Data import settings page's 4rd pane for Match Profiles: Details section of Create/Edit Screen

Umbrella - will break this into several UI stories, plus link backend stories that are needed

Purpose: To be able to create the details of the match profile

As a staff person
I want to be able to create the details of the match profile
So that I can show the matches that will be taken on new or existing records in various FOLIO apps

NOTE: See attached 20-Match workflow.png for overview of how the details for Create/Edit match profiles will be organized

Scenarios

1. Scenario 1

   • Given the Data Import Settings Match profiles

   • When a User clicks the New button in the third pane

   • Then the New match profile screen should open

2. Scenario 2

   • Given the New match profile screen

   • When a User views the screen with no edits

   • Then they should see the existing screen (New match profile screen - Current.PNG) plus the following changes

     • The new sticky Cancel/Save bar at the bottom of the screen instead of the Save button at the top right of the screen (see UIDATIMP-238 for details)

     • And the Details section as laid out in Scenario 3

3. Scenario 3

   • Given the Details section of the New match profile screen

   • Create it as displayed in attached 21-New match profile 01.png, 22-New match profile 02.png, and 23-New match profile 03.png

   • NOTES

     • This screen assumes a match profile for MARC bibliographic records. We may need to refine this slightly in the future, when we have more types of records to match from

     • Each of the "which type of existing record" blue bars should be a hot link, with the lines between them as shown on the wireframe. When the user clicks the existing record type, the screen changes as displayed in 22-New match profile 02.png with

       • Incoming MARC header on the left

       • MARC Bib icon and bar below it, to the left of the existing record type it is being compared to in the right column

         • Marc holdings should be MARC holdings (all caps for MARC)

       • "Compare" between the MARC Bib bar and the Existing record bar

       • "You are comparing to this record" message to the right of the existing record type bar

     • Ignore the Match metadata/Match name/Match description section of the wireframe, That's supposed to be above the record type table

     • Match criteria:

     • Incoming MARC record section

       • Field: allow 3 characters alpha and/or numeric

       • In.1: allow 1 character, alpha or numeric

       • In. 2: allow 1 character, alpha or numeric

       • Subfield: allow 1 character, alpha or numeric

     • If the user selects "Use a qualifier"

       • Mark the checkbox, and open an area that looks like 22b-Match Details-Qualifier section.PNG

         • Dropdown values in the left box (only 1 can be selected)

         • Free text in the right box

     • If the user selects "Only compare part of the value"

       • Mark the checkbox, and open an area that looks like 22c-Match Details-Only compare part of the value.PNG with the dropdown choices as shown (only 1 can be selected)

     • Match criterion section

       • Dropdown box with choices as shown in 22d-Match Details-Match criterion.PNG (only 1 can be selected)

     • Existing [type] record section:

       • [type] should be the record type indicated in the right hand side of the picture above (the record type being matched to)

       • Existing [type] record field should have a dropdown with all fields in the particular record type. [A-M to compile list - should we maybe make this a separate story? This will need to have different values for every record type specified above.]

       • "Use a qualifier" works the same way as above

       • "Only compare part of the value" works the same way as above

     • Ignore the parentheses, + sign and next match section for now. This will allow for more complex boolean matches in the future (e.g. match on this field and this other). I think this story is plenty complex enough for now!

4. Scenario 4

   • Given the New match profile screen

   • When a user has finished entering details

   • Then the Cancel/Save buttons on the sticky bar should work as detailed in UIDATIMP-238, so that the user can compete their work

5. Scenario 5

   • Include standard automated testing coverage; add screenshot or other details to confirm test coverage is in place

NOTE: match metadata structure may need some updates. Tell A-M if we need to revisit any sections of it.
NOTE: Additional backend stories required; Oleksii will define and link