Transfer backlog requirements

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Release 1.0

Transfer Backlog Management

• Related issues: Issue 951, Issue 1220, Issue 1141, Issue 1225, Issue 1257

Requirements for transfer backlog search

• Add ability to search transfer backlog and send one or more transfers to Ingest
• Add ability to download and/or view files/transfers (via right click)
• Search the following fields: Any field, transfer name, file name, accession number, PUID, Mimetype, Date - Ingest

Mockup of transfer backlog search

Transfer Workflow

• Administration - allow MCP access to media or storage where transfer is located
• Assign accession number to transfer
• Remove transfer backup from workflow - no long processing configuration option
• Add Send transfer to backlog microservice
• Add Search transfer backlog tab from Ingest in Dashboard
• Add ability to download and/or view transfers and files from Search tab
• Add ability to send transfers from backlog search to Ingest/Create SIP (checkboxes, send button)
• see workflow diagrams below

0.9 Transfer workflow

• grey steps are automated, white are manual

transferWorkflow0.9.pdf

Administration Tab in Dashboard

• Assign permission and access to the MCPServer to copy from transfer media (hard drives, optical media, USB, etc.) or network location.
• Assign transfer backlog locations (configuration is done outside of AM)
• Assign source directories
• Define transfer types
• Assign report locations (post-1.0)
• Set AIP storage location
• Set DIP upload location

Accession metadata

• PREMIS Event = Registration

        <event>
           <eventIdentifier>
             <eventIdentifierType>UUID</eventIdentifierType>
             <eventIdentifierValue>35cbe00d-d661-4174-b11a-e203f5608008</eventIdentifierValue>
           </eventIdentifier>
           <eventType>registration</eventType>
           <eventDateTime>2012-03-14</eventDateTime>
           <eventDetail></eventDetail>
           <eventOutcomeInformation>
             <eventOutcome></eventOutcome>
             <eventOutcomeDetail>
               <eventOutcomeDetailNote>accession#2012-029</eventOutcomeDetailNote>
             </eventOutcomeDetail>
           </eventOutcomeInformation>
           <linkingAgentIdentifier>
             <linkingAgentIdentifierType>archivist</linkingAgentIdentifierType>
             <linkingAgentIdentifierValue>Courtney Mumma</linkingAgentIdentifierValue>
           </linkingAgentIdentifier>
         </event>

• Manually input metadata in template on dashboard (See File_Browser_Requirements) : accession number
• Agent is the archivist logged in at the time doing the accession (post-1.0, for 1.0 this will still be repository)
• Event name is "registration" (to be added to PREMIS events master list should we decide to implement)
• UUID

• Also see Issue 787 on the Archivematica issues list

Microservices Completed Before Move to Backlog

• All transfer microservices
• Indexing: See Transfer_and_SIP_creation#Transfer_indexing_requirements_0.9_and_beyond

Handling of Submission Documentation

• TAPER?
• Normalized with objects in AIP (0.8)
• Upload submission documentation with transfer in transfer tab - Issue 1255

Search transfers from Archival Storage

New functionality planned for Archivematica 1.6 or later.

Development tasks:

• Add ability to search transfers from archival storage tab
• Add ability to download copies of transfers or selected files from archival storage tab
• Add ability to perform transfer deletion requests from archival storage tab