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This page contains historical data from the Overall Status Update table on the FOLIO Q3 Q4 2018 Weekly Status - DRAFTReport


DateProduct OwnerNotable Risks, Issues and/or Changes
2018-10-
02As of today, currency settings has been removed from Q4. Q4 includes everything Chalmers needs. I have planned out the Fees/Fines work after Q4 by using the feature prioritization (aka Gap Analysis) results to prioritize the remaining Fees/Fines features. I'm sure things will change over the next year, but it's a start.2018-09-25The number of Fee/Fines features in Q3 (see column to left) was reduced from 7 to 5 because 2 of the UXPROD issues included in Q3 2018 aren't really new features--they are fixes from Q2. In summary, we have 7 UXPROD issues and 5 new features going in to Q3. When I realized that both Patron Blocks and Transfer Fees/Fines could not be fully completed for the Q4 2018 release (for Chalmer's implementation), I contacted Lisa to find out what parts of both they actually need for go-live. I was relieved to learn that they only need to be able to do the manual versions of both--that's all they have now. I sent Lisa a summary of what Fees/Fines will include for Chalmers at go-live for her o.k. Now I feel like I am on the right track and will actually be able to complete the work on time. I have been working most evenings and weekends to keep up with UNAM and need to stop doing that regularly after Chalmers implements FOLIO--this may leave some of the UNAM team not fully engaged given how much analysis needs to happen for some of the remaining fee/fine features. The Q4 2018 mock-ups just need final approval (which I am getting on Monday), then Kimie will be the designs, I will do the user stories, then UNAM will go off and do the coding. I am thinking of bumping up some other easy, already mocked up stuff as well (e.g. Refund fee/fine). This will keep UNAM busy while I work on the more involved features.2018-09-172 previously completed features were mistakenly tagged with Q3 release - they have been reassigned to Q2 2018 release2018-09-17

2 Inventory features has been split between Q3 and Q4:

  • UXPROD-122 (Analyse and implement 'missing' elements in the Instance Record - part 1) -> UXPROD-1106 (part 2)
  • UXPROD-138 (Locally-stored metadata records for eResources in Inventory - part 1 (Instance record)) -> UXPROD-1080 (part 2)
2018-09-17

The following had to be moved to Q4 2018 as the orders BL module didn't make q3 release:

  • UXPROD-768 (Create an order for Electronic, Physical Material, both or Service)
  • UXPROD-770 (Create POL that is One-time or On-Going (Standing) purchase)
  • UXPROD-678 (GOBI API integration for creating Purchase Orders)
2018-09-17
  • I had to move UXPROD-390 (Patron Groups Limit Table) from Q3 to Q4, but UNAM worked ahead on UXPROD-97 (Cancel Fee/Fine in Error) so we still have 7 features going in for Q3
  • The Core Team was working on part of UXPROD-97 (Permission for Fee/Fine Cancellation), in the form of UIU-445 (Cancel Fee/Fine with override) and UIU-451(Permission for Fee/Fine Cancellation), both of which are BLOCKED. I, therefore, split UXPROD-97 and made a new feature issue, UXPROD-1113, for Q4 2018 that issues core team issues UIU-445 and UIU-451 are now to linked to. UIU-451 must be completed in Q4 because it is the permission to cancel a fee/fine--Chalmers will want this in place.
2018-09-17UXPROD-332 (Message Queue for Data Extraction) is now marked as Q4 - it was erroneously still marked as Q3
09
  • Requests - Have implemented a simple filter of the Requests app for a v1 requests queue ( UIREQ-122). Dedicated request queue page (UIREQ-112) has been deferred
  • Locations and service points
    • Switching direction of the relationship. No longer support adding locations to service points. Instead, service points will be added to locations (to ensure each location has at least one primary SP)
    • May have time to pick up some of the lower priority UX improvements for Location CRUD, as they are UI only and many other stories are blocked awaiting backend support: UIORG-92,  UIORG-93, UIORG-94, UIORG-117.
2018-10-05

4 new features added since last week.

I have been working with Zak on a Q3 2018 bug (UIU-662) that appears to only happen on my laptop--we still want to figure out why because I need to be able to test with my laptop plus other FOLIO users may encounter the same problem. The UNAM developers are working on small bug fixes and tasks while Kimie designs the Patron Block and Transfer screens.