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Working page to track requirements and planning issues with BA's- initial page created per Patty to document working discussion items 

Quicklinks/Table of Contents:


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

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

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 
    • (Search, instance, facets, indexing- see above action items; summarized from KG working doc- more to be added)- Not Yet Complete Summary
  • Roadmap updates and timeline (S&A additions, reorder, dates)
  • Framework questions: 
    • UI & Role/Rule based Defaults and Templates
    • Editors
    • Ingest, overlay
    • Import, export
    • Transmit
    • Patron loads
    • Policy engines (circ; licensing; ingest)
    • Financial integrations
    • Configurable Search, indexing, sort, facets
  • Process
  • Documentation
  • UI/UX plan- see: OLE UI & UX

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)

Acquisitions
  • Tiger Team: Select & Acquire (SA: Bob Persing)
  • Library Functions: Select, Acquire
  • Rice 1/KFS: PURAP, VENDOR, GL; KEW; KIM
  • Rice 2: Ingest/Load/Overlay records- KRAD, KRMS (SA: Michelle Suranofsky)
  • Infrastructure/dependencies/outstanding decisions:
  • Other issues/notes:
Financial, COA
  • Tiger Team: Select & Acquire (SA: Bob Persing)
  • Library Function: Acquire, Manage funds, budgeting
  • Rice 1/KFS: PURAP, COA, FS, PDP, GL, BA; KEW; KIM
  • Rice 2: N/A
  • Infrastructure/dependencies/outstanding decisions:
    • KFS 5 changes
    • Financial integrations with university systems- OLE 1.0
    • FYRO- OLE 1.5
  • Other issues/notes:
Licensing
  • Tiger Team: MER (SA: Emily Lynema)
  • Library Functions: MER, ERMS, Electronic Resources Management, Licensing
  • Rice 1/KFS: N/A
  • Rice 2: License Requests & UIs; KRAD, KRMS, KIM
  • Docstore: Agreements, Agreement Docs, (Future: Deal, Package, Agent)
  • Infrastructure/dependencies/outstanding decisions:
    • GoKB- OLE 1.0 & 1.5
  • Other issues/notes:
Cataloging
  • Tiger Team: Describe/Manage (SA: Michelle Suranofsky)
  • Library Functions: Describe, Manage, Editors, Cataloging, Technical Services
  • Rice 1/KFS: combined search
  • Rice 2: Maintenance Docs (Bib, Instance); Editors, Ingest/Load/Overlay records- KRAD, KRMS; KIM
  • Docstore: Bibliographic, Instance, (Future: Authority)
  • Infrastructure/dependencies/outstanding decisions:
    • Authority Records - OLE 1.5
    • Scoping for 1.0
  • Other issues/notes:
Editors 
  • Tiger Team: Editors (SA & Team lead: Michelle Suranofsky)
  • Library Functions: Framework for (above) cataloging
  • Rice 1/KFS: N/A
  • Rice 2: KRAD UI; Maintenance Docs (Bib, Instance)
  • 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:
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, Maintenance Docs, 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:
Infrastructure
  • see each team and global issues
  • may belong with Technical below
  • Rice 1 vs Rice 2, and providing for future integrations
  • Docstore:  Document controls, ie Records Management; Checkin and Checkout; Search
  • Infrastructure/dependencies/outstanding decisions:
    • OLE Identity Management
      • APIs: Grouper, Shibboleth, LDAP, etc
      • KIM 1 vs 2
      • Authz/Authx
      • User loads 
      • Any original IdM, MUR- Manage User Relationships work
    • others?
  • Other issues/notes:
Technical/Systems Integration
  • Tiger Team: Systems Integration (Lead: Chris Case), Technical Council 
  • Library System Functions: Data migrations, Discovery layer, z39.50, NCIP, external interfaces; KFS & Rice upgrades; OLE Integrations/External Systems list
  • OLE: API's
  • Infrastructure/dependencies/outstanding decisions:
    • performance improvements
  • Other issues/notes:
  • No labels

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