all notes include:

Mark a note as Staff only
Remove Staff only mark
Add a new note
Remove all notes of the specified type
Modify note based on the matched text
Remove note based on the matched text
Change a note type

Check in and Check out notes can be duplicated

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Bulk Edit – UI Improvements

Ordered supported record types alphabetically
No value selected by default
Introduced grouping for Item records properties on Bulk edit form
Added filter by Users in Logs tab
Removed New bulk edit button

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OAI-PMH Highlights

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OAI-PMH – Harvesting Inventory only

User can harvest data from inventory only.
MARC records are generated the same way as with the default mapping profile in data export and are enriched with holdings and item data

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OAI-PMH – Handling Bad Data During Harvests

The module is more robust now and should handle bad data better.
If the record cannot be handled, it is logged with UUID of the affected instance and error message.
The logs are kept by default for 30 days, but the number of days can be modified through API call to mod-configuration. The setting is tenant level.

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Data Export Highlights

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Data Export – Single Instance Export From Detail View

Instance record can be now exported from Inventory – Instance detail view. The export uses the default mapping profile.

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Data Export – Filtering export jobs

Job profiles can be filtered out before starting the export job.

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Data Export – Reporting Duplicate SRS Records

In some cases, one instance record might have multiple SRS records associated with it. In prior releases the number of exported records had a negative value and users could not easily identify affected records.

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Settings – Accessibility Improvements

For Data Export and OAI-PMH Settings we updated descriptive HTML page title to make navigation between setting pages easier for users using screenreaders

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