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

[UXPROD-2098] Add a way to create job profiles on-the-fly on the "choose job" screen - DRAFT Created: 02/Oct/19  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: P4
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: acq-dataimp, data-import, datimp-needs-more-library-rankings, job-profiles, post-mvp
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-1378 CRUD for Match Profiles Closed
relates to UXPROD-1379 CRUD for Action Profiles 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-2338 Remaining Job and Match profile refin... Closed
relates to UXPROD-1380 CRUD for MARC Field Mapping Profiles,... Closed
relates to UXPROD-1382 CRUD for Delimited Data Mapping Profiles Draft
Release: Not Scheduled
Epic Link: Batch Importer (Bib/Acq)
Development Team: Folijet
PO Rank: 8
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R4
Rank: hbz (TBD): R4
Rank: Lehigh (MVP Summer 2020): R4
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R4

 Description   

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.

Moved to a separate, lower priority feature



 Comments   
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.

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