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  1. ui-data-import
  2. UIDATIMP-1067

Need to be able to nest match profiles under action profiles (Lotus)

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Details

    • Folijet UI bug template
    • Folijet Sprint 131, Folijet Sprint 132
    • 3
    • Folijet
    • Lotus R1 2022
    • Villanova University
    • Incomplete/missing requirements

    Description

      Overview: A user will often need to use the same match profile, or the same action profile within the overall structure of a job profile, but FOLIO does not currently allow that. Two possible options laid out below.

      Current workaround: Import the same file multiple times, associating different matches and actions to it each time.

      Steps to Reproduce:

      1. Log into FOLIO-snapshot as diku_admin
      2. Go to Settings/Data Import and create the following profiles
      3. Match profile 1
        • Incoming record: MARC Bib
        • Existing record: Instance
        • Field 001 (no indicators or subfield)
        • Exact match
        • Instance HRID
      4. Match profile 2
        • Incoming record: Static match
        • Existing record: Holdings
        • Text "Online (E)"
        • Exact match
        • Holdings Permanent Location
      5. Action 1
        • Name: Update Instance
        • Action: Update
        • FOLIO record type: Instance
      6. Action 2
        • Name: Update Holdings
        • Action: Update
        • FOLIO record type: Holdings
      7. Field mapping 1
        • Name: Field mapping 1
        • Incoming record type: MARC Bib
        • FOLIO record type: Instance
        • Suppress from discovery: Mark for all affected records
        • Link to Action profile 1 (Update instance)
      8. Field mapping 2
        • Name: Field mapping 2
        • Incoming record type: MARC Bib
        • FOLIO record type: Holdings
        • Suppress from discovery: Mark for all affected records
        • Link to Action profile 2 (Update holdings)
      9. Create a job profile that matches on HRID and updates the Instance, then sub-matches on Holdings Permanent location and updates the Holdings

      Expected Results: What should happen
      I should be able to create a job profile like this:

      • Match profile 1
        • Action profile 1
      • Match profile 1
        • Match profile 2
          • Action profile 2

      Or ideally a job like this (except matches cannot be nested after actions right now)

      • Match profile 1
        • Action profile 1
        • Match profile 2
          • Action profile 2

      Actual Results: Cannot create a job profile that lists the same match twice in the hierarchy and has different actions under each one

      Additional Information: See attached video or screenshot

       

      KS: the second scenario is preferable, does not need any BE work

      TestRail: Results

        Attachments

          1. Capture.JPG
            Capture.JPG
            87 kB
          2. Sample URL records.mrc
            51 kB
          3. UIDATIMP-1067.mp4
            6.58 MB

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                Oleksandr Hladchenko1 Oleksandr Hladchenko1
                abreaux Ann-Marie Breaux
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                Dates

                  Created:
                  Updated:
                  Resolved:

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