| Requirement | Status | Rollover-specific? | Priority | Use cases |
|---|
| Donors need to be trackable within the system in a manner similar to vendors | | n/a | |
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| Donors must support multiple points of contact | |
| | Status |
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| |
|---|
| colour | Green | title | LowYellow |
|---|
| title | medium |
|---|
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| A donor may have multiple representatives who need to be contacted for a variety of different purposes. The library needs to keep track of these contacts and their roles in a manner similar to tracking contact records associated with organizations/vendors. |
| Library needs a mechanism for managing interactions with the donor, including communications and status updates | |
| |
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| Library needs a mechanism for tracking permissions and other limitations and requirements associated with donations | | Status |
|---|
| | Status |
|---|
| colour | Yellow |
|---|
| title | pendingpending |
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| Library regards "Open Access" as a type of donor and needs to be able to designate what is and what is not permitted with the donor material. Library needs to track copyright-related restrictions on donated material. |
| Library needs to enable access to donor information to internal stakeholders not normally associated with the acquisitions process. | |
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| Library receives a high-profile major gift. Library must share donor information with library Legal and Public Relations teams to coordinate rights and publicity surrounding the donation. |
| Library needs a mechanism for managing records associated with donors. | |
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| In the course of a major donation, the library needs to track records including appraisals, agreements, contracts and other related documents associated with the donation. These records may contain sensitive or non-public information. |
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