Bug 27665 - Clarify usage of matching dropdown on addorderiso2709.pl
Summary: Clarify usage of matching dropdown on addorderiso2709.pl
Status: NEW
Alias: None
Product: Koha
Classification: Unclassified
Component: Acquisitions (show other bugs)
Version: Main
Hardware: All All
: P5 - low normal (vote)
Assignee: Bugs List
QA Contact: Testopia
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2021-02-09 17:56 UTC by Andrew Fuerste-Henry
Modified: 2022-07-22 08:00 UTC (History)
2 users (show)

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Description Andrew Fuerste-Henry 2021-02-09 17:56:30 UTC
1 - have a marc record you know will match something in your system using ISBN
2 - In acquisitons, create a basket, click Add to basket, select From a new file
3 - stage your marc record, select the ISBN matching rule (this is on stage-marc-import.pl)
4 - confirm that your staging results include "1 records with at least one match in catalog per matching rule "ISBN""
5 - click Add staged files to basket
6 - this takes you to addorderiso2709.pl
7 - check the box next to your title. Confirm you see a message like "Matches biblio 440 (score = 1000): So you want to be a lizard /"
8 - change the Matching dropdown to "Do not look for matching records"
9 - click Save
10 - confirm order is tied to the matched bib rather than a new bib

If we pick a matching rule on the staging screen, then the acquisitions interface doesn't actually allow us to forget that match or change and re-check our matching rule.

On the other hand:
1 - have a marc record you know will match something in your system using ISBN
2 - In acquisitons, create a basket, click Add to basket, select From a new file
3 - stage your marc record, select Do not look for matching records
4 - confirm that your staging results include "Did not check for matches with existing records in catalog"
5 - click Add staged files to basket
6 - this takes you to addorderiso2709.pl
7 - check the box next to your title. Confirm you don't see any message about matches
8 - confirm Matching dropdown defaults to Title and Author. Do not change it
9 - give your order a price and fund, click Save, get message "No record have been imported because they all match an existing record in your catalog."
10 - confirm you have no ability from this screen to tie your order to the existing bib
11 - change the Matching dropdown to "Do not look for matching records", click Save, confirm your order is created with a new bib

If we picked a matching rule when staging our file, then we should completely hide the Matching dropdown on addorderiso2709.pl as a match when staging renders the Matching dropdown useless.

If we did not pick a matching rule when staging, then the Matching dropdown on addorderiso2709.pl serves a purpose, but we really should have an option to select and use the existing bib if our Matching choice finds something.
Comment 1 David Cook 2022-07-22 06:16:55 UTC
I think this could probably be downgraded from "critical" importance?
Comment 2 Katrin Fischer 2022-07-22 08:00:05 UTC
Agree. This might be in a grey area to enh too?