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Working list to be added to and used to frame some planning discussions, especially around Patty's July 11-20 visit to Bloomington.

Action items identified, KG & PM 6/29/12

Additional discussions required:

  • Roadmap
  • Framework questions: 
    • Editors
    • Ingest profiles, overlay
    • Import, export
    • Patron loads
    • Financial integrations

By Functional Module or Specific Requirements/Features

(below are placeholders to begin to list functional or infrastructure issues by module- will need to improve outline or approach)

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Acquisitions

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  • Library: Select, Acquire
  • KFS: PURAP, VENDOR
  • Open Issues:

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Financial

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  • Library: Acquire
  • KFS: PURAP, COA, FS, PDP
  • Open Issues:

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Licensing

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  • Library: MER, ERMS, Electronic Resources Management, Licensing
  • KFS: None
  • Rice 2 & Docstore: Agreements, Agreement Docs, License Requests
  • Open Issues:

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Cataloging

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  • Library: Describe, Manage, Editors
  • KFS: combined search
  • Rice 2: Editors
  • Docstore: Bibliographic, Instance
  • Open Issues:

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Editors 

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  • Library: Framework for (above) cataloging
  • Open Issues:

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Circulation

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  • Library: Circulation, Patrons
  • KFS: N/A
  • Rice 2: Patron, Checkout/Loans, Checkin, Policies, etc
  • Docstore: Bib & Instance, but primary actions on Items and Locations within Instance
  • Open Issues:

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Infrastructure

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  • see each team and global issues
  • Docstore Document controls, ie Records Management; Checkin and Checkout; Search
  • Open Issues:

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Technical/Systems Integration

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  • Library: Data migrations, Discovery layer, z39.50, NCIP, external interfaces
  • OLE: API's
  • Open Issues: