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

[UXPROD-3831] Allow user to assign various job profiles to Inventory Single Record Imports Created: 05/Oct/22  Updated: 30/Nov/23  Resolved: 05/Apr/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Orchid (R1 2023)
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: LC1, acquisitions, cataloging, data-import, epam-folijet, loc, metadatamanagement
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 UIIN-2298 Cannot save new Z39.50 Settings profi... Closed
is defined by MODSOURMAN-941 Add query param to allow filtering by... Closed
is defined by UIDATIMP-1314 ISRI: Suppress ISRI imports from the ... Closed
is defined by UIDATIMP-1315 ISRI: Filter the ISRI imports on the ... Closed
is defined by UIIN-2248 ISRI: Update the Settings screen to a... Closed
is defined by UIIN-2249 ISRI: Update the Settings screen to a... Closed
is defined by UIIN-2252 ISRI: Update the Inventory modal for ... Closed
is defined by UIIN-2253 ISRI: Update the Inventory modal for ... Closed
is defined by UIIN-2254 ISRI: Update the Inventory modal for ... Closed
is defined by UIIN-2255 ISRI: Update the Inventory modal for ... Closed
is defined by UIIN-2297 ISRI: Update the Settings create/edit... Closed
is defined by FAT-3435 Update OCLC import test to reflect ch... Closed
is defined by MODCPCT-69 Create an upgrade process for existin... Closed
is defined by MODCPCT-70 SPIKE: Review mod-copycat and design ... Closed
is defined by MODCPCT-71 Allow importing single records with s... Closed
is defined by STCOM-1065 Add 'centered' property to the 'Radio... Closed
is defined by UIIN-2250 Accessibility check: ISRI Z39.50 inte... Closed
is defined by UIIN-2251 Accessibility check: ISRI Z39.50 inte... Closed
is defined by UIIN-2256 Z39.50 Settings toasts have a typo Closed
is defined by UIIN-2277 Merge ISRI PRs with interfaces depend... Closed
is defined by UIIN-2306 ISRI: Add job profile-related info ic... Closed
is defined by UIIN-2343 Update success messages for ISRI Closed
Relates
relates to UXPROD-4073 Inventory Single Record Import: Abili... Open
Release: Orchid (R1 2023)
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimate: Medium < 5 days
Analysis Estimator: Ann-Marie Breaux (Inactive)
Front End Estimate: Large < 10 days
Front End Estimator: Mariia Aloshyna
Front-End Confidence factor: 70%
Back End Estimate: Medium < 5 days
Back End Estimator: Kateryna Senchenko
Back-End Confidence factor: 70%
Development Team: Folijet
PO Rank: 130
Rank: Cornell (Full Sum 2021): R3

 Description   

Goal: small-ish feature that Folijet works on while finishing Order import and Defining requirements for multi-holdings/multi-item, based on described needs in https://docs.google.com/spreadsheets/d/1P08VUvxpTZJlgORd7Ff0e0CQofn_lMLv91Ol5lODugw/edit#gid=0

See PPT with requirements at https://docs.google.com/presentation/d/14tP9CNoxcd-kFrbrKNOgtzzNaPsbZOtR277UmOvy82I/edit?usp=sharing

  • Update Z39.50 Settings
    • Allow selection of multiple profiles for create and update - change those to repeatable fields
    • Designate one of each as the default
    • Add the job profile name to the UUID
    • Maybe make the job profile names on the View screen hotlinks
  • Create a way to migrate previous Z39.50 settings (pre-Orchid) to the new format that allows multiple job profiles
  • Update the 4 ISRI modals to include a label for the Source field, and an option to select which profile to use, with the default profile listed first, and the rest in alphabetical order
    • Create (Import) for one source
    • Update (Overlay) for one source
    • Create (Import) for multiple sources
    • Update (Overlay) for multiple sources
  • Ensure any single record import jobs are prioritized ahead of regular DI jobs, despite which job profile is used 
  • Ensure any single record import jobs are kept off the DI landing page, despite which job profile is used

Dev questions/things to check:

  • Migration of pre-existing Z39.50 target profiles
  • Update existing default OCLC/LC profiles
  • ISRI jobs are given priority, no matter which job profile is applied - should be OK - priority is based on which API entry point is triggered (initiated without file upload), not Job Profile ID
  • ISRI jobs are suppressed from DI landing page, but display and are filterable on the View all page
  • Suppressing the MARC Holdings/Authority job profiles from the settings dropdown will be a little tricky because jobs known MARC vs EDIFACT, but not the different kinds of MARC; important to suppress if we can, because ISRI only works for MARC Bibs; cannot be triggered from the Inventory screens for MARC Holdings or MARC Authorities

SME questions/things to check:

  • Be very clear on the difference between Create/Import and Update/Overlay profiles
  • Modifications work in Update/Overlay profiles
  • Label over the Source box in Inventory: Target or Source or ??
  • Do we need UUIDs on the Settings View page or only Create/edit page
  • Easiest way to suppress all ISRI jobs from DI Landing page is to suppress all imports made directly to the API (without uploading a file, no file name) - is that OK? If not, can try something else, but would be more dev effort
  • Settings UI allows multiple target profiles with the same name; should we change that to require different names?

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