APPENDIX C. Basecamp project snapshot April 2014

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Last updated September 27, 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