Batch Importer (Bib/Acq) (UXPROD-47)

[UIDATIMP-127]  Load MARC Bib Record to create/update various records, but do not store the MARC Created: 27/Aug/18  Updated: 09/Aug/22

Status: Open
Project: ui-data-import
Components: None
Affects versions: None
Fix versions: None
Parent: Batch Importer (Bib/Acq)

Type: Story Priority: P3
Reporter: Ann-Marie Breaux (Inactive) Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: action-profiles, data-import, epam-folijet, needs-backend-story, needs-testrail
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File 1-Create job profile.PNG     PNG File 2-Checkbox when Data type=MARC.PNG     PNG File 3-View-Checkbox unchecked.PNG     PNG File 4-View-Checkbox checked.PNG    
Issue links:
Defines
defines UXPROD-2661 Load Delimited or MARC records to cre... Draft
Sprint:
Story Points: 2
Development Team: Folijet
Release: Not Scheduled
Epic Link: Batch Importer (Bib/Acq)

 Description   

Purpose: To import data for Inventory or Acquisitions via a MARC record, but then do not save the MARC record in SRS

Sample use cases:

  • MARC Bib or Holdings creates related inventory record, but library does not want SRS (so Inventory Source = FOLIO, not MARC)
  • Brief MARC Bib supplies order or invoice data, but should not overlay a richer MARC SRS record

As a staff person working with imported files
I want to be able to specify whether an incoming MARC record should be saved in SRS or not
So that I can discard MARC records that are used for transport purposes only

Scenarios

  1. Scenario 1
    • Given the Settings/Data import/Job profile
    • When Creating or Updating a Job profile and the Accepted data type = MARC
    • Then under the Accepted data type field, display a checkbox with label "Do not save MARC after import"
    • And default it to unchecked
    • See 2-Checkbox when Data type=MARC.PNG attached
  2. Scenario 2
    • Given the Settings/Data import/Job profile
    • When Viewing a Job profile and the Accepted data type = MARC
    • Then under the Accepted data type field, display a checkbox with label "Do not save MARC after import", as checked or unchecked
    • And do not allow it to be edited
    • See 3-View-Checkbox unchecked.PNG and 4-View-Checkbox checked.PNG attached
  3. Scenario 3
    • Given the Settings/Data import/Job profile
    • When a Job profile has Accepted data type = MARC and the checkbox for "Do not save MARC after import" = unchecked
    • Then when the file is imported
    • Save the new or updated MARC records to SRS
  4. Scenario 4
    • Given the Settings/Data import/Job profile
    • When a Job profile has Accepted data type = MARC and the checkbox for "Do not save MARC after import" = checked
    • And there is an action profile linked to the job profile to
      • Create instance
      • Create holdings
      • Create item
      • Update holdings
      • Update item
    • Then when the file is imported
      • If the records create new Inventory Instances
      • Then make the Instance Source = FOLIO rather than MARC
      • And DO NOT save the new MARC records in SRS
      • If the records create or update Inventory Holdings or Items
      • Then leave the Instance source as-is
      • And DO NOT save the new MARC records
  5. Scenario 5
    • Given the Settings/Data import/Job profile
    • When a Job profile has Accepted data type = MARC and the checkbox for "Do not save MARC after import" = checked
    • And there is an action profile linked to the job profile to
      • Update instance
    • Then when the job profile is saved
      • Uncheck the "do not save MARC" checkbox in the job profile (display as greyed out, unchecked, and uneditable in the Create/Edit screen)
    • And when the file is imported
      • SAVE the MARC record after import
    • NOTE: If the Update instance action is removed from the job profile, re-enable the "Do not save MARC after import" checkbox
  6. Scenario 6
    • Given the Settings/Data import/Job profile
    • When a Job profile has Accepted data type = MARC and the checkbox for Do not save MARC after import = checked
    • And there is an action profile linked to the job profile to
      • Modify MARC
      • Update MARC
    • #* Then when the job profile is saved
      • Uncheck the "do not save MARC" checkbox in the job profile (display as greyed out, unchecked, and uneditable in the Create/Edit screen)
    • Then when the file is imported
      • And SAVE the MARC record after import
    • NOTE: If the Modify/Update MARC action is removed from the job profile, re-enable the "Do not save MARC after import" checkbox
  7. Scenario 7
    • Ensure this story passes Accessibility testing
  8. Scenario 8
    • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

Oleksii Kuzminov Please create appropriate backend story and link to this one



 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 05/Dec/18 ]

demoted from a feature to a story under the action profiles; needs more details added

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