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
| Requirement | Status | Rollover-specific? | Priority | Use cases |
|---|---|---|---|---|
| Donors need to be trackable within the system in a manner similar to vendors | PENDING | n/a | HIGH | |
| Donors must support multiple points of contact | PENDING | MEDIUM | 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 | PENDING | |||
| Library needs a mechanism for tracking permissions and other limitations and requirements associated with donations | PENDING | 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. | PENDING | 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. | PENDING | 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. | ||
PENDING |
Questions
| Question | Status | Resolution | Remarks |
|---|---|---|---|
| Need to differentiate major/normal gift? | OPEN | ||
| Confidentiality? System-managed vs. trust vs. internal policy? | OPEN | ||
| Do the same people need to access vendor and donor info? | Mostly yes, but PII is still a concern | ||
| What are the FEDRAMP implications? |