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High Level Roadmap for Lists App

High Level Roadmap for Lists App

  • In progress

    • The following is a high-level roadmap for hen we expect different records or functionality to be available in the Lists app. The schedule is likely to change based on the work of related SIGS as well as the availability for development resources. If you have a question about the scheduling of a particular release or a piece of functionality, please ask in the working group slack channel #bela-bulk-edits-list-app-working-group

    Poppy (R2 2023)

    • Beta version of the Lists app

    • Query Items, Loans, Users

    Quesnelia (R1 2024)

    Ramsons (R2 2024)

    • Require permissions per record type (UXPROD-4500)

    • ECS support for cross-tenant queries for Items, Holdings, Instances (UXPROD-4566)

    • Build queries based on predefined repeatable fields (UXPROD-4732)

    • FQM versioning for seamless migration between FQM changes (UXPROD-4881)

    • Increase to available fields within existing record types (UXPROD-4689)

      • User – single select checkbox custom fields

    Sunflower (R1 2025)

    • Performance improvements (UXPROD-5043)

    • Record types: user custom fields (single select dropdown, radio button, textbox short, textbox long) (UXPROD-5047)

    • Record type: Finance / Invoice / Orders (UXPROD-4977)

      • Budgets

      • Fund with ledger

      • Invoice lines

      • Invoices

      • Purchase order lines with titles

      • Purchase orders

      • Transactions

      • Voucher lines with fund

      • Voucher lines with invoice, fund, organization

      • Vouchers

     

    Trillium (R2 2025):

    Umbrellaleaf - DRAFT (2026)

    • Support Boolean OR and NOT operators (UXPROD-5178)

    • Analysis and API improvements for querying MARC data from Lists app

    • Lists: Search, sort, filter list of lists (UXPROD-4455)

    • Lists: Support building queries based on relative dates (UXPROD-5157)

    • Expanded data coverage

      • Requests

      • Linked data

    Post-Umbrellaleaf

    • User defined entities with joins, created via UI, for use in Lists app (UXPROD-5120)

    • Query MARC data from Lists app UI

    • Wildcard searches within free text fields

    • Duplicates: return all records with same value for a field

    • Expanded data coverage

      • Consortium manager

      • Claiming, Receiving, Serials

      • Circulation log

    • Link record in list results to records in the native app

    • Allow tenants to share queries (generally + ECS)

    • “In” and “Not in” operators for free text fields

    • Improve formatting of CSV export

    • Expanded data coverage

      • eHoldings

    • Support sorting of results within a list

    • Canned lists in place of some in-app reports

    • Edge API for Lists