2024-1-24 Data Import Subgroup meeting

Announcements

New format for the agendas. please suggest additional columns that would be helpful. Other feedback on this format is welcome. 

Documentation: The group has identified a need for new, enhanced, or reorganized documentation around Data Import.

• In a previous session, we agreed that completing a functionality audit spreadsheet would be a good first step

In lab session on 1/18/2024, we created a wiki page, Data Import Implementers Topic Tracker, with guidelines on how to contribute and a spreadsheet to track issues. This is based on the work done in the Acquisitions SIG. An archive area was also created where we could archive outdated pages such as the Archived Data Import Implementers and Feature Discussion Topics.

The idea was to put down issues whether they were linked to a Jira issue or not. Some of the important information that we wanted to track was if there was a linked Jira and in particular when the issue was discussed in the working group and the decision(s) made in regard to that issue.

The spreadsheet is still being developed. Before we add more issues, the group in lab wanted to know:

• Do we adopt this page and spreadsheet? If yes, do we have volunteers to populate it?
• To make sure this page is maintained, the group suggested that the working group look at it once a month to see what is outstanding or new. Is this a practice we want to adopt?

Discussion: 

A link to the new Data Import topic tracker is at the top of the page. Format was worked on at last week's data import session. 

Q: is this only to track Jira tickets? Or will there be other topics added to the agenda. R: In Acq /RM individuals add stories to the topic tracker and the Jira may only be added later to the spreadsheet. (many think this is a good idea.)

Can reference the Acq/Resource Management implementers topic tracker.

Perhaps add widgets that bring in Jiras automatically based on the tag. 

Q: How to add "Click here and expand" text. R: Put the cursor where you want the text block to begin and use Insert Macro function. Type "Expand" to locate the Expand Macro.

Agreed to use the de-duplication discussion to work on building a useful functionality framework. 

• Get volunteers to create a spreadsheet and start brainstorming - DONE

Consensus seems to be that FOLIO should not be de-duplicating within the incoming record unless it is explicitly defined in an import profile.

Q: Is de-duplication something that should be able to be deactivated on a field by field basis? R: Sounds like a reasonable approach. There is also some concern that this would complicate an already complicated situation. 

Possible solution - a tool to deduplicate in another tool rather than within data import instead.

Suggestion to start with the functionality audit. RT can connect with the developers as a part of this audit. 

Q: Are we starting with how we as users expect functionality work or with how the developers expect it to work. R: Really should have both for each feature. Start from perceived / desired functionality of the users and add to it with designed functionality.  Suggestion to provide examples to the developers so that it is clear what we are expecting.

Pilot functionality audit with de-duplication and start with our understanding and then get input from the developers.