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

[UXPROD-1380] CRUD for MARC Field Mapping Profiles, part 1 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: P3
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ann-Marie Breaux (Inactive)
Resolution: Done Votes: 0
Labels: acq-dataimp, cap-mvp, data-import, delimited_files, marcimport, po-mvp, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

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 UIDATIMP-248 Fix translation strings Closed
is defined by MODDICONV-5 Create a RAML definition and CRUD end... Closed
is defined by MODDICONV-9 Prepare sample Field Mapping Profiles Closed
is defined by MODDICONV-22 Add sample Field Mapping Profile data Closed
is defined by MODDICONV-71 Make sure of support for getting act... Closed
is defined by UIDATIMP-9 Create data import settings page's 3r... Closed
is defined by UIDATIMP-102 Add sample data for Mapping profiles ... Closed
is defined by UIDATIMP-219 Create data import settings page's 4t... Closed
is defined by UIDATIMP-227 Data import settings page's 3rd pane ... Closed
is defined by UIDATIMP-228 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-229 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-230 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-233 SPIKE 1: Figure out best process for ... Closed
is defined by UIDATIMP-247 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-249 Fix callout when deleting profiles Closed
Relates
relates to UXPROD-1397 Generating a MARC bibliographic recor... Closed
relates to UXPROD-149 Create Instance records from a MARC b... Closed
relates to UXPROD-1860 Migration. Simple UI for edit of the ... Draft
relates to UXPROD-1377 CRUD for Job Profiles Closed
relates to UXPROD-1379 CRUD for Action 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-2075 MARC Bib Field Mapping Profiles Detai... 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: XL < 15 days
Analysis Estimator: Ann-Marie Breaux (Inactive)
Front End Estimate: XXL < 30 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 by Ann-Marie and Folijet
Development Team: Folijet
PO Rank: 92
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: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R5
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R4
Rank: Leipzig (ERM Aut 2019): R5
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

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

  • find data elements in fields of incoming MARC Bibliographic file
  • map to data elements of appropriate FOLIO Inventory, Acquisitions, MARCcat, and Source Record Storage records
  • Allow for sequential mapping (first look in this field for data, then in this field)
  • Allow for defaults
  • Allow for blanking out data in existing FOLIO fields
  • Allow for mappings to be created and saved as data mapping profiles, or to be created on the fly
  • Apply the rules to parse the incoming data and deliver to the appropriate FOLIO loader apps, to CRUD the proper kinds of records

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

A-M: from 1 August 2019 MM SIG: Make sure that the field mappings can affect the check boxes at the top of the Inventory record, e.g. suppress from discovery



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

Basics completed in this feature; details of mappings for each record type split to part 2 feature UXPROD-2075 Closed

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