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

[UXPROD-1378] CRUD for Match Profiles Created: 03/Dec/18  Updated: 16/Sep/20  Resolved: 14/Jun/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2019
Parent: Batch Importer (Bib/Acq)

Type: New Feature Priority: P2
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ann-Marie Breaux (Inactive)
Resolution: Done Votes: 0
Labels: acq-dataimp, data-import, delimited_files, marcimport, match-profiles, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File 40-Settings Match profiles.png     PNG File 41-Settings Match profiles Match profile details.png    
Issue links:
Blocks
blocks UXPROD-658 Import Inventory Items from MARC Bibs... Closed
blocks UXPROD-659 Import Inventory Holdings from MARC B... Closed
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
is defined by MODDICONV-61 Delete functionality for profiles Closed
is defined by UIDATIMP-194 Create missing Record Types icons for... Closed
is defined by MODDICONV-3 Create a RAML definition and CRUD end... Closed
is defined by MODDICONV-7 Prepare sample Match Profiles Closed
is defined by MODDICONV-16 Create CRUD for Match Profile entity Closed
is defined by MODDICONV-17 Add sample Match Profile data Closed
is defined by MODDICONV-47 Add entityType support for profiles Closed
is defined by MODDICONV-55 Extend profileAssociations endpoints ... Closed
is defined by MODDICONV-56 Add records in profileAssociations sa... Closed
is defined by UIDATIMP-7 Create data import settings page's 3r... Closed
is defined by UIDATIMP-13 Data import settings page's 3rd pane ... Closed
is defined by UIDATIMP-100 Add sample data for Match profiles DRAFT Closed
is defined by UIDATIMP-138 Data import settings page's 3rd pane ... Closed
is defined by UIDATIMP-139 Data import settings page's 3rd pane ... Closed
is defined by UIDATIMP-140 Create data import settings page's 4t... Closed
is defined by UIDATIMP-142 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-143 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-166 Data import settings page's 3rd pane ... Closed
is defined by UIDATIMP-176 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-182 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-184 Data import settings page's 4th pane ... Closed
Relates
relates to UXPROD-1377 CRUD for Job Profiles Closed
relates to UXPROD-1769 Remaining Job and Match profile work,... Closed
relates to UXPROD-2077 Remaining Job and Match profile work,... Closed
relates to UXPROD-2208 Remaining Job and Match profile work,... Closed
relates to UXPROD-656 Data Import (Batch Importer for Bib A... Closed
relates to UXPROD-1220 Ability to assign Tags to Data Import... Closed
relates to UIDATIMP-203 Remove down arrow from check box colu... Closed
relates to UXPROD-2099 Data Import: Ability to export Data I... Draft
relates to UXPROD-2098 Add a way to create job profiles on-t... Draft
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimate: Large < 10 days
Analysis Estimator: Ann-Marie Breaux (Inactive)
Front End Estimate: XL < 15 days
Front End Estimator: Ann-Marie Breaux (Inactive)
Front-End Confidence factor: Low
Back End Estimate: XXL < 30 days
Back End Estimator: Ann-Marie Breaux (Inactive)
Estimation Notes and Assumptions: Estimate from Ann-Marie and Folijet
Development Team: Folijet
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Split from UXPROD-656 Closed because it was too broad, and so that it could be closed in Q4 2018

Q2 2019 Data Import Priority 5 of 8

Help the user set rules and profiles for dealing with incoming batch loads:

  • what type of incoming file
  • from what source
  • what FOLIO apps/record types to match to
  • based on which data elements
  • allow for hierarchies of matches (submatches) and boolean logic - match on this or that
  • allow matches to be saved as profiles or created on the fly

See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic



 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 10/Jun/19 ]

Most stories completed in Q2. Remaining stories moved to UXPROD-1769 Closed

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