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Order field mapping profile - 2

Checkbox

Non-repeatable,

with ref values

Not mappable

Non-repeatable,

number

Non-repeatable,

number

Order

Will add option to split incoming files by data element in refinement feature

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Order field mapping profile - 3

Checkbox

Not mappable

Repeatable,

with ref values

Non-repeatable,

with ref values

Not mappable

Non-repeatable,

with ref values

One-time

Repeatable,

free text

Note

Non-repeatable,

with ref values

Non-repeatable,

with ref values

Non-repeatable,

free text

Non-repeatable,

with ref values

Non-repeatable,

with ref values

Mappable Checkbox

Remaining SME questions:

Can the account number map from the record? maybe with a fallback, especially with account number
MARC Bibs with different vendor codes in the same file would cause errors, unless can create separate profiles
Look at Leeda’s suffix and location situation in e-mail or Slack
Per Christie, may need to use a MARC value to map to the Bill-to/Ship-to address names
Need to be able to map the Acq Unit names

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Order field mapping profile - 4

Date

Non-repeatable,

free text

Non-repeatable,

free text

Non-repeatable,

free text

Non-repeatable,

free text

Non-repeatable,

free text

Non-repeatable,

number

Mappable Checkbox

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Order field mapping profile - 5

Repeatable,

free text

Repeatable,

free text

Non-repeatable,

free text

Repeatable,

with ref values

Repeatable,

with ref values

Repeatable,

free text

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Order field mapping profile - 6

Checkbox

Date

Non-repeatable,

free text

Non-repeatable,

free text

Non-repeatable,

free text

Non-repeatable,

free text

Non-repeatable,

free text

Not mappable

Non-repeatable,

with ref values

Non-repeatable,

with ref values

Non-repeatable,

with ref values

Non-repeatable,

with ref values

Non-repeatable,

with ref values

MARC

Mappable Checkbox

Not mappable

Mappable Checkbox

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Order field mapping profile - 7

Repeatable,

free text

Non-repeatable,

free text

Repeatable,

with ref values

Non-repeatable,

with ref values

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Order field mapping profile - 8

Non-repeatable,

with ref values

Toggle

Non-repeatable,

number

Non-repeatable,

number

Non-repeatable,

number

Non-repeatable,

number

Non-repeatable,

number

Non-repeatable,

number

Remaining SME question:

Currency: check whether case of incoming data matters or not (usd vs USD)

Checkbox

Non-repeatable,

number

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Order field mapping profile - 9

Repeatable,

number

Repeatable,

with ref values

Repeatable,

with ref values

Repeatable,

with ref values

Toggle

Repeatable,

number

Repeatable,

number

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Order field mapping profile - 10

Date

Repeatable,

free text

Non-repeatable,

with ref values

Non-repeatable,

with ref values

Non-repeatable,

with ref values

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Order field mapping profile - 11

Checkbox

Date

Non-repeatable,

free text

Non-repeatable,

with ref values

Non-repeatable,

with ref values

Non-repeatable,

with ref values

Non-repeatable,

number

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Types of fields for (MARC) field mapping profiles 1

Non-repeatable, with reference values

Space for standard MARC mapping (individual MARC, cascade of MARC, individual default ref value, cascade of MARC+default ref value)
Dropdown list of reference values at the end of the field
Example: Invoice Payment method

Repeatable, with reference values

Space for standard MARC mapping, plus dropdown list of reference values at the end of the field
Starts with “Add” button and no field; once a field is added, the “add” button allows user to add more copies of the field
Example: Holdings Statistical code

Repeatable,

with ref values

Non-repeatable,

with ref values

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Types of fields for (MARC) field mapping profiles 2

Non-repeatable, free text

Space for standard MARC mapping
No dropdown list of reference values
Example: Invoice Terms

Repeatable, free text

Space for standard MARC mapping, but no dropdown list of reference values
Starts with “Add” button and no field; once a field is added, the “add” button allows user to add more copies of the field
Example: Holdings Administrative note

Repeatable,

free text

Non-repeatable,

free text

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Types of fields for (MARC) field mapping profiles 3

Non-repeatable or Repeatable, number

Same as non-repeatable or repeatable, free text, except mapped value needs to be a number (do we distinguish?)
Example: Invoice Quantity

Not mappable

Greyed out, may or may not show a default value
Example: Invoice Sub-total, Invoice Status

Non-repeatable,

number

Non-repeatable,

number

Not mappable

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Types of fields for (MARC) field mapping profiles 4

Standard checkbox

Checked or unchecked by default
Example: Invoice Lock total

Variable checkbox

Dropdown list of 3 choices, allowing for all checked, all unchecked, or leave as-is
Only used in field mapping profiles for Inventory records (which can be used for updates); not used for Invoice or Order field mapping profile (which can only be used for Updates)
Example: Holdings Suppress from discovery

Mappable checkbox

Allows for MARC mapping and/or default
Uses the standard “non-repeatable, with reference values” data element
Reference values:

false
true

Example: Order Rush

Checkbox

Mappable Checkbox

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Types of fields for (MARC) field mapping profiles 5

Date

Allows for MARC mapping, specific date, or today’s date
Example: Invoice date

Toggle

Allows user to select one option or another
Example: Invoice Adjustment amount type

Date

Toggle

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MARC field mapping profile logic/syntax

https://wiki.folio.org/display/FOLIOtips/Field+Mapping+profiles%3A+MARC

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Misc remaining SME questions

Match between 035 and OCLC number - if yes, then DO NOT create order record; if no, then create order record - talk to the devs

Also match by 035 and OCLC number, then submatch holdings by permlocation, if yes - do not create order, if no, then create order

Also match by 035 and OCLC number, then submatch holdings by perm location, then submatch by item status = available

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Options:

Apply to all (this is the default)

Map from incoming record

(Or do like locations - and not have a separate checkbox)

Apply to all

Map from incoming record

Checked or Unchecked
Applies to all POLs created from the file

Accepted values:

false (unchecked)
true (checked)

Sample mappings

959$a
“true”
959$a; else “false”
959$a; else 960$b; else “false”
If no value, then use the PO/POL default

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Which checkboxes should this apply to?

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)

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Add as info link at top of the order field mapping profile

https://lotus.docs.folio.org/docs/acquisitions/orders/#viewing-order-details

check if there’s generic or only Lotus/MG

Required fields:

Always required:

Make required in the field mapping profile
Red asterisk

Sometimes required

Do NOT make required in the field mapping profile
Info icon that displays text when moused over
e.g. Physical unit price

Required for Physical, P/E mix, Other

Required fields

Add optional icon for Holdings, Item

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Mappable Checkbox:

Dropdown under field name that says

Default in profile

This is the default
Show the dropdown choice below the field name, above the checkbox
Leave checkbox on the screen
User checks or unchecks the box; that choice applies to all records imported with that job profile

Map from incoming record

Show the dropdown choice below the field name, above the mapping box
Remove the checkbox, and add a mapping box (big open rectangle)
Allow for standard MARC mapping and fallbacks (the else logic)
e.g. 952$a; else 952 $b; else “true”

Allowing field mapping for checkboxes: Convo with Kimie 12 Sept 2022

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Field type icons

Checkbox

Not mappable

Repeatable,

free text

Repeatable,

with ref values

Non-repeatable,

free text

Non-repeatable,

with ref values

White box

Date

Toggle

Repeatable,

number

Non-repeatable,

number

Repeatable,

number

Non-repeatable,

number

Mappable Checkbox