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Priority #

Title

Jira Epic

Importance

Notes

Status

1

Patron Loader

AI-31: Patron Loader

Must have before go live

 

File retrievals are running as expected. We have run a full patron synchronization (70,000 records) and it took less than ten minutes, which is awesome.

Incremental can add/update; drop has not been implemented yet. EN

2

TRLN Discovery/POD/Summon Integration

AI-28: TRLN Discovery/POD/Summon Integration

Must have at go live

 

  • Continuing to work toward running a full extract so testers can view Alma data in a local TRLN Discovery instance.

  • Defining how to extract and store the # of items on a holding.

  • Worked through decisions for URL redirect to ensure that existing links to catalog records won’t break once we’re using the new Alma to TRLN data pipeline.
    JB

3

Invoice Export to Accounts Payable

AI-40: Invoice Export to Accounts Payable

Must have at go live

 

Working on error handling and setting invoices as “Paid” after export. Detail report is complete. Sent sample file to Duke AP on 5/2 and need to change some spacing in the fixed file format. Learned from AP that barcode is required for Law and Perk records only, so need to add that to error handling.

JB

4

Invoice Creation from Vendor MARC records

AI-41: Invoice Creation from Vendor MARC Records

Must have at go live

Can use code from Harvard as a start

Started intial review of this integration on 4/22/24. Communicating with Harvard with a request to review their code and also reviewing acquisitions APIs.

JB

5

Catalog Request System

AI-43: Catalog Request System

Must have at go live

 

My Accounts is complete.

Work is ongoing on viewing item lists and placing requests. We’ve made significant progress in handling various display use cases (claim returned, transit, etc.) Working on an approach to handling records with large numbers of items to address performance.

Testing and debugging continues.

EN 02

6

CaiaSoft

 https://duldev.atlassian.net/browse/AI-118

Must have at go live

 

First meeting scheduled with CaiaSoft staff 5/2/2024.
KHN

7

A-Z Journals List

AI-46: Online Journals List

Must have at go live

Discovery Working Group taking responsibility

Ongoing. Tom C. provided an update at May First Wednesday ( First Wednesday 2024) EN

8

Migrate Open Patron Requests from Aleph to Alma

 https://duldev.atlassian.net/browse/AI-34

Must have at go live

 

Requirements are complete; waiting for developer capacity. EN

9

Bursar Export

https://duldev.atlassian.net/browse/AI-44

Must have at go live

or at least by early August

10

Location Guide

 https://duldev.atlassian.net/browse/AI-37

Must have at go live

tied to TRLN Discovery project

Work has begun as part of TRLN Discovery work. EN

11

Migrate FOLIO Licenses to Alma

https://duldev.atlassian.net/browse/AI-35

Must have by June 10 for ExLibris to load during cutover

Coding was completed for a test run in Dec.

Open tasks are to fix some bugs and add a few changes based on users feedback on test data load.

JB

12

Migrate Aleph Order/Subscription Log Notes to Alma Orders

https://duldev.atlassian.net/browse/AI-33

Post go live

Users will be able to view these logs in Aleph after go-live, but we need to import the data so that’s is available in Alma.

13

New Book Carousel

https://duldev.atlassian.net/browse/AI-32

Post go live

Would need to adjust the landing page if not at go live

14

Migrate FOLIO ERM Organizations Contacts and Interfaces to Alma

https://duldev.atlassian.net/browse/AI-36

Post go live

15

Alma Cloud App POC for Viewing Item History

https://duldev.atlassian.net/browse/AI-45

Post go live

Connection to DSC for item history

16

Migrate 360 Notes to Alma E-Resources

not yet created

Post go live

The notes in 360 contain information to identify the owning library (Law, Med, etc).

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