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

[UXPROD-1382] CRUD for Delimited Data Mapping Profiles Created: 03/Dec/18  Updated: 28/Dec/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: TBD
Parent: Batch Importer (Bib/Acq)

Type: New Feature Priority: P3
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: acq-dataimp, data-import, delimited_files, marcimport, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
Relates
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-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-2098 Add a way to create job profiles on-t... Draft
Release: Not Scheduled
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: 60
PO Ranking Note: Have to be able to create delimited mapping profiles before any delimited loading can happen, so PO rank is higher than calculated rank
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R5
Rank: GBV (MVP Sum 2020): R5
Rank: hbz (TBD): R5
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R2
Rank: Leipzig (Full TBD): R4
Rank: Leipzig (ERM Aut 2019): R4
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R4

 Description   

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

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

  • do we define different types of "delimited" files
  • find data elements in fields of incoming Delimited file
  • map to data elements of appropriate FOLIO Inventory, Acquisitions, 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


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