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

[UXPROD-1381] CRUD for EDIFACT Invoice Field Mapping Profiles Created: 03/Dec/18  Updated: 08/Jun/21  Resolved: 28/Apr/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R1 2021
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, cap-mvp, data-import, delimited_files, marcimport, po-mvp, q3-2020-spillover
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Continues
is continued by UXPROD-3068 EDIFACT invoice import refinement Draft
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
is defined by MODDICONV-178 Invoice field mapping: Fix Add adjust... Closed
is defined by UIDATIMP-811 A few updates to the invoice field ma... Closed
is defined by UIDATIMP-814 Remove validation error message from ... Closed
is defined by UIDATIMP-830 Update invoice status value in field ... Closed
is defined by UIDATIMP-842 Invoice mapping screen, FE updates ac... Closed
is defined by UIDATIMP-855 Invoice field mapping screen: Remove ... Closed
is defined by UIDATIMP-856 Invoice field mapping screen: Update ... Closed
is defined by UIDATIMP-857 Invoice field mapping: Lock total che... Closed
is defined by UIDATIMP-860 Invoice field mapping: Vendor is not ... Closed
is defined by UIDATIMP-864 Invoice field mapping: Exchange rate ... Closed
is defined by UIDATIMP-877 Add required field indication and val... Closed
is defined by UIDATIMP-296 Data Import Field Mapping Profile det... Closed
is defined by UIDATIMP-653 SPIKE: Investigate %/$ toggle compone... Closed
is defined by UIDATIMP-654 SPIKE: Investigate Organization looku... Closed
is defined by UIDATIMP-778 Enable EDIFACT invoice options in var... Closed
is defined by UIDATIMP-779 Invoice Field Mapping Profile details... Closed
is defined by UIDATIMP-783 Data Import Field Mapping Profile Vie... Closed
is defined by UIDATIMP-800 Data Import Field Mapping Profile det... Closed
is defined by UIDATIMP-801 Data Import Field Mapping Profile det... Closed
is defined by UIDATIMP-802 Data Import Field Mapping Profile det... Closed
is defined by UIDATIMP-803 Data Import Field Mapping Profile det... Closed
is defined by UIDATIMP-845 Invoice field mapping profile: Adjust... Closed
is defined by UIDATIMP-850 Invoice field mapping profile: Subscr... Closed
Relates
relates to UXPROD-195 Import invoice in EDIFACT format (Fol... Closed
relates to UXPROD-2622 Support for "Import invoice in EDIFAC... Closed
relates to UXPROD-2847 Part 2 - Support for "Import invoice ... Closed
relates to UXPROD-656 Data Import (Batch Importer for Bib A... Closed
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimate: Large < 10 days
Analysis Estimator: Ann-Marie Breaux (Inactive)
Front End Estimate: Large < 10 days
Front End Estimator: Ann-Marie Breaux (Inactive)
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Back End Estimator: Oleksii Kuzminov
Estimation Notes and Assumptions: Estimate by Ann-Marie and Folijet
Development Team: Folijet
PO Rank: 105
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): R4
Rank: GBV (MVP Sum 2020): R2
Rank: hbz (TBD): R2
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R2
Rank: Leipzig (ERM Aut 2019): R2
Rank: MO State (MVP June 2020): R1
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:

  • Create field mapping screen for invoice and invoice lines
  • Identify data elements in fields of incoming EDIFACT invoice file
  • Define mapping syntax for EDIFACT data elements mapping to FOLIO Invoice records
  • Include default field mapping profiles for vendors identified by libraries, which can be edited, duplicated, and deleted by libraries
  • Same field mapping detail options as in Inventory field mappings
    • Allow for sequential mapping (first look in this field for data, then in this field)
    • Allow for defaults
    • Allow for mappings to be created and saved as data mapping profiles
    • Apply the rules to parse the incoming data and deliver to the appropriate FOLIO loader apps, to CRUD the proper kinds of records

See Google folder: https://drive.google.com/drive/folders/1ePm2M3FcHIZFVolxD4-WX8joEc1S_iVC
with

  • Sample invoices from various vendors
  • EDItEUR documentation for monographic and subscription invoices
  • Default invoice field mapping profiles to be supplied with FOLIO
  • A syntax document (will probably need updates)

Questions:

  1. What additional documentation is needed?
  2. How much of the field identification may be handled by the EDIFACT parser, e.g. Smooks
  3. See Hein sample invoice - why < instead of +?

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


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