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

[UXPROD-2208] Remaining Job and Match profile work, part 3 Created: 16/Dec/19  Updated: 16/Sep/20  Resolved: 23/Mar/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q1 2020
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: Lehigh(round_ii+mvp), acq-dataimp, cap-mvp, data-import, delimited_files, job-profiles, marcimport, match-profiles, po-mvp, 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 MODDICONV-94 Modify Profiles request payload to ha... Closed
is defined by MODDICONV-106 Get "refresh page" error when trying ... Closed
is defined by MODDICONV-107 Backend save process doesn't clean up... Closed
is defined by UIDATIMP-393 ProfileAssociator Component lists are... Closed
is defined by UIDATIMP-421 Fix Match Profile regressions Closed
is defined by MODDICONV-92 Create GET endpoint to retrieve Impor... Closed
is defined by MODDICONV-97 Job Profile save error if any profile... Closed
is defined by MODDICONV-102 Fix Match and Action Profiles relatio... Closed
is defined by MODDICONV-109 Adjust staticValueDetail.json schema Closed
is defined by UIDATIMP-312 Job profile details, part 1: adding m... Closed
is defined by UIDATIMP-313 Job profile details, part 2: adding s... Closed
is defined by UIDATIMP-314 Job profile details, part 3: adding a... Closed
is defined by UIDATIMP-315 Job profile details, part 4: unlinkin... Closed
is defined by UIDATIMP-317 Job profile details, part 6: View det... Closed
is defined by UIDATIMP-326 Create ProfileTreeComponent Closed
is defined by UIDATIMP-338 Profile Associator lists are empty wh... Closed
is defined by UIDATIMP-348 Link/Unlink job profiles should not b... Closed
is defined by UIDATIMP-351 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-352 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-358 Rework ProfileLinker Component Closed
is defined by UIDATIMP-372 Match profile edit screen does not sh... Closed
is defined by UIDATIMP-373 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-374 Search and Sort don't work in Profile... Closed
is defined by UIDATIMP-375 Convert Match Profiles form Existing ... Closed
is defined by UIDATIMP-380 Page unstable error when trying to sa... Closed
is defined by UIDATIMP-386 Augment RecordTypeSelector component ... Closed
is defined by UIDATIMP-390 Job profile details: suppress the del... Closed
is defined by UIDATIMP-412 Created/edited actions do not stay in... Closed
is defined by UIDATIMP-414 Data import settings Match Profiles: ... Closed
is defined by UIDATIMP-415 Data import settings Match Profiles: ... Closed
is defined by UIDATIMP-420 Job profile details: unlinking action... Closed
is defined by UIDATIMP-427 Existing record field name is showing... Closed
is defined by UIPFIMP-6 Plugin crashes on list generation whe... Closed
is defined by UIPFIMP-11 Job Profile Tree: Changes needed to s... Closed
is defined by MODDICONV-73 Design schema for FlexibleForm compon... Closed
is defined by MODINVOSTO-46 Provide access to jsonSchemas Closed
is defined by UIDATIMP-237 Data import settings page's 4rd pane ... Closed
is defined by UIDATIMP-330 Data import settings page's 4th pane ... Closed
is defined by UIDATIMP-341 Connect Profile Associator Component ... Closed
is defined by UIDATIMP-342 Create complete Job Profiles creation... Closed
is defined by UIDATIMP-344 Cover ProfileTree Component with tests Closed
is defined by UIDATIMP-345 ProfileTree component ProfileLinker d... Closed
is defined by UIDATIMP-357 Connect Profile Tree Component to uni... Closed
is defined by UIDATIMP-379 Fix wording of profile create/update ... Closed
is defined by UIDATIMP-409 Default sort order for Profile associ... Closed
is defined by UIDATIMP-410 Small problems when duplicating profi... 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-2077 Remaining Job and Match profile work,... 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-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: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R2
Rank: Lehigh (MVP Summer 2020): R1
Rank: TAMU (MVP Jan 2021): R1

 Description   

In Q1 2020, most work completed. A few refinements remain, which will be split to Remaining Job and Match profile refinements, UXPROD-2338 Closed

Captures the remaining work for Job and Match profiles; remaining stories moved from UXPROD-2077 Closed

By the end of this work, we should be able to
1) Match against various types of Inventory records (and hopefully MARC records)
2) Create SRS MARC, Instances, Holdings, and Items

  • SRS and Inventory Updates will be addressed in Q2
  • Orders/Invoice matching, create, update will be addressed in Q3

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.


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