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

[UXPROD-2074] Bring Action Profiles to life: prep work Created: 30/Sep/19  Updated: 16/Sep/20  Resolved: 16/Dec/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q4 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, q3-2019-spillover, q4-2019-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 MODDATAIMP-206 SPIKE: Enable Action profile actions:... Closed
is defined by MODDICORE-7 Matcher profile engine Closed
is defined by MODDICORE-1 Actions: Create repository for Action... Closed
is defined by MODDICORE-2 Actions: Cover Actions engine with tests Closed
is defined by MODDICORE-3 Actions: Integrate EventManager with ... Closed
is defined by MODDICORE-4 Actions: Use Java async API instead o... Closed
is defined by MODDICORE-5 Complete minimal functionality for ev... Closed
is defined by UIDATIMP-207 Data import settings Action Profiles:... Closed
Relates
relates to UXPROD-1379 CRUD for Action Profiles Closed
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-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
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: Taras Tkachenko
Front-End Confidence factor: Low
Back End Estimate: XXL < 30 days
Back End Estimator: Oleksii Kuzminov
Estimation Notes and Assumptions: Estimates by Ann-Marie and Folijet
Development Team: Folijet
PO Rank: 93
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: Lehigh (MVP Summer 2020): R1

 Description   

Finish the last bits of UI for action profiles, plus set up all of the infrastructure so that the profiles can create, modify, replace, combine, and delete records in various apps.

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

Split from UXPROD-1379 Closed , which accomplished most of the UI work in Q3 2019. This is now mostly backend work to enable the various actions for the various FOLIO record types

Q4 2019 Planning notes:

  • Need to do this in a centralized way, and not hard code for each action; otherwise will need more and more handlers for each record type; better to have a central engine to perform actions
  • Also would need to have completed MODPUBSUB if creating actions in each app
  • But if do central, can do it in parallel with PUBSUB
  • A-M to add umbrella for MODDATAIMP-201-205, plus a POC
    • e.g. MODDATIMP Converter Engine
  • UI: associator component & search & pick plugin; should be small – after the work being done in this current sprint


 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 16/Dec/19 ]

Moved the open Q4 stories from this feature to Q1 2020's UXPROD-2209 Closed

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