Data import settings page's 4th pane for Match Profiles: Changes needed to support Delimited file input - DRAFT

CSP Rejection Details

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CSP Approved

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Description

Purpose: Document the changes needed in the UI for Create/Edit/View match profiles when incoming record is a Delimited file

As a staff person
I want to be able to use a field in a delimited file as a matchpoint
So that the existing FOLIO records can be matched to data in the incoming delimited file

See overview PPT at https://docs.google.com/presentation/d/1r-MLsfgzrjdxhMm6z0AKCXWxr3b8B-yG35KgPzkG47g/edit#slide=id.p1

Update all from here down
Scenarios

  1. Scenario 1

    • Given the Create/Edit screen for Match profiles

    • When the Incoming record type = EDIFACT invoice

    • Then the top section of the Match criterion should be adjusted as indicated in the attached Match profile expansion 3.PNG

      • Header label: Change from Incoming MARC record to Incoming EDIFACT

      • Incoming match field label: Change from MARC field in incoming record to EDIFACT field in incoming record

      • Field/Indicators/Subfield text boxes: Change to a dropdown list of EDIFACT field names

      • Keep the "Qualifier" section, "Only compare" section, "Match criterion" dropdown list, and the "Existing record" sections as-is

  2. Scenario 2

    • Give then View details screen for Match profiles

    • When the changes in Scenarios 1 have been made in the Create/Edit screen to make it support an EDIFACT match

    • And a saved match profile reflects these changes

    • Then make sure these changes show in the view details screen

    • And that the details are not editable in the view details screen

  3. Scenario 3

    • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

See attached screenshot

Environment

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Potential Workaround

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Attachments

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Folijet

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Created January 29, 2020 at 8:09 AM
Updated August 10, 2023 at 6:35 AM
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