| A | B | C | D | E | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | req for prod | goal | task/subtask | lead person | additional staff | start estimated | start actual | end estimated | end actual | status | Costs | Notes | ||||||||||||
5 | Y | Container management (CM) ability | Container management requirements to HM | Caldera, Mary | Custer, Mark; Callahan, Maureen | 8/1/2014 | 7/1/2014 | 9/15/2014 | ongoing | In Progress | ||||||||||||||
6 | Communication ; feedback; input from others | Share work with YU community | Caldera, Mary; Custer, Mark | others | 9/8/2015 | 7/1/2014 | 6/31/2015 | In progress | ||||||||||||||||
7 | interview units and diagram current workflow; excluding MSSA and BRBL | Callahan, Maureen | Rush, Mike; Caldera, Mary; Chatalbash, Rachel; Schmidt, Sarah; Wisner, Melissa | 9/8/2014 | 9/15/2014 | 12/15/2014 | ||||||||||||||||||
8 | Container management workflow mapping | interview units and diagram current workflow | Callahan, Maureen | Caldera, Mary; Custer, Mark; Wisner, Melisa | 9/8/2014 | 9/15/2014 | 12/16/2014 | |||||||||||||||||
9 | Implememntation readiness | Formation of policy teams | Caldera, Mary; Custer, Mark | 9/8/2014 | 9/22/2014 | 9/29/2014 | done | MAC contact folks about policy meeting | ||||||||||||||||
10 | Resource description mapping | interview units and diagram current workflow | Callahan, Maureen | Caldera, Mary; Chatalbash, Rachel; Wisner, Melissa | 9/8/2014 | 9/15/2014 | 12/17/2014 | |||||||||||||||||
11 | recommendation to AS organization re code; plug in ; collaboration support | Caldera, Mary | Custer, Mark | 10/1/2014 | 11/13/2014 | 10/15/2014 | 11/13/2014 | done | ||||||||||||||||
12 | Communication ; feedback; input from others | Share work with AS community | Caldera, Mary; Custer, Mark | others | 9/15/2015 | 11/13/2014 | 6/31/2015 | In progress | ||||||||||||||||
13 | Y | Implementation readiness | finalize User Account policies; including who creates, levels, permissions | Custer, Mark | Wisner, Melissa, Rush, Mike | 10/1/2014 | 11/17/2014 | 4/10/2015 | ||||||||||||||||
14 | Y | Container management (CM) ability | Container management plug in developed | Hudson Monoglo | 11/15/2014 | 11/24/2014 | 3/30/2015 | In Progress | ||||||||||||||||
15 | Develop API for WorldCat to ArchivesSpace | Rush, Mike | Hudson Molonglo | 11/24/2014 | 11/24/2014 | 12/8/2014 | ||||||||||||||||||
16 | Y | Container management (CM) ability | Container management plug in Test prototypes | Caldera, Mary | Custer, Mark; Callahan, Maureen; Lyon, Nancy; others | 3/1/2014 | 12/1/2014 | 3/30/2015 | in progress | |||||||||||||||
17 | YCBA / YULIT service agreement | Chatalbash, Rachel | Ray Frolich | 12/1/2014 | 12/1/2014 | in process | any updates about this, or has it been rolled into the overall SLA? | |||||||||||||||||
18 | Y | conduct ArchivesSpace training | Callahan, Maureen | Caldera, Mary; Chatalbash, Rachel; Custer, Mark; Landis, Bill, Rush, Mike | 4/1/2015 | 5/6/2015 | 4/30 and ongoing | training for each repository day before go live; during the dry run, we need to assess the length of the training and its agenda. | ||||||||||||||||
19 | Y | Container management (CM) ability | Container management plug-in approval | Caldera, Mary | Custer, Mark; Callahan, Maureen; Lyon, Nancy | 3/30/2014 | ||||||||||||||||||
20 | Y | Migration readiness | test AT to AS migration tool- YCBA | Custer, Mark | Callahan, Maureen; YUL-IT | 7/1/2014 | 1/31/2015 | In progress; new target 2/20 | ||||||||||||||||
21 | Y | Migration readiness | test AT to AS migration tool- Collections Collaborative | Custer, Mark | Callahan, Maureen; YUL-IT | 7/1/2014 | 1/31/2015 | In progress; new target 2/21 | ||||||||||||||||
22 | Y | Migration readiness | test AT to AS migration tool- BRBL | Custer, Mark | Callahan, Maureen; YUL-IT | 7/1/2014 | 1/31/2015 | In progress; new target 2/22 | ||||||||||||||||
23 | Y | Migration readiness | test AT to AS migration tool- MSSA | Callahan, Maureen | Custer, Mark; YUL-IT | 7/1/2014 | 1/31/2015 | In progress; new target 2/23 | ||||||||||||||||
24 | Implementation readiness | test ArchivesSpace to EAD ; after each update | Custer, Mark | Rush, Mike; Callhan, Maureen | 11/15/2014 | 1/31/2015 | ||||||||||||||||||
25 | Implementation readiness | test ArchivesSpace to MARCXML ; after each release | Custer, Mark | Rush, Maureen; Rush, Mike | 11/15/2014 | 1/31/2015 | ||||||||||||||||||
26 | Shared policies; resources-standard fields and usage | digital object description, including born digital | Caldera, Mary | Chatalbash, Rachel; Callahan, Maureen; Redwine, Gabby?; Glick, Kevin?; Custer, Mark | 12/1/2014 | 1/31/2015 | ||||||||||||||||||
27 | Shared policies; resources-standard fields and usage | AV description | Caldera, Mary | Chatalbash, Rachel; Callahan, Maureen; Wheeler, Molly?; Glick, Kevin?; Custer, Mark | 12/2/2014 | 1/30/2015 | ||||||||||||||||||
28 | Shared policies; resources-standard fields and usage | Aeon integration for restricted material(related to resource/container restrictions) | Caldera, Mary | Callahan, Maureen; Custer, Mark; Lyon, Nancy; Spicher, Karen? | 12/3/2014 | 2/1/2015 | confused about this; revisit in Feb | |||||||||||||||||
29 | Y | Shared policies; classifications | classification-standard fields and usage | Caldera, Mary | Lotstein, Michael; others? | 12/15/2014 | 8/1/2015 | AS group decided that this could wait until after we are in production | ||||||||||||||||
31 | test Yale EAD to ArchivesSpace for each release | Custer, Mark | Rush, Mike | 12/15/2014 | 5/1/2015? | |||||||||||||||||||
32 | test Yale MARCXML to ArchivesSpace for each release | Callahan, Maureen | Rush, Mike; Spicher, Karen?; Lyon, nancy? | 12/15/2014 | 5/1/2015? | should this be post migration, or do we still have time to do this? Karen hasn't been brought into the fold yet, but she's definitely willing and she wants to be included! | ||||||||||||||||||
33 | Y | develop ArchivesSpace expertise | YUL-IT AS training (technical) | Wisner, Melissa | Rush, Mike | 1/2/2015 | 1/31/2015 | |||||||||||||||||
34 | Y | shared practices | Develop ArchivesSpace to Yale EAD XSLT | Custer, Mark | Rush, Michael | 1/2/2015 | 2/15/2015 | this will be ready by May 4 | ||||||||||||||||
35 | update blank @level elements to appropriate level | Callahan, Maureen | Custer, Mark | 1/2/2015 | 3/15/2015 | |||||||||||||||||||
36 | update @level="otherlevel" elements to approved data set | Callahan, Maureen | Custer, Mark | 1/3/2015 | 3/16/2015 | |||||||||||||||||||
37 | Shared policies; Accessions | accessions-standard fields and usage | Rush, Mike | Gorham, Matthew; Caldera, Mary?; Schmidt, Sarah | 1/4/2015 | 2/16/2015 | ||||||||||||||||||
38 | Migration readiness | update subject types in AT | Callahan, Maureen | Custer, Mark | 1/15/2015 | 2/15/2015 | ||||||||||||||||||
39 | develop checklist for each ArchivesSpace release | Wissner, Melissa | Callahan, Maureen; Custer; Mark; DiSorbo, Steve | 1/15/2015 | 1/31/2015 | |||||||||||||||||||
40 | Y | implementation readiness | Develop training documentation | Callahan, Maureen | Custer, Mark' Chatalbash, Rachel; Landis, Bill? | 1/15/2015 | 3/31/2015 | still waiting to hear from LYRASIS about whether or not we can share this. I'll push the issue this week, and hopefully have an answer by Mid-May at the latest! | ||||||||||||||||
41 | Shared policies; container management | container management-standard fields and usage | Caldera, Mary | Custer, Mark; Callahan, Maureen; Lyon, Nancy; others? | 2/1/2015 | 3/1/2015 | ||||||||||||||||||
42 | Y | Implememntation readiness | Create service-level agreement between ArchivesSpace users, the ArchivesSpace committee, and library IT -- detailed design specification maintainence, response times, adding users | Caldera, Mary | Custer, Mark; Frohlich, Ray; DiSorbo, Steve; Wisner, Melissa; Epstein, Russell | 2/1/2015 | 2/21/2015 | where are we with this? | ||||||||||||||||
44 | Y | Web service or cache between ArchivesSpace and other archives systems | Smith, Steelsen | Wisner, Melissa; Custer, Mark; Glick, Kevin; Shahrani, Adam | 2/1/2015 | 3/1/2015 | ||||||||||||||||||
45 | N | Interview colleagues about information needs (reports) from ArchivesSpace; also read only access needs ( Fitzgerald, Moira; Ross, Steve; Landis, Bill) | Caldera, Mary | Callahan, Maureen; Chatalbash, Rachel; Rush, Mike; | 2/1/2015 | 2/7/2015 | ||||||||||||||||||
46 | Finalize policies | Callahan, Maureen | chatalbash, Rachel | 2/1/2015 | 2/7/2015 | |||||||||||||||||||
47 | N | Create list of reports to be generated from ArchivesSpace | Caldera, Mary | Callahan, Maureen; Chatalbash, Rachel | 2/7/2015 | 2/15/2015 | ||||||||||||||||||
48 | Publish policies | Callahan, Maureen | 2/7/2015 | 2/14/2015 | ||||||||||||||||||||
49 | Shared policies ; Communication and input | vet policies ; identify process including who and develop feedback mechanism | Callahan, Maureen | Caldera, Mary; Custer, Mark | 2/15/2015 | 3/31/2015 | ||||||||||||||||||
50 | N | Generate canned reports from ArchivesSpace, including container labels | Custer, Mark | Callahan, Maureen; Wisner, Melissa; Smith, Steelsen | 2/15/2015 | 4/1/2015 | ||||||||||||||||||
51 | Y | ensure faithful migration paths | determine strategy for migration scripts -- whether they should be run on the AT or ASpace database, immediately before or immediately after migration | Custer, Mark | Callahan, Maureen; Ji, Yue; Smith, Steelsen | 2/15/2015 | 2/18/2015 | thankfully, HM is handling all of this for us now, aside from the accessions-related creation/last-update history, which we forgot to include in their scope of work. we'll work on doing this ourselves and have something ready by May 4. | ||||||||||||||||
52 | Y | ensure faithful migration paths | develop script for updating namespaces for migration | Custer, Mark | Callahan, Maureen; Ji, Yue; Smith, Steelsen | 2/15/2015 | 3/15/2015 | 12/2014? | ||||||||||||||||
53 | Y | ensure faithful migration paths | develop script for adding <p/> tags to appropriate notes for migration | Custer, Mark | Callahan, Maureen; Ji, Yue; Smith, Steelsen | 2/15/2015 | 3/15/2015 | 12/2014? | took a lot of back and forth with LYRASIS, but we're good to go with paragraphs now (but we should re-check each new release of the EAD export, to make sure that they don't change things yet again!!!) | |||||||||||||||
54 | Y | ensure faithful migration paths | develop script for migrating references | Custer, Mark | Callahan, Maureen; Ji, Yue; Smith, Steelsen | 2/15/2015 | 3/15/2015 | 12/2014? | this would've been a huge problem, but luckily I got Nathan to update the migration tool last year (after a lot of back and forth). | |||||||||||||||
55 | shared policies and procedures | Revise policies after vetting | Callahan, Maureen | all policy teams | 3/1/2015 | 3/31/2015 | ||||||||||||||||||
56 | shared policies and procedures | preliminary guidelines for name/subject authority usage | Rush, Mike | Callahan, Maureen; Spicher, Karen; Falcone, Arcadia | 3/1/2015 | 3/15/2013 | should this be post migration, or do we still have time to do this? Karen hasn't been brought into the fold yet, but she's definitely willing and she wants to be included! | |||||||||||||||||
57 | data integrity checks for all AT databases | Shahrani, Adam | 3/1/2015 | 3/15/2015 | ||||||||||||||||||||
59 | Y | determine help resources for ASpace users -- how to send bug reports, get help with normal functions | ArchivesSpace Committee | 3/1/2015 | 3/15/2015 | Melissa has set up a listserv that we could use. Also, we'll need to suppress (or change!) the link in the interface if we don't want staff to report problems directly to LYRASIS. | ||||||||||||||||||
60 | Y | ArchivesSpace application stress test | YUL IT | ArchivesSpace committee | 3/15/2015 | 3/21/2015 | have we made any changes to server resources based on these tests? also, we'll want to keep an eye out on things during the May 6th training (and all of the other trainings, which will have more people in attendance!) | |||||||||||||||||
61 | YES | Systems integration (ASpace, YFAD, GFA, Aeon) -- make sure that the pipes are working. | 4/1/2015 | 5/15/2015 | ||||||||||||||||||||
62 | Y | YCBA AT migration | 5/4/2015 | 5/8/2015 | extent type list still needs a review, I think | |||||||||||||||||||
63 | Y | Collections Collaborative migration | 5/4/2015 | 5/8/2015 | almost ready. @level updates + Mark will upload Art's EAD records on 4/28/2015 | |||||||||||||||||||
64 | Y | BRBL migration | 5/19/2015 | 5/26/2015 | Mark will have the BRBL data ready (with new finding aids loaded) by May 12 | |||||||||||||||||||
65 | Y | MSSA migration | 6/2/2015 | 6/9/2015 | already ready, I think. | |||||||||||||||||||
66 | Y | Implememntation readiness | develop ArchivesSpace to Voyager batch export | Wisner, Melissa; Ji, Yue | Caldera, Mary; Custer, Mark; Lyon, Nancy | 12/1/2015 | 1/31/2015 | in progress | ||||||||||||||||
67 | Y | Migration readiness | develop migration checklist | Callahan, Maureen | Custer, Mark; Rush, Mike | 12/1/2015 | 1/31/2015 | |||||||||||||||||
68 | Implementation readiness | test Archivesspace to EAC-CPF ; after each release | post-migration? | ? | ||||||||||||||||||||
69 | Y | Migration readiness | customize AT to AS migration tool to handle container MSSA container data | consultant | ?? | 3/1/2014 | ||||||||||||||||||
70 | Y | Migration readiness | customize AT to AS migration tool to handle container and BRBL/MSSA accession data | consultant/Adam S | ?? | ?? | ||||||||||||||||||
71 | Y | ArchivesSpace upgrade | ArchivesSpace | DiSorbo, Steve | ongoing | |||||||||||||||||||
72 | Shared practices | Styles sheets for ArchivesSpace MARCXML to Yale MARCXML | Custer, Mark | Callahan, Maureen; Ji, Yue | post migration | post migration | ||||||||||||||||||
73 | Determine other post-migration data enhancement priorities | post migration | ||||||||||||||||||||||
74 | shared policies and procedures - events | review related procedures and diagram event workflows | Chatalbash, Rachel | Rush, Mike; others | review post migration | |||||||||||||||||||
75 | shared policies and procedures - events | propose standard fields and usage | Chatalbash, Rachel | Rush, Mike; others | review post migration | |||||||||||||||||||
76 | shared policies and procedures - events | interview units and propose usage | Caldera, Mary | Chatalbash, Rachel; Lotstein, Mike | review post migration | |||||||||||||||||||
77 | Y | Implememntation readiness | Validate EAD exports from ArchivesSpace | ArchivesSpace? | 10/1/2014 | just waiting on barcodes, now, which will be delivered by HM | ||||||||||||||||||
78 | get list of users for active directory | Caldera, Mary | all | 5/1/2015 | just waiting on BRBL usernames, and Mark will get those and add to the list by May 1. | |||||||||||||||||||
79 | N | Post-migration agents and subjects clean-up | ? | outsource work to Backstage | ||||||||||||||||||||
80 | N | Post-migration data enhancement -- normalize dates | Callahan, Maureen; Custer, Mark | |||||||||||||||||||||
81 | Create workplan for post-migration data enhancement | |||||||||||||||||||||||
82 | Training DACS compliant description | |||||||||||||||||||||||
83 | Modify AS required fields to comply with Yale/DACS-compliant practice | |||||||||||||||||||||||
84 | Create materials about how Yale plug-ins and how they work in ASpace | before being integrated into core code | ||||||||||||||||||||||
85 | Create report for description updates needed by repository | |||||||||||||||||||||||
86 | training sessions for additional staff members (curators, public services, etc.)? | |||||||||||||||||||||||
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