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

[UXPROD-2209] Bring Action Profiles to life: next work Created: 16/Dec/19  Updated: 06/Oct/21  Resolved: 20/Apr/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: acq-dataimp, action-profiles, cap-mvp, data-import, delimited_files, marcimport, po-mvp, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File 60-Settings Action profiles.png     PNG File 61-Settings Action profiles Action profile details.png    
Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
is defined by MODDATAIMP-201 Enable Action profile action for inco... Closed
is defined by MODDATAIMP-207 Enable Action profile actions Closed
is defined by MODDICORE-6 Mapping profile engine Closed
is defined by MODDICORE-7 Matcher profile engine Closed
is defined by MODDICORE-8 Create PoC for mapping engine and des... Closed
is defined by MODDICORE-9 Move PoC core interfaces to the data-... Closed
is defined by MODDICORE-10 Add implementation for MARC reader Closed
is defined by MODDICORE-11 Implement the Instance writer Closed
is defined by MODDICORE-20 Move PoC core interfaces of Matcher e... Closed
is defined by MODDICORE-21 Implement MatchValueReader for Matche... Closed
is defined by MODDICORE-22 Create MatchProfiles expression proce... Closed
is defined by MODDICORE-23 Add implementation for LoadQueryBuilder Closed
is defined by MODDICORE-28 Implement processor to handle default... Closed
is defined by MODINV-172 Apply event-driven approach for data-... Closed
is defined by MODINV-204 Implement InstanceLoader and handler ... Closed
is defined by MODINV-219 Upgrade MODINV's library, based on MO... Closed
is defined by MODINV-241 Enable Action profile action for inco... Closed
is defined by MODSOURMAN-226 Apply event-driven approach for data-... Closed
is defined by MODSOURMAN-239 Fill matchedId the same value as id i... Closed
is defined by MODSOURMAN-278 Enable Action profile action for inco... Closed
is defined by MODSOURMAN-293 Upgrade MODSOURMAN's library, based o... Closed
is defined by UIDATIMP-354 Associated profiles not clearing out ... Closed
is defined by UIDATIMP-417 Add query param to "/processFiles" path Closed
is defined by UIDATIMP-418 Remove defaultMapping query param whe... Closed
is defined by MODDICORE-25 Implement rule processor to work with... Closed
is defined by MODINV-181 Integrate mod-inventory with mod-pubsub Closed
is defined by MODINV-182 Implement action handler for Create I... Closed
is defined by MODINV-201 Implement Loaders and MatchHandlers f... Closed
is defined by MODSOURCE-94 Integrate mod-source-record-storage w... Closed
is defined by MODSOURCE-96 Create event handler to update instan... Closed
is defined by MODSOURMAN-238 Integrate mod-source-record-manager w... Closed
is defined by MODSOURMAN-241 Implement endpoint to get event with ... Closed
is defined by MODSOURMAN-242 Implement event sending on saving rec... Closed
is defined by MODSOURMAN-243 Implement endpoint to receive event a... Closed
is defined by MODSOURMAN-244 Implement endpoint to receive events ... Closed
is defined by UIDATIMP-269 Attach a field mapping profile to an ... Closed
is defined by UIDATIMP-272 Create Associator Component to show a... Closed
is defined by UIDATIMP-378 Fix wording of unlink confirmation modal Closed
Relates
relates to UXPROD-185 Import Orders in MARC format Closed
relates to UXPROD-1379 CRUD for Action Profiles 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-2286 MARC Field Mapping Profiles Details f... Closed
relates to UXPROD-3361 Prep for Importing Orders in MARC format 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-658 Import Inventory Items from MARC Bibs... Closed
relates to UXPROD-659 Import Inventory Holdings from MARC B... Closed
relates to UXPROD-1377 CRUD for Job Profiles Closed
relates to UXPROD-1769 Remaining Job and Match profile work,... 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-2351 Import Inventory Holdings from MARC B... Closed
relates to UXPROD-2353 Import Inventory Items from MARC Bibs... Closed
relates to UXPROD-2354 Import Inventory Instances from MARC ... Closed
relates to UXPROD-656 Data Import (Batch Importer for Bib A... Closed
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimate: Large < 10 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: XXL < 30 days
Back End Estimator: Oleksii Kuzminov
Estimation Notes and Assumptions: Estimates by Ann-Marie and Folijet
Development Team: Folijet
PO Rank: 125
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: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1

 Description   

Closed for Q1 2020; Delete stories moved to UXPROD-2350 Draft

Rolled forward the remaining stories from Q4 2019's UXPROD-2074 Closed

  • By the end of Q1, action profiles should allow for Create SRS MARC, Instances, Holdings, and Items
  • By the end of Q2, action profiles should allow for SRS and Inventory Updates (modify, combine, replace), possibly including MARC Holdings and Authorities
  • By the end of Q3, action profiles should allow for CRUD for orders and invoices, including MARC Holdings and Authorities, if not done in Q2

Finish the last bits of UI for action profiles, plus set up all of the infrastructure so that the profiles can create, modify, replace, combine, and delete records in various apps.

Help the user set rules and profiles for dealing with incoming batch loads:

  • what type of incoming file
  • what FOLIO apps/record types should be affected (Inventory, MARCcat, Source Record Storage, Orders, and Invoices, to start)
  • what actions to take on those records
  • using what data mappings
  • allow actions to be saved as profiles or created on the fly

See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic

Per Oleksii, for now may be hard coded for mapping profile, then replaced with the variable mapping profiles once those are ready ( UXPROD-2075 Closed )


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