| 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 | | Status |
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| colour | YellowGreen |
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| title | pending |
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| 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 | | Status |
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| |
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| colour | YellowGreen |
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| title | pendingVerified |
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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. - Famous person or people often have staff and representation from legal firms that help coordinate transactions
|
| | Library needs a mechanism for tracking permissions and other limitations and requirements associated with donations | | This could be an entirely separate set of requirements and might need to be split out for analysis | 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. - Things that are openly available do not necessarily covey rights and the library is still evaluating how these things should be managed. There is a fair bit of variation in rights and usage within these materials
- Just because these things do not involve the exchange of money does not make them "Gifts" or akin to gifts. It is not ideal to treat them this way. That includes donated AND open-access material.
- The Library needs to track copyright-related restrictions on donated material.
- Even donated material may have use restrictions.
- Restrictions could be time-based (Can only be used for a certain period of time, or after a certain period of time) Event-based (Only available if certain things are not happening in the world, may be restrictions associated with wars etc)
"Open access" is only a small category of "Openly available" 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.via acquisition units | | | Status |
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| |
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| colour | Yellow |
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| title | pendingmedium |
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| 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. |
| Users are able to link documents to Purchase Order lines OR Receiving Title records | | | NARA requires federal agencies to work with digital copies of documentation. We provide them with a direct link. |
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 | | | Status |
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| |
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| colour | YellowRed |
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| title | pendingHigh |
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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. Voyager does not allow users to store or otherwise associate these types of files with records. LCSG is migrating to MS365 fall of 2024. Also looking at Adobe software for managing agreements/contract signing etc. |
| Donor Codes are added to inventory records when generated by order lines | |
| We do provide donor names in bib recs unless it is to be omitted. |
| |
| We have a number of gift and trust funds and some are named after the folks who set them up. Most are associated with a person or a named foundation |