Improvement for processcreation by configurable import wizards

[subhhwendt]

The idea is to analyze for these different starting points the specific requirements and support by smart and configurable wizards instead of switching between tabs

• catalogue import of monographs, multivolume Works, periodicals and newspapers for a chosen project
• adding periodical volumes from the process list
• adding newspaper issues by the calendar functionality connected to a chosen newspaper title
• adding processes by file upload
• adding processes by mass import (with extended possibilities for ingest of individual values for metadata fields like CurrentNoSorting or NumberProcessTitle independent from catalogue import)

It should be configurable

• which fields are derived form the parent process in case of hierarchical structures (e.g. docLanguage, CatalogIDDigital, Collection)
• which fields are shown for expected input or for control

To Do

• development of an import wizard for catalogue import - after review of all dependencies, metadata requirements and expected choices
• development of a wizard for processcreation for periodical volumes - after review of all dependencies, metadata requirements and expected choices
• development of a wizard for creation of newspaper issues - after review of all dependencies, metadata requirements and expected choices
• development of a wizard for processcreation by fileupload - after review of all dependencies, metadata requirements and expected choices
• devolopment of a wizard for processcreation by massimport
• Documentation of all configuration issues in the perspective of processcreation

Estimated Cost and Complexity

This will be a complex project for about 20 PT.

[andre-hohmann]

The following issues might be related to this proposal. They could be closed, if they fit into the concept and could be solved.

• Incomplete validation by creation of new processes #3403 - Incomplete validation by creation of new processes
• Automatic recognition of multivolume works  #3407 - Automatic recognition of multivolume works
• Generation of “TSL/ATS” for volumes of multivolume works without title #3408 - Generation of “TSL/ATS” for volumes of multivolume works without title (Generation of “TSL/ATS” for volumes of multivolume works without title #3408 (comment))
• Missing TSL/ATS in parent process of multivolume work #3463 - Missing TSL/ATS in parent process of multivolume work
• Default values in kitodo_opac.xml #3561 - Default values in kitodo_opac.xml
• Combination of "process data" and "process metadata" for creation of a new process #3529 - Combination of "process data" and "process metadata" for creation of a new process
• Selection list missing by adding metadata for newspaper issues  #3593 - Selection list missing by adding matadata for newspaper issues
• TSL/ATS is formed too late #3600 - TSL/ATS is formed too late
• Make catalogue search for creation of children processes configurable #3970 - Make catalogue search for creating of children processes configurable
• Creation of processes for newspaper issues: Depiction of button "Add metadata"  #3974 - Creation of processes for newspaper issues: Depiction of button "Add metadata"
• Wrong catalog.xsl used when using button "catalog search" while process creation #4236 - Wrong catalog.xsl used when using button "catalog search" while process creation
• Preset catalog in project settings #4252 - Preset catalog in project settings
• Cannot enter repeated keys in process creation #4279 - Cannot enter repeated keys in process creation

[matthias-ronge]

Another way of process creation is mass process creation with a counter, which for example is used for stocks which are not yet cataloged at all. In this mode of operation, first processes are created, that only consist of a shelf code and a sequential number. Dockets are printed and the elements of the shelf are first digitized and later cataloged. Processes that are not used at the end of the shelf are deleted later.

[matthias-ronge]

First of all, in the list of variants above, the “simple” creation of a process is missing, of course. That is: select DocType, fill in metadata fields, generate process title, done.

In addition, there was also the option in Production 2 to define a process as a template (checkbox “show in selection list”) and then to create a process as a copy of this process. I just wanted to mention it for the sake of completeness.

[stweil]

It looks like there are several open issues like the one here (others also for Kitodo.Presentation) which were marked for funding in 2021, but not 2022 und 2023. I'd expect that such issues are either no longer relevant (and should be closed), or already addressed by someone who is working on them (then some note would be good), or they are still relevant and should be part of the current funding process, too.

[solth]

@stweil thank you for pointing this out. This issue can indeed be closed as completed since it has been implemented and resolved (albeit in a slightly different form than initially planned, since a wizard turned out to require more clicks for each manual import instead of fewer clicks in the end)