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

[UXPROD-662] Automated FTP and Scheduling for batch files Created: 25/May/18  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: P4
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: data-import, delimited_files, loc, marcimport
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
Relates
relates to UXPROD-3699 Records transmitted to FOLIO from GOB... Draft
Release: Not Scheduled
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimate: Medium < 5 days
Analysis Estimator: Niels Erik Nielsen
Front End Estimate: XXL < 30 days
Front End Estimator: Niels Erik Nielsen
Front-End Confidence factor: Low
Back End Estimate: XXL < 30 days
Back End Estimator: Niels Erik Nielsen
Estimation Notes and Assumptions: In terms of possible implementations this is still a very open ended requirement. I don't immediately know if any analysis have been made already of the detailed requirements or of potential technical solutions for implementing such a scheduler.

Due to the time constraint, no effort has been done on part of the estimator at least, to consider possible technical solutions and designs for the broader requirement. Confidence is thus set to low.
Development Team: Folijet
Kiwi Planning Points (DO NOT CHANGE): 10
PO Rank: 65
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R2
Rank: hbz (TBD): R2
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R4
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

Be able to schedule and automate the pickup of batch files for loading. Likely will include:

  • FTP address, logon details, possibly subdirectory changes, possibly file name structure to look for
  • Staging area within FOLIO for retrieved files
  • Scheduler to allow for automated pick up of files, as well as on-demand pick up
  • Ability to test the FTP connection
  • Ability to associate a certain job profile with the scheduled pickup and retrieved file


 Comments   
Comment by Anya [ 29/Mar/19 ]

Comment from the March meeting: 2 pieces: 1 - go pick up files, 2 - assign jobs and run them

Comment by Ann-Marie Breaux (Inactive) [ 21/Jun/22 ]

Additional feedback from Acq SIG today:

Ideas for a scheduling profile:

  • How would FOLIO know which job profile to assign? (Which vendor, what type of records (E/P, AP/DDA/FO))
  • Maybe based on vendor, FTP directory path or subfolder, text in a file name, account number
Generated at Fri Feb 09 00:09:28 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.