Define features needed to support the operations of a library in 2018
Articulate "V1" scope and provide a basis for the creation of acceptance criteria for application development for initial release (clear target)
Provide a more detailed framework for SIG agendas
Guide and drive feature and story definition in JIRA
Guesstimate total for functional areas (person/weeks)
Improve the roadmap with added detail to expand out to 12 month time frame
January 18th - Draft for review with OLE PC
Glossary of terms - https://docs.google.com/spreadsheets/d/17kRyXflyV-TZyS2sUbS1zTY1mZ83QUT6JxHJnr0w7hs/edit#gid=1426404785
SIGS and topic definitions - https://wiki.folio.org/display/PC/Special+Interest+Groups
HBZ/GBV requirements catalogues - https://www.ole-germany.org/display/OLE/b.+Erarbeitete+Anforderungskataloge
Index Data FM: https://docs.google.com/spreadsheets/d/1TsL6416PBgltjU6gL6AymHAbzjSUg7TRJWN-NdLtzTI/edit#gid=1048333809
Filip’s UI designs - https://pr.to/D7XIAW/
Cate's Internationalization doc: https://docs.google.com/document/d/1hqCmV1sVU2gMk_cbXT_VEMKp03IDL-oLWipiPdC9wMY/edit
Release feature is expected
List of Tabs:
Resource Access (circulation)
Essential circulation functions including: checking out and discharging library materials. Defines patron types, loan types, fines and fees structures, recalls, holds. Defines essential reporting functions. Advises developers on the interactions needed between libraries and other parties necessary for successful sharing of resources, whether through shared consortial collections, interlibrary loan options, or other mechanisms.
Provides the ability to add, modify and remove users/patrons from a FOLIO tenant. Add, modify and remove groups of users that belong in a particular category. Define and modify privileges associated with users of a particular category. Define the integration of authentication systems. Defines features that support user and student privacy
Essential features for acquiring all types of materials: fund structures and management, orders, receiving, payment, claims, licensing, access and authentication methods. Defines interactions needed between libraries, vendors, and other parties necessary for successful resource acquisition.
Essential features for managing all types of materials: holdings management, orders, licensing, access, coverage dates, usage and other statistics. Defines interactions needed between libraries, vendors, and other parties necessary for successful resource management.
Essential bibliographic management functions: creating, editing, suppressing, deleting, importing, exporting, replacing, overlaying, and reporting. Defines essential data elements of a bibliographic control module. Requirements for holdings and item records, item statuses, and location types and location codes. Specifies formats/schema that should be incorporated into FOLIO (MARC, RDA, BIBFRAME, Dublin Core, etc.) Features for harmonization between traditional library materials, knowledge bases, and other forms of information managed by libraries. Defines core authority functions. Defines interactions needed between libraries and vendors to allow for creation and loading of bibliographic and authority records.
An application that provides the ability to create, manage and run default and custom reports based on data provided by FOLIO and any apps or services connected to FOLIO
Essential features for adaptation of FOLIO and it's apps & content to meet the language and cultural aspects of a specific target market. This covers both Internationalization (globalization) and localization
|Sys Ops & Mgmt|
Tenant management, Library configuration and broad inter-application and inter-institutional relations management (consortia).
Accessibility compliance for the UI. Tab to be created
|Security & Privacy|
System-level issues of application security, data security and (user) data privacy. Does not include authentication which is addressed as part of User Management and Resource Access