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

[UXPROD-2077] Remaining Job and Match profile work, part 2 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, cap-mvp, data-import, delimited_files, job-profiles, marcimport, match-profiles, po-mvp, q3-2019-spillover, q4-2019-split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
is defined by UIPFIMP-5 Plugin does not return selected Profi... Closed
is defined by MODDICORE-15 Create PoC for matcher engine and des... Closed
is defined by UIDATIMP-244 Create RecordTypesSelector Component Closed
is defined by UIDATIMP-245 SPIKE: Define Forms Metadata Structur... Closed
is defined by UIDATIMP-262 SPIKE: Define Metadata Config for sim... Closed
is defined by UIDATIMP-263 SPIKE: Extend Metadata Config definit... Closed
is defined by UIDATIMP-264 SPIKE: Extend Metadata Config definit... Closed
is defined by UIDATIMP-265 SPIKE: Extend Metadata Config definit... Closed
is defined by UIDATIMP-282 cannot save new match profile Closed
is defined by UIDATIMP-305 Page unstable message for job profiles Closed
is defined by UIDATIMP-316 Job profile details, part 5: removing... Closed
is defined by UIDATIMP-331 SPIKE: Investigate and check JSON SCH... Closed
is defined by UIDATIMP-333 Get "refresh page" error when trying ... Closed
is defined by UIDATIMP-337 Improve ProfileAssociator (dynamic pa... Closed
is defined by UIIN-902 Add missing translations Closed
is defined by MODDICONV-81 Update schema for ProfileSnapshot Closed
is defined by UIDATIMP-178 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-238 Update format of Data Import Settings... Closed
is defined by UIDATIMP-239 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-268 Add action options to choose jobs screen Closed
is defined by UIDATIMP-275 Create Associator Component Closed
is defined by UIDATIMP-323 Add Non-editable mode feature to the ... Closed
is defined by UIDATIMP-325 Data import settings page's 4rd pane ... Closed
is defined by UIDATIMP-332 Revise the 3rd and 4th panes of the D... Closed
is defined by UIDATIMP-340 Use sentence case for Qualifier field... Closed
is defined by UINV-102 Add translations Closed
is defined by UIOR-468 Add missing translations Closed
is defined by UIPFIMP-1 Create FindProfiles Plugin Component Closed
is defined by UIPFIMP-2 Add Re-Link Warning popup and Linked/... Closed
Relates
relates to UXPROD-1377 CRUD for Job Profiles Closed
relates to UXPROD-1378 CRUD for Match 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-2209 Bring Action Profiles to life: next work 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-2208 Remaining Job and Match profile work,... Closed
relates to UXPROD-2338 Remaining Job and Match profile refin... Closed
relates to UXPROD-2098 Add a way to create job profiles on-t... Draft
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimate: Small < 3 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: XL < 15 days
Back End Estimator: Oleksii Kuzminov
Development Team: Folijet
PO Rank: 91
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   

Captures the remaining work for Job and Match profiles; remaining stories moved from UXPROD-1769 Closed

General topics covered:

  • Job profiles
    • Final details of assembling job profiles
    • Deleting
    • Exporting
    • Linking match and action profiles to job profiles
  • Match profiles
    • Final details of defining match profiles
    • Delete
    • Export
    • Related job profile header actions
    • Linking to job profiles
  • UI buildout
    • Finish assign jobs screen (allow for assigning existing profiles or creating new ones)

NOTE: Discussion with the Data Import subgroup: we can wait until post-MVP for a way to create a profile on-the-fly on the "choose jobs" screen. For now, assume all profiles are created in settings. See Slack convo in the comments below.



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

Broke out the remaining work from Q3 2019 ( UXPROD-1769 Closed ) to this new feature; most work is to complete the match profile screen, then hook up to the job profile.

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

Ann-Marie Breaux Consider moving all "Export" profile stories to a new feature, and make it lower priority; talk with SMEs about it

Comment by Ann-Marie Breaux (Inactive) [ 02/Oct/19 ]

Discussion from Slack:

Ann-Marie Breaux:
I'm not sure if this will save us a ton of development work, but I'm looking for any savings where I can find them. On the "choose jobs" screen, we're aiming for a user to be able to select an existing job or to build a new job on-the-fly. If we built it so that you could only choose an existing job to start with, and then added the functionality for building a new job on-the-fly, would that be acceptable? Or do we need the on-the-fly functionality from the very beginning?

Jenn Colt
Is the alternative that you have to go into settings to build a new job? that seems fine to me. i think some friction around adding jobs will cut down on noise. This might also make perms easier? Only people with settings perms could make jobs but anyone with import perms can run them?

Ann-Marie Breaux:
Hi Jenn Colt - yes, correct - you would need to make sure you created the job (and its match/action/mapping details) in Settings, and then import the file and assign the existing job profile. Good point about perms - so far we have't done anything with perms. I'll add a feature as a placeholder for perms.

Jennifer Eustis:
I agree with Jenn. As long as there is an alternative to adding on the fly jobs, this seems fine.

Christie Thomas:
I agree as well. Jenn makes a great point about permissions, and this is the way that it works in our current system. After the initial set up of the batch loading profiles, we rarely need to create new jobs. Maybe one every month or two?

Jennifer Eustis:
What we change more often are the fixes - though this is only about once a year or less. Fixes are like the mapping profiles where we specify what should be created in terms of fields and what should be added/removed, etc. We try to use old profiles and then create these Aleph fixes for new situations that can be used with those profiles.

Ann-Marie Breaux:
Good - that all makes sense to me, and matches what I've been thinking.

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

Remaining work split from this feature and moved to UXPROD-2208 Closed

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