Manage Donor information in FOLIO

UXPROD-1018 - Getting issue details... STATUS

Problem(s) to be solved

LC needs to track donors. Bookplates not a factor. Donor information is like vendor data: needs contact info, needs to be updated. Sometimes other contacts associated with donors. Needs a way to manage interactions with donor, track communication and status updates in the context of a particular transaction (currently not present in Voyager); needs a single source to manage all records associated with that donor (including appraisals, agreements, other documents). Needs lookup/share/edit repository/depository. Need to track acknowledgement letters and similar. Certain types of donations (incl. major gifts) require long-term/indefinite tracking. Copyright information, permissions form. Stakeholders are internal but not necessarily part of acquisitions workflow (e.g. legal, marketing, communications). Collaboration capabilities heavily desired (particularly for major gifts).

Open Access is considered a type of donor for purposes of this requirement. Need to know what they can and cannot do with a given material.

Can work within the context of existing Organization record infrastructure

Requirements & use cases

Questions

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