BA's Open Issues

Global/Planning Issues

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?
2. SEARCH
   1. Simplify approach
   2. 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
   3. To compile global requirements, then possibly work with SI team
      1. then UI edits
      2. indexing and performance issues
      3. sample records
3. INSTANCE
   1. possible meeting July 16 or 17
   2. Get key stakeholders in a meeting, and review critical issues- make decisions (KG to summarize existing documentation, work with Patty to prep)
   3. Possible attendees: Patty, Peri, John P, Kathy, Gary C, Frances M, Michelle S, Doreen H
   4. Plan TBD with Patty Jul 9 +

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)

Acquisitions

• Library: Select, Acquire
• KFS: PURAP, VENDOR
• Infrastructure/dependencies/outstanding decisions:
• Other issues/notes:

Financial

• Library: Acquire
• KFS: PURAP, COA, FS, PDP
• Infrastructure/dependencies/outstanding decisions:
• Other issues/notes:

Licensing

• Library: MER, ERMS, Electronic Resources Management, Licensing
• KFS: None
• Rice 2 & Docstore: Agreements, Agreement Docs, License Requests
• Infrastructure/dependencies/outstanding decisions:
• Other issues/notes:

Cataloging

• Library: Describe, Manage, Editors
• KFS: combined search
• Rice 2: Editors
• Docstore: Bibliographic, Instance
• Infrastructure/dependencies/outstanding decisions:
• Other issues/notes:

Editors 

• Library: Framework for (above) cataloging
• Infrastructure/dependencies/outstanding decisions:
• Other issues/notes:

Circulation

• 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
• Infrastructure/dependencies/outstanding decisions:
• Other issues/notes:

Infrastructure

• see each team and global issues
• Docstore Document controls, ie Records Management; Checkin and Checkout; Search
• Infrastructure/dependencies/outstanding decisions:
• Other issues/notes:

Technical/Systems Integration

• Library: Data migrations, Discovery layer, z39.50, NCIP, external interfaces
• OLE: API's
• Infrastructure/dependencies/outstanding decisions:
• Other issues/notes: