| Requirement | Status | Rollover-specific? | Priority | Use cases |
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| Donors need to be trackable within the system in a manner similar to vendorsUsers can search through donors and identify material that has been acquired based on donor | | n/a | | The library maintains information on multiple donors. A donor might make a single donation OR many donations over time. |
| Donors must support multiple points of contact | | | 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 | | 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 Users can be given view-only access to donor information to internal stakeholders not normally associated with the acquisitions process. | | | Library receives a high-profile major gift. Library The 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. |
Donor records can be restricted such that a user who is able to view donor information can not necessarily see ALL Donors and their information. Attaching a donor to an order, invoice, agreement etc. does not expose sensitive donor information in that application | | | 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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