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2023-01-18 Data Import Subgroup meeting

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Recordings are posted Here (2022+) and Here (pre-2022)                   Slack channel for Q&A, discussion between meetings

Requirements details Here                                                                    Additional discussion topics in Subgroup parking lot


Attendees: Ann-Marie Breaux (Deactivated) Jennifer Eustis 

Current development (Orchid)

Agenda: 

    • UI Log Subgroup
      • Started meeting yesterday; should have some updates by next week or the following week
    • Importing to create orders
      • If user is importing, but the order must be approved before being opened, and the user does not have approve permission
        • Creating the order as Open implies that the order has been approved, so seems improper
        • Create the order as Pending instead of Open?
        • Disallow the order creation entirely?
      • Aim for UAT a couple weeks from now. 
      • A-M will create a UAT folder and outline some sample files/profiles
    • Inventory Single Record Import - Selecting profiles
      • Review current development
      • Add info message about which job profiles can be selected?
      • Plan UAT, probably next week - depends on having an available environment
        • Create/edit Z39.50 profiles
        • Create/edit job profiles
        • Import/Create with single target/multiple targets
        • Re-import/Overlay/Upgrade with single target/multiple targets
        • Inventory success toast OK?
        • Log - suppress from DI landing page, filterable on View all page (still in progress)
      • A-M will create a UAT form/outline

Upcoming meetings/agenda topics:

  • Creating orders from imported MARC Bibs - E2E review and testing
  • Gather more samples for multiple holdings/items


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