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

[UXPROD-2282] MARC Field Mapping Profiles Details for Order records Created: 25/Feb/20  Updated: 15/Nov/21  Resolved: 04/Oct/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Batch Importer (Bib/Acq)

Type: New Feature Priority: P2
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ann-Marie Breaux (Inactive)
Resolution: Duplicate Votes: 0
Labels: acq-dataimp, cap-mvp-split, crossrmapps, data-import, delimited_files, marcimport, orders, 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
Duplicate
duplicates UXPROD-185 Import Orders in MARC format Closed
duplicates UXPROD-3361 Prep for Importing Orders in MARC format 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: Oleksii Kuzminov
Front-End Confidence factor: Low
Back End Estimate: Medium < 5 days
Back End Estimator: Oleksii Kuzminov
Development Team: Folijet
Kiwi Planning Points (DO NOT CHANGE): 9
PO Rank: 95
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R1
Rank: hbz (TBD): R4
Rank: Lehigh (MVP Summer 2020): R2
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R5

 Description   

Combined with UXPROD-185 Closed , and closed as a duplicate

Split the Acq record types (orders and invoices) from the Inventory and MARC record types ( UXPROD-2075 Closed , UXPROD-2286 Closed )

See the Syntax and Field Types tabs of https://drive.google.com/open?id=17kCccovBR-RAVK-coW7fpXvJfaRmYA2mUHoVLSF9Spo for field mapping syntax details

Can reuse the EDIFACT invoice field mapping profile, and adjust to MARC
Main work in this feature will be the Order field mapping profile

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

  • Find data elements in fields of incoming MARC Bibliographic file
  • Map to data elements of appropriate FOLIO Acquisitions records
  • Same field mapping options as MARC Inventory field mapping profiles
    • Allow for sequential mapping (first look in this field for data, then in this field)
    • Allow for defaults
    • Allow for blanking out data in existing FOLIO fields
    • Allow for mappings to be created and saved as data mapping profiles, or to be created on the fly
    • Apply the rules to parse the incoming data and deliver to the appropriate FOLIO loader apps, to CRUD the proper kinds of records

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

See the Syntax and Field Types tabs of https://drive.google.com/open?id=17kCccovBR-RAVK-coW7fpXvJfaRmYA2mUHoVLSF9Spo for field mapping syntax details



 Comments   
Comment by Karen Newbery [ 05/Jun/20 ]

Duke - We currently have this in Aleph and cannot go live without it.

Comment by Julie Brannon [ 10/Mar/21 ]

Ann-Marie Breaux: I'm slightly confused because I thought work is already underway to implement this feature.  Has it been overlooked for an R2 assignment here on the Jira issue? At Duke we're working on the feature pointing exercise and don't want to assign points to features that are already being implemented.  Any guidance you could offer would be appreciated.

Comment by Ann-Marie Breaux (Inactive) [ 10/Mar/21 ]

Hi Julie Brannon Unfortunately, it looks like we will not be able to get this done in R2 2021/Juniper. I went over the plans for Juniper with Hkaplanian, and I think the developers will have too much cleanup, bug fixes, and stabilization for functionality delivered in Iris. At this point, I'm thinking this will be the top priority for the Import devs for Kiwi (depending on the points, of course)

Comment by Ann-Marie Breaux (Inactive) [ 04/Oct/21 ]

Moving the details of this Jira to UXPROD-185 Closed , and closing this one as a duplicate

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