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h2. Action Items

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+

# *Tiger Teams and Meeting changes*
## No more Monday TT or HTC calls
## S&A moved to Wednesday, 9am
## Need to address double-meetings (S&A, Editors)
## See new roles and responsibilities document
## Where are we with specs?
## Need to address:
### Tuesday, SA/BA/Core call, 8:30\- next is July 18?
### Wednesday: Project team\- 9am timeslot usurped by S&A TT standing call moved?
### Friday: Product Owner call, 10am-12pm
## PM meeting 6/27: mentioned 1-2 day meeting while in Bton on planning?
# *Spec Progress*
## PM wants "where are we at with specs"
### by TT
### by Dan
### by Kathy
## overdue on Roadmap
## roadblocks
## how to organize, modules
## going forward: SA vs BA
# *SEARCH*
## Simplify approach
## KG to create Q&A, form templates for each Tiger Team to complete for functional Search needs and desired fields
### links to TST, DEMO and info
### existing functions
### new features
### in progress
## To compile global requirements, then possibly work with SI team
### then UI edits
### indexing and performance issues
### KNS vs SOLR
### sample records
## Acceptance Criteria, Test Scripts\- backward, forwards
## Above to enable regression testing as features added
# *INSTANCE*
## {html}<A href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0. 0B1zG4eNDtxYpNExXNFM5dnd3eUE " mce_href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0. 0B1zG4eNDtxYpNExXNFM5dnd3eUE " target="_Blank">Instance 9.x</A>{html}
## possible meeting July 16 or 17
## Get key stakeholders in a meeting, and review critical issues\- make decisions (KG to summarize existing documentation, work with Patty to prep)
## Possible attendees: Patty, Peri, John P, Kathy, Gary C, Frances M, Michelle S, Doreen H
## Plan TBD with Patty Jul 9 +
# *PURAP/KFS Prioritization*
## Need answers on S&A additions to Roadmap
## where do we need more functional documentation on requirements?
## Need to discuss order of specs for functional and technical dependencies (what constitutes forking, how documenting, what waits for 5.0)
### SFC and fund rules
### Roles Workflows
### Order Types
### vs overdue specs
### Deposit accounts and other 0.8 PREQ features (vs post KFS 5 upgrade and PREQ M:1 edits)
## Peri & Patty\- meeting to review app
## With Kathy and team: {color:#0000ff}+[review KFS for what being used; what need to remove|https://wiki.kuali.org/display/OLE/OLE+Rice+1.x+vs.+2.x+Development#OLERice1.xvs.2.xDevelopment-KFS%26Rice1%3AModulesSummary]+{color}; overview future or in progress features&nbsp;
# *DESCRIBE\- DOCSTORE*
## have sit-down on Describe
## what features coded: docstore, bib, instance, search
## what coming
## how to prioritize Doc controls policies and: doc ownership, doc status, audit trail; work units, item availability, transaction links
## try to simplify fundamental issues with team and BA
## coordinating and communicating Editors work; BA vs SA
# *DELIVER*
## what issues outstanding?
## Key infrastructure in progress (baseline needed for all specs): Patron, Policy, Item, Item Status, Location
## TBD: Circ Desk (dependency with work unit, doc ownership, KIM and Locations extension)
## Next Patron enhancements and defining needs for 1.0
## GoKB competing\- Dan going 50%
## Dan\- other critical issues?

h2. Additional discussions required

* Rice vote and PM leading combined OLE discussion: ARC, TRC, KTI, KAI reps
* Editors
** Dual roles: framework/UI optimization vs UIs /Describe fSpecs
** future framework
** meetings
* Docstore incomplete&nbsp;
** (Search, instance, facets, indexing\- see above action items; summarized from KG working doc\- more to be added)\- [Not Yet Complete Summary|https://docs.google.com/a/kuali.org/document/d/1-IqbfePn73oicDaLXnaVb5sYoRqm1pWrQttsC6wBaG4/edit]
** [Implication Issues|https://docs.google.com/a/kuali.org/document/d/1cc7rIXYI39hSTLLUn901_GpM1-Dw7jhYFceyh8iSLk8/edit]
* Roadmap updates and timeline (S&A additions, reorder, dates)
* Framework questions:&nbsp;
** Editors
** Ingest profiles, overlay
** Import, export
** Patron loads
** Financial integrations
* Process
** No more "Core Team", instead "OLE Project Team"\- including original core team, SMEs, HTC etc\- functional users
** Roles for Spec Teams, Tiger Teams, lead SMEs, FC, TC, BAs in spec/requirements
** Handoffs, coding, design, iterative demos
** Testers, testing, roles for above, process
** QA
** Technical design: Nianli, John P, Peri
* Documentation
** User
*** Platform (Nora's work)
** Technical
** Release
** who, what, when, how to maintain
** wiki vs.....
* UI/UX plan\- see:&nbsp;[OLE:OLE UI & UX]


h2. Future: 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, maybe child or functional wiki pages\- TBD)

h6. Acquisitions

* Tiger Team: Select & Acquire (SA: Bob Persing)
* Library Functions: Select, Acquire
* Rice 1/KFS: PURAP, VENDOR, GL
* Rice 2: Ingest/Load/Overlay records\- KRAD, KRMS (SA: Michelle Suranofsky)
* Infrastructure/dependencies/outstanding decisions:
** Many-to-One Purchase Order-to\- Invoice/Payment Request
** KFS 5 changes
* Other issues/notes:

h6. Financial, COA

* Tiger Team: Select & Acquire (SA: Bob Persing)
* Library Function: Acquire, Manage funds, budgeting
* Rice 1/KFS: PURAP, COA, FS, PDP, GL, BA
* Infrastructure/dependencies/outstanding decisions:
** KFS 5 changes
** Financial integrations with university systems\- OLE 1.0
** FYRO\- OLE 1.5
* Other issues/notes:

h6. Licensing

* Tiger Team: MER (SA: Emily Lynema)
* Library Functions: MER, ERMS, Electronic Resources Management, Licensing
* Rice 1/KFS: None
* Rice 2: License Requests & UIs
* Docstore: Agreements, Agreement Docs, (Future: Deal, Package, Agent)
* Infrastructure/dependencies/outstanding decisions:
** GoKB\- OLE 1.0 & 1.5
* Other issues/notes:

h6. Cataloging

* Tiger Team: Describe/Manage (SA: Michelle Suranofsky)
* Library Functions: Describe, Manage, Editors, Cataloging, Technical Services
* Rice 1/KFS: combined search
* Rice 2: Editors,&nbsp;Ingest/Load/Overlay records\- KRAD, KRMS
* Docstore: Bibliographic, Instance, (Future: Authority)
* Infrastructure/dependencies/outstanding decisions:
** Authority Records - OLE 1.5
** Scoping for 1.0
* Other issues/notes:

h6. Editors&nbsp;

* Tiger Team: Editors (SA & Team lead: Michelle Suranofsky)
* Library Functions: Framework for (above) cataloging
* Rice 1/KFS: N/A
* Rice 2: KRAD UI
* Docstore: Bib, Instance, (Agreement/License thru MER)
* Infrastructure/dependencies/outstanding decisions:
** Framework vs individual UI's
** Scope of system config in OLE 1.0
* Other issues/notes:

h6. Circulation

* Tiger Team: Deliver (SA: Stuart Miller/Chris Case)
* Library Functions: Circulation, Patrons
* Rice 1/KFS: N/A
* Rice 2: Patron, Checkout/Loans, Checkin, Policies, etc
* Docstore: Bib & Instance, but primary actions on Items and Locations within Instance
* Infrastructure/dependencies/outstanding decisions:
** Patron\- further scoping, coding for 1.0
* Other issues/notes:

h6. Infrastructure

* see each team and global issues
* may belong with Technical below
* Rice 1 vs Rice 2, and providing for future integrations
* Docstore: &nbsp;Document controls, ie Records Management; Checkin and Checkout; Search
* Infrastructure/dependencies/outstanding decisions:
** OLE Identity Management
*** APIs: Grouper, Shibboleth etc
*** KIM 1 vs 2
*** Authz/Authx
*** User loads&nbsp;
*** Any original IdM, MUR\- Manage User Relationships work
** others?
* Other issues/notes:

h6. Technical/Systems Integration

* Tiger Team: Systems Integration (Lead: Chris Case), Technical Council&nbsp;
* Library System Functions: Data migrations, Discovery layer, z39.50, NCIP, external interfaces; KFS & Rice upgrades
* OLE: API's
* Infrastructure/dependencies/outstanding decisions:
** performance improvements
* Other issues/notes: