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Suggest ideas for FOLIO reports and dashboards here


See the Q4 2018 Release Dashboard and the Chalmers Release Dashboard in JIRA for more charts and click-through to feature details.

See /wiki/spaces/DQA/pages/2654395 for bi-weekly updates on software quality.

Q4 2018 Release Milestones

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labeljirareport

Dynamic release data with weekly status updates

Q4 2018 Features in JIRA (updates dynamically)

Functional Features Today

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NFRs (Non-Functional Requirements) Today

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Weekly Updates

Functional

NFR

2018-11-27

Report Date

Overall Status Update

Q4 Feature Count on Report Date



2019-01-14

Cate Boerema (Deactivated)

Leipzig is hosting a self-built article index and are providing the data to a number of German libraries, most of them using vuFind discovery systems (are mostly hosted by Leipzig). The infrastructure/community is named finc. They are now getting ready to re-implement their configuration software on FOLIO. The code will of course be open source and re-usable, if there are any institutions interested in this kind of set-up. I have implemented a JIRA project (UIFC) for them to track their requirements.
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2018-11-20

Cate Boerema (Deactivated)

  • Chalmers visit was very productive - Have a clearer understanding of their must-have workflows. Uncovered some gaps which will be logged as features in JIRA and discussed with the relevant SIGs
  • Need to decide on sprint review schedule during the holiday, as the normal cadence would have the next demo on Christmas day. Some options:
    • Tuesday Dec, 18
    • Thursday January 3
    • Tuesday January 8 (one week before release - too late?)
    • NOTE: Release is Monday January 14
  • Risks:
  • Cap plan model has been updated
    • Need to review feasibility of Q1 targets with POs and get back to Product Council and Chalmers with our findings

Jakub Skoczen

Mid sprint 51
Backend issues critical for completing
    • functional
work:

  • CIRC-154: check-in by barcode API (IN PROGRESS by William, to be handed off to Marc). William will issue a PR today and Marc will handle the review and any remaining work, once completed it will allow to unblock CIRC-146

  • CIRC-146: Change status to "in transit" upon check-in (IN PROGRESS handed over from Jeremy to Marc). Emma, Marc and I had a good meeting about specific uses cases and requirements not flashed out earlier (e.g repeated check-in/scan). We have also discussed extensions to handle pickup requests (a backend prerequisite for  UXPROD-118), they seem quite manageable and contained but we decided that they will not be in scope for CIRC-146 to avoid putting UPROD-601 under threat.

  • CIRC-150: validation of check-in/check-out SP during loan CRUD (IN PROGRESS re-assigned to Kurt from Jeremy) required to complete UIU-485

  • CIRC-151: Make mod-circulation Service Point enabled (DONE, Kurt)

  • CIRC-156: dereference patron group ID to display the name along with the request (IN CODE REVIEW, Kurt) no longer blocks UIREQ-114, needs handling of permissions

    • UIREQ-144: Aditya has completed development work and put the issue IN REVIEW

    Cross team

    Kick-off meeting about the PubSub support in FOLIO based on the earlier proposal from Adam and Jakub happened last Wednesday, it has been decided that the proposal meets EPAMs requirement and the EPAM team will move ahead with implementation of mod-pubsub and "scope" functionality in Okapi.
    https://docs.google.com/document/d/1L0qJ6VEmlKU4UCfznnc7du9qPZpjVq3DhcW68leIgEY/edit

  • OKAPI/RMB, performance NFRs

  • MODINVSTOR-215: During the meeting with EPAM Postgres experts on Tuesday it has been decided that Julian will continue with a solution similar to what has been proposed and he will implement the solution in RMB. The Core Team will not need more support from EPAM. (see RMB-301)

    • Adam is working on reference data loading; RMB-296 and MODINVSTOR-216

    Devops:

    FOLIO-1577: Created automated builds for 'next-release' (IN PROGRESS, John) – there were missing releases blocking completion of this issue and it has become the focus of the last devops call. We have decided that it is not devops responsibility to request specific backend or front-end module releases, on the contrary – new "next-release" builds should be triggered by availability of new module releases. The specific dependency issues that prevent the current build are being investigated by Marc and John. We have decided to put additional guards in place to ensure that future releases are free from those dependency issues (OKAPI

  • FOLIO-1548: Create a lighter-weight folio/testing-backend VM – the SPIKE has concluded and the approach is to slim down the Vagrant VM and provide ability to load additional modules dynamicall (STCLI-15, STCLI-114)

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    Click to view status update history

    Q4 2018 Release Features (Functional) by Status

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    Q4 2018 Release Features (NFR) by Status

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    Status

    Definition

    Open 

    Feature is waiting to be picked up by PO.  

    Draft 

    Feature is  being worked on by the PO.  Discussions are happening with the SIGs and sub-groups, mock-ups are being created.  Analysis is underway.

    Analysis Complete

    PO analysis is complete.  Stories are written and mockups have been created.

    In Progress

    Analysis is complete and development is underway.  While it is often the case that we begin development on some aspects of a feature before the PO’s analysis work has been completed, please do not move a feature into Development (In Progress) until after Analysis is Complete.  This is important so we can maintain visibility into what features that have remaining PO work.

    In Review

    Most or all stories in the feature are In Review (being tested).

    Closed

    All stories in the feature have passed test and are closed.  Feature is complete.




    Product Owner Updates


    DateProduct OwnerNotable Risks, Issues and/or Changes
    20182019-01-11-09

    Dennis Bridges

    Moved all issues relating to Invoicing to Q12019 as they are not priority for the upcoming go-live. Focus will shift to Receiving.

    Moved issues relating to Finance

    At Risk/Will Split

    • UXPROD-861 Work slowing on Finance app means the remainder of this task may need to be postponed or split.
    • UXPROD-189 Activity log is not needed for upcoming go live and may need to be postponed to make room for other work.
    • UXPROD-1026 Will split into respective modules to as work is focused on Orders, Vendor and Receiving for Q4

    Adding to Q4 but at risk depending on capacity

    UXPROD-187, UXPROD-186 Recent meetings with early adopters have Identified these as a higher priority than the finance application

    Cate Boerema (Deactivated)

    I split UXPROD-1238, formerly known as "Location and Service Point CRUD Enhancements Q4 2018":

    • The carry over work is now contained in UXPROD-1416 (Location and Service Point CRUD Enhancements Continued)
    • To better describe what was actually completed in Q4, I renamed UXPROD-1238 "Enable Filtering of Location Records by Institution, Campus and Library"
    • While only one of the 4 stories was completed, it was bonus work - this feature was not planned for Q4 (we were able to make some progress on while UI developers were waiting for backend dependencies to complete)

    I split UXPROD-1138 (Requests Pick List: CSV Export) because the csv export is missing a single column (inventory dependencies were not in place). Carry over work is not contained in Add Copy Number to Requests CSV (UXPROD-1417)

    2019-01-14Darcy BranchiniI split UXPROD-675 (CRUD patron notice templates). The carry over work is now contained in UXPROD-1421 (Pre-defined patron notices). There are also a few bugs that reported from the original CRUD patron notice templates. Those are captured as UICIRC-160, UICIRC-159, UICIRC-143, and UICIRC-161.
    2019-01-17

    sthomas (Deactivated)

    		I split UXPROD-744 (Loan Policy: Impact on loans part 2 - Q4-2018 Release). The carry over work is now contained in UXPROD-1440 (Loan Policy: Impact on loans part 3 - post-Q4-2018).
    2019-01-18

    Dennis Bridges

    		UXPROD-678 was split for the Q4 release. Some of the field mapping work needs to be updated as updates have been made to the orders schema. The work that has carried over is now covered by UXPROD-1444.

    Click to view product owner update history


    Chalmers 

    The focus of Q3 and Q4 2018 is delivering the features required by Chalmers to go live.  For this reason, we will take a closer look at those features in this portion of the report.  See the Chalmers Release Dashboard in JIRA for these and more click-through reports.


    NOTE: There are also 

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     (UXPROD features) that have not yet been ranked by Chalmers.  As these features are ranked, we should expect the features needed below to increase.


    Remaining Features Needed by Chalmers to Go-Live 

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    Chalmers Go-Live Features at Risk in Q4 

    These may be carried over into Q1 2019 (either entirely or in part)

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    Features Needed by Chalmers for Go-Live

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    Q4 2018 Release History


    MetricDescription
    Current

    Closed release features

    Features

    targeted for Q4 release as of today

    released on January 14, 2018

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    Total

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      Functional
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      NFR
    Baseline
    Targeted release features

    Features targeted for Q4 release on October 9, 2018. Notes:

    • The baseline features were not finalized until about a week after the start of the development period, as the Acquisitions issues needed to be distributed across development teams
    • Included features will need to be further adjusted due to resourcing changes, but this can be considered the baseline

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    Total

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      Functional
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      NFR
    Split release featuresNumber of Q4 features that were not fully completed and needed to be "split" (carry-over features were created for unfinished work)

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    Percent ClosedClosed features/Target features

    70%

    (up from 30% last quarter)