Community Priorities Dashboard

Community Priorities Dashboard

Goals

SIGs

  • Have a way to draw attention to their highest priority needs

  • Have insight into other SIGs' priorities, can identify commonalities, dependencies, conflicts, etc.

  • Get the help they need to make sure highest priority needs are dev ready

PC

  • Understands the community’s highest priorities

  • Can identify gaps or trends

  • Can help facilitate connection of resources to high priority needs

  • Reach goal: can create a single-rank priorities list

Community Members

  • Understand areas that need additional attention

  • Reach goal: opportunities to coordinate on shared needs

 

Community Priorities Dashboard

Twice annually, the PC will ask SIGs to update their top five FOLIO development priorities and publicize the dashboard

Scope: FOLIO features & integration

Requirements: must be in UXPROD

Group

Priority #1

Priority #2

Priority #3

Priority #4

Priority #5

Group

Priority #1

Priority #2

Priority #3

Priority #4

Priority #5

Acquisitions

https://folio-org.atlassian.net/browse/UXPROD-4589

https://folio-org.atlassian.net/browse/UXPROD-4243

https://folio-org.atlassian.net/browse/UIREC-273

https://folio-org.atlassian.net/browse/UIOR-1190

https://folio-org.atlassian.net/browse/UIF-480

Cross App

https://folio-org.atlassian.net/browse/UXPROD-4547

https://folio-org.atlassian.net/browse/UXPROD-4546

https://folio-org.atlassian.net/browse/UXPROD-4545

https://folio-org.atlassian.net/browse/STCOM-1160

https://folio-org.atlassian.net/browse/UXPROD-1647

ERM

https://folio-org.atlassian.net/browse/UXPROD-5330

https://folio-org.atlassian.net/browse/UXPROD-5334

https://folio-org.atlassian.net/browse/UIEUS-429

https://folio-org.atlassian.net/browse/UXPROD-5189

https://folio-org.atlassian.net/browse/UXPROD-5348

Discovery

https://folio-org.atlassian.net/browse/UXPROD-4805

Tell the Discovery system what item is holdable. https://folio-org.atlassian.net/browse/UXPROD-2422

Tell the Discovery system what item is renewable https://folio-org.atlassian.net/browse/UXPROD-2758

Ability to Sort Items in FOLIO so that the Discovery system does not have to sort 10,000+ items on the fly https://folio-org.atlassian.net/browse/UXPROD-5257 , https://folio-org.atlassian.net/browse/UXPROD-1625

 

Reporting

Increased support for data privacy in Metadb software version 1.5, e.g., GDPR compliance, more granular roles and permissions for access to Metadb and Reporting App See Metadb Project Issues Log, UXPROD-1041, UXPROD-4302, UXPROD-3659

 Data array extraction Metadb software version 1.4
See Metadb Project Issues Log

In-app report UIs are all different - how can we make these consistent?

 

 

Public Library 

https://folio-org.atlassian.net/browse/UXPROD-4776

https://folio-org.atlassian.net/browse/UXPROD-5094

https://folio-org.atlassian.net/browse/UXPROD-5117

https://folio-org.atlassian.net/browse/UXPROD-3567

 

 

Data Export

https://folio-org.atlassian.net/browse/UXPROD-2708




Ability to edit a profile after it has been used (UXPROD-2708)

https://folio-org.atlassian.net/issues/UXPROD-2708?jql=ORDER%20BY%20created%20DESC

Ability to combine Instance data and SRS records (UXPROD-3254)

https://folio-org.atlassian.net/issues/UXPROD-3254?jql=ORDER%20BY%20created%20DESC

Ability to cancel a job (UXPROD-2328)

https://folio-org.atlassian.net/issues/UXPROD-2328?jql=ORDER%20BY%20created%20DESC

 

https://folio-org.atlassian.net/browse/ROAD-65

Linked Open Data

https://folio-org.atlassian.net/browse/UXPROD-5227

https://folio-org.atlassian.net/browse/UXPROD-5228

https://folio-org.atlassian.net/browse/UXPROD-4600

https://folio-org.atlassian.net/browse/UXPROD-4586

 

Implementers

https://folio-org.atlassian.net/browse/UXPROD-4776

https://folio-org.atlassian.net/browse/UXPROD-3822

 

 

 

Bulk Edit

UXPROD-4990  - Trillium - bulk edit performance improvements

UXPROD-4025 - Creating and Managing Bulk Edit Profiles for Scheduling Jobs

UXPROD-5277 - Token support in bulk edit profiles

UXPROD-4952 - Bulk edit - Scheduling bulk edit jobs

 

Data Import

Update Instance Administrative Data Only (https://folio-org.atlassian.net/browse/UIDATIMP-1724)

Allow update of the Instance and the SRS record in a single data import job (https://folio-org.atlassian.net/browse/MODDATAIMP-1199)

Allow for MARC field protection at the import profile level (https://folio-org.atlassian.net/browse/UXPROD-2934 )

Reporting: Have the ability to download a list of errors from an import (https://folio-org.atlassian.net/browse/UIDATIMP-914 )

Jobs run immediately after canceled jobs take excess time (https://folio-org.atlassian.net/browse/MODSOURMAN-970)

List App

  1. Expanded data coverage (covered in a variety of features)

  1. UXPROD-5178 Lists: Build queries with "OR" and "NOT" Boolean operators

  1. UXPROD-5470 Lists: Create a list based on an uploaded file of records

  1. UXPROD-5120 User defined entities with joins, created via Lists app UI

  1. UXPROD-5157 Lists: Support building queries based on relative dates

Metadata Management

Reorder of Holdings and Items (https://folio-org.atlassian.net/browse/UXPROD-3178 ; https://folio-org.atlassian.net/browse/UXPROD-1635 ; https://folio-org.atlassian.net/browse/MODINVSTOR-1142 ; https://folio-org.atlassian.net/browse/UIIN-2688)

Inventory Hierarchical Navigation Structure (UI/UX refactor) (https://folio-org.atlassian.net/browse/UXPROD-491)

Search MARC fields in UI (https://folio-org.atlassian.net/browse/UXPROD-5218)

Inventory: Strip leading, trailing, and double spaces out of data in some elements (instance, holdings, item) (https://folio-org.atlassian.net/browse/UXPROD-3473)

Make 336 (instance resource type) repeatable on Instance records (https://folio-org.atlassian.net/browse/UXPROD-3973)

Resource Access

https://folio-org.atlassian.net/browse/UXPROD-3651

https://folio-org.atlassian.net/browse/UXPROD-4876

https://folio-org.atlassian.net/browse/UXPROD-4462

https://folio-org.atlassian.net/browse/UXPROD-2188

https://folio-org.atlassian.net/browse/UXPROD-5175

Course Reserves

https://folio-org.atlassian.net/browse/UXPROD-4869

https://folio-org.atlassian.net/browse/UXPROD-2775

https://folio-org.atlassian.net/browse/UXPROD-2594

https://folio-org.atlassian.net/browse/UXPROD-4870

https://folio-org.atlassian.net/browse/UICR-60

Consortia

https://folio-org.atlassian.net/browse/UXPROD-4998

https://folio-org.atlassian.net/browse/UXPROD-4839

https://folio-org.atlassian.net/browse/UXPROD-4713

https://folio-org.atlassian.net/browse/UXPROD-4798

https://folio-org.atlassian.net/browse/UXPROD-4825

 

Development Plan

  1. Gather all SIG priorities

  2. Review top 5s together on PC Slack and in PC meeting on 4/24

  3. Draft prototype community priorities dashboard Jira, review as a group, and determine how to come up with a single rank PC list (5/8)

  4. Refine further, prepare for wider distribution (target 5/29)

  5. Share for feedback at June SIG Conveners meeting, POs, PC, and TC.<< We are here

  6. Publicize and get feedback at WOLFCon, determine plan for maintenance & distribution

Review Notes

Proposed process:

  1. SIGs or liaisons will visit PC to discuss priorities

  2. PC Members rate each prioritized feature 1-5 on each factor in DRAFT Prioritization Rubric

  3. Should rating be hybrid - PC members rate asynchronously then discuss in meeting before we finalize ranking

  4. PC needs a way to add features to the list that might not have been raised by SIGs - engage POs here?

  5. Repeat 2 times a year to align with release schedule - what’s the milestone we need to look at here?

  6. How do we capture functionality not represented in the SIG priorities

  • Two tier

    • Single rank list of vetted, shovel ready UXPRODs ranked by PC

    • Broad list of priorities submitted by community

    • Can PC include priorities that reflect technical debt? How would we get UXPRODs?

      • maybe these would be gaps against a baseline

  • Jira Dashboard

    • All priorities must have UXPRODs

      • Is it ok to create placeholder UXPRODs?

    • Only complete, dev ready UXPRODs can be included on PC list.

    • Flag UXPRODs in submitted by community that are high priorities for PC but need more work.

  • PC add priorities for gaps against established baseline

    • To accomplish this we need:

      • validated baseline

      • a process for getting these reflected in UXPROD - who is product owner? Do we ask SIGs to add them? etc

    • How to best reflect technical debt?

Proposed Distribution Plan

Long Term Goal - update and distribute this page quarterly in April, July, October, and January.

  • Beginning of the month - put out call to SIG liaisons

  • mid month - compile and review with PC

  • end of month - distribute to the community via Slack

  • add recurring agenda item for tri-council meetings and community updates

Observations

  • This was a big ask - we will need to give ample lead time and be patient as they ramp up this process

  • Not everyone submitted 5 - maybe top 3 would be more focused / lighter lift

  • Implementers and some subgroups wished to include their top 5

Review Questions

Content

  • How useful are these priorities? How can we make them more useful?

  • How does this track with our assumptions about FOLIO development priorities? Is there an additional PC perspective that needs to be reflected here?

  • Include scheduled work, unscheduled work, or break out both?

  • Are there other slices of priority information that would be interesting to have here?

Scope

  • Do we want to include priorities from subgroups as well as SIGs? What is the correct level of granularity?

  • How do we ensure “orphaned” groups are accounted for?

  • How do we capture different perspectives?

Format

  • Is it better to manage this in Jira or Confluence? If Jira, should we be tracking these priorities in PC Jira?

  • Would it be better to do top 3?

  • What is the best way to collate priorities - by SIG, by app, or something else?

Sources

Acquisitions

Metadata Management

Metadata Management Road Map → For a list of the top 5 anticipated features by votes, see the gadget Open and not Planned Metadata Management Features.

https://folio-org.atlassian.net/wiki/spaces/MM/pages/716243025

App Interaction | Cross App

https://folio-org.atlassian.net/wiki/spaces/AppInt/pages/712245249

https://folio-org.atlassian.net/jira/dashboards/10270 (Did not work for me - may need to be rebuilt or need permission tweak)

ERM

Bulk Edit

high level roadmap

Lists App

High level roadmap

Reporting

See Metadb Project Issues Log

Data Export

https://folio-org.atlassian.net/browse/ROAD-65

SIGs Not Yet Reflected Here