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

[UXPROD-2350] Support for the Delete action during Data Import Created: 23/Mar/20  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: cap-mvp-split, cataloging, cornell-priority, data-import, delete_record_functionality, epam-folijet, loc, 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 MODINV-220 Enable Action profile action for inco... Open
is defined by MODINV-235 Enable Action profile action for inco... Open
is defined by MODINV-257 Enable Action profile action for inco... Open
is defined by MODSOURMAN-280 Enable Action profile action for inco... Open
is defined by MODSOURMAN-292 Enable Action profile action for inco... Open
is defined by MODDATAIMP-281 Enable Action profile action for inco... Closed
is defined by MODINVOICE-153 Enable Action profile action for inco... Closed
is defined by MODORDERS-372 Enable Action profile action for inco... Closed
is defined by MODSOURMAN-287 Enable Action profile action for inco... Closed
is defined by UIDATIMP-226 Action profiles: add support for Acti... Draft
Relates
relates to MODINVSTOR-828 Change source record deletion documen... Closed
relates to MODCAT-183 Enable Action profile action for inco... Closed
relates to MODCAT-187 Enable Action profile action for inco... Closed
relates to MODCAT-189 Enable Action profile action for inco... Closed
relates to UXPROD-3517 Delete MARC authority records via UI Closed
relates to UXPROD-3092 Corresponding Data Import & SRS MARC ... Draft
relates to UXPROD-4024 Bulk delete SRS Bib records Open
relates to UXPROD-3502 Enhancements to the Data Import log (... Closed
relates to UXPROD-1719 Bulk add/delete/clean holding records Closed
relates to UXPROD-3695 Additional Changes to the Data Import... Draft
relates to UXPROD-2998 Data Import: Add support for Importin... Draft
relates to UXPROD-2999 Data Import: Add support for Importin... Draft
Release: Not Scheduled
Epic Link: Batch Importer (Bib/Acq)
Front End Estimate: Large < 10 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 20%
Back End Estimate: XL < 15 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 20%
Development Team: Folijet
Kiwi Planning Points (DO NOT CHANGE): 11
PO Rank: 70
PO Ranking Note: Postponing deletes until they are better defined for all of the record types, especially instances
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R3
Rank: GBV (MVP Sum 2020): R3
Rank: Grand Valley (Full Sum 2021): R3
Rank: hbz (TBD): R4
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R3
Rank: U of AL (MVP Oct 2020): R2

 Description   

Split from UXPROD-2209 Closed

See UXPROD-3517 Closed for deleting MARC Authority records via an action in the MARC Authorities app. This is powered via a hidden BE job profile. Since users cannot delete by importing a file yet, all delete-related profile, action, and log info is suppressed from the UI.

Refining actions and field mappings once the basics are in place:

  • Should a delete action require a job profile (right now that's a requirement before an action profile can be attached to a job profile)
  • Should FOLIO accept a csv list of identifiers (UUID/HRID) to delete? Will need match profile and which FOLIO record type in action profile
  • Need to coordinate with the deletion of related Inventory records
  • Add Delete option (once delete is finalized for all SRS, Inventory, and Acq records
    • SRS MARC Bibs
    • SRS MARC Holdings
    • SRS MARC Authorities
    • Inventory instances
    • Inventory holdings
    • Inventory items
    • Inventory authorities
    • Invoice and invoice lines (probably not needed, since the open invoice can be deleted from the Invoice app)
    • Purchase order and purchase order lines


 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 23/Mar/21 ]

Splitting this into 3 separate features:

  1. Support for delete actions ( UXPROD-2350 Draft )
  2. Support for importing tags ( UXPROD-2999 Draft )
  3. Support for importing notes (notes app notes) ( UXPROD-2998 Draft )
Comment by leeda.adkins@duke.edu [ 29/Apr/21 ]

Wanted to make a note of desired behavior for deleted records and Data Import: when a record is marked for deletion, the record is removed from whatever index Data Import searches to retrieve matches.

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