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  1. ui-data-import
  2. UIDATIMP-234

SPIKE 2: Figure out best process for building Field mapping screens for Acquisitions records

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    • Template:
    • Story Points:
      0
    • Development Team:
      Folijet
    • Release:
      Lotus R1 2022

      Description

      Purpose: When creating or editing a Data Import Field mapping profile, we want the screen to mirror the create/edit screen for the existing record as much as possible.

      Here are the Acquisitions record types we will need Field mappings for:

      • Order and order line (combined)
        • Note: maximum number of lines per PO and PO number construction controlled by the settings in Settings/Orders. Data Import should follow these settings.
      • Invoice and invoice lines (combined)
        • Note: all MARC records that have the same invoice number in the designated MARC field should be creates as lines on the same invoice, in the sequence of the records in the file (which should match the sequence on the printed invoice)

      MARC field mapping Record type priorities:
      1. Inventory
      2. Acquisitions (orders and invoices)
      3. SRS
      4. MARCcat

      Aim to be able to start building by 12 August 2019

      Factors to consider:

      • When creating/editing a record, a user fills data into the various fields, selects from dropdown lists, or marks checkboxes. For the mapping screen, instead of filling in data, the user will fill in a mapping (or possible a cascade of mappings) based on the incoming record type. Instead of a mapping, they may also fill in a constant data value. We're still working out the syntax for all of this.
      • Some of the record schema are still evolving. How do we ensure that our create/edit screen stays synchronized with the current version of the other app's create/edit screen?
      • The data mapping will be associated with an action, and will act on an incoming file based on the job's match + action criteria. For example, try to match the incoming record on the barcode number. If not match is found, then Create a new Item. At that point, the associated field mapping kicks in to gather data from the incoming record and organize it according to the instructions in the field mapping profile, preparing it to go to Inventory and build a new item record.
      • What else?

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                Assignee:
                Unassigned Unassigned
                Reporter:
                abreaux Ann-Marie Breaux
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