Cap Plan PO Worksheet
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1
Product Owner
EpicInst RankNew PO RankProcessed? (Yes/No)
PO Comments
JIRA IssueSummary DescriptionDevelopment TeamFront-end EstimateBack-end EstimateOriginal Rank: 5Colleges (Sum 2020)New Rank: 5Colleges (Sum 2020)5 Colleges CommentsOriginal Rank: Chalmers (Aut 2019)New Rank: Chalmers (Aut 2020)Chalmers CommentsOriginal Rank: Chicago (Sum 2020)New Rank: Chicago (Sum 2020)Chicago CommentsOriginal Rank: Cornell (Sum 2020)New Rank: Cornell (Sum 2020)Cornell CommentsOriginal Rank: Duke (Sum 2020)New Rank: Duke (Sum 2020)Duke CommentsOriginal Rank: FLO (Sum 2020)New Rank: FLO (Sum 2020)FLO CommentsOriginal Rank: GBV-ERM Only (Aut 2019)New Rank: GBV-ERM Only (Aut 2020)GBV-ERM Only CommentsOriginal Rank: GBV-Full (TBD)New Rank: GBV-Full (TBD)GBV-Full CommentsOriginal Rank: hbz (TBD)New Rank: hbz (TBD)hbz CommentsOriginal Rank: Lehigh (Sum 2020)New Rank: Lehigh (Summer 2020)Lehigh CommentsOriginal Rank: Leipzig-ERM Only (Aut 2019)New Rank: Leipzig-ERM Only (Aut 2019)Leipzig-ERM Only CommentsOriginal Rank: Leipzig-Full (TBD)New Rank: Leipzig-Full (TBD)Leipzig-Full CommentsOriginal Rank: TAMU (Jun 2020)New Rank: TAMU (Jun 2020)TAMU CommentsOriginal Rank: U of AL (Oct 2020)New Rank: U of AL (Oct 2020)U of AL Comments
2
Ann-Marie Breaux
Batch Importer (Bib/Acq)
140No
UXPROD-665
Import Inventory Instances and MARCcat bib records in MARC format
Folijet3 days30 daysgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
3
Charlotte WhittInventory130No
UXPROD-1371
Inventory Permissions (Basic CRUD and more)
Core: Functional
5 daysgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
4
Dennis Bridges
Receiving and Checking-in of Physical Items
120No
UXPROD-1605
Receiving quality assurance enhancementsThunderjet3 days5 days
can wait - up to a quarter after go-live
go-livego-livego-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-live
5
Magda Zacharska
SIP2: Protocol for self-checkout
120No
UXPROD-1002
SIP2: Protocol for self-checkout
Core: Functional
30 daysgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
6
Charlotte WhittInventory115No
UXPROD-140
Ability to search any element in Inventory (instance, holdings and item records)
Core: Functional
10 days30 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livego-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-live
7
Charlotte WhittInventory115No
UXPROD-491
Implement Refined UX-design for Inventory - hierarchical navigation structure (Instance, Holdings, Item)
Core: Functional
15 daysgo-live
can wait - up to a quarter after go-live
go-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-livego-livego-livego-live
8
Ann-Marie Breaux
Batch Importer (Bib/Acq)
110No
UXPROD-1447
Instance record with an underlying MARC record. Block edit of given elements maintained in MARCcat
Folijet10 days10 daysgo-livego-livego-livego-livego-livego-liveNOT NEEDEDNOT NEEDEDNOT NEEDEDgo-livego-livego-live
9
Unassigned
Bulk Edit - batch changes to lists of records (inventory, users, requests, budgets, etc)
110No
UXPROD-120
Bulk edit recordsUnassigned30 days30 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
10
Dennis Bridges
Create and Process Invoices and Credits
110No
UXPROD-783
Ability to create a creditThunderjet3 days3 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
11
Dennis Bridges
Create and Process Invoices and Credits
110No
UXPROD-703
Ability to "process" invoiceThunderjet3 days3 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
12
Dennis Bridges
Creating and processing Payment and Credit vouchers
110No
UXPROD-695
CRUD PaymentThunderjet3 days10 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
13
Charlotte WhittInventory110No
UXPROD-1121
Inventory instance, holdings, item and container record notes
Core: Functional
5 days3 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-livego-livego-livego-livego-livecan wait - up to 1 year
14
Emma Boettcher
Item states110No
UXPROD-283
View status history on item record
Core: Functional
10 days10 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-livego-livego-live
15
Emma Boettcher
Loans110No
UXPROD-1245
Loans: Permissions Overrides (permission escalation)
Core: Functional
5 days5 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
16
Emma Boettcher
Loans110No
UXPROD-447
Anonymizing/Scrubbing Loan Data related to Fee/Fine
Core: Functional
15 daysgo-livego-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-livego-livego-live
17
Dennis Bridges
Managing Financial Structures
110No
UXPROD-1252
Finance UAT Round 1 EnhancementsThunderjet15 days10 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
18
Unassigned
Migration Tools from Legacy ILS
110No
UXPROD-1505
Clear all existing data for iterative migration loadingUnassignedgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
19
Unassigned
Migration Tools from Legacy ILS
110No
UXPROD-1500
Create a command line interface to use for initial load of data into the system
Unassignedgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
20
Unassigned
Migration Tools from Legacy ILS
110No
UXPROD-1499
Accept files in JSON for intital migration for input and output
Unassignedgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
21
Dennis Bridges
Orders and Inventory Integration Phase 1
110No
UXPROD-1105
Create Container record in inventory from PO LineThunderjet3 days5 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
22
Dennis Bridges
Receiving and Checking-in of Physical Items
110No
UXPROD-691
Allow Item status to be set during receiving processThunderjet3 days5 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-livego-livecan wait - up to 1 yeargo-livego-livego-live
23
Ann-Marie Breaux
Record export for Inventory instance & holdings, MARCcat Bib, MFHD & Authority, EDIFACT Orders
110No
UXPROD-142
Export of Holdings records from Inventory
Core: Functional
10 days10 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livecan wait - up to 1 yeargo-livego-live
24
Khalilah Gambrell
Accessibility: WCAG 2.0 AA Compliance
105No
UXPROD-280
Keyboard Only Support.Stripes Force15 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-livego-live
can wait - up to a quarter after go-live
go-livego-livego-live
25
Cate BoeremaRequests105No
UXPROD-1320
Configure Allowable Item Statuses for Different Request Types
Core: Functional
5 days10 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livecan wait - up to a quarter after go-live
needed once we have custom statuses
go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-livego-livego-live
26
Dennis Bridges
Create and Process Invoices and Credits
103No
UXPROD-196
Display a modal after pressing the "process invoice" button that allows you to release encumbrances for all lines and specify status transition of the invoice record.
Thunderjet3 days5 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
can wait until Fiscal year rollover
go-live
27
Dennis Bridges
Managing Financial Structures
103No
UXPROD-861
Ability to Encumber Funds base on purchase orderThunderjet1 day5 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-live
can wait until Fiscal year rollover
go-livego-livego-live
28
Dennis Bridges
Managing Financial Structures
103No
UXPROD-696
CRUD TransferThunderjet3 days10 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-live
can wait until Fiscal year rollover
go-livego-livego-live
29
Dennis Bridges
Managing Financial Structures
103No
UXPROD-197
An area that allows you to view the total amounts available in your budget per Ledger and grouping of associated Funds.
Thunderjet5 days10 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-live
can wait until Fiscal year rollover
go-livego-livego-live
30
Dennis Bridges
Managing Financial Structures
103No
UXPROD-1218
Ability to create Ledgers, Funds, Budgets and Fiscal Years
Thunderjet10 days10 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-live
can wait until Fiscal year rollover
go-livego-livego-live
31
Dennis Bridges
Managing Teams and Assigning Teams to Objects
100No
UXPROD-979
Ability to create Teams (acquisitions units) and assign users, orders, organizations, invoices and funds to them.
Thunderjet10 days10 daysgo-livego-live
can wait - up to a quarter after go-live
can wait - up to 1 yeargo-liveNOT NEEDEDNOT NEEDEDgo-livego-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-live
can wait - up to a quarter after go-live
go-live
32
Khalilah Gambrell
Advanced Search (Within Apps)
100No
UXPROD-1015
Boolean Search (Within Apps)
Core: Functional
go-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livecan wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livego-livego-live
33
Ann-Marie Breaux
Batch Importer (Bib/Acq)
100No
UXPROD-976
Import individual MARC recordFolijet10 days15 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-live
can wait - up to a quarter after go-live
go-livego-livego-live
can wait - up to a quarter after go-live
go-livego-livego-live
34
Dennis Bridges
Creating and processing Payment and Credit vouchers
100No
UXPROD-694
CRUD CreditThunderjet3 days10 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livecan wait - up to 1 yeargo-livego-livego-livego-live
35
Charlotte WhittInventory100No
UXPROD-1241
Analytical records; bound width - linking multiple instance records to a single holdings records (and the reverse, multiple holdings to a single instance record), part 2
Core: Functional
10 days10 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
36
Charlotte WhittInventory100No
UXPROD-1655
Search by normalized call number
Core: Functional
5 days5 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livecan wait - up to 1 yeargo-livego-livego-livego-livego-live
37
Charlotte WhittInventory100No
UXPROD-1458
Deletion. Implement action menu in top navigation bar. Enable the user to delete a metadata record (Instance, Holdings, Item)
Core: Functional
5 days5 daysgo-livego-livego-livego-livego-livego-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livego-livecan wait - up to 1 year
38
Emma Boettcher
Item states100No
UXPROD-1037
Item state in three components
Core: Functional
15 days30 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
39
Emma Boettcher
Loans100No
UXPROD-1085
Automatically Anonymizing/Scrubbing Loan Data (through Settings)
Vega10 days30 daysgo-livego-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-liveNOT NEEDEDgo-live
40
Emma Boettcher
Loans100No
UXPROD-1120
Retain some patron information on anonymized loansConcorde10 days30 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-livego-liveNOT NEEDEDgo-live
41
Unassigned
Migration Tools from Legacy ILS
100No
UXPROD-884
Define human readable identifiers for Inventory, SRS, and MARCcat records with data
Core: Functional
5 days10 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
42
Unassigned
Migration Tools from Legacy ILS
100No
UXPROD-1507
Migrate adminstrative data including UUID, timestamps and user IDs
Unassignedgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
43
Unassigned
Migration Tools from Legacy ILS
100No
UXPROD-1506
Provide a consistent set of options for inputs, outputs, and reporting for all loaders in all modules
Unassignedgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
44
Unassigned
Migration Tools from Legacy ILS
100No
UXPROD-1504
Migration loader logging/exception requirementsUnassignedgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
45
Unassigned
Migration Tools from Legacy ILS
100No
UXPROD-1503
Migration loader capacity requirementsUnassignedgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
46
Unassigned
Migration Tools from Legacy ILS
100No
UXPROD-1502
Migration loader performance requirementsUnassignedgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
47
Dennis Bridges
Order Materials and Services
100No
UXPROD-1274
Order Support for Containers/Packages ("Create Inventory" select list)
Thunderjet10 days10 days
can wait - up to a quarter after go-live
NOT NEEDEDgo-livego-livego-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-livego-livego-live
48
Dennis Bridges
Order Materials and Services
100No
UXPROD-189
Display a log of all activity associated with a PO/POL that includes invoices and transactions that are associated with it.
Thunderjet5 days10 days
can wait - up to a quarter after go-live
NOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
can wait - up to a quarter after go-live
49
Darcy BranchiniPatron notices100YesDone - Q2
UXPROD-1599
Refine tokens, such as pickup location and/or call number, for patron notices
Vega10 days15 days
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-livego-livego-live
can wait - up to a quarter after go-live
50
Ann-Marie Breaux
Record export for Inventory instance & holdings, MARCcat Bib, MFHD & Authority, EDIFACT Orders
100No
UXPROD-141
Allows exporting of metadata record (instance) to a designated output format
Core: Functional
10 days10 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livecan wait - up to 1 yeargo-liveNOT NEEDED
51
Cate BoeremaRequests100No
UXPROD-236
Requests Permissions (Advanced/Action-Based)
Core: Functional
3 days3 days
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-livego-livego-livego-live
can wait - up to a quarter after go-live
52
Darcy BranchiniStaff slips100NoIn development
UXPROD-1272
Additional tokens, such as pickup location and/or call number, to print slips
Vega5 days10 days
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-livego-livego-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-live
53
Mike Taylor
Z39.50 support
100No
UXPROD-560
Z39.50 support
Core: Functional
5 days15 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
54
Dennis Bridges
Fiscal Year end and rollover
96No
UXPROD-201
Rollover the ledgers funds/budgets into a new Fiscal year (Creating new budgets for all funds at one time)
Thunderjet5 days10 days
can wait until Fiscal year rollover
NOT NEEDEDgo-livego-livego-live
can wait until Fiscal year rollover
go-livego-livego-livego-livego-livego-livego-livego-live
55
Cate Boerema
Locations and Service Points
95No
UXPROD-1416
Location and Service Point CRUD Enhancements Continued
Core: Functional
1 day
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livecan wait - up to 1 yeargo-livego-livego-livego-livecan wait - up to 1 yeargo-live
56
Unassigned
Migration Tools from Legacy ILS
95No
UXPROD-1508
Populate reference data as part of initial migrationUnassignedgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-live
can wait - up to a quarter after go-live
go-live
57
Darcy BranchiniPatron notices95Yes
UXPROD-1392
Extend patron notices to printVega10 days30 daysgo-live
can wait - up to a quarter after go-live
NOT NEEDEDgo-livego-livego-livego-live
can wait - up to a quarter after go-live
go-livego-livego-livego-live
58
Darcy BranchiniStaff slips9550Yes
As long as hold, transit (and paging request) slips are developed and templates are customizable, then this can wait.
UXPROD-1077
Staff slips with custom triggers and conditionsVega15 days30 daysgo-livecan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livecan wait - up to 1 yeargo-livecan wait - up to a quarter after go-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livecan wait - up to 1 yeargo-live
59
Dennis Bridges
Managing Financial Structures
93No
UXPROD-777
CRUD AllocationThunderjet3 days5 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livecan wait - up to 1 year
can wait until Fiscal year rollover
go-livego-livego-live
60
Khalilah Gambrell
Tags - Basic90No
UXPROD-1528
Tags: eholdings app: ability to filter results by tagsSpitfire5 days30 daysgo-livego-livecan wait - up to 1 yeargo-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 1 yeargo-livecan wait - up to 1 yeargo-livego-live
61
Unassigned
Advanced Search (Within Apps)
90No
UXPROD-907
Advanced Search (Within Apps)Unassigned30 days15 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-live
can wait - up to a quarter after go-live
go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-livego-live
62
Dennis Bridges
Allow for the creation and management of vendor records
90No
UXPROD-1544
Pivot Vendor App into Organizations AppThunderjet5 days15 daysgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
63
Ann-Marie Breaux
Batch Importer (Bib/Acq)
90No
UXPROD-1380
CRUD for MARC Data Mapping ProfilesFolijet30 days30 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-liveNOT NEEDEDNOT NEEDEDgo-livego-liveNOT NEEDEDcan wait - up to 1 yeargo-livego-live
64
Charlotte Whitt
Bulk Edit - batch changes to lists of records (inventory, users, requests, budgets, etc)
90No
UXPROD-137
Bulk moving items and holdings
Core: Functional
30 days15 daysgo-live
can wait - up to a quarter after go-live
go-livego-livego-livecan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yeargo-liveNOT NEEDEDcan wait - up to 1 yeargo-livego-live
65
Sean Thomas
Circ Rules and Loan Policies
90No
UXPROD-873
Circ Rules: Integrate Circ Rules with Location ModelConcorde10 days10 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
66
Holly Mistlebauer
Fees/Fines90NoUXPROD-96Fee/fine Policies for Loan PoliciesUNAM10 days5 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-liveNOT NEEDEDgo-livego-livego-live
67
Holly Mistlebauer
Fees/Fines90No
UXPROD-109
Charge automated feesUNAM5 days15 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-liveNOT NEEDEDgo-livego-livego-live
68
Holly Mistlebauer
Fees/Fines90No
UXPROD-106
Refund paid fees/finesUNAM5 days5 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-liveNOT NEEDEDgo-livego-livego-live
69
Holly Mistlebauer
Fees/Fines90No
UXPROD-1130
Create Remaining Fee/Fine OverridesUNAM10 days15 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-liveNOT NEEDEDgo-livego-livego-live
70
Holly Mistlebauer
Fees/Fines90No
UXPROD-1249
Create Final Fee/Fine PermissionsUNAM3 days10 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-liveNOT NEEDEDgo-livego-livego-live
71
Unassigned
GDPR Support (Phase 1)
90No
UXPROD-292
GDPR Data PortabilityUnassigned10 days15 days
can wait - up to a quarter after go-live
go-livecan wait - up to 1 yeargo-livego-live
can wait - up to a quarter after go-live
go-livego-livego-livego-liveNOT NEEDEDgo-livecan wait - up to 1 yearcan wait - up to 1 year
72
Unassigned
GDPR Support (Phase Later)
90No
UXPROD-288
GDPR User-centric AnonymisationUnassigned10 days30 days
can wait - up to a quarter after go-live
go-livecan wait - up to 1 yeargo-livego-live
can wait - up to a quarter after go-live
go-livego-livego-livego-liveNOT NEEDEDgo-livecan wait - up to 1 yearcan wait - up to 1 year
73
Unassigned
GDPR Support (Phase Later)
90No
UXPROD-291
GDPR RIght of ErasureUnassigned10 days
can wait - up to a quarter after go-live
go-livecan wait - up to 1 yeargo-livego-live
can wait - up to a quarter after go-live
go-livego-livego-livego-liveNOT NEEDEDgo-livecan wait - up to 1 yearcan wait - up to 1 year
74
Charlotte WhittInventory90No
UXPROD-1647
Transferring holdings and items retain any relationships established via app interaction
Core: Functional
1 day1 daygo-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-livego-livego-live
75
Emma Boettcher
Loans90No
UXPROD-1330
Display checkin notes from Inventory at checkin
Core: Functional
10 daysgo-livego-livego-livego-livego-livego-livego-livego-live
76
Emma Boettcher
Loans90No
UXPROD-1251
Loans: Permissions (Advanced/Action-Based)
Core: Functional
5 days15 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
77
Dennis Bridges
Managing Financial Structures
90No
UXPROD-699
Display current Ledgers in the finance dashboardThunderjet3 days1 daycan wait - up to 1 yearNOT NEEDEDgo-livego-livego-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-live
can wait - up to a quarter after go-live
go-livego-livego-live
78
Patty Wanninger
Migration Tools from Legacy ILS
90No
UXPROD-559
Migrate Bibliographic & Holdings dataUnassigned10 days10 daysgo-liveNOT NEEDEDNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
79
Cate BoeremaRequests90No
UXPROD-923
Requests in-app report: Requests Pick List
Core: Functional
5 days15 daysgo-livecan wait - up to 1 yeargo-livego-livego-livecan wait - up to a quarter after go-live
1280 is absolute go-live for Duke. Workaround is usable for us.
go-livego-livego-livego-livego-livego-livego-live
80
Ann-Marie Breaux
Tags - Basic90No
UXPROD-1124
Ability to assign Tags to Finance recordsThunderjet5 days3 days
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to 1 yeargo-livego-livecan wait - up to 1 year
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-live
can wait - up to a quarter after go-live
81
Dennis Bridges
Managing Financial Structures
88No
UXPROD-1390
Update Hardcoded lists for FinanceThunderjet3 days3 days
can wait until Fiscal year rollover
NOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livecan wait - up to 1 yeargo-live
can wait - up to a quarter after go-live
go-live
82
Dennis Bridges
Order Materials and Services
88No
UXPROD-1564
Open order WizardThunderjet10 days5 days
can wait until Fiscal year rollover
go-livego-livego-livecan wait - up to 1 year
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-live
can wait - up to a quarter after go-live
go-live
83
Ann-Marie Breaux
Batch Importer (Bib/Acq)
85No
UXPROD-1381
CRUD for EDIFACT Data Mapping ProfilesFolijet30 days30 daysgo-livecan wait - up to 1 yeargo-livego-livego-livecan wait - up to 1 year
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-live
84
Ann-Marie Breaux
Batch Importer (Bib/Acq)
85No
UXPROD-669
Ability to do a test load, then revise before final run/commit
Folijet5 days30 dayscan wait - up to 1 year
can wait - up to a quarter after go-live
go-livego-livecan wait - up to 1 yeargo-livego-livego-livego-live
can wait - up to a quarter after go-live
can wait - up to 1 yeargo-livego-livecan wait - up to 1 year
85
Khalilah Gambrell
Custom Fields - add to any FOLIO record (patrons, inventory, orders, etc)
85NoUXPROD-33
Custom Fields (for User Record and as General Platform Feature)
Core: Functional
10 days10 dayscan wait - up to 1 yearNOT NEEDEDgo-livego-livego-livego-livego-livego-livego-livego-livego-livego-livecan wait - up to 1 year
can wait - up to a quarter after go-live
86
Holly Mistlebauer
Fees/Fines85No
UXPROD-393
Identify format of Call Number on Fees/Fines and Loans History/Details and address sorting issue
UNAM10 days5 days
can wait - up to a quarter after go-live
NOT NEEDEDgo-livego-livego-livego-livego-livego-livego-liveNOT NEEDEDgo-livego-live
87
Holly Mistlebauer
Fees/Fines85No
UXPROD-780
Suspend fees/fines when item claimed returnedUNAM5 days10 days
can wait - up to a quarter after go-live
NOT NEEDEDgo-livego-livego-livego-livego-livego-livego-liveNOT NEEDEDgo-livego-livego-live
88
Charlotte WhittInventory85No
UXPROD-151
Ebook packages - relationship to individual title records in Inventory
Core: Functional
10 days10 daysgo-liveNOT NEEDEDgo-livego-livego-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-live
can wait - up to a quarter after go-live
go-livecan wait - up to 1 yeargo-live
89
Charlotte WhittInventory85No
UXPROD-492
Analyse and implement container object in Inventory
Core: Functional
15 days10 days
can wait - up to a quarter after go-live
NOT NEEDEDgo-live
can wait - up to a quarter after go-live
go-live
can wait - up to a quarter after go-live
go-livego-livego-livecan wait - up to 1 yeargo-livego-livego-livego-live
90
Emma Boettcher
Loans85NoUXPROD-81In-house useConcorde5 days10 daysgo-livecan wait - up to 1 yeargo-livego-livego-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-livego-livego-live
91
Emma Boettcher
Loans85NoUXPROD-88Loan: Claim returned
Core: Functional
3 days5 days
can wait - up to a quarter after go-live
can wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-livego-livego-livego-live
92
Emma Boettcher
Loans85No
UXPROD-266
Error messages for patrons plus message customization
Core: Functional
15 days15 daysNOT NEEDED
can wait - up to a quarter after go-live
go-livego-live
can wait - up to a quarter after go-live
go-livego-livego-livego-livego-livego-liveNOT NEEDED
93
Ann-Marie Breaux
Record export for Inventory instance & holdings, MARCcat Bib, MFHD & Authority, EDIFACT Orders
85No
UXPROD-977
Export of Item records from Inventory
Core: Functional
10 days10 daysgo-liveNOT NEEDEDgo-livego-livego-livego-livecan wait - up to 1 year
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livecan wait - up to 1 yeargo-livego-live
94
Magda Zacharska
Requests85No
UXPROD-1061
Title-Level Requests
Core: Functional
30 daysgo-livego-liveNOT NEEDED
can wait - up to a quarter after go-live
go-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
NOT NEEDEDgo-live
can wait - up to a quarter after go-live
go-live
95
Cate BoeremaRequests85No
UXPROD-1653
Move Requests from One Item to Another
Core: Functional
10 days30 daysgo-livego-livego-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-livego-livego-live
can wait - up to a quarter after go-live
96
Khalilah Gambrell
Users App85NoUXPROD-34User record notes
Core: Functional
1 day1 daygo-liveNOT NEEDEDgo-livecan wait - up to 1 yeargo-livego-livego-livego-livego-livego-livego-livego-live
can wait - up to a quarter after go-live
97
Khalilah Gambrell
eHoldings App80No
UXPROD-967
eholdings - Order Integration : Automatically select a title/package in KB and add to library's holdings
Spitfire10 days10 daysgo-livego-livecan wait - up to 1 yeargo-livego-livecan wait - up to 1 yearNOT NEEDEDcan wait - up to 1 yearcan wait - up to 1 yearcan wait - up to 1 yeargo-livecan wait - up to 1 yeargo-live
98
Unassigned
Authentication and Authorization Beyond Basic and SAML
80No
UXPROD-556
Federation-based SSO authenticationUnassigned5 days15 daysgo-liveNOT NEEDEDgo-livego-livego-liveNOT NEEDED
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-liveNOT NEEDEDgo-livego-livego-live
99
Ann-Marie Breaux
Batch Importer (Bib/Acq)
80No
UXPROD-1405
Data Import (Batch Importer for Bib Acq) - Misc navigation & screen issues
Folijet5 days5 daysgo-livecan wait - up to 1 yeargo-livego-livego-liveNOT NEEDED
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
can wait - up to a quarter after go-live
go-live
100
Ann-Marie Breaux
Batch Importer (Bib/Acq)
80No
UXPROD-185
Import Orders in MARC formatFolijet5 days15 daysgo-liveNOT NEEDEDgo-livego-livego-livego-liveNOT NEEDEDNOT NEEDEDgo-livego-liveNOT NEEDEDNOT NEEDEDgo-livecan wait - up to 1 year
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