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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
    </build-info>

<item>
            <title>[UXPROD-2860] eUsage harvest summary and results</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2860</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Purpose&lt;/b&gt;: When usage is harvested, eUsage will try to make a match between the title in the usage report and a title in the KB. If a match cannot be found, the user needs to have a way to create a match manually. We also need to provide a way for users to view and edit existing matches in case they are incorrect. The system should remember manual matches and edits for future loads.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Harvest Workflow&lt;/b&gt;:&lt;/p&gt;

&lt;ol&gt;
	&lt;li&gt;A COUNTER report is uploaded to the eUsage app (either manually or through an automated harvest)&lt;/li&gt;
	&lt;li&gt;The data in the report is processed and stored according to 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2859&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2859&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Parse and store structured usage data&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2859
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
&lt;/li&gt;
	&lt;li&gt;The outcome of the matching process is displayed on the &quot;Matching Summary&quot; section of the eUsage provider record&#160;&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;&lt;b&gt;Editing matches workflow&lt;/b&gt;&lt;/p&gt;

&lt;ol&gt;
	&lt;li&gt;The user clicks on the &quot;view/edit results&quot; link&lt;/li&gt;
	&lt;li&gt;The user is taken to a detailed view of the harvest results that includes a list of titles and their match status&lt;/li&gt;
	&lt;li&gt;The user can click on the &quot;create match&quot; or &quot;edit match&quot; links for each title to change the link between the eUsage title and a KB title&lt;/li&gt;
	&lt;li&gt;When the user clicks this link, a pop up window will open that displays a KB search screen.&lt;/li&gt;
	&lt;li&gt;The user can search for a title in the KB and select it.&lt;/li&gt;
	&lt;li&gt;The selected KB title will be matched to the selected eUsage record.
	&lt;ol&gt;
		&lt;li&gt;If no match was previously available, it will be added&lt;/li&gt;
		&lt;li&gt;If a previous match was in place, it will be replaced&lt;/li&gt;
	&lt;/ol&gt;
	&lt;/li&gt;
	&lt;li&gt;The user also has the option to ignore a match &#8211; in other words, to say they do not want to match it or continue reviewing it in the future.&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;&lt;b&gt;Mockups&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;**Mockups with workflow annotations can be found at:&#160;&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/RM/eUsage+Reports+Harvest+Summary+and+Results&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/RM/eUsage+Reports+Harvest+Summary+and+Results&lt;/a&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="11955">UXPROD-2860</key>
            <summary>eUsage harvest summary and results</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="10791">UXPROD-1253</parent>
                                    <priority id="10001" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p2.svg">P2</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:8b283ba3-876a-4e49-9331-64b5493d0021">Kristen Wilson</assignee>
                                                                <reporter accountid="557058:8b283ba3-876a-4e49-9331-64b5493d0021">Kristen Wilson</reporter>
                                    <labels>
                            <label>erm</label>
                            <label>eusage</label>
                            <label>reporting</label>
                    </labels>
                <created>Tue, 5 Jan 2021 21:20:08 +0000</created>
                <updated>Mon, 22 Nov 2021 18:17:22 +0000</updated>
                            <resolved>Mon, 22 Nov 2021 15:59:46 +0000</resolved>
                                                    <fixVersion>Kiwi (R3 2021)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>2</watches>
                                                                <comments>
                                                            <comment id="16359" author="5bffed52a1b46046f530c8f7" created="Fri, 4 Jun 2021 14:42:11 +0000"  >&lt;p&gt;Note to self: relevant RAML is at &lt;a href=&quot;https://github.com/folio-org/mod-eusage-reports/blob/master/src/main/resources/openapi/eusage-reports-1.0.yaml&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://github.com/folio-org/mod-eusage-reports/blob/master/src/main/resources/openapi/eusage-reports-1.0.yaml&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="16361" author="5bffed52a1b46046f530c8f7" created="Fri, 11 Jun 2021 11:13:07 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A8b283ba3-876a-4e49-9331-64b5493d0021&quot; class=&quot;user-hover&quot; rel=&quot;557058:8b283ba3-876a-4e49-9331-64b5493d0021&quot; data-account-id=&quot;557058:8b283ba3-876a-4e49-9331-64b5493d0021&quot; accountid=&quot;557058:8b283ba3-876a-4e49-9331-64b5493d0021&quot; rel=&quot;noreferrer&quot;&gt;Kristen Wilson&lt;/a&gt; On eUsage pages such as &lt;a href=&quot;https://folio-snapshot.dev.folio.org/eusage/view/9362de60-f8b2-4073-bee3-01fa5fc8462f?filters=harvestingStatus.active&amp;amp;sort=label&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-snapshot.dev.folio.org/eusage/view/9362de60-f8b2-4073-bee3-01fa5fc8462f?filters=harvestingStatus.active&amp;amp;sort=label&lt;/a&gt; the headings are &lt;b&gt;Harvesting configuration&lt;/b&gt;, &lt;b&gt;Matching summary&lt;/b&gt; (when the in-development plugin is enabled), &lt;b&gt;COUNTER statistics&lt;/b&gt;, &lt;b&gt;Non-COUNTER statistics&lt;/b&gt; and &lt;b&gt;Notes&lt;/b&gt;.&lt;/p&gt;

&lt;p&gt;But the description of this issue refers to the &lt;b&gt;Harvest Results&lt;/b&gt; section. Is that a new name for one of the existing sections, a synonym for the &lt;b&gt;Matching summary&lt;/b&gt; section in the mockup at &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/RM/eUsage+Reports+Harvest+Summary+and+Results&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/RM/eUsage+Reports+Harvest+Summary+and+Results&lt;/a&gt; , a second new section, or something else again?&lt;/p&gt;

&lt;p&gt;(The mockup mentions a &quot;harvest summary&quot; being in the &lt;b&gt;Matching summary&lt;/b&gt; section, which made me think that if harvest summary and matching summary are the same thing, then maybe harvest results is also the same thing as harvest summary (and therefore the same thing as matching summary.)&lt;/p&gt;</comment>
                                                            <comment id="16363" author="557058:8b283ba3-876a-4e49-9331-64b5493d0021" created="Fri, 11 Jun 2021 14:51:13 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5bffed52a1b46046f530c8f7&quot; class=&quot;user-hover&quot; rel=&quot;5bffed52a1b46046f530c8f7&quot; data-account-id=&quot;5bffed52a1b46046f530c8f7&quot; accountid=&quot;5bffed52a1b46046f530c8f7&quot; rel=&quot;noreferrer&quot;&gt;Mike Taylor&lt;/a&gt; Sorry, that&apos;s just more inconsistency based on changing vocabulary. The new accordion should be called &quot;Matching summary.&quot; I eliminated the reference to the separate &quot;Harvest results&quot; section. We eliminated that. You can take the mock ups as the official record of what this should look like.&lt;/p&gt;</comment>
                                                            <comment id="16365" author="5bffed52a1b46046f530c8f7" created="Fri, 11 Jun 2021 14:58:58 +0000"  >&lt;p&gt;Thank you, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A8b283ba3-876a-4e49-9331-64b5493d0021&quot; class=&quot;user-hover&quot; rel=&quot;557058:8b283ba3-876a-4e49-9331-64b5493d0021&quot; data-account-id=&quot;557058:8b283ba3-876a-4e49-9331-64b5493d0021&quot; accountid=&quot;557058:8b283ba3-876a-4e49-9331-64b5493d0021&quot; rel=&quot;noreferrer&quot;&gt;Kristen Wilson&lt;/a&gt;, this is helpful.&lt;/p&gt;</comment>
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