A-M Feature Review - SHARED July 2019
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PO RankRank: 5Colleges (Sum 2020)Rank: BNCF (Aut 2019)Rank: Chalmers (Aut 2019)Rank: Chicago (Sum 2020)Rank: Cornell (Sum 2020)Rank: Duke (Sum 2020)Rank: FLO (Sum 2020)Rank: GBV-ERM Only (Aut 2019)Rank: GBV-Full (TBD)Rank: Hamburg (used for reporting only)Rank: hbz (TBD)Rank: HeBIS (used for reporting only)Rank: Hungary (End 2020)Rank: Lehigh (Sum 2020)Rank: Leipzig-ERM Only (Aut 2019)Rank: Leipzig-Full (TBD)Rank: OVGU (used for reporting only)Rank: TAMU (Jun 2020)Rank: U of AL (Oct 2020)
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Epic LinkKeySummaryCurrent RankNew RankCurrent
Calc Rank
A-M notesStatusFix Version/sDescriptionDevelopment TeamCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewCurrentNewFront End EstimateBack End EstimatePotential Workaround
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Batch Importer (Bib/Acq)UXPROD-1447Instance record with an underlying MARC record. Block edit of given elements if SRS MARC is linked (Part 2 of Connecting SRS, Inventory, and MARCCat for Bibs/Instances)110110In ProgressQ3 2019*NOTE:* During Q2 2019 planning, decided this will be handled by Folijet, consulting with Core-Fxn if needed for Inventory-related aspects

This is Part 2 of Connecting MARCcat, Source Record Storage, and Inventory for MARC Bibs/Instances: Block edit of Instance Elements maintained in the udnerlying MARC Bib record (UXPROD-1447)
See Part 1: Make Inventory Instance rely on SRS and update the standard mappings from SRS to Instance (UXPROD-1577)
See Part 3: Implement Instance-to-MARC Mapping, including spike for whether whether Inventory Instance influences SRS MARC Bibs in any way other than creating a brief SRS MARC Bib when one does not exist (UXPROD-1397)
See Part 4: SRS-MARCcat Integration (UXPROD-1595)

*Purpose*: When established linking between an Instance record in Inventory to a source record in the Source Record Storage (SRS), then edit of given meta elements in the Instance record need to be blocked, when data is maintained in the MARC record in MARCcat.

Requirements:
* Confirm which Instance data elements should be locked from editing and which are open for editing, when an underlying MARC record exists. Inventory back end will hold definitions of the un-editable fields; UI can read that and disable the un-editable fields. Will also relate to the fields that were mapped to create the Instance, when the SRS MARC was loaded.
* If Instance linked to underlying MARC, block edit of the specified fields
* How will UI indicate the fields are blocked from editing? Grey them out in the edit screen
* Ensure that all fields in instances without underlying MARC records are still editable

In the instance record the element *Metadata source* is implemented (in alpha). This element is auto-populated with the specific source of the record in the SRS, if applicable. Current valid values are MARC (if underlying SRS MARC record) or FOLIO

Dependencies:
# Establish storage of MARC formatted records in SRS
# Implement data flow Inventory <> SRS <> MARCcat

Folijetgo-livego-livego-livego-livego-livego-liveNOT NEEDEDNOT NEEDEDNOT NEEDEDgo-livego-livego-liveLarge < 10 daysLarge < 10 days
4
Batch Importer (Bib/Acq)UXPROD-1806NFR: Data Import Pub-Sub (Event Driven) Infrastructure1050NFRIn ProgressQ3 2019Broken out from other Data Import work and features in June 2019, so that we can have a feature to capture all of the pub-sub/event-driven work

Managed by [~Taras_Spashchenko] and [~OleksiiKuzminov] in consultation with [~vbar] and the Tech Council

This will be backend work, to allow for Data Import to interact with other FOLIO applications for matching, actions, and logging

Requirements:

* Define preferred approach
* Review with Tech Council and POs/Tech Leads for affected apps (Inventory, MARCcat, Acquisitions)
* Create POC
* Create complete working infrastructure

https://github.com/folio-org/rfcs/blob/645ac5c208f3f63909700ad4755841df4e769112/text/0000-pub-sub.md
FolijetSmall < 3 daysXXL < 30 days
5
Batch Importer (Bib/Acq)UXPROD-1379CRUD for Action Profiles9371In ProgressQ3 2019Help the user set rules and profiles for dealing with incoming batch loads:
* what type of incoming file
* what FOLIO apps/record types should be affected (Inventory, MARCcat, Source Record Storage, Orders, and Invoices, to start)
* what actions to take on those records
* using what data mappings
* allow actions to be saved as profiles or created on the fly

See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic

Note: Split from UXPROD-656 because it was too broad, and so that it could be closed in Q4 2018
Folijetgo-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-liveXL < 15 daysXXL < 30 days
6
Batch Importer (Bib/Acq)UXPROD-1380CRUD for MARC Field Mapping Profiles9292DraftQ3 2019Help the user set mapping rules and profiles for dealing with incoming batch loads:
* find data elements in fields of incoming MARC Bibliographic file
* map to data elements of appropriate FOLIO Inventory, Acquisitions, MARCcat, and Source Record Storage records
* Allow for sequential mapping (first look in this field for data, then in this field)
* Allow for defaults
* Allow for blanking out data in existing FOLIO fields
* Allow for mappings to be created and saved as data mapping profiles, or to be created on the fly
* Apply the rules to parse the incoming data and deliver to the appropriate FOLIO loader apps, to CRUD the proper kinds of records

See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic

Note: Split from UXPROD-656 because it was too broad, and so that it could be closed in Q4 2018
Folijetgo-livecan wait - up to 1 yeargo-livego-livego-livego-liveNOT NEEDEDNOT NEEDEDgo-livego-liveNOT NEEDEDcan wait - up to 1 yeargo-livego-liveXXL < 30 daysXXL < 30 days
7
Batch Importer (Bib/Acq)UXPROD-1769Remaining Job and Match profile work9131OpenQ3 2019Captures the remaining work for Job and Match profiles
Action profiles were started in Q2, but the bulk of the work will be done in Q3 2019 (UXPROD-1379)

Remaining stories moved from UXPROD-1377, UXPROD-1378

General topics covered:
* Job profiles
** Final details of assembling job profiles
** Deleting
** Exporting
** Linking match and action profiles to job profiles
* Match profiles
** Final details of defining match profiles
** Delete
** Export
** Related job profile header actions
** Linking to job profiles
* UI buildout
** Finish assign jobs screen (allow for assigning existing profiles or creating new ones)
Folijetgo-livecan wait - up to 1 yeargo-livego-liveXL < 15 daysXL < 15 days
8
Batch Importer (Bib/Acq)UXPROD-1805SRS MARC-Inventory Instance relationship refinement9020OpenQ3 2019Q3 2019 Data Import Priority

*NOTE:* During Q2 2019 planning, decided this will be handled by Folijet, consulting with Core-Fxn if needed for Inventory-related aspects

This finishes refinement of the MARC Bib-Inventory Instance connectivity with regards to:

1. Review and update the new default MARC Bib-to-Inventory Instance mapping
2. Add a tenant-level CLI in this feature, then UI (UXPROD-1479) for customization of the default MARC Bib-to-Inventory Instance mapping, based on the Data Import MARC mapping UI and UX
3. Clean up the 001/035 situation in the SRS MARC records, and allow the previous system ID to be retained as FOLIO Instance HRID
4. Consider splitting the Identifiers into Record and Product IDs
5. Update all older documentation that describes loading MARC records directly to Inventory Storage via CLI, e.g. the instructions of Wayne Schneider at https://github.com/folio-org/folio-install/blob/master/single-server.md, and there "Load Sample Data"

*Previous notes:*
* *Instance from MARC mapping:* https://docs.google.com/spreadsheets/d/11lGBiPoetHuC3u-onVVLN4Mj5KtVHqJaQe4RqCxgGzo/edit#gid=1704497781
* The standard MARC-to-Instance map needs to be editable at the tenant level, at a CLI level to start, and via a UI in the future. We need to cover at least the CLI portion in this feature
* Instance fields that surface from the underlying SRS data should not be editable (UXPROD-1447)
* CRUD of MARC Bib records in SRS should result in the corresponding mapped changes in the Inventory Instance records

*NOTE:* May have to extend the Inventory data structure a bit to include the proper reference, especially if Instance may have more than one SRS record in the future - this may be a future enhancement

====================================================

Older requirements:
Implement storage of batch loaded MARC records stored in blob store. The MARC blob of each record has a unique identifier.
* Define linking to matching Inventory record: (/)
** Instance record: UUID= 5b1eb450-ff9f-412d-a9e7-887f6eaeb5b4
** Storage address of instance: http://localhost:9130/inventory/instances/5b1eb450-ff9f-412d-a9e7-887f6eaeb5b4
** Address of its source record: http://localhost:9130/instance-storage/instances/5b1eb450-ff9f-412d-a9e7-887f6eaeb5b4/source-record/marc-json
Folijetgo-livego-liveSmall < 3 daysLarge < 10 days
9
Batch Importer (Bib/Acq)UXPROD-1768NFR: Data Import (Batch Importer for Bib Acq) Q3 2019 Technical and NFR work890NFRIn ProgressQ3 2019Feature to hold various technical and NFR work and bugs for Data Import app in Q3 2019

Some low-priority unfinished stories/bugs may move to a Q4 2019 feature
FolijetXL < 15 daysXXL < 30 days
10
Batch Importer (Bib/Acq)UXPROD-1595Connect SRS and MARCcat (Part 4 of Connecting SRS, Inventory, and MARCCat for Bibs/Instances)88.581Open*NOTE*: During Q2 2019 planning, decided that this will be handled by both AtCult and Folijet, but tempo is set by Folijet

This is Part 4 of Connecting MARCcat, Source Record Storage, and Inventory for MARC Bibs/Instances: SRS-MARCcat Integration (UXPROD-1595)
See Part 1: Make Inventory Instance rely on SRS and update the standard mappings from SRS to Instance (UXPROD-1577)
See Part 2: Block edit of Instance Elements maintained in the underlying MARC Bib record (UXPROD-1447)
See Part 3: Implement Instance-to-MARC Mapping, including spike for whether whether Inventory Instance influences SRS MARC Bibs in any way other than creating a brief SRS MARC Bib when one does not exist (UXPROD-1397)

Goal is to have the corresponding Inventory Instance, SRS MARC Bib, and MARCcat MARC Bib linked to each other and interacting with each other.

Requirements:
# CRUD of MARC Bib records in SRS should result in the corresponding changes in the MARCcat MARC Bib records, then capturing the MARCcat UUID in the SRS 999 $m
# CRUD of MARC Bib records in MARCcat should result in the corresponding changes in the SRS MARC Bib records
# UUID of MARCcat Bib needs to be stored in 999 $m of the SRS MARC bib (joining the SRS and Instance UUIDs that are already there) (MODSOURMAN-96)
# {color:#d04437}Needs further definition: CRUD of related non-MARC data in MARCcat may need to result in corresponding changes in the SRS MARC Bib records, e.g. {color}
#* Admin metadata
#* Suppress from discovery flag
Folijetgo-livecan wait - up to 1 yeargo-livego-livego-livego-liveNOT NEEDEDNOT NEEDEDgo-livego-livego-liveVery Small (VS) < 1dayXL < 15 days
11
Batch Importer (Bib/Acq)UXPROD-669Ability to do a test load (preview), then revise before final run/commit8898if not the whole file, would be hekpful to have rollback ranked higher; A-M checkOpenHave the ability to do a test load, to preview the results, identify, and fix problems before committing the load to production in all the various affected apps.Folijetcan wait - up to 1 yearcan wait - up to a quarter after go-livego-livego-livecan wait - up to 1 yeargo-livego-livego-livego-livecan wait - up to a quarter after go-livecan wait - up to 1 yeargo-livego-livecan wait - up to 1 yearMedium < 5 daysXXL < 30 days
12
Batch Importer (Bib/Acq)UXPROD-1381CRUD for EDIFACT Invoice Data Mapping Profiles8887OpenHelp the user set mapping rules and profiles for dealing with incoming batch loads:
* find data elements in fields of incoming EDIFACT invoice file
* map to data elements of appropriate FOLIO Invoice records
* Allow for sequential mapping (first look in this field for data, then in this field)
* Allow for defaults
* Allow for blanking out data in existing FOLIO fields
* Allow for mappings to be created and saved as data mapping profiles, or to be created on the fly
* Apply the rules to parse the incoming data and deliver to the appropriate FOLIO loader apps, to CRUD the proper kinds of records

See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic

Note: Split from UXPROD-656 because it was too broad, and so that it could be closed in Q4 2018
Folijetgo-livecan wait - up to 1 yeargo-livego-livego-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livego-liveXXL < 30 daysXXL < 30 days
13
Batch Importer (Bib/Acq)UXPROD-661Create interactive log-summary of batchload results87.988OpenAfter batch load is completed, create an interactive results log/dashboard/report, with data such as:

* load stats (date, time, # actions)
* new records created
* existing records merged or overlaid with new data
* deleted record, or records marked for deletion
* problem/error records that were set aside during the load, with info about the problem to allow the user to resolve

Comments from Jon Miller/Chicago in the context of Data Migration, July 2019:
I added support for the Source Record Storage module to my general purpose file loader app https://github.com/jemiller0/Folio. For loading using the API it uses the batch API. It is the first test case that I have that makes use of an API that accepts and array of objects. It's a work in progress. *It doesn't do much with regard to handling the HTTP response at this point (for example, parsing out the error messages)*
Folijetcan wait - up to a quarter after go-livecan wait - up to 1 yeargo-livego-livego-livego-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livego-livego-liveLarge < 10 daysXXL < 30 days
14
Batch Importer (Bib/Acq)UXPROD-1479Migration. Simple UI for edit of the default MARC mapping of bibliographic records87.591DraftSimple UI for libraries to tweak the default MARC mapping, and prepare the conversion of the libraries catalog to Inventory, FOLIO format.
Currently default is documented in spreadsheet form. If easy to reuse the Data Import Field Mapping, then that is good too.

Aleph has a UNIX table, can be edited as text -- either a table like this or a spreadsheet would likely be adequate for migration *except* for complex logic.
Syntax for complex mapping logic should follow syntax being used in Data Import.

For ongoing mapping changes, investigate adapting UI being developed for Data Import.

Documented in:
* MARC to instance mapping -- working document by [~wayne]: https://docs.google.com/spreadsheets/d/11lGBiPoetHuC3u-onVVLN4Mj5KtVHqJaQe4RqCxgGzo/edit#gid=464713748
* rules.json -- by [~wayne]: https://drive.google.com/drive/folders/1MIoG6IgYs0-61w7Wq7ESt2Pv4uptA11q

Core: Functionalgo-liveNOT NEEDEDgo-livego-livego-livego-liveNOT NEEDEDNOT NEEDEDcan wait - up to 1 yeargo-livego-livego-livego-liveXL < 15 daysMedium < 5 days
15
Batch Importer (Bib/Acq)UXPROD-659Import Inventory Holdings in MARC format8074OpenNote: This is based on UI input, not command line. Data Migration may take care of loading Inventory data based on command line interaction with Inventory Holdings APIs.

Parse incoming holdings data in MARC records to identify relevant holdings details, package them up, and deliver to the 1) inventory app with appropriate rules, and 2) the MARCcat app, so that holdings can be CRUDed.

Overlaps with UXPROD-1575 and UXPROD-1380

See https://docs.google.com/document/d/1S4sDQ7SHOzhu8qI2yUKOHDoDdu3C_ABDAJRLn6JHYY0/edit for more background.
Folijetcan wait - up to 1 yearcan wait - up to 1 yeargo-livego-livego-livego-livecan wait - up to 1 yearcan wait - up to 1 yeargo-liveNOT NEEDEDcan wait - up to 1 yearcan wait - up to 1 yeargo-livego-liveSmall < 3 daysMedium < 5 days
16
Batch Importer (Bib/Acq)UXPROD-658Import Inventory Items in MARC format7878OpenNote: This is based on UI input, not command line. Data Migration may take care of loading Inventory data based on command line interaction with Inventory Item APIs.

Parse incoming item data in MARC records to identify relevant item details, package them up, and deliver to the inventory app with appropriate rules, so that items can be CRUDed.
Folijetgo-liveNOT NEEDEDgo-livego-livego-livego-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yearcan wait - up to a quarter after go-livego-livecan wait - up to 1 yearSmall < 3 daysMedium < 5 days
17
Batch Importer (Bib/Acq)UXPROD-185Import Orders in MARC format7781OpenNote: This is based on UI input, not command line. Data Migration may take care of loading PO and PO Line data based on command line interaction with Order APIs.

Parse incoming order data in MARC records to identify relevant order details, package them up, and deliver to the orders app with appropriate rules, so that orders and order lines can be created.
Folijetgo-liveNOT NEEDEDgo-livego-livego-livego-liveNOT NEEDEDNOT NEEDEDgo-livego-liveNOT NEEDEDNOT NEEDEDgo-livecan wait - up to 1 yearMedium < 5 daysXL < 15 days
18
Batch Importer (Bib/Acq)UXPROD-663Import Invoices in MARC format7635My inclination is to get all the MARC Bib related imports done before starting Holdings or AuthorityOpenNote: This is based on UI input, not command line. Data Migration may take care of loading Invoice and Invoice Line data based on command line interaction with Invoice APIs.

Parse incoming invoice data in MARC records to identify relevant invoice details, package them up, and deliver to the invoices app with appropriate rules, so that invoices and invoice lines can be created.
FolijetNOT NEEDEDNOT NEEDEDgo-livecan wait - up to 1 yeargo-livecan wait - up to a quarter after go-liveNOT NEEDEDNOT NEEDEDNOT NEEDEDcan wait - up to a quarter after go-liveNOT NEEDEDNOT NEEDEDcan wait until Fiscal year rollovercan wait - up to 1 yearSmall < 3 daysXXL < 30 days
19
Batch Importer (Bib/Acq)UXPROD-1575Make Inventory Holdings rely on MARC Holdings (Part 1 of Connect MARCcat, SRS, and Inventory for MARC Holdings)7370OpenThis is Part 1 of Connecting MARCcat, Source Record Storage, and Inventory for Holdings: Make Inventory Holdings rely on SRS and update the standard mappings from SRS to Holdings (UXPROD-1575)
See Part 2: Block edit of Holdings Elements maintained in the underlying MARC Bib record (UXPROD-1448)
See Part 3: Implement Holdings-to-MARC Mapping, including spike for whether Inventory Holdings influences SRS MARC Holdings in any way other than creating a brief SRS MARC Holdings when one does not exist (UXPROD-1396)
See Part 4: SRS-MARCcat Integration for Holdings (UXPROD-1596)

Goal is to have the corresponding Inventory Holdings, SRS MARC Holdings, and MARCcat MARC Holdings linked to each other and interacting with each other. Note that an Inventory Holdings *does not* have to have an underlying SRS MARC Holdings.

Requirements:
# A corresponding Inventory Holdings, SRS MARC Holdings, and MARCcat MARC Holdings will all have different UUIDs, stored in the 999 field of the SRS MARC Holdings
# Ensure we have a common understanding and process on how the HRID is created and stored. Inventory Holdings, SRS MARC Holdings, and MARCcat MARC Holdings will all have the same HRID
# When an Inventory Holdings is based on a MARC Holdings record stored in SRS
#* The Inventory Holdings' "view source" button opens a new window with a MARC display of the SRS MARC Holdings
#* The fields of the MARC record are surfaced in the Inventory Holdings based on a standard MARC Holdings-to-Inventory Holdings map (UXPROD-1303)
#* The standard MARC Holdings-to-Inventory Holdings map needs to be editable at the tenant level, at a CLI level to start, and via a UI in the future
#* Holdings fields that surface from the underlying SRS data should not be editable
# CRUD of MARC Holdings records in SRS should result in the corresponding mapped changes in the Inventory Holdings records

Folijetgo-liveNOT NEEDEDNOT NEEDEDgo-livego-livego-liveNOT NEEDEDNOT NEEDEDgo-livego-livego-liveMedium < 5 daysXXL < 30 days
20
Batch Importer (Bib/Acq)UXPROD-1448Holdings record with an underlying MFHD record. Block edit of given elements maintained in MARCcat72.956OpenThis is Part 2 of Connecting MARCcat, Source Record Storage, and Inventory for Holdings: Block edit of Holdings Elements maintained in the underlying MARC Holdings record (UXPROD-1448)
See Part 1: Make Inventory Holdings rely on SRS and update the standard mappings from SRS to Holdings (UXPROD-1575)
See Part 3: Implement Holdings-to-MARC Mapping, including spike for whether Inventory Holdings influences SRS MARC Holdings in any way other than creating a brief SRS MARC Holdings when one does not exist (UXPROD-1396)
See Part 4: SRS-MARCcat Integration for Holdings (UXPROD-1596)

*Purpose*: When established linking between an Holdings record in Inventory to a holdings source record in MARC Format for Holdings (MFHD) record in the Source Record Storage (SRS), then edit of given meta elements in the Holdings record need to be blocked, when data is maintained as a MFHD record in MARCcat.

In the holdings record there will be an element *Metadata source*. This element is auto-populated with the specific source of the record in the SRS, if applicable. For records with underlying MARC Holdings in SRS, source will be MARC

Notes:
* Define the linking between the MFHD formatted record, which is the original (rich) native metadata format stored in the SRS and the Holdings record in Inventory and the MARC holdings in MARCcat (store the various UUIDs in 999 field)
* Source = MARC, ,plus the 999 field associating the various UUIDs will establish control over the editing of fields in the Inventory Instance

Dependencies:
# Establish storage of MFHD formatted records in SRS
# Implement data flow Inventory <> SRS <> MARCcat
Folijetcan wait - up to a quarter after go-liveNOT NEEDEDNOT NEEDEDgo-livego-livego-liveNOT NEEDEDNOT NEEDEDNOT NEEDEDNOT NEEDEDNOT NEEDEDcan wait - up to 1 yeargo-livego-liveLarge < 10 daysXL < 15 days
21
Batch Importer (Bib/Acq)UXPROD-1596SRS-MARCcat integration for Holdings (Part 4 of Connect MARCcat, SRS, and Inventory for MARC Holdings)72.870OpenThis is Part 4 of Connecting MARCcat, Source Record Storage, and Inventory for Holdings: SRS-MARCcat Integration for Holdings (UXPROD-1596)
See Part 1: Make Inventory Holdings rely on SRS and update the standard mappings from SRS to Holdings (UXPROD-1575)
See Part 2: Block edit of Holdings Elements maintained in the underlying MARC Bib record (UXPROD-1448)
See Part 3: Implement Holdings-to-MARC Mapping, including spike for whether whether Inventory Holdings influences SRS MARC Bibs in any way other than creating a brief SRS MARC Holdings when one does not exist (UXPROD-1396)

Goal is to have the corresponding Inventory Holdings, SRS MARC Holdings, and MARCcat MARC Holdings linked to each other and interacting with each other. Note that an Inventory Holdings *does not* have to have an underlying SRS MARC Holdings.

Requirements:
# A corresponding Inventory Holdings, SRS MARC Holdings, and MARCcat MARC Holdings will all have different UUIDs, stored in the 999 field of the SRS MARC Holdings
# Ensure we have a common understanding and process on how the HRID is created and stored. Inventory Holdings, SRS MARC Holdings, and MARCcat MARC Holdings will all have the same HRID
# CRUD of MARC Holdings records in SRS should result in the corresponding changes in the MARCcat MARC Holdings records
# CRUD of MARC Holdings records in MARCcat should result in the corresponding changes in the SRS MARC Holdings records
# Needs further definition: CRUD of related non-MARC data in MARCcat Holdings may need to result in corresponding changes in the SRS MARC Holdings records, e.g.
#* Admin metadata
#* Suppress from discovery flag

Folijetgo-liveNOT NEEDEDNOT NEEDEDgo-livego-livego-liveNOT NEEDEDNOT NEEDEDgo-livego-livego-liveVery Small (VS) < 1dayXXL < 30 days
22
Batch Importer (Bib/Acq)UXPROD-1576Connect MARCcat and SRS for MARC Authority records7070OpenConnect MARCcat and SRS for MARC Authority records

Goal is to have the corresponding SRS MARC Authority and MARCcat MARC Authority records linked to each other and interacting with each other. Note that MARC Authority records will not be accessible via Inventory for now.

Requirements:
# A corresponding SRS MARC Authority and MARCcat MARC Authority will each have their own UUIDs, stored in the 999 field of the SRS MARC Authority record
# Ensure we have a common understanding and process on how the HRID is created and stored. SRS MARC Authority and MARCcat MARC Authority will have the same HRID
# CRUD of MARC Authority records in SRS should result in the corresponding changes in the MARCcat MARC Authority records
# CRUD of MARC Authority records in MARCcat should result in the corresponding changes in the SRS MARC Authority records
# Needs further definition: CRUD of related non-MARC data in MARCcat Authority may need to result in corresponding changes in the SRS MARC Authority records, e.g.
#* Admin metadata
#* Suppress from discovery flag
Folijetgo-liveNOT NEEDEDgo-livego-livego-livego-liveNOT NEEDEDNOT NEEDEDNOT NEEDEDgo-livego-liveVery Small (VS) < 1dayXXL < 30 days
23
Batch Importer (Bib/Acq)UXPROD-1860Migration. Simple UI for edit of the default MARC mapping of holdings records69.50new feature - no library has ranked; put it after the MARC holdings-Inventory Holdings integration workOpenSimple UI for libraries to tweak the default MARC mapping, and prepare the conversion of the libraries MARC holdings to Inventory holdings
Currently default is documented in spreadsheet form. If easy to reuse the Data Import Field Mapping, then that is good too.

Aleph has a UNIX table, can be edited as text -- either a table like this or a spreadsheet would likely be adequate for migration *except* for complex logic.
Syntax for complex mapping logic should follow syntax being used in Data Import.

For ongoing mapping changes, investigate adapting UI being developed for Data Import.

Documented in:
* MARC to holdings default mapping: https://docs.google.com/spreadsheets/d/1ac95azO1R41_PGkeLhc6uybAKcfpe6XLyd9-F4jqoTo/edit#gid=1891035698 (Holdings from MFHD tab)

Core: FunctionalXL < 15 daysMedium < 5 days
24
Batch Importer (Bib/Acq)UXPROD-662Automated FTP and Scheduling for batch files6969OpenBe 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
Folijetgo-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livego-livego-liveXXL < 30 daysXXL < 30 days
25
Batch Importer (Bib/Acq)UXPROD-1382CRUD for Delimited Data Mapping Profiles6022OpenSplit from UXPROD-656 because it was too broad, and so that it could be closed in Q4 2018

Help the user set mapping rules and profiles for dealing with incoming batch loads:
* do we define different types of "delimited" files
* find data elements in fields of incoming Delimited file
* map to data elements of appropriate FOLIO Inventory, Acquisitions, and Source Record Storage records
* Allow for sequential mapping (first look in this field for data, then in this field)
* Allow for defaults
* Allow for blanking out data in existing FOLIO fields
* Allow for mappings to be created and saved as data mapping profiles, or to be created on the fly
* Apply the rules to parse the incoming data and deliver to the appropriate FOLIO loader apps, to CRUD the proper kinds of records

See https://docs.google.com/drawings/d/1IN2t0T838HtHytNctdugQN0nL8_KSJ-PzysQxSyZ1Hc/edit for a schematic
Folijetcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yeargo-liveNOT NEEDEDNOT NEEDEDNOT NEEDEDNOT NEEDEDcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearXXL < 30 daysXXL < 30 days
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Batch Importer (Bib/Acq)UXPROD-664Batch upload and import of delimited metadata5048is this superseded by the more specific ones?OpenAllow for the batch upload and importing of delimited metadata, to affect various records in FOLIO (inventory instance, inventory holdings, inventory items, order record, invoice record)

Need to define "delimited" more clearly - csv that uses a particular delimiter character? Something similar to the Excel delimited file import?

Folijetcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livego-livego-livecan wait - up to 1 yeargo-livego-livecan wait - up to 1 yearcan wait - up to 1 yearMedium < 5 daysMedium < 5 days
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Batch Importer (Bib/Acq)UXPROD-657Import Inventory Items in Delimited format4956OpenNote: This is based on UI input, not command line. Data Migration may take care of loading Inventory data based on command line interaction with Inventory Item APIs.

Parse incoming item data in delimited files to identify relevant item details, package them up, and deliver to the inventory app with appropriate rules, so that items can be CRUDed.
Folijetcan wait - up to 1 yearNOT NEEDEDcan wait - up to 1 yeargo-livego-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livego-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yearcan wait - up to 1 yearSmall < 3 daysMedium < 5 days
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Batch Importer (Bib/Acq)UXPROD-655Import Orders in Delimited format4848OpenNote: This is based on UI input, not command line. Data Migration may take care of loading PO and PO Line data based on command line interaction with Order APIs.

Parse incoming order data in delimited files to identify relevant order details, package them up, and deliver to the orders app with appropriate rules, so that orders and order lines can be CRUDed.
Folijetcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearNOT NEEDEDSmall < 3 daysMedium < 5 days
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Batch Importer (Bib/Acq)UXPROD-191Manage EBSCO's approval plan purchases in FOLIO: MARC Load4545OpenRequires 2 elements:
1) Loading MARC records with acquisitions data, to build instances, holdings, items, and orders.
2) loading invoice data from MARC or EDIFACT files

Once Data Import for MARC and EDIFACT is built, this feature should be tested and closed, since those previous features should provide all the needed functionality
Folijetgo-liveNOT NEEDEDgo-livecan wait - up to a quarter after go-livego-liveNOT NEEDEDNOT NEEDEDNOT NEEDEDNOT NEEDEDNOT NEEDEDgo-liveNOT NEEDEDLarge < 10 daysXXL < 30 days
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Batch Importer (Bib/Acq)UXPROD-666Import Inventory Instances and MARCcat bib records in delimited files4141OpenNote: This is based on UI input, not command line. Data Migration may take care of loading Inventory data based on command line interaction with Inventory Instance APIs.

Parse incoming data in delimited files to identify relevant bibliographic details, package them up, and deliver to the inventory app and MARCcat with appropriate rules, so that Inventory instances and MARCcat records can be CRUDed.
Folijetcan wait - up to 1 yearNOT NEEDEDcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livego-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yearNOT NEEDEDSmall < 3 daysSmall < 3 days
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Batch Importer (Bib/Acq)UXPROD-660Import Inventory Holdings in Delimited format3838OpenNote: This is based on UI input, not command line. Data Migration may take care of loading Inventory data based on command line interaction with Inventory Holdings APIs.

Parse incoming holdings data in delimited files to identify relevant holdings details, package them up, and deliver to the inventory app with appropriate rules, so that holdings can be CRUDed.
Folijetcan wait - up to 1 yearNOT NEEDEDcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livego-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearSmall < 3 daysMedium < 5 days
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Batch Importer (Bib/Acq)UXPROD-1384Data Import permissions3741OpenHave the ability to set various levels of permissions for Data Import. Until this is implemented, if a user has access to Data Import, they can work with all of the Data Import app and its related Settings.

* View vs Preview vs Run
* Create new settings vs Use existing settings
* Only work with particular types of incoming files?

Spreadsheet in process
Make sure delete is separate permission from other settings permissions
Folijetcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-livego-livego-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearNOT NEEDEDcan wait - up to 1 yearcan wait - up to a quarter after go-liveNOT NEEDEDLarge < 10 daysSmall < 3 days
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Batch Importer (Bib/Acq)UXPROD-674Import Invoices in delimited format36.523xInvoice, XML, which formats will be supported?OpenNote: This is based on UI input, not command line. Data Migration may take care of loading Invoice and Invoice Line data based on command line interaction with Invoice APIs.

Parse incoming invoice data in delimited files to identify relevant invoice details, package them up, and deliver to the invoices app with appropriate rules, so that invoices and invoice lines can be created.
Folijetcan wait - up to 1 yearNOT NEEDEDcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearNOT NEEDEDSmall < 3 daysMedium < 5 days
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Batch Importer (Bib/Acq)UXPROD-1383Ability to roll back a load if problems3636preview helps keep this lower priority; aim for Q1 2020; would definitely need batch delete if this is not yet availableOpenHave the ability to completely roll back a load and its resulting actions in SRS, Inventory, MARCcat, Orders, and Invoices, if problems detected.Folijetcan wait until Fiscal year rollovercan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livego-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yearMedium < 5 daysXXL < 30 days
35
Batch Importer (Bib/Acq)UXPROD-1405Data Import (Batch Importer for Bib Acq) - 2019 Misc navigation & screen issues3581maybe split into high and low priority? Most of these are "nice to have"DraftFeature to park various issues with navigation and screen design in the Data Import app. These fall into the "nice to have" category. See linked stories for details.Folijetgo-livecan wait - up to 1 yeargo-livego-livego-liveNOT NEEDEDcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-liveMedium < 5 daysMedium < 5 days
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