Bug 31092 - Upon importing batch records, if a full MARC record is found, only append the items; do not overlay a full MARC record
Summary: Upon importing batch records, if a full MARC record is found, only append the...
Status: NEW
Alias: None
Product: Koha
Classification: Unclassified
Component: MARC Bibliographic record staging/import (show other bugs)
Version: Main
Hardware: All All
: P1 - high enhancement
Assignee: Bugs List
QA Contact: Testopia
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Reported: 2022-07-02 19:16 UTC by CB
Modified: 2025-06-17 16:39 UTC (History)
8 users (show)

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Description CB 2022-07-02 19:16:39 UTC
When receiving items from our vendors, the full MARC records are sent in batches for import.  We would like the ability to have koha only overlay our brief "on order" records that already exist in the system, not our full records already in our system.  Currently, the only choice is to overlay ALL or NO records (choices are "Replace, Add, or Ignore") and to append the items, depending on the matching rule used (most users currently match on ISBN when importing books, audiobooks).

Apparently, other ils systems have the ability to determine which existing records are brief and which existing records are full, and you can choose to only overlay the brief MARC records, leaving the full MARC records in tact, appending only the items.

I understand the definitive markers are in the leader of the marc record.   The leader will show the level of marc record it is.   Most loaders will have a function to put this as one of the criteria. 

An example of an incoming Leader:

=LDR  01429pam a2200385 i 4500

Position 17 is the encoding level. The above encoding level is blank, so it is a full level record. 

Encoding levels:

Blank  -  full level record

1               -  full level record

2               – less-than-full level record

3               – less than full level record

4               -  less than full level record

5               – less than full level record

6               -  less than full level record

7               – less than full level record

8               – less than full level (this is a prepublication record)


It would be most convenient if koha would have an internal matching rule that allows for the user to overlay only existing records where levels 2-8 are in position 17 on the MARCs, ignoring any records with a "blank" or "1" in position 17 on existing MARCS, with the ability to still append all items.

Right now, many of us in aquisitions need to create separate vendor accounts to order "added/existing" items only to avoid the constant overlaying of full MARC records in koha.  We know any items arriving from these accounts already have full records in our system, so the vendor does not send full MARCs for any items ordered from these accounts.
Comment 1 Teresa Van Doren 2025-01-29 01:03:00 UTC
The Black Gold consortium of 6 libraries would also be interested in the capability of choosing when an import profile overlays an order record, or is ignored because there is already an existing full record. Currently we either Add incoming record and have to merge into our existing record, or merge our record into it, or ignore incoming record so we don't lose our full record with all the libraries' order tags attached to it. We would also need the capability for maintaining order tags if we do overlay an order record with a full record. Thank you- Teresa Van Doren
Comment 2 Angela Berrett 2025-02-04 15:32:14 UTC
+1
Comment 3 Megan McShane 2025-04-24 16:34:02 UTC
+1
Comment 4 carthur@slolibrary.org 2025-06-17 16:39:14 UTC
+1