Summary

CollectionSpace users would like to import reference copies of data and/or blobs stored in one or more external systems or repositories of record. The copied data should be able to be refreshed (either manually or as part of a batch process). System administrators should be able to configure the source repository, which fields to bring over, and what the map into CollectionSpace looks like.

Use Cases

User stories

User Story

Notes

1

User can enter a unique external system ID to import individual record data from an outside system into CollectionSpace

i.e. Not another CSpace instance

Individual record - Object, Person, Acquisition, etc.

2

User can choose which system to import individual record data from

 

3

User can receive a visual and textual notice that the record is linked to data in another system

4

User can refresh/update CollectionSpace records populated with data from another system

5

User can refresh imported data per record or via batch process

6

CollectionSpace system administrator can configure which outside systems are available to end users

7

CollectionSpace system administrator can configure which fields to import from an outside system

8

CollectionSpace system administrator can configure the data crosswalk between CollectionSpace and the outside system

User interaction and design - WIREFRAME IS DRAFT ONLY!

Open Questions

Question

Answer

Should users be able to edit copied data? Edit fields in the record that weren’t copied over (i.e. if five fields in Cataloging contain data brought over from Voyager, can users add data to all the other fields)?

Not in v1 - as with existing sync functionality, we would lock sync’d records.

Do we want users to be able to “unlink” - i.e. now that the thing is copied over, they want it to have a life of its own in CSpace and over-write, edit, not refresh, etc.?

Clone button would be available to make a duplicate copy of a sync’d record.

Out of Scope

List the features discussed which are out of scope or might be revisited in a later release.