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

[UXPROD-2164] Supply default Job, Match, Action, Mapping profiles with the Data Import app Created: 22/Nov/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: data-import, possible-ramsons, post-mvp, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File UXPROD-2164.png    
Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
Release: Not Scheduled
Epic Link: Batch Importer (Bib/Acq)
Front End Estimate: Out of scope
Front End Estimator: Kateryna Senchenko
Back End Estimate: Small < 3 days
Back End Estimator: Kateryna Senchenko
Back-End Confidence factor: 80%
Development Team: Folijet
PO Rank: 75
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R5
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R3
Rank: hbz (TBD): R4
Rank: Lehigh (MVP Summer 2020): R2
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R3

 Description   

Current situation or problem:
Today, there are no default Data Import profiles available "out-of-the-box" for new FOLIO admin users. Similar to the default Create Instance/Authority and EDIFACT invoice profiles, we would like to supply default, optional, standard profiles in the Data Import settings. Libraries can then edit those default profiles to create their own customized ones, instead of starting from scratch.

In scope:

  • View & Edit default profiles within Data Import UI
  • Include most common match profiles
  • Determine how much/little to include for default field mapping profiles

Out of scope:

Use case(s):

  • Default profiles can be used for easier onboarding for new FOLIO admins.
  • Default profiles can be used as jumping-off points for more complicated processes as needed by institution.

Proposed solution/stories:
Default Data Import Job, Match, Action, & Field Mapping profiles made available for selection and edits within Data Import UI

Links to additional info:

Questions:

Further notes:

Supply some default canned profiles as part of the Data Import settings. Libraries can then edit those default profiles to create their own customized ones, instead of starting from scratch

  • Job profiles
    • Create all record types
    • Update various record types
    • EDIFACT invoice
  • Match profiles
    • POL number
    • OCLC number
    • HRID

Based on a suggestion from FOLIO Forum 20 Nov 2019



 Comments   
Comment by Karen Newbery [ 26/May/20 ]

Duke feels the batch import will be not useful without this jira.

Comment by Ryan Taylor [ 28/Sep/23 ]

Removed Possible Quesnelia label and replaced with Possible Ramsons.

Generated at Fri Feb 09 00:21:41 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.