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

[UXPROD-2338] Remaining Job and Match profile refinements Created: 19/Mar/20  Updated: 17/Oct/23  Resolved: 14/Oct/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 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, cap-mvp-split, data-import, delimited_files, job-profiles, marcimport, match-profiles, po-mvp
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 MODDICORE-87 Apply overwritten field protection se... Closed
is defined by MODINV-332 Cannot update instance and create a h... Closed
is defined by MODDICONV-105 Modify Dynamic Snapshot retrieval fun... Closed
is defined by MODDICONV-110 Provide storage of value with punctua... Closed
is defined by MODDICORE-52 Add support for MappingEngine work wi... Closed
is defined by MODDICORE-63 Support matching by setting name in c... Closed
is defined by MODDICORE-76 Add support for wildcard indicators a... Closed
is defined by MODDICORE-80 Cannot match on eAccess URI field Closed
is defined by MODDICORE-85 Bib to Instance matching - 035 to Ide... Closed
is defined by MODDICORE-88 Refine identifier matching for Instan... Closed
is defined by MODSOURCE-175 New 999 $s created when exported file... Closed
is defined by MODSOURMAN-85 SPIKE: Figure out a way to populate m... Closed
is defined by MODSOURMAN-340 MARC field sort into numerical order ... Closed
is defined by UIDATIMP-413 New job profiles sometimes include ac... Closed
is defined by UIDATIMP-424 When returned to search results scree... Closed
is defined by UIDATIMP-444 Add query param to request for get /p... Closed
is defined by UIDATIMP-465 BugFest environment match profiles: n... Closed
is defined by UIDATIMP-499 Error message when assigning or unass... Closed
is defined by UIDATIMP-525 Update MARC matching UI to differenti... Closed
is defined by UIDATIMP-589 Match profile: Add Instance UUID as a... Closed
is defined by UIDATIMP-590 Match profile: Add Holdings UUID as a... Closed
is defined by UIDATIMP-591 Match profile: Add Item UUID as a mat... Closed
is defined by UIDATIMP-597 Optional sections of match profile do... Closed
is defined by UIDATIMP-604 Match profile does not save informati... Closed
is defined by UIDATIMP-630 Refine identifier matching for Instances Closed
is defined by UIDATIMP-687 An error message appears when linking... Closed
is defined by MODDICONV-34 Handle sorting issue for name field f... Closed
is defined by MODDICORE-29 Support matching by STATIC_VALUE Closed
is defined by UIDATIMP-353 Match Profiles: Remove EDIFACT invoic... Closed
is defined by UIDATIMP-411 Rearrange the match profile diagram s... Closed
is defined by UIDATIMP-425 Record Type Selection Tree looks brok... Closed
is defined by UIDATIMP-426 Some Match Details sections look brok... Closed
is defined by UIDATIMP-440 Can't use decimal in Static value num... Closed
is defined by UIDATIMP-478 Job profiles: add hotlinks for match ... Closed
is defined by UIDATIMP-479 Optional sections are collapsed even ... Closed
is defined by UIDATIMP-481 optional sections (such as qualifier)... Closed
is defined by UIDATIMP-246 Create FlexibleForm Component Closed
is defined by UIDATIMP-343 ProfileTree component TreeLines re-re... Closed
Relates
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-2208 Remaining Job and Match profile work,... Closed
relates to UXPROD-2741 Import of MARC Bibs to create/update ... 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: 120
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R3
Rank: hbz (TBD): R1
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1

 Description   

Split 2 portions that will not be finished in Q3 2020 to separate features:

  • UXPROD-2741: Import of MARC Bibs to create/update multiple holdings and items
  • UXPROD-2742: MARC-MARC matching

In Q1 2020, most work completed on UXPROD-2208 Closed . A few refinements remain, which will have been split to this feature 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

General topics covered:

  • Job profiles
    • Ensure action profile cannot be added to a job profile unless it has a linked field mapping profile
    • Load MARC Bibs to create/update various record types, but do not store the MARC record
  • Match profiles
    • MARC-MARC matching details
    • EDIFACT invoice matching details
    • Normalize ISBNs for matching
    • Differentiate [blank] vs [any] indicator matching options via asterisk
    • Possibly add option for blank as well as space to mean blank indicator?

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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