collectionspace / cspace-converter

Migrate data to CollectionSpace.
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Improve UI support of reviewing/transferring related authorities/vocabulary terms created by an import #355

Open kspurgin opened 4 years ago

kspurgin commented 4 years ago

I am going to use acquisition procedure and the acquisitionAuthorizer field (which uses Person authority) as the running example below. This assumes acquisitionAuthorizer has been set up for Authority creation in the config.yml you are using. However, this all applies to whatever object/procedure/authority type you are loading and any Authority or Vocabulary fields that have been set up in the config you are using.

Also, replace http://localhost:3000 with the base cspace-converter tool URL for however you are using it below...

Situation: You import a CSV of acquisitions data.

One or more rows contain acquisitionAuthorizer value not already existing in the Person authority.

You import this CSV with batch name acquisitions.

Currently: The only way to see what related authority or vocabulary records have been created by your import is to go to Transfer, select your batch, and examine the Type dropdown values for record types available for transfer.

You will see both Acquisition and Person records for our situation.

This view does NOT let you review what Person records got created before deciding to transfer them.

You can find them by clicking Authorities or Vocabularies under Records in the left nav column. Those not transferred will not yet have a CSID value. But there is no way to sort these views, or limit them to untransferred.

After transferring the Person records associated with the acquisitions batch, a new batch batch with Type=transfer, for=Person, and Batch=acquisitions is in the batch list at http://localhost:3000/batches/.

You now review just these Person records at http://localhost:3000/batches/acquisitions/Person