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

[UXPROD-2892] Data Import: Add Administrative note to Instance, Holdings, and Items Created: 04/Feb/21  Updated: 08/Nov/22  Resolved: 21/Jun/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Morning Glory (R2 2022)
Parent: Batch Importer (Bib/Acq)

Type: New Feature Priority: P3
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ann-Marie Breaux (Inactive)
Resolution: Done Votes: 0
Labels: data-import, epam-folijet
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File AdminNoteSchema.png     PNG File Holdings FM - Create Edit.png     PNG File Holdings FM - View.png     PNG File Instance FM - Create Edit.png     PNG File Instance FM - View.png     PNG File Instance JSON.png     PNG File Instance UI.png     PNG File Item FM - Create Edit.png     PNG File Item FM - View.png     File Testig UXPROD-2892 Import Admin Notes.mp4    
Issue links:
Defines
is defined by UIDATIMP-1189 Instance Field mapping profile: Admin... Closed
is defined by UIDATIMP-1118 Add Admin note field to the Instance ... Closed
is defined by UIDATIMP-1119 Add Admin note field to the Holdings ... Closed
is defined by UIDATIMP-1120 Add Admin note field to the Item fiel... Closed
is defined by UIDATIMP-1121 Add Admin note field to the Instance ... Closed
is defined by UIDATIMP-1122 Add Admin note field to the Holdings ... Closed
is defined by UIDATIMP-1123 Add Admin note field to the Item fiel... Closed
Gantt End to Start
has to be done after UXPROD-2867 Add Administrative note to Instance, ... Closed
Relates
relates to MODDICONV-276 Holding and item field mapping profil... Closed
Release: Morning Glory (R2 2022)
Epic Link: Batch Importer (Bib/Acq)
Front End Estimate: Large < 10 days
Front End Estimator: Ivan Kryzhanovskyi
Front-End Confidence factor: High
Back End Estimate: Large < 10 days
Development Team: Folijet
PO Rank: 85
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R5

 Description   

Once UXPROD-2867 Closed is implemented in Inventory, adjust Data Import to accommodate Admin notes in Instance, Holdings, and Item records:
UI:

  • Administrative note is a repeatable field, with no pre-defined reference data (analogous to Item record Former identifier field)
  • Field mappings should allow
    • Default value
    • 1 or more MARC fields (e.g. 050$a " " 050$b)
    • Cascade of MARC fields ending with a default value (e.g. 090$a " " 090$b; else 050$a " " 050$b; else "TEST")
  • Create/edit screen for Instance field mapping
  • View screen for Instance field mapping
  • Create/edit screen for Holdings field mapping
  • View screen for Holdings field mapping
  • Create/edit screen for Item field mapping
  • View screen for Item field mapping
  • Add UI story to doublecheck existing profiles, and that the admin note appears as a new blank field on the edit screen and view screen
  • Add (or update existing?) E-to-E tests
    • Creates (all 3 record types)
    • Updates (all 3 record types, different repeated action for each record type)

BE:

  • The Administrative note is not controlled by an underlying SRS MARC record, so
    • It should be editable regardless whether the Instance or Holdings Source = FOLIO or MARC
    • No changes required for the MARC Bib-to-Inventory Instance or MARC Holdings-to-Inventory Holdings default profiles
  • Update schemas for all 3 record types
  • New Karate tests
  • Add BE story to doublecheck to see if any migration script is needed
  • Schema migration and testing

Out of scope

  • Do not add Admin note to match options for Instance/Holdings/Note (confirmed at DI Subgroup mtg 9 Feb 2022)

Other details from UXPROD-2867

Current situation or problem: Libraries need to enter notes that describe decisions, why they were made, variations from standard procedures, etc. The Inventory Instance notes are often controlled by the underlying MARC record, and they relate to the bibliographic description. This note field would live in the administrative section of the record and would not be controlled by any underlying source record. It may be useful to include in Instances, Holdings, and Items. By far, the highest priority is Instances, followed by Holdings, followed by Items.



 Comments   
Comment by Charlotte Whitt [ 14/Jan/22 ]

Ann-Marie Breaux - the Prokopovych team has now done all BE and FE work on Add Administrative not to Instance, Holdings, and Items ( UXPROD-2867 Closed )

Comment by Ann-Marie Breaux (Inactive) [ 24/Jan/22 ]

Thanks, Charlotte Whitt I've got the details sorted for Data Import. Just need to write up the stories. I'm not sure we will get to this in Morning Glory though.

Comment by Ann-Marie Breaux (Inactive) [ 14/Feb/22 ]

From Pavlo Smahin
I'm not sure what BE-work is needed for this feature.
I've just now tested importing MARC-bib with mapping profile that should add Administrative note. I created mapping profile via API with the same logic for administrativeNotes fields as for other fields and import works.
It is mentioned that some "Update schemas for all 3 record types" needed. What this is about?
If there some additional work needed from BE that is not mentioned in the feature? If not, it seems to me that it is UI-feature to add support of administrative notes on UI.

And my reply:
Interesting! Folijet may have updated the schema in the context of some other work or bug fixes. If you can create the profile via API, then it sound like maybe we just need:

  • Once the UI is updated, check to make sure that mappings are working properly and each Inventory record type is updated properly
  • Create new (or adjust existing) Karate tests for Create/Update each record type, to include admin notes
  • Confirm whether any migration script is needed
Comment by Ann-Marie Breaux (Inactive) [ 14/Feb/22 ]

Hi Kateryna Senchenko Please see Pavlo Smahin comment above, plus attachments AdminNoteSchema.png, Instance JSON.png, Instance UI.png. Could you confirm that all looks OK? If yes, it seems like we could decrease the BE estimate for this feature

Comment by Ann-Marie Breaux (Inactive) [ 15/Apr/22 ]

Hi Kateryna Senchenko and Ivan Kryzhanovskyi All the UI stories are tested and confirmed. I've attached a video here showing the imports working.

I still need make a couple updates in TestRails

  • a new test for importing the admin import notes in general
  • update the existing repeatable fields tests to include this field for all 3 record types

Kateryna Senchenko do we need to create or edit any Karate tests?

cc: Taisiya Trunova

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