ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAF
1
Epic LinkSummaryKeyStatusAssigneeDevelopment TeamFront End EstimateBack End EstimateMM SIG COMMENTS. (Preface each comment with initials - For all features below row 11 - not CAP MVP - indicate whether a feature is a priority and why.)CAP-MVP?Cap Plan RankCap Plan Ranking NotePO-MVP?PO RankPO Ranking NotePotential WorkaroundCalculated Total RankRank: BNCF (Aut 2019)Rank: Chalmers (Aut 2019)Rank: Chicago (Sum 2020)Rank: Cornell (Sum 2020)Rank: Duke (Sum 2020)Rank: 5Colleges (Sum 2020)Rank: FLO (Sum 2020)Rank: GBV (Jan 2020)Rank: hbz (TBD)Rank: Hungary (End 2020)Rank: Lehigh (Sum 2020)Rank: Leipzig-Full (TBD)Rank: Leipzig-ERM Only (Aut 2019)Rank: TAMU (Jun 2020)Rank: U of AL (Oct 2020)
2
InventoryInstance: Additional controlled vocabularies for Instance menusUXPROD-1890In ProgressCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 daysAlready in progresscap-mvp165CB: Increasing rank because this was completed in Q3po-mvp119CW: This is a new feature, that explains the low calculated rank.
All jira defining the feature is solved except for one: UIIN-470 Implement new element: Nature of content (detailed view and edit mode). And then we can get the feature closed in Q3 2019.		32can wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 year
3
InventoryPriority fixes and enhancements for inventory searchUXPROD-1836In ProgressCharlotte WhittCore: FunctionalLarge < 10 daysAlready in progresscap-mvp165po-mvp165CW: The low calculated rank is most likely to that this is a very resent feature (7/1/2019) - these search enhancements are important to make basic search in Inventory to work properly.100can wait - up to a quarter after go-livego-livego-livego-livego-livego-livego-livego-livego-live
4
InventoryInstance: Implement preceding and succeeding titlesUXPROD-1893In ProgressCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 daysAlready in progresscap-mvp128CB: Decreased rank slightly to put this below the features that are currently in progress.po-mvp150CW: This feature is a newly created feature split out of UXPROD-1420. The low calculated total rank can be explained with that not all early implementers libraries have ranked the feature71can wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-live
5
InventoryQ4 2019 Timebox for Priority Inventory Search and Filter EnhancementsUXPROD-140DraftCharlotte WhittCore: FunctionalLarge < 10 daysXXL < 30 daysCRITICALcap-mvp127.6Cap Plan Team: Keep as placeholder for inventory search enhancements timebox in Q4CB: Charlotte mistakenly did not tag this as po-mvp. She has since added the tag in JIRA and I updated the cap planpo-mvp140CW: Are looking into use of multiple filters, very similar to the use in the Orders app. PO ranking aligned with Calculated Total ranking. This feature relates to UXPROD-1632.140can wait - up to a quarter after go-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
6
InventoryInventory Permissions (Basic CRUD)UXPROD-1371Analysis CompleteCharlotte WhittVegaMedium < 5 daysStories are written and the work will start next week. VEGA team has been assigned. All but already in progress. cap-mvp127.2CB: Moving from CF to Vega. Decreasing rank a bit because this is still in draft (no stories). That said, it's important and I think Charlotte could probably get the stories together fairly quickly.po-mvp160150go-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
7
InventoryImplement effective logic for call number in Holdings record and inherited to Item recordsUXPROD-1626DraftCharlotte WhittCore: FunctionalSmall < 3 daysSmall < 3 daysCRITICALcap-mvp120.75CB: UXPROD-1626 (Implement effective logic for call number in Holdings record and inherited to Item records) Should be MVP and should be higher priority than �Normalizing of call number� which Charlotte tagged as MVP and ranked 100.7. Without an effectivpo-mvp104CW: Small task.96can wait - up to 1 yeargo-livego-livego-livego-livego-livecan wait - up to a quarter after go-livego-livego-livego-livego-liveNOT NEEDED
8
InventoryCRUD Multiple Call Number Schemes for InstitutionUXPROD-2002DraftLaura WrightCore: FunctionalLarge < 10 daysXL < 15 daysCRITICALcap-mvp120.5HM: Need to be completed ASAP due to multiple MVP features being dependent on itpo-mvp15NOT NEEDEDgo-livecan wait - up to a quarter after go-live
9
InventoryInventory. Search call numberUXPROD-1655BlockedCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 daysCRITICALcap-mvp120Cap Plan Team: Per Jakub there are recent RMB changes which ignore punctuation which may help with this. We need more requirements on this.CB: Modified rank so it would sort along with the other call number featurespo-mvp125CW: Aligned PO rank with Calculated Total rank125can wait - up to a quarter after go-livego-livego-livego-livego-livego-livecan wait - up to a quarter after go-livego-livego-livego-livego-livego-live
10
InventorySearch by normalized ISBN number - in InventoryUXPROD-1685OpenCharlotte WhittCore: FunctionalSmall < 3 daysSmall < 3 daysCRITICALcap-mvp116HK: Bundle into EpicCB: This isn't about call number, it's about ISBN. I don't think it belongs in the call number epic.po-mvp110CW: Aligned PO rank with Calculated Total rank110go-livego-livego-livego-livego-livego-livego-livego-livego-live
11
InventoryDeletion. Implement action menu in top navigation bar. Enable the user to delete a metadata record (Instance)UXPROD-1624OpenCharlotte WhittCore: FunctionalSmall < 3 daysSmall < 3 days100CB: Dropping rank so it is just "below the line". We will pull into Q4, if at all possible.CB: What did we decide on this one? I think it would be great if we could do this, but I wouldn't rank it so high.po-mvp127CW: Deletion of holdings and item records are implemented, but not yet for instance records while it was not requested by Chalmers88can wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livego-livego-livecan wait - up to 1 year
12
InventoryHoldings: Display of POL number, Order status and Order date in the Acquisition accordionUXPROD-1925OpenCharlotte WhittCore: FunctionalVery Small (VS) < 1daySmall < 3 days68.9CB: This feature is newly created and tagged po-mvp. Cap team has not discussed it, as far as I know.po-mvp68.9CW: Created after ranking exercise. The solution with a minimum data set has been discussed with a MM-SIG working group and AM-Breaux.21can wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-live
13
InventoryAbility to filter Inventory by publication dateUXPROD-1984OpenCharlotte WhittStripes ForceMedium < 5 daysSmall < 3 days131po-mvp131CW: Filter improvements. In process (discussed with Khalilah, and John Coburn)72can wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livego-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-live
14
InventoryAnalytical records; bound with - part 1: wrap up work on instance to instance linkingUXPROD-1856DraftCharlotte WhittCore: FunctionalMedium < 5 days99po-mvp116.592can wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livego-livego-livego-livego-livego-live
15
InventoryAnalytical records; bound with - part 2: item to item linkingUXPROD-1241DraftCharlotte WhittCore: FunctionalLarge < 10 daysLarge < 10 days98po-mvp116Aligned PO rank with Calculated Total rank.107can wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livego-livego-livecan wait - up to a quarter after go-livego-livego-livego-livego-livego-livego-live
16
InventoryOn the Fly Records / or Fast AddUXPROD-1057DraftCharlotte WhittCore: FunctionalMedium < 5 daysCross-SIG working group is being established; will be led by Andrea Loigman (RA)
JS: I feel that this should at least have an MMSIG co-Lead to prevent feature creep since "on-the-fly" records for circulation in Inventory do not seem to need a whole lot of development time.		74po-mvp114CW: This feature was discussed at a Course Reserve meeting 8/13/2019. The outcome of the meeting defined the feature as a must have for MVP. Lifted the PO rank to match other features being marked as po-mvp.84can wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livego-livego-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-liveNOT NEEDEDgo-livego-live
17
InventoryInventory. Result list Refined display rules.UXPROD-1634OpenCharlotte WhittCore: FunctionalSmall < 3 days72po-mvp10292can wait - up to 1 yeargo-livego-livego-livego-livecan wait - up to 1 yeargo-livego-livego-livego-livego-live
18
InventoryItem: Display of POL number, Order status and Order date in the Acquisition accordionUXPROD-1995OpenCharlotte WhittCore: FunctionalVery Small (VS) < 1daySmall < 3 days68.8CB: This feature is newly created and tagged po-mvp. Cap team has not discussed it, as far as I know.po-mvp68.8CW: Created after ranking exercise. The solution with a minimum data set has been discussed with a MM-SIG working group and AM-Breaux.11can wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-live
19
InventoryNew Stripes Component | Hierarchical display of terms filterUXPROD-1632OpenCharlotte WhittStripes ForceMedium < 5 daysSmall < 3 days61HK: Use these lists "as-is" as workaroundpo-mvp131CW: Filter improvements. In process (discussed with Khalilah, and John Coburn)72can wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livego-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-live
20
InventorySettings > Inventory > Item: Implement material type categoryUXPROD-1923OpenCharlotte WhittCore: FunctionalVery Small (VS) < 1dayVery Small (VS) < 1day37HK: Material types already exist and work in FOLIO. Dropping rank since this is nice, but not required.po-mvp129.8CW: Implementation of material type categories will improve the filter display in the first pane by having the long list of material types displayed hierarchical. The categories are recommended by RA-SIG and MM-SIG.
This is a new feature, that explains the low calculated rank.		28NOT NEEDEDcan wait - up to a quarter after go-livecan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-live
21
InventoryAbility to filter records on Record type, Previously held, Suppress in discovery, Staff suppress in Inventory (instance, holdings, item and container)UXPROD-1538Analysis CompleteCharlotte WhittCore: FunctionalLarge < 10 days3098CW: This feature is defined by UXPROD-140. I have bombed up the PO rank accordingly.63can wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to 1 year
22
InventoryCreate Call numbers generatorUXPROD-1854DraftCharlotte WhittCore: Functional3070CW: This is a rather new feature (7/8/2019); which is probably why the Institution ranking is so low.16NOT NEEDEDNOT NEEDEDNOT NEEDEDNOT NEEDEDNOT NEEDEDcan wait - up to a quarter after go-livecan wait - up to 1 yeargo-liveNOT NEEDEDNOT NEEDED
23
InventoryCreate Accession numbers generatorUXPROD-1770DraftCharlotte WhittCore: FunctionalSmall < 3 daysSmall < 3 days3034CW: Small task30can wait - up to 1 yearNOT NEEDEDNOT NEEDEDcan wait - up to 1 yearcan wait - up to 1 yearNOT NEEDEDcan wait - up to a quarter after go-livego-livecan wait - up to 1 yeargo-liveNOT NEEDEDcan wait - up to 1 year
24
InventoryAbility to change Item status from Inventory (without switching to another app)UXPROD-1731DraftEmma BoettcherCore: Functional3051CW: This has been discussed with the MM-SIG, and is something several libraries requested. The implementation can be solved with an action button in the caret > drop down menu.
PO rank aligned with Calculated Total rank.		52NOT NEEDEDgo-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-live
25
InventoryCreate, manage and apply Instance templatesUXPROD-1664DraftCharlotte WhittCore: FunctionalLarge < 10 daysMedium < 5 days303737can wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livecan wait - up to 1 year
26
InventoryCreate, manage and apply Holdings templatesUXPROD-1663DraftCharlotte WhittCore: FunctionalLarge < 10 daysMedium < 5 days3065CW: PO rank aligned with Calculated Total rank.61can wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livego-livecan wait - up to 1 year
27
InventoryCreate, manage and apply Item templatesUXPROD-1662DraftCharlotte WhittCore: FunctionalLarge < 10 daysMedium < 5 days3060CW: PO rank aligned with Calculated Total rank.65can wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livego-livecan wait - up to 1 year
28
InventoryMultiple graphical representations in FOLIO, e.g. resource titles in InventoryUXPROD-1646DraftCharlotte WhittCore: FunctionalXXL < 30 daysXXL < 30 days3069CW: This has implication for the data model - not just in Inventory; but other apps too. The sooner we find a solution to solve this, the better; and hopefully less complicated compared with, if solved very late in the process. Aligned PO rank with Calculated Total rank.59can wait - up to 1 yeargo-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to 1 yeargo-livego-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 year
29
InventoryOrder/sequence of items within a holdings record. Add and (manually) re-order Item recordsUXPROD-1625DraftCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 days3058CW: PO rank aligned with Calculated Total rank.58NOT NEEDEDcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-live
30
InventoryNew functionality in Holdings record. Sort and re-order item records on the flyUXPROD-1611DraftCharlotte WhittCore: FunctionalMedium < 5 days3054CW: PO rank aligned with Calculated Total rank.54can wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-live
31
InventoryNew functionality in Holdings record. Re-order Holdings statementsUXPROD-1610DraftCharlotte WhittCore: FunctionalSmall < 3 daysSmall < 3 days304443NOT NEEDEDcan wait - up to a quarter after go-livecan wait - up to 1 yearNOT NEEDEDcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livecan wait - up to 1 year
32
InventoryRefined UX design of Holdings record, Accordion Receiving historyUXPROD-1608DraftCharlotte WhittCore: FunctionalSmall < 3 days3053PO rank aligned with Calculated Total rank49can wait - up to 1 yeargo-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-live
33
InventoryItem templates. Hard coded templateUXPROD-1604DraftCharlotte WhittCore: FunctionalMedium < 5 days3071CW: Create Item records as usual. In most cases item records will be created via Orders.62can wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-live
34
InventoryMark for deletion. Implement action menu in top navigation bar. Enable the user to mark a metadata record for deletion (Container, Instance, Holdings, Item)UXPROD-1363DraftCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 days3088CW: Aligned PO rank with Calculated Total rank.CW: Deletion by staff with permission to do deletion of records.70NOT NEEDEDgo-livecan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livego-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livego-livecan wait - up to 1 year
35
InventoryEbook packages - relationship to individual title records in InventoryUXPROD-151DraftCharlotte WhittCore: FunctionalLarge < 10 daysLarge < 10 days3085CW: This feature is in the App Interaction domain - being solved in other overlapping features. Will keep the description for now; not to loose the thinking behind the library rankings77NOT NEEDEDgo-livecan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-live
36
InventoryAssign Accession numbers to holdings and item records - when items are acquiredUXPROD-144DraftCharlotte WhittCore: FunctionalSmall < 3 daysSmall < 3 days3064CW: Very rudimental implementation at this point. This implementation is not good enough for the German libraries, that's why this i bumped up.47can wait - up to 1 yearNOT NEEDEDNOT NEEDEDgo-liveNOT NEEDEDNOT NEEDEDcan wait - up to a quarter after go-livego-livego-liveNOT NEEDEDgo-liveNOT NEEDEDNOT NEEDEDcan wait - up to 1 year
37
InventoryA process is needed to periodically refresh the record against the source (Knowledge base)UXPROD-127DraftCharlotte WhittCore: FunctionalLarge < 10 daysLarge < 10 days3062CW: PO rank aligned with Calculated Total rank.62go-liveNOT NEEDEDcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livego-livecan wait - up to 1 yeargo-livego-livecan wait - up to 1 yearcan wait - up to 1 year
38
InventoryRefined Display of Acquisition data in Holdings and Item records (long term solution)UXPROD-1607In ProgressCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 days3073.5CW: The data elements in the Acquisition accordion, can be narrowed down to: POL number, Order status, and Order status date. The POL number will be a hot link back to the order record. Having this solution with few order elements, and hot link to the Order record is definitely MVP - See: UXPROD-1925 (holdings) and UXPROD-1995 (item) which both are marked as PO-mvp. PO rank aligned with Calculated Total rank.59can wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 year
39
InventoryFix UX consistency issues within InventoryUXPROD-1602In ProgressCharlotte WhittCore: FunctionalSmall < 3 days3073PO rank aligned with Calculated Total rank.69can wait - up to a quarter after go-livego-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 year
40
InventoryOrder/sequencing of holdings on an instance record. Re-order Holdings recordsUXPROD-1635OpenCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 days303939NOT NEEDEDcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-liveNOT NEEDED
41
InventoryImplement the general note/comment app feature in Inventory (instance, holdings, item and container record)UXPROD-1598OpenCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 days3032CW: PO rank aligned with Calculated Total rank.32can wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 year
42
InventoryItem Record NavigationUXPROD-1726DraftCharlotte WhittCore: Functional2728CW: PO rank aligned with Calculated Total rank.29NOT NEEDEDNOT NEEDEDcan wait - up to a quarter after go-livego-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-live
43
InventoryBarcode Validation upon Scanning on Item ID box on the Item RecordUXPROD-1715DraftCharlotte WhittCore: Functional2321CW: PO rank aligned with Calculated Total rank.21NOT NEEDEDNOT NEEDEDNOT NEEDEDgo-liveNOT NEEDEDNOT NEEDEDcan wait - up to 1 yearNOT NEEDEDgo-liveNOT NEEDED
44
InventoryLinked data. Pull data into FOLIO from external sources based on linksUXPROD-152DraftCharlotte WhittCore: FunctionalMedium < 5 daysXL < 15 days2125CW: PO rank aligned with Calculated Total rank.25can wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 year
45
InventoryAnalyse and implement container object in InventoryUXPROD-492Analysis CompleteCharlotte WhittCore: FunctionalXL < 15 daysLarge < 10 days20Harry is going to meet with the app interaction group this week to see if this is really needed for MVP. Marking 20 for on the fence for now. This won't happen in Q3, though.po-mvp110.5CW: The feature for the Order app creating container records (UXPROD-1105) has the calculated institutional ranking: 110, PO ranking: 76). The Order feature is dependent on having the container in Inventory.
DB: Just clarifying here. UXPROD-1105 is for the creation of the container based on a POL. Which of course, relies on the container being possible to create. However, this is currently related to receiving packages (UXPROD-1547) but not required. Someone could receive packages of material through checkin using instances as a workaround.		CW: Do dummy records!77NOT NEEDEDgo-livecan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livego-livego-livecan wait - up to 1 yeargo-livego-livego-liveNOT NEEDED
46
InventoryAvoid creation of duplicative metadata for eBooksUXPROD-139DraftCharlotte WhittCore: FunctionalOut of scope1120CW: PO rank aligned with Calculated Total rank.20NOT NEEDEDNOT NEEDEDNOT NEEDEDcan wait - up to 1 yearcan wait - up to a quarter after go-liveNOT NEEDEDcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yearNOT NEEDEDcan wait - up to 1 year
47
InventoryImplement Refined UX-design for Inventory - hierarchical navigation structure (Instance, Holdings, Item)UXPROD-491DraftCharlotte WhittCore: FunctionalXL < 15 days10HK: SInce what we have now works, and not marked MVP, should probably lower priority.- CB: Agreed, Harry. I am going to give the features that fall into this category a cap plan rank of 10.97CW: Implementing this feature for the mvp will address many of the view requirements from e.g. circulation staff (while waiting for UXPROD-1742)HK: Use "as-is" and possibly create an RA view91can wait - up to 1 yeargo-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livego-livego-livecan wait - up to a quarter after go-livego-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-live
48
InventoryInstance: Lookup by code (contributor type, resource type and format)UXPROD-1891OpenCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 days10Cap Plan Team: Rank needs to be decreased, as this isn't po-mvp4820NOT NEEDEDcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to 1 year
49
InventoryInstance: Add related instances data elementUXPROD-1892Analysis CompleteCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 days0Cap Plan Team: Maybe not MVPpo-mvp117CW: This feature is a newly created feature split out of UXPROD-1420. The low calculated total rank can be explained partly with the libraries have not yet ranked the feature. I'll lower the feature to reflect a couple of libraries can wait up to a quarter after Go live, and one library can wait one year.37can wait - up to 1 yeargo-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-live
50
InventoryNeed to see check out count on item listUXPROD-2035DraftCharlotte WhittCore: Functional0CW: This feature is requested by Chalmers. Will improve the view - needed for catalogers, circulation staff, and technical staff.3can wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 year
51
InventoryNeed to see holdings statement alongside item listUXPROD-1727DraftCharlotte WhittCore: Functional0HK: Based on the description and comments, a nice to have?Cap group: Agrees not mvp33CW: This feature will improve the view - needed for catalogers, circulation staff, and technical staff. PO rank aligned with Calculated Total rank.open multiple sessions, view holdings in one/items in the other OR view holdings in public catalog @Laura W30NOT NEEDEDgo-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to 1 yearcan wait - up to a quarter after go-live
52
InventoryAbility to maintain relationships between other apps when holdings/items are moved from one instance to anotherUXPROD-1647DraftCharlotte WhittCore: FunctionalVery Small (VS) < 1dayVery Small (VS) < 1dayJS: Moving items between and among (MARC) holdings is critical for day-to-day functionality for technical services staff. As-is moving holdings and associated items between and among blbliographic records. Our current system maintains the relationships between record types.
FH: +1 to JS		0HK: This is only a must have for orders according to the feature and the feature states that orders already does this by default. (can't imagine why this is not the case everywhere unless UUIDs are not being used)CB: Also, there is no way to move itemspo-mvp111CW: Aligned PO rank with Calculated Total rank106can wait - up to 1 yeargo-livego-livego-livego-livego-livecan wait - up to a quarter after go-livego-livego-livego-livego-livego-live
53
InventorySettings > Inventory > Instance: Implement format categoryUXPROD-1894OpenCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 days0HK: Workaround existspo-mvp122CW: Implementation of format categories will improve the filter display i the first pane by having the long list of formats displayed hierarchical. The categories are part of the RDA standard.
This is a new feature, that explains the low calculated rank.		Cate Boerema: Workaround for MVP could be to use the format list as-is, as we already have a format menu on the Instance record and a place in settings where you can CRUD the values. The default list is long, so a category would be nice, but you are certainly able to view and select formats without the category feature.41NOT NEEDEDgo-livecan wait - up to 1 yearcan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-livecan wait - up to a quarter after go-live
54
InventoryInstance: Delete warning when deleting format or contributor typeUXPROD-1889OpenCharlotte WhittCore: FunctionalMedium < 5 daysMedium < 5 days0Cap Plan Team: Agree this is not MVP2725can wait - up to a quarter after go-liveNOT NEEDEDcan wait - up to 1 yearcan wait - up to 1 yearNOT NEEDEDNOT NEEDEDcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 year
55
InventoryAutomated barcode assignmentUXPROD-1716DraftCharlotte Whitt1CW: This feature suggested as missing feature in the Gap Analysis 2019 by ZBW on behalf of GBV is not ranked by any libraries - probably because it's a rather new feature1NOT NEEDEDNOT NEEDEDNOT NEEDEDNOT NEEDEDNOT NEEDEDNOT NEEDEDcan wait - up to 1 yearNOT NEEDEDNOT NEEDEDNOT NEEDED
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100