APPENDIX C. Basecamp project snapshot April 2014

OLE Data Migrations and Integrations

Milestones

• Acq Fit Gap analysis #1: Wed, Jan 1
• Deliver Fit Gap analysis #2: Wed, Jan 1
• Cataloging Fit Gap analysis #1: Wed, Jan 1
• Full db and Fit Gap analysis by all modules: Fri, Apr 4
• Monthly review of Decision to go for July 1: Wed, Feb 12
• Performance test passed Dale Arntson: Fri, Apr 25
• Training plan in place: Fri, Mar 28
• Full VuFind running against full OLE db: Fri, Apr 25
• Full test db with all integrations: Mon, Jun 2
• Full VuFind db with incremental updates: Fri, Apr 25
• GO LIVE: Tue, Jul 1

VuFind for OLE

• Test 1.5 exports Frances McNamara: Fri, Apr 11
• Test Villanova's OLE Connector: Fri, Apr 25
• Test VuFind setup: Fri, Apr 18
• VuFind My Account: Fri, Apr 25
• Plan for switch of production VuFind: Fri, Apr 25
• Test full db with incremental updates: Fri, Apr 25
• Go live: Tue, Jul 1

Authentication and authorizations

• Convene group on AuthZ/AuthN Tod Olson: Fri, Apr 11
• Set up permissions in OLE Maura Byrne: Fri, Apr 18
• Logons for non-university folks
• Atlas ARES integration access issues
• ITS security review

Describe Data conversions

• Bib/Holding/Item Hzn conversion fixes for review
• Bib Unicode conversion fixes for review Frances McNamara: Fri, Apr 11
• Einstance conversion REVISIONS Frances McNamara: Mon, Feb 17
• Serials Receiving conversion REVIEW Frances McNamara: Fri, Apr 11
• Analytics and Bound with Conversions Frances McNamara: Fri, Apr 25
• Linked Bibs Conversion Frances McNamara: Fri, Apr 25

Describe Integrations

• Authorities workaround for 1.5 Frances McNamara: Fri, Apr 11
• Spine Label Printing: Fri, Apr 4
• Bindery Slip printing: Fri, Apr 18
• Serial Label printing: Fri, Apr 18
• Donor processing (in 1.5) Frances McNamara: Fri, Apr 18
• Cataloging reports Frances McNamara: Fri, May 2
• OCLC monthly processing Frances McNamara: Fri, Apr 25
• Hathi monthly processing Frances McNamara: Fri, Apr 25
• Other MS Access reports including SCRC Frances McNamara: Fri, May 23
• New Acq List from VuFind Maura Byrne: Fri, May 16

Deliver Data Conversions

• KRMS rules REVIEW Cheryl Malmborg: Fri, Apr 11
• CKO's, Requests, Blocks: Fri, Apr 11
• Saving any old data not moved to OLE: Fri, Jun 27
• Fines and Fees conversion Cheryl Malmborg: Fri, Apr 18

Deliver Integrations

• ARES integrations Cheryl Malmborg: Fri, Apr 25
• Dematic integration (requires 1.5) Cheryl Malmborg: Fri, Apr 25
• Circ Reports: Fri, Apr 25
• Google Book Processing: Fri, Apr 25
• Privileges lockers, visitors, etc.: Fri, Apr 25
• Cash Drawer workaround: Fri, Apr 25
• Registrar Blocks with David Larsen: Fri, May 9
• Other MS Access dbs of staff: Fri, May 30
• Lost/Missing processing Cheryl Malmborg: Fri, Aug 29

Select & Acquire

• Specifications for data conversions
• Vendor data conversion jemiller@uchicago.edu: Fri, Apr 18
• Orders/Standing orders data conversion: Fri, Apr 11
• Test III Firm orders conversion: Fri, Apr 11
• Old financial data: Fri, Dec 5

Select & Acquire Integrations

• 1.5 MARC 9xx processing/Preprocessor MARC/EDI: Fri, Apr 18
• Evouchers: Fri, Apr 25
• Patron request workflow for acq Frances McNamara: Fri, Apr 25
• Filters Identify and provide replacements meet with acq supervisors Frances McNamara: Fri, Apr 25
• Order/invoice/approval import profiles for vendors: Fri, May 9
• Acq reports: Fri, May 9
• Other MS Access/ III reports by staff: Fri, May 30
• Annual Stewardship report (test in 1.5) Frances McNamara: Fri, Apr 11
• Test 1.5 Milestone 1 order and invoice loads Frances McNamara: Fri, Apr 18
• Web form PO requests create reqs in OLE: Fri, May 9