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

[UXPROD-1379] CRUD for Action Profiles Created: 03/Dec/18  Updated: 16/Sep/20  Resolved: 30/Sep/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 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, action-profiles, cap-mvp, data-import, delimited_files, marcimport, po-mvp, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File 60-Settings Action profiles.png     PNG File 61-Settings Action profiles Action 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-4 Create a RAML definition and CRUD end... Closed
is defined by MODDICONV-8 Prepare sample Action Profiles Closed
is defined by MODDICONV-19 Add sample Action Profile data Closed
is defined by UIDATIMP-8 Create data import settings page's 3r... Closed
is defined by UIDATIMP-14 Data import settings page's 3rd pane ... Closed
is defined by UIDATIMP-101 Add sample data for Action profiles D... Closed
is defined by UIDATIMP-144 Data import settings page's 3rd pane ... Closed
is defined by UIDATIMP-145 Data import settings page's 3rd pane ... Closed
is defined by UIDATIMP-146 Create data import settings page's 4t... Closed
is defined by UIDATIMP-148 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-149 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-167 Data import settings page's 3rd pane ... Closed
is defined by UIDATIMP-213 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-214 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-215 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-217 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-220 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-280 Data import settings Action Profiles:... Closed
Relates
relates to UXPROD-2075 MARC Bib Field Mapping Profiles Detai... Closed
relates to UXPROD-1380 CRUD for MARC Field Mapping Profiles,... Closed
relates to UXPROD-1382 CRUD for Delimited Data Mapping Profiles Draft
relates to UXPROD-1377 CRUD for Job Profiles Closed
relates to UXPROD-1769 Remaining Job and Match profile work,... Closed
relates to UXPROD-2074 Bring Action Profiles to life: prep 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-2209 Bring Action Profiles to life: next 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 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: Estimates by Ann-Marie and Folijet
Development Team: Folijet
PO Rank: 93
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (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   

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

  • what type of incoming file
  • what FOLIO apps/record types should be affected (Inventory, MARCcat, Source Record Storage, Orders, and Invoices, to start)
  • what actions to take on those records
  • using what data mappings
  • allow actions to be saved as profiles or created on the fly

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

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



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

Some stories completed in Q2, bu majority of the feature will be done in Q3, so moved the whole feature to Q3

Comment by Ann-Marie Breaux (Inactive) [ 30/Sep/19 ]

Most UI work completed in Q3 2019, but some work split to Q4 2019 - mainly the PubSub-related enabling of the individual actions for the individual FOLIO record types

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