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

[UXPROD-3361] Prep for Importing Orders in MARC format Created: 06/Oct/21  Updated: 09/Aug/22  Resolved: 09/Aug/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: P2
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ann-Marie Breaux (Inactive)
Resolution: Done Votes: 0
Labels: Lehigh(round_ii+mvp), acquisitions, cap-mvp, crossrmapps, data-import, lotus-at-risk, marcimport, orders, po-mvp
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: File appr0831.mrc     File appr0831.mrk    
Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
Duplicate
is duplicated by UXPROD-2282 MARC Field Mapping Profiles Details f... Closed
Gantt End to Start
has to be done before UXPROD-185 Import Orders in MARC format Closed
has to be done after UXPROD-1925 Holdings: Display of POL number, Orde... Closed
Relates
relates to UXPROD-2075 MARC Bib Field Mapping Profiles Detai... Closed
relates to UXPROD-2209 Bring Action Profiles to life: next work Closed
relates to UXPROD-2286 MARC Field Mapping Profiles Details f... Closed
relates to MODORDERS-334 Update purchase order number pattern Closed
relates to UIDATIMP-234 SPIKE 2: Figure out best process for ... Closed
Release: Morning Glory (R2 2022)
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimate: XL < 15 days
Analysis Estimator: Ann-Marie Breaux (Inactive)
Front End Estimate: Medium < 5 days
Front End Estimator: Ivan Kryzhanovskyi
Front-End Confidence factor: High
Back End Estimate: Large < 10 days
Back End Estimator: Kateryna Senchenko
Development Team: Folijet
Kiwi Planning Points (DO NOT CHANGE): 65
PO Rank: 94
Rank: Chalmers (Impl Aut 2019): R5
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: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R5
Rank: Grand Valley (Full Sum 2021): R2
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R5
Rank: Leipzig (ERM Aut 2019): R5
Rank: MO State (MVP June 2020): R1
Rank: Spokane Public Library (Jan 2021): R2
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R4

 Description   

Folijet will do this prep work in MG; then Folijet will implement UXPROD-185 Closed in Nolana

This prep feature will be for:

  • Ann-Marie Breaux verifying requirements (small group with DI/Acq, maybe quickMARC?)
    • UI
      • Creating field mapping screen
      • Create only?
      • Any DI log adjustments?
    • How to handle receiving pieces
    • Handling multi-copy/multi-volume orders
    • How to handle Inventory creation
    • How to incorporate the POL line limit into import
    • Performance expectations
    • Work with templates at all, or just use defaults from the field mapping profile?
  • Dev teams confirming necessary research spikes related to
    • Review the Lehigh tool and whether we can reuse any of it (Michelle, Damien)
      • What tweaks did Damien make for Mich State?
    • DI interacting with Orders app
    • Review details between Folijet/Spitfire and Thunderjet (Damien, Andrei M, Kate, Igor, A-M, Dennis, optional Khalilah)
    • Review the DI-Invoicing flow with Volodia and Ruslan from Folijet, since this will be roughly parallel
    • Understanding current Order/Receiving/Inventory interactions, and how the DI requirements are the same and how they differ
    • Writing Karate & E-to-E test scenarios
    • Performance testing
    • Planning the work
  • Get the stories written and refined so that they can be developed in Nolana

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 A-M check is this is needed - maybe only create, not update?
    • 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 FOLIO Orders app, to create orders and order lines

--------------

Bring job profiles to life for MARC Bibliographic records creating (not yet deleting) Order + Order line records

Note: This is based on UI input, not command line. Data Migration may take care of loading PO and PO Line data based on command line interaction with Order APIs.

Parse incoming order data in MARC records to identify relevant order details, package them up, and deliver to the orders app with appropriate rules, so that orders and order lines can be created.

When start importing orders and shelfready data, preference is to match on PO or Order Key and then update associated Instance, MARC Bib, Holdings, Items – make sure this is a requirement in the order import (see UXPROD-3345 Closed )

See additional details here: https://folio-org.atlassian.net/wiki/display/MM/Create+orders+by+importing+MARC+Bibliographic+Records

Next steps:

  • Mtg with Igor
  • Small group outline basic requirements
  • Confirm requirements with devs
  • Confirm requirements with DI and Acq groups
  • Igor creates a high level design of the process
  • Review design with Tjet/Fjet devs
  • Write the detailed stories for UXPROD-185 Closed , to implement in Nolana
  • Folijet refines the stories and sizes the effort


 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 18/Feb/22 ]

Hi Igor Gorchakov I added you as a watcher on this feature - at the very bottom of the description, you'll see a list of next steps:

  • A-M and Igor meet the week of March 7
  • Small group outlines basic requirements
  • Confirm requirements with devs
  • Confirm requirements with DI and Acq groups
  • Igor creates a high level design of the process
  • Review design with Tjet/Fjet devs
  • Write the detailed stories for UXPROD-185 Closed , to implement in Nolana
  • Folijet refines the stories and sizes the effort

And I'll leave you alone until March - thank you for offering to help with this feature!

And HAPPY BIRTHDAY!!!

Comment by Khalilah Gambrell [ 19/May/22 ]

Igor Gorchakov and Natalia Zaitseva, Ann-Marie have agreed to reassign this feature to Folijet.

Generated at Fri Feb 09 00:31:24 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.