Main Page > Development > Development documentation > Transfer backlog requirements

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 sponsored development planned for Archivematica 1.6 or later will allow users to manage the transfer backlog through the Archival Storage tab, as outlined in general workflows described in these diagrams:

As outlined above, users will be able to:

Search transfers from archival storage tab
Download copies of transfers or selected files from archival storage tab
Be able to perform transfer deletion requests from archival storage tab

Transfer search user stories

As an archivist, I need to find transfers by searching...

by the name of the transfer
by the date the transfer was stored in backlog
by names of files within the transfer
by....?

Mockups: Version 1

Search transfers from Archival Storage:

Notes:

Click on "Show transfers" to search AIPs as well as Transfers
A new column in the table indicates whether a package is a Transfer or an AIP.
To trigger transfer deletion, click on red "remove" icon (same functionality as AIP deletion)

Search files from transfers in Archival Storage:

Notes:

Clicking on both "Show files" and "Show transfers" before searching will load preview of files from transfer backlog.
The UUID of the package and an indication of whether the file is from a Transfer or an AIP is in the right column.

Mockups: Version 2

In this version, toggling between searching for AIPs/Transfers is done through a tab at the top. This makes the development significantly less complicated, as we would not need to combine the Elasticsearch indexes for transfer METS and AIP METS.

Transfer search:

Files within transfer search:

Transfer backlog requirements

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