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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. Functionality to include name suffix is done but not yet tested.

Incremental can add/update; drop has been developed but not been implemented yet tested. EN 08

2

TRLN Discovery/POD/Summon Integration

AI-28: TRLN Discovery/POD/Summon Integration

Must have at go live

 

  • Five VMs are running in parallel to speed up processing of the full extract

  • Unit testing is underway which identified that the current code is using item-level calculations and Alma requires holdings-level calculations - working on fix for that.

  • Planning for full pipeline testing underway (gathering list of test cases)
    JB

3

Invoice Export to Accounts Payable

AI-40: Invoice Export to Accounts Payable

Must have at go live

 

Unit testing is underway for error handling and setting error invoices as “Rejected” after export. Will run a fresh load of test data to send to Duke AP for validation.

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

User stories are in the current sprint, but haven’t started development yet while completing other user stories.

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 continuesA volunteer external to the library is engaging in rigorous testing of the CRS with major patron groups and reporting results for adjustments.

EN 08

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 08

Library staff have been invited to test the interface and provide suggestions and feedback.

EN

8

Migrate Open Patron Requests from Aleph to Alma

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

Must have at go live

 

Developer resources have been found; first meeting will be afternoon of May 9th. 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

Waiting for developer capacity.

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

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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