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

[UXPROD-2099] Data Import: Ability to export Data Import profile details via UI 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: P3
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: acq-dataimp, action-profiles, data-import, job-profiles, mapping-profiles, match-profiles, post-mvp, 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
is defined by UIDATIMP-150 Data import settings page's 3rd pane ... Draft
is defined by UIDATIMP-174 Data import settings page's 3rd pane ... Draft
is defined by UIDATIMP-177 Data import settings page's 4th pane ... Draft
is defined by UIDATIMP-206 Data import settings page's 3rd pane ... Draft
is defined by UIDATIMP-216 Data import settings page's 4th pane ... Draft
is defined by UIDATIMP-218 Data import settings page's 4th pane ... Draft
is defined by UIDATIMP-172 Add column picker to various Data Imp... Draft
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-1380 CRUD for MARC Field Mapping Profiles,... Closed
relates to UXPROD-3556 Data Import: Ability to import Data I... Open
relates to UXPROD-4348 Data Import: Ability to export Data i... Open
Potential Workaround: Use Nick C's method of exporting/importing data import profiles
Release: Not Scheduled
Epic Link: Batch Importer (Bib/Acq)
Development Team: Folijet
Kiwi Planning Points (DO NOT CHANGE): 1
PO Rank: 66.5
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R5
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): R1
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R4

 Description   

Be able to export Data Import profiles and their associated profiles in delimited and/or JSON format

Moved these stories from the individual profile features, and made it lower priority, post-mvp

August 2020: Nick Cappadona working on a tool that retrieves profiles via API and posts them back (get and put); cannot link them together



 Comments   
Comment by Holly Mistlebauer [ 17/Jun/20 ]

Chicago comment from Round IV Outliers spreadsheet: This is incredibly useful for moving profiles between test and production or even sharing import profiles between institutions. We used these exports in both ways in during our OLE implementation. (Chicago and Lehigh exchanged profiles a lot during implementation.)If we can export via an API, not necessarily a special UI, that would be useful. -Tod Olson

Comment by Ann-Marie Breaux (Inactive) [ 23/Sep/22 ]

Hi Jenn Colt I was asked about this tool that Nick built (or was building). Is Cornell using it? If so, is it something that could be shared with others?

Comment by Jenn Colt [ 23/Sep/22 ]

What we had was basically a series of calls to the API set up in Insomnia (program like Postman). My recollection is that some of the linking has improved since we did that (it used to be you couldn't tell the system what the UUID should be and I think now you can). If that recollection is correct it should be a lot easier to build this now. (This answer is about importing more than exporting but there wasn't a lot of point in exporting if you couldn't import.)

Comment by Charlotte Whitt [ 02/Nov/22 ]

Ann-Marie Breaux - this is an issue several customers struggle with. Will it be possible that you (or someone for your team) to write up a guideline for how best to do this short term, and what tools to use, while we wait for having this functionality developed and the process upgrading to be much smoother.

CC: Eva Sejmyr Wayne Schneider

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