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Epic NameSummaryIssue keyPoints for your institution (to be transferred to ballot)Product OwnerDevelopment TeamDev Team planned by Capacity Plan?Total number of P1/P2 ranks for featureIncluded despite no ranks due to date createdThis feature is blocked by this feature...This feature is blocking this feature…This feature requires this feature…This feature is required by this feature…
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Ability to create forms and embed on a websiteAbility to create forms and embed on a websiteUXPROD-847TBDTBDTBD3
3
Ability to save and load web form templates through a Form Filler app
Ability to save and load web form templates through a Form Filler appUXPROD-736TBDTBDTBD1
4
Accessibility: WCAG 2.1 AA Compliance.Address Users app - Accessibility issuesUXPROD-2997
Khalilah Gambrell
TBDTBD03/22/2021
5
Accessibility: WCAG 2.1 AA Compliance.Search and Results keyboard focus updatesUXPROD-2828
Khalilah Gambrell
TBDTBD1
6
Accessibility: WCAG 2.1 AA Compliance.Implement baseline shortcut keys for acquisitions appsUXPROD-2991
Dennis Bridges
Thunderjet
Yes1
7
AcquisitionsACQ Screenreader Accessibility improvements - ThunderjetUXPROD-2674
Dennis Bridges
Thunderjet
Yes2
8
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Handle "Hold" Request Cancellation (Owning and Borrowing Sites)UXPROD-2784
Brooks Travis
TBDTBD2
9
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Implement Required Local API Endpoints for D2IR (INN-Reach) Local Server Status in FOLIOUXPROD-2763
Brooks Travis
VolarisNo2
UXPROD-2672
10
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Implement Required Local Circulation-related Local API Endpoints for D2IR (INN-Reach) Local Servers in FOLIO
UXPROD-2761
Brooks Travis
VolarisNo2
UXPROD-2672
11
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Implement Required Local Requests-related Local API Endpoints for D2IR (INN-Reach) Local Servers in FOLIO
UXPROD-2711
Brooks Travis
VolarisNo2
UXPROD-2672
12
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Handle "Claimed Returned" on INN-Reach Items (Borrowing Site)UXPROD-2789
Brooks Travis
VolarisNo2
UXPROD-2673
13
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Handle "Move Request" Action on INN-Reach Requests (Owning Site)UXPROD-2788
Brooks Travis
VolarisNo2
UXPROD-2673
14
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Handle INN-Reach Borrower Renewal Requests (Borrowing Library)UXPROD-2787
Brooks Travis
VolarisNo2
UXPROD-2673
15
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Handle Checkout of INN-Reach Items From Owning SiteUXPROD-2786
Brooks Travis
VolarisNo2
UXPROD-2673
16
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Handle Recall of INN-Reach Loans By Patron at Owning SiteUXPROD-2783
Brooks Travis
VolarisNo2
UXPROD-2673
17
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Handle Check-In of INN-Reach ItemsUXPROD-2782
Brooks Travis
VolarisNo2
UXPROD-2673
18
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Retrieve List of Local Servers in an INN-Reach Consortium and their Associated Agencies and Provide Representations in the FOLIO Location System
UXPROD-2779
Brooks Travis
VolarisNo2
UXPROD-2673
19
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Manage a Map of Local Patron Groups to INN-Reach Central Server Patron Types (PTYPE)UXPROD-2778
Brooks Travis
VolarisNo2
UXPROD-2673
20
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Submit Local Server Locations to INN-Reach Central ServerUXPROD-2777
Brooks Travis
VolarisNo2
UXPROD-2673
21
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Contribute Inventory Item Records ("Items") to INN-Reach Central ServerUXPROD-2765
Brooks Travis
VolarisNo2
UXPROD-2673
22
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Contribute Inventory Instance Records ("Bibs") to INN-Reach Central ServerUXPROD-2764
Brooks Travis
VolarisNo2
UXPROD-2673
23
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Implement "Third Party" OAuth2 Token Endpoint for D2IR (INN-Reach)UXPROD-2672
Brooks Travis
VolarisNo2
UXPROD-2711, UXPROD-2763, UXPROD-2761
24
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Implement Oauth2 Consumer for Requesting D2IR (INN-Reach) OAuth2 TokensUXPROD-2673
Brooks Travis
VolarisNo2
UXPROD-2764, UXPROD-2765, UXPROD-2777, UXPROD-2778, UXPROD-2779, UXPROD-2782, UXPROD-2783, UXPROD-2786, UXPROD-2787, UXPROD-2788, UXPROD-2789
25
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Create a Data Model to Track/Represent INN-Reach TransactionsUXPROD-2794
Brooks Travis
VolarisNo1
UXPROD-2793
26
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Create a FOLIO UI App(s) to View/Manage INN-Reach TransactionsUXPROD-2793
Brooks Travis
VolarisNo1
UXPROD-2794
27
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
INN-Reach: Support Multiple Agencies on the Same Local ServerUXPROD-2906
Brooks Travis
VolarisNo1
28
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Handle Checkout of INN-Reach Items by Patron at Borrowing SiteUXPROD-2903
Brooks Travis
VolarisNo1
29
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Handle Checkout of Local Item Requested by Local Patron via INN-ReachUXPROD-2785
Brooks Travis
VolarisNo2
30
Add Support for D2IR API Integration with INN-Reach Resource Sharing Systems
Implement Required Local Inventory-related Local API Endpoints for D2IR (INN-Reach) Local Servers in FOLIO
UXPROD-2762
Brooks Travis
VolarisNo2
31
Advanced Search (within apps)Navigating Filters (changes to the filter and sort component)UXPROD-1016
Khalilah Gambrell
Stripes Force
No12
32
AgreementsCreate and link PO/POL from Agreement lineUXPROD-1753
Owen Stephens
ERM Subgroup Dev Team
No4
33
AgreementsSupport Trial AgreementsUXPROD-1450
Owen Stephens
ERM Subgroup Dev Team
No1
34
AgreementsSet custom coverage for package entitlementsUXPROD-1490
Owen Stephens
ERM Subgroup Dev Team
No8
35
AgreementsExtend KBART import for Agreements local KBUXPROD-2265TBD
ERM Subgroup Dev Team
No2
36
Agreementseholdings App: Ability to filter packages and resources by Agreement(s)UXPROD-2096
Khalilah Gambrell
SpitfireNo4
37
AgreementsAgreements | Licenses | Support ordering of picklist terms in the UIUXPROD-2561
Owen Stephens
TBDTBD2
38
AgreementsManage resources joining/leaving an Agreement - Support EBSCO KB customersUXPROD-2262
Owen Stephens
TBDTBD6
39
Allow for the creation and management of organization records
Add a configurable 'Organization type' field to organization recordUXPROD-2553
Dennis Bridges
Thunderjet
Yes2
40
Allow for the creation and management of organization records
Bug fixes and enhancements for Organizations appUXPROD-2601
Dennis Bridges
Thunderjet
Yes4
41
Allow for the creation and management of organization records
Desired fixes and updates for the Organizations appUXPROD-2296
Dennis Bridges
Thunderjet
Yes6
42
Authentication and Authorization Beyond Basic and SAML (LDAP, OAUTH, Grouper)
Federation-based SSO authentication - basic supportUXPROD-556Tod OlsonTBDTBD9
43
Authentication and Authorization Beyond Basic and SAML (LDAP, OAUTH, Grouper)
Make the SAML(SSO) metadata file available through a public (Edge) URL in order to enable automatic configuration of the iDP
UXPROD-1612
Jakub Skoczen
TBDTBD3
44
Authentication and Authorization Beyond Basic and SAML (LDAP, OAUTH, Grouper)
Authenticate user via OAUTHUXPROD-553
Patty Wanninger
TBDTBD1
45
Authentication and Authorization Beyond Basic and SAML (LDAP, OAUTH, Grouper)
Integrate with Grouper for authorization/permissionsUXPROD-554
Patty Wanninger
TBDTBD2
46
Authentication and Authorization Beyond Basic and SAML (LDAP, OAUTH, Grouper)
Integrate with Active Directory for authorization/permissionsUXPROD-555
Patty Wanninger
TBDTBD4
47
Authentication and Authorization Beyond Basic and SAML (LDAP, OAUTH, Grouper)
Authenticate user via LDAPUXPROD-552
Patty Wanninger
TBDTBD4
48
Batch Importer (Bib/Acq)
quickMARC | Make Inventory Holdings rely on MARC Holdings | Connect SRS and Inventory for MARC Holdings - Part 1
UXPROD-1575
Khalilah Gambrell
SpitfireNo7
UXPROD-2452
49
Batch Importer (Bib/Acq)MARC Field Mapping Profiles Details for Order recordsUXPROD-2282
Ann-Marie Breaux
FolijetYes9
UXPROD-663, UXPROD-185
50
Batch Importer (Bib/Acq)Import Invoices based on data supplied in MARC Bibliographic recordsUXPROD-663
Ann-Marie Breaux
FolijetYes6
UXPROD-2282
51
Batch Importer (Bib/Acq)Import Orders in MARC formatUXPROD-185
Ann-Marie Breaux
FolijetYes11
UXPROD-2282
52
Batch Importer (Bib/Acq)MARC-MARC matching, part 2UXPROD-2742
Ann-Marie Breaux
FolijetYes10
53
Batch Importer (Bib/Acq)Data Import: Add support for Importing TagsUXPROD-2999
Ann-Marie Breaux
FolijetYes03/23/2021
54
Batch Importer (Bib/Acq)Data Import: Add support for tokens in field mapping profilesUXPROD-3000
Ann-Marie Breaux
FolijetYes1
55
Batch Importer (Bib/Acq)Data Import: Add support for Importing Notes app NotesUXPROD-2998
Ann-Marie Breaux
FolijetYes1
56
Batch Importer (Bib/Acq)
NFR: Data Import (Batch Importer for Bib Acq) Post-MVP low-priority Technical, NFR, & Misc bug work
UXPROD-2334
Ann-Marie Breaux
FolijetYes1
57
Batch Importer (Bib/Acq)NFR: PubSub enhancementsUXPROD-2196
Ann-Marie Breaux
FolijetYes1
58
Batch Importer (Bib/Acq)Load MARC records to create/update various record types, but do not store MARCUXPROD-2661
Ann-Marie Breaux
FolijetYes2
59
Batch Importer (Bib/Acq)Be able to export Data Import profile detailsUXPROD-2099
Ann-Marie Breaux
FolijetYes2
60
Batch Importer (Bib/Acq)Migration. Simple UI for edit of the default MARC mapping of holdings recordsUXPROD-1860
Ann-Marie Breaux
FolijetYes2
61
Batch Importer (Bib/Acq)Import Invoices in delimited formatUXPROD-674
Ann-Marie Breaux
FolijetYes2
62
Batch Importer (Bib/Acq)Import Inventory Holdings in Delimited formatUXPROD-660
Ann-Marie Breaux
FolijetYes2
63
Batch Importer (Bib/Acq)Import Orders in Delimited formatUXPROD-655
Ann-Marie Breaux
FolijetYes2
64
Batch Importer (Bib/Acq)CRUD for Delimited Data Mapping ProfilesUXPROD-1382
Ann-Marie Breaux
FolijetYes3
65
Batch Importer (Bib/Acq)Blocked Field mapping profile updates for Inventory recordsUXPROD-2641
Ann-Marie Breaux
FolijetYes4
66
Batch Importer (Bib/Acq)Supply default Job, Match, Action, Mapping profiles with the Data Import appUXPROD-2164
Ann-Marie Breaux
FolijetYes4
67
Batch Importer (Bib/Acq)Import Inventory Items in Delimited formatUXPROD-657
Ann-Marie Breaux
FolijetYes4
68
Batch Importer (Bib/Acq)Additional MARC-Instance relationship refinement - DRAFTUXPROD-2152
Ann-Marie Breaux
FolijetYes5
69
Batch Importer (Bib/Acq)Import Inventory Instances and MARC bib records in delimited filesUXPROD-666
Ann-Marie Breaux
FolijetYes5
70
Batch Importer (Bib/Acq)Batch upload and import of delimited metadataUXPROD-664
Ann-Marie Breaux
FolijetYes5
71
Batch Importer (Bib/Acq)Support for the Delete action during Data ImportUXPROD-2350
Ann-Marie Breaux
FolijetYes6
72
Batch Importer (Bib/Acq)Data Import permissions - DRAFTUXPROD-1384
Ann-Marie Breaux
FolijetYes6
73
Batch Importer (Bib/Acq)Ability to roll back a load if problemsUXPROD-1383
Ann-Marie Breaux
FolijetYes6
74
Batch Importer (Bib/Acq)Import of MARC Bibs to create/update multiple holdings and itemsUXPROD-2741
Ann-Marie Breaux
FolijetYes7
75
Batch Importer (Bib/Acq)Manage approval plan purchases in FOLIO: MARC LoadUXPROD-191
Ann-Marie Breaux
FolijetYes7
76
Batch Importer (Bib/Acq)Data Import (Batch Importer for Bib Acq) - Misc navigation & screen issuesUXPROD-1405
Ann-Marie Breaux
FolijetYes8
77
Batch Importer (Bib/Acq)Automated FTP and Scheduling for batch filesUXPROD-662
Ann-Marie Breaux
FolijetYes8
78
Batch Importer (Bib/Acq)Simple UI for edit of the default MARC mapping of bibliographic recordsUXPROD-1479
Ann-Marie Breaux
FolijetYes9
79
Batch Importer (Bib/Acq)Ability to do a test load (preview), then revise before final run/commitUXPROD-669
Ann-Marie Breaux
FolijetYes9
80
Batch Importer (Bib/Acq)Create interactive log-summary of batchload results, next stepsUXPROD-2200
Ann-Marie Breaux
FolijetYes12
81
Batch Importer (Bib/Acq)Data Import: Add Administrative note to Instance, Holdings, and Items - DRAFTUXPROD-2892TBDFolijetYes2
82
Batch Importer (Bib/Acq)Job profile-level Data import MARC field protectionsUXPROD-2934TBDFolijetYes3
83
Batch Importer (Bib/Acq)Connect MARCedit to FOLIO SRSUXPROD-2829TBDFolijetYes3
84
Batch Importer (Bib/Acq)SRS MARC Query API- Edge ModuleUXPROD-2916Jenn ColtSpitfireNo3
UXPROD-2942
85
Batch Importer (Bib/Acq)Import MARC authority records - Update actionUXPROD-2990
Khalilah Gambrell
SpitfireNo2
UXPROD-2944
UXPROD-2281
86
Batch Importer (Bib/Acq)quickMARC | Define human readable identifiers (HRIDs) and UUIDs for SRS MARC Authority recordsUXPROD-2281
Khalilah Gambrell
SpitfireNo1
UXPROD-2322, UXPROD-2990
87
Batch Importer (Bib/Acq)
Connect SRS and Inventory for MARC Holdings | Holdings record with an underlying MARC Holdings record. Block edit of Inventory Holdings MARC-related elements - Part 2
UXPROD-1448
Khalilah Gambrell
SpitfireNo4
88
Batch Importer (Bib/Acq)Define human readable identifiers (HRIDs) and UUIDs for SRS MARC Holdings recordsUXPROD-2858
Khalilah Gambrell
SpitfireNo01/5/2021
89
Bookmarks AppSave a search query (AKA create dynamic bookmark set)UXPROD-901TBDTBDTBD2
90
Bulk EditBulk add/delete/clean holding recordsUXPROD-1719Kelly Drake
Prokopovych
Yes6
91
Bulk EditBulk move item between holdings when annually moving journal issues to stacksUXPROD-2628Kelly DrakeTBDTBD2
92
Bulk EditBulk edit recordsUXPROD-120TBDTBDTBD16
UXPROD-1622
93
Bulk EditImprovements to User loader - additional match pointsUXPROD-2731TBDTBDTBD1
94
Bulk EditAPI real time synchronization of FOLIO holdings to OCLCUXPROD-2402TBDTBDTBD2
95
Bulk EditImprovements to User loader - source of feedUXPROD-2320TBDTBDTBD5
96
Calendar - Opening HoursClone opening hours to several service pointsUXPROD-852
Cheryl Malmborg
TBDTBD5
97
Calendar - Opening HoursSave openings as a templateUXPROD-854
Cheryl Malmborg
TBDTBD4
98
Calendar - Opening HoursAllow hours to be specified by minute (as opposed to only on the hour or half hour)UXPROD-2103
Cheryl Malmborg
VegaYes3
99
Calendar - Opening HoursUI improvements to calendarUXPROD-2657
Cheryl Malmborg
VegaYes5
100
Calendar - Other Time-Based and Scheduled Events (e.g. Workflows and To-Dos)
Calendar - Other Time-Based and Scheduled Events (e.g. Workflows and To-Dos)UXPROD-909TBDTBDTBD3