All Stanford ILS - Formatted Requirements - Working Doc

	A	B	C	D	E	F	G	H	I	J	K	L
1	Category	ID	Description of Feature / Capability	OLD Lane Priority	Lane Priority	Crown Priority	GSB Priority	Hoover Priority	SUL Priority	Explain Why Feature Needed - Workflow (link to add'l documentation if exists)	Folio Version	Monitor's Notes (incl Monitor name if not documented here)

2	Acquisitions	1	PO record linked to bib record and to invoice record?	Req.P	Required	Required	Not_Needed	Not_Needed	Required
3	Acquisitions	2	Unique PO ID but ability to override system generated po # for standing orders, etc.	Req.P	Required	Required	Not_Needed	Not_Needed	Required
4	Acquisitions	3	Ability to override system assigned invoice number and enter our own.	Req.P	Required	Required	Required	Not_Needed	Required
5	Acquisitions	4	Type choices: firm, approval, continuation, etc.	Req.P	Required	Required	Required	Not_Needed	Required
6	Acquisitions	5	Location	Req.P	Required	Required	Required	Not_Needed	Required
7	Acquisitions	6	Vendor (ability to choose from a vendor list)	Req.P	Required	Required	Required	Not_Needed	Required
8	Acquisitions	7	Cost	Req.P	Required	Required	Required	Not_Needed	Required
9	Acquisitions	8	Calculate tax as a percent or amount.	Req.P	Required	Required	Required	Not_Needed	Required
10	Acquisitions	9	Fund + E code	Req.P	Required	Required	Desired	Not_Needed	Required
11	Acquisitions	10	Notes (general, po notes)	Req.P	Required	Required	Desired	Not_Needed	Required
12	Acquisitions	48	Requester?	Req.P	Required	Nice_to_Have	Not_Needed	Not_Needed	Required
13	Acquisitions	49	Attach multiple resources to one PO	Req.P	Required	Required	Not_Needed	Not_Needed	Required
14	Acquisitions	50	Attach multiple POs to one invoice	Req.P	Required	Required	Not_Needed	Not_Needed	Required
15	Acquisitions	51	Check in serials. Be able to set expected dates, issues, etc. Having many options to select from to set the expected dates would be great--it’s what we have now in Voyager. Plus, links to catalog for item/barcode info.	Req.P	Required	Required	Required	Not_Needed	Required
16	Acquisitions	52	Funds: structure, allocations, amounts in each.	Req.P	Required	Required	Required	Not_Needed	Required
17	Acquisitions	53	Ledgers: multiple ledgers or some way to distinguish purchases from gifts from use tax, etc.	...more		Required	Required	Not_Needed	Required
18	Acquisitions	54	Vendor contact information readily available. (phone number, email, contact person, payment portal link, etc), password info available but need special permissions to access	Desired	Desired	Required	Desired	Not_Needed	Required
19	Acquisitions	55	Attach an invoice to the invoice or PO.	Desired	Desired	Desired	Desired	Not_Needed	Required
20	Acquisitions	56	Attach emails to a PO or invoice (eg: aahsl communication regarding membership “year” definition change from calendar year to anniversary year.)	Desired	Desired	Desired	Not_Needed	Not_Needed	Required
21	Acquisitions	57	Check-in process allows for customization in general and customizations within a regimen. (eg: Monthly publication of a serial on the first of every month but only 10 issues per year are published. Allow for customization to skip October and February every year. OR if we receive a journal monthly but February/March is a combined issue, we want to be able to customize that one time within the regimen of monthly check-ins.)	Desired	Desired	Desired	Desired	Not_Needed	Required
22	Acquisitions	58	Templates in PO for frequently ordered items or frequently used vendors.	Desired	Desired	Desired	Not_Needed	Not_Needed	Required
23	Acquisitions	59	Notes fields--unlimited or if limited, plenty of space to enter info. Voyager PO notes fields are too limited.	Desired	Desired	Desired	Not_Needed	Not_Needed	Required
24	Acquisitions	60	Ability to maximize screens when needed. Currently, certain screens in Voyager cannot be maximized (eg: fund screens).	Desired	Desired	Desired	Not_Needed	Not_Needed	Required
25	Acquisitions	61	Create new ledgers and funds in an automatic method to avoid lots of manual work. (But with the option to do this manually if desired)	Desired	Desired	Desired	Desired	Not_Needed	Required
26	Circulation	62	Easy to use interface between OPAC and patron records that allows patrons to access personal circulation information and renew items	Required	Required	Required	Desired	Uncertain	Desired
27	Circulation	63	Offline circulation module that allows for: check in/check out, renewals, new user registration	Required	Required	Required	Required	Uncertain	Nice_to_Have	an offline circ module is critical during upgrades, downtime, etc.
28	Circulation	64	Check in/check out	Required	Required	Required	Required	Uncertain	Required
29	Circulation	65	Option to renew all items checked out to a patron or to renew items individually	Required	Required	Required	Desired	Uncertain	Required
30	Circulation	66	Create, edit, copy, and remove patron records	Required	Required	Required	Required	Uncertain	Required
31	Circulation	67	Mark items as "claims returned"	Required	Required	Required	Required	Uncertain	Required
32	Circulation	68	Place, edit, display, and remove holds	Required	Required	Required	Required	Uncertain	Required
33	Circulation	69	Able to manually modify due date(s)	Required	Required	Required	Required	Uncertain	Required
34	Circulation	70	Able to "check in" and track in-house use of materials	Required	Required	Required	Required	Uncertain	Required
35	Circulation	71	Dynamic updating of patron records from multiple authoritative data sources, including purging information based on these data feeds	Desired	Desired	Desired	Desired	Uncertain	Desired
36	Circulation	72	Items still checked out to a previous patron can be discharged and checked out to the patron present	Required	Required	Required	No_Opinion	Uncertain	Nice_to_Have
37	Circulation	73	Batch patron record loading	Required	Required	Required	Required	Uncertain	Required
38	Circulation	74	Seamless interfacing with other modules, including cataloging, to enable authorized circ staff to: add copies; change item barcode; mark items "missing" or "lost;" remove titles, call number, volumes, or copies	Required	Required	Required	Desired	Uncertain	Required
39	Circulation	75	Automatic charging for overdue items (replacement costs, library defined processing fees, etc.)	Required	Required	Required	Required	Uncertain	Required
40	Circulation	76	Automatically change long-overdue items from "overdue" to "billed"	Required	Required	Required	Required	Uncertain	Required
41	Circulation	77	Allow authorized users to override maximum renewal limits	Required	Required	Required	Required	Uncertain	Required
42	Circulation	78	Block accounts witih excessive fines (with an allowance for a manual override)	Required	Required	Required	Required	Uncertain	Required
43	Circulation	79	Holds can be placed: by staff, by users via the OPAC, at the title level or copy level	Required	Required	Required	Required	Uncertain	Required
44	Circulation	80	Online patron registration form (not in Voyager)	Req.D	Required	Nice_to_Have	No_Opinion	Uncertain	Uncertain
45	Course Reserves	81	create and add bib/item	Required	Required	Required	Required	Uncertain	Required	add personal copies to Lane catalog for checkout
46	Course Reserves	82	add new E-item, holding and bib record	Required	Required	Required	Required	Uncertain	Required
47	Course Reserves	83	Add new e-item to Bib/Holding record	Required	Required	Required	Required	Uncertain	Required
48	Course Reserves	84	Remove e-item from the list	Required	Required	Required	Required	Uncertain	Required
49	Course Reserves	85	Edit e-item	Required	Required	Required	Required	Uncertain	Required
50	Course Reserves	86	delete e-item	Required	Required	Required	Required	Uncertain	Required
51	Course Reserves	87	Course Reserve list will sort in alphabetical order by default, regardless of title capitalization	Required	Required	Required	Desired	Uncertain	Not_Needed
52	Course Reserves	88	The ability to print all records from a course reserve list.	Required	Required	Required	Desired	Uncertain	Desired
53	Course Reserves	89	course reserve page should include: physical items and e-items	Required	Required	Required	Required	Uncertain	Required	important part.
54	Course Reserves	90	course name, effective date, location, item type.	Required	Required	Required	Required	Uncertain	Required	important part.
55	Course Reserves	91	course file include: Course name, department, instructor, course code, Course description	Required	Required	Required	Required	Uncertain	Required	important part.
56	Course Reserves	92	Means for professors/instructors to add course reserve items directly to system; designated staff member(s) receive email notification; staff release bib record to live system; professor notified when record is live	Desired	Desired	Required	Nice_to_Have	Uncertain	Desired
57	Course Reserves	93	allow staff to add, edit and delete the list/items	Required	Required	Required	Uncertain	Uncertain	Required	important
58	Course Reserves	94	authorized users (permission)	Required	Required	Required	Desired	Uncertain	Required	important
59	Course Reserves	95	export course information (stats report)	Required	Required	Required	Desired	Uncertain	Required	important
60	Course Reserves	97	"Terms" will automatically assign the start and end dates to the associated Course.	Desired	Desired	Required	Uncertain	Uncertain	Nice_to_Have
61	Course Reserves	98	Start and End date values are used by the system to determine if the course is "Pending", "Active" or "Inactive"	Required	Required	Required	Desired	Uncertain	Desired
62	Course Reserves	99	Reserve list search (course name, instructor, course no. list name, list date, and item barcode)	Required	Required	Required	Desired	Uncertain	Required
63	Course Reserves	100	(Course Reserves) module on the OPAC	Required	Required	Required	Required	Uncertain	Desired	communication
64	Metadata Create & Maint.	11	Able to import bibliographic records into metadata (currently MARC) editor from OCLC using Z39.50	Req.P	Required	Required	Required	Required	Required	loading cataloging copy (though not necessarily Z39.50); basic functionality for cataloging
65	Metadata Create & Maint.	12	Able to import batch bibliographic/holdings/item/authority records into metadata editor from MARC files	Req.P	Required	Required	Required	Required	Required	basic functionality for cataloging--authority processing, EDI, e-loading, batch loads from vendors SUL: we want it to load into the database NOT the editor
66	Metadata Create & Maint.	13	Editor - with These Features	...more		Required	Required					When they have an editor
67	Metadata Create & Maint.	14	Export bibliographic records to external systems (currently SUL & OCLC)	Req.D	Required	Required	Required	Uncertain	Required	SHARE-VDE, SearchWorks; also to individual computers/servers for batch manipulation (e.g., MARCedit)
68	Metadata Create & Maint.	15	*Batch editing of bibliographic, holding, and item records within database	Req.D	Required	Required	Required	Desired	Required
69	Metadata Create & Maint.	16	Authority records available in database/data store/knowledge base	Req.D	Required	Required	Required	Uncertain	Uncertain
70	Metadata Create & Maint.	17	*Verification of correct authority records in bibliographic records (names, subjects, places, etc)	Req.D	Required	Required	Required	Required	Required
71	Metadata Create & Maint.	18	*When authority record is edited, the edits will be reflected in associated bibliographic records (currently done with Global Headings change)	Desired	Desired	Required	Required	Desired	Required	Should be: When the 1xx (authorized form) of the authority record is changed... not the authority record in general
72	Metadata Create & Maint.	19	Suppression of any type of record	Req.P	Required	Required	Required	Required	Required	Does this mean: Ability to suppress any bibliographic, call number, item, holdings records from display in the online catalog? Or is there something within the ILS as well?
73	Metadata Create & Maint.	20	*Ability to delete any type of record with admin authority over who can delete	Req.D	Required	Required	Uncertain	Required	Required
74	Metadata Create & Maint.	21	*Batch suppression of any type of record	Req.D	Required	Desired	Desired	Nice_to_Have	Uncertain
75	Metadata Create & Maint.	22	Search editor for indexed data - simple and complex searching of these fields	...more		Required	Required
76	Metadata Create & Maint.	23	Able to search within editor outside bibliographic or authority databases (Z39.50 LC authorities; OCLC)	Req.P	Required	Required	Required	Required	Required
77	Metadata Create & Maint.	24	Search history available within metadata editor	Desired	Desired	Nice_to_Have	Desired	Nice_to_Have	Uncertain
78	Metadata Create & Maint.	25	History of changes done to records	Req.P	Required	Desired	Desired	Desired	Uncertain
79	Metadata Create & Maint.	26	Able to print call number labels using metadata in holdings or item record	...more	Desired	Desired	Desired	Uncertain	Required
80	Metadata Create & Maint.	27	Able to add multiple holdings to bibliographic records	Req.P	Required	Required	Required	Required	Required
81	Metadata Create & Maint.	28	Able to add multiple items to holdings/bibliographic records	...more	Required	Required	Required	Required	Required
82	Metadata Create & Maint.	29	Test environment that mirrors live for testing batch imports and changes	Req.D	Required	Desired	Desired	Required	Required
83	Metadata Create & Maint.	30	*Properties similar to RIM (Records Import)	Req.D	Desired	Uncertain	Uncertain	Uncertain	Uncertain	Lane custom script: bulk data editor on import--adds attributes conditionally. Probably same as item ID 30.
84	Metadata Create & Maint.	31	Adds/deletes/edits specific local data based on data that is present in records (bib & aut)	Desired	Desired	Uncertain	Uncertain	Uncertain	Uncertain
85	Metadata Create & Maint.	32	*Properties similar to REX (Records Export)	Req.D	Required	Uncertain	Uncertain	Uncertain	Uncertain	Lane custom script: bulk data editor on export--pulls Lane-specific local attributes out of data export. Probably same as item ID 32
86	Metadata Create & Maint.	33	*Adds/deletes/edits specific local data so it is ready for export	Req.D	Required	Uncertain	Uncertain	Uncertain	Uncertain
87	Metadata Create & Maint.	34	Metadata must be able to be read by SOLR	Req.P	Required	Uncertain	Uncertain	Required	Required	SOLR (Lane+ Search) is current discovery layer
88	Metadata Create & Maint.	35	*Able to overlay bibliographic records	Desired	Desired	Required	Required	Required	Required
89	Metadata Create & Maint.	36	Able to view multiple records at once in editor	Desired	Desired	Desired	Required	Desired	Desired
90	Metadata Create & Maint.	37	*Able to add notes to circulation about who to contact about print book arriving (currently in the item & post-it note -- not sure if circ checks notes in item or not?)	Desired	Desired	Desired	Uncertain	Not_Needed	Uncertain	SUL uses Holds for this.
91	Metadata Create & Maint.	38	Version control/detailed edit history, reversion of changes	Desired	Nice_to_Have	Desired	Uncertain	Nice_to_Have	Nice_to_Have
92	Metadata Create & Maint.	39	Easy to add linked data / URIs	Desired	Desired	Required	Required	Required	Required	should be live URIs
93	Metadata Create & Maint.	40	Editor will have suggestions when typing in certain fields or drop down options (categories/relationships/auts/subjects/subj subheadings)	Desired	Desired	Desired	Desired	Nice_to_Have	Desired
94	Metadata Create & Maint.	41	Easy to get from bib/holding? record to Acquisition information (license agreement, payment information) {Can get from bib to Acq record now, but licenses aren’t stored in Voyager, just payment information available & you have to have Acq module open already)	Desired	Desired	Desired	Uncertain	Not_Needed	Uncertain
95	Metadata Create & Maint.	42	Acquisition added order records suppressed from public view until resource arrives and record is updated	Desired	Desired	Desired	Uncertain	Not_Needed	Not_Needed
96	Metadata Create & Maint.	43	Authority record/relationship metadata is more accessible and usable to front end users	Desired	Desired	Desired	Uncertain	Desired	Desired	This is really more dependent on the ILS isn't it?
97	Metadata Create & Maint.	44	*Link check feature	Req.D	Required	Desired	Desired	Desired	Desired
98	Metadata Create & Maint.	45	Better way to communicate with circulation about acquisition related notes (ie contacting patrons when new print book is available for check out when it was SFP or course reserves or temp loc)	Desired	Desired	Desired	Nice_to_Have	Not_Needed
99	Metadata Create & Maint.	46	Metadata staff having ability to change temp locations	Desired	Desired	Uncertain	Uncertain	Uncertain	Uncertain
100	Metadata Create & Maint.	47	Easier way to suppress records - two step process currently	Desired	Desired	Desired	Desired	Nice_to_Have		This is a one-step process in SIRSI