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The Mellon-funded core development team has worked over the past several months to develop a roadmap that is accurate, reasonable, well-scoped, and has buy-in from all partners. As part of a new process developed at our all-hands meeting held in October 2010, you can see that more time is now given for design and scope planning, bug fixing, and documentation. So far, this new process has led to an increase in accuracy of estimates, code quality, and overall project management.

The roadmap below is based on the priorities laid out by CollectionSpace implementers during the Winter of 2010. The results of that prioritization exercise are attached here. In that document, those items that were designated as "must have" by a majority of implementers are in red and orange. All of those items are included in the section below called Road Map as Currently Scoped & Planned. In the table below the Road Map is a list of all the things that will likely not be developed by the core project team before October 2011. We're asking all implementers to once again go through the prioritization exercise with those items that are not included in the Road Map, and mark which are "must-haves," "nice-to-haves," or "indifferent." The goal of this exercise is not to throw out the Road Map and start over, but as a check to ensure that the core development team has prioritized appropriately. If there are items on the "not on the list" list that have a critical mass of support, we'll scour the existing set of deliverables for items that could be swapped out or scaled back.

Please feel free to send any questions or comments to the talk list, or to add them as a comment to this wiki page. You may also add additional items to the bottom of the "not on the list" list.

Road Map as Currently Scoped & Planned

Please note that the release dates are currently scoped at four weeks per release, but the schedule does allow for a few days of slippage en route to the 2.0 release in October 2011.

Release 1.1

• Roles & Permissions Infrastructure
• Continue making groups of fields Repeatable

Release 1.2

• Media Handling in Services
• Reporting in Services
• Continue making groups of fields Repeatable
• Continue work on enforcing Roles and Permissions in the UI
• Object Exit in the UI
• Document how to create a new procedure

Release 1.3

• Bug fixing
• Completed UI work on Roles and Permissions

Release 1.4
• Simplify configuration (for design and scope discussions see 3196)
• Refactoring in Services and App for Import (for design and scope discussions see 3194)
• Create Linux specific Installation Instructions for CollectionSpace (3426)

Release 1.5
Expected release date: 11 March 2011

• Import/Export (for design and scope discussions see 3194)
• Media Handling (2444,2440, 2441) in App and UI
• One Structured Date (2210) in all three layers
• Document how to use Import/Export
• Create Windows 7 specific Installation Instructions for CollectionSpace (3425)
• Provide Support to Implementers

Release 1.6
Expected release date: 15 April 2011

• Finish Media Handling in UI
• Delete (for design and scope discussions see 3193)
• Hierarchical authorities in Services (3191)
• Add Delete and Media Handling to User Manual
• Create Mac OS X specific Installation Instructions for CollectionSpace (3427)
• Provide Support to Implementers

Release 1.7
Expected release date: 13 May 2011

• Hierarchical authorities in App and UI (for design and scope discussions see 3191)
• Storage Location Authority (1731)
• Documentation on how to create an Authority
• Add Hierarchical Authorities to User Manual
• Provide Support to Implementers

Release 1.8
Release date: 8 July 2011

• Bug fixing
• Complete work on Storage Location Authority (1731)
• Refactoring
• Documentation
• Review external code for consideration to be included in core CollectionSpace
• Provide Support to Implementers

Release 1.9
Expected release date: 8 September 2011

• Reporting (2438) in the UI
• Managing Controlled Lists (for design and scope discussions see 3198)
• Advanced Search in Services (see design and scope discussions in 3192)
• Add Managing Controlled Lists and Reporting to User Manual
• Provide Support to Implementers

Release 1.11 23 September 2011

• Managing Authorities (see design and scope discussions in 3197)
• Data entry templates (see design and scope discussions in 3195)
• Advanced Search in App and UI (see design and scope discussions in 3192)
• Add Managing Authorities and Advanced Search to User Manual
• Document Data Entry Templates
• Provide Support to Implementers

Release 1.12
Expected release date: 7 October 2011

• Bug fixing
• Refactoring, documentation
• Review external code for consideration to be included in core CollectionSpace
• Provide Support to Implementers

Release 2
Expected release date: 28 October 2011

• Batch Processing
• Installation
• Revise Quick Start Guide
• Document Batch Processing
• Provide Support to Implementers

Functionality not currently accounted for on the Road Map

*Please enter MH for Must-have or NH for Nice-to-have where applicable. If you're indifferent, please just leave the square blank.

Functionality

Hearst

HAVRC

MMI

SMK

UCJEPS

WAC

Comments

Additional procedures (please note which in the comments column)

 

 

MH

MH

 

MH

MMI: Condition & Use of Collections
SMK: see below
WAC: Inventory control; Rights management; Valuation control

Administration support - Backup & Restore

 

 

NH

MH

 

MH

SMK: could be a document describing best practices
or use of Nuxeo for backup etc. We don't necessarily need
a new UI or new functionality for this. UCB: Agrees with SMK.

Bulk import of media files

MH

MH

 

 

MH

MH

UCB user stories added but include some probably nice-to-have.

Concept search

 

NH

 

MH?

NH

 

SMK: i.e. a search on a larger concept returns that concept as well as things that fall under that larger concept

Dimensions / repeatable sub-fields

MH?

NH

 

MH

 

MH

 

Dimensions conversion (metric/imperial and vice versa)

 

NH

 

NH

 

NH

 

Dimensions auto-generated 'display measurements' (a text string) with ability to modify

NH

NH

 

MH

 

NH

 

Export to standard formats like CDWA Lite

NH

MH

 

MH

MH

MH

SMK: we need the ability to export to standard formats (we don't need CS to build the templates) UCB user stories added.

Extending Term completion UI to show context

MH

MH

 

MH

NH

NH

 

Field editor

 

 

 

NH

 

 

 

Help system

 

 

 

MH

 

 

 

Hierarchical relationships between objects

MH

MH

NH

MH

MH

NH

UCB user stories added.  SMK stories are there too.

Inactivate

 

 

 

 

 

 

 

Localization support

 

 

NH

MH

 

NH

 

Location and movement enhancements

NH

 

MH

MH

 

MH

 

Multi-tenancy

MH

MH

 

 

MH

 

UCB user stories added.

SDK

 

 

 

 

 

 

 

Subloans

NH

 

 

MH

MH

MH

UCB user stories added.

Support for non-image files, e.g. PDF, Word, XLS

NH?

MH

 

MH

 

MH

UCB user stories added.

System Performance Enhancements

MH

MH

 

 

MH

MH

UCB user stories added.

Upgrading configuration

MH

MH

 

NH

MH

NH

UCB user stories added.

Workflows on Vocabulary terms

 

 

 

NH

 

 

 

Image media viewing (pan & zoom in separate window)

MH?

MH

NH

 

MH

 

UCB user stories added.

Saved sets or groups

MH

MH

NH

MH

MH

 

UCB user stories added.  Note: Some work starting in 1.7 through IMLS work.

Batch processing

MH

MH

 

MH

MH

 

UCB user stories added.  Though batch processing is on the roadmap, some of our user stories might not be.SMK user stories added.

Crates and mobile containers

MH

 

 

 

 

 

UCB user stories added.

Media handling integration with DAM and ECM

NH

MH

 

NH

NH

 

UCB user stories added.

Data import

MH

MH

 

MH

MH

 

UCB user stories added.  Though data import is on the roadmap, some of our user stories might not be.

Custom reports

MH

MH

 

 

MH

 

UCB user stories added.  Though reports are on the roadmap, some of our user stories might not be.

?Collections Exposure Use Cases

 

MH

MH

 

 

 

 

Additional procedures

Procedure Name

Implemented?

SMK

UCB

MMI

Acquisition

Yes

 

 

 

Audit

 

Audit Trail - MH

History of Change is MH - UCB user stories added.

 

Cataloging

Yes

 

 

 

Conservation and collections care

 

 

UCB user stories added.

 

Deaccession and disposal

 

 

 

 

Insurance and indemnity management

 

NH

 

 

Inventory control

 

MH

 

 

Loans in

Yes

 

 

 

Loans out

Yes

 

 

 

Location and movement control

Yes

 

 

 

Loss and damage

 

 

 

 

Object condition checking and technical assessment

 

NH

 

MH

Object entry (Intake)

Yes

 

 

 

Object exit

Yes

 

 

 

Retrospective documentation

Yes

 

 

 

Rights management

 

 

 

 

Risk management

 

 

 

 

Transport

 

NH

 

 

Use of collections

 

MH

 

MH

Valuation control

 

 

 

 

Additional authorities/vocabularies

Vocabulary Name

Hearst

HAVRC

MMI

SMK

UCJEPS

WAC

Comments

Citation Authority

NH

MH

MH

MH

MH

NH

HAVRC: need to be able to add citations and reference them in intake, acquisition, and media records. UCB user stories added
SMK requirements

Exhibition Authority Schema

 

 

 

MH

 

 

SMK requirements

Place Authority Schema

MH

MH

 

MH

MH

 

SMK: remember TGN. See also UCB requirements related to complex collection sites.

Concept Authority Schema

 

 

 

MH

 

 

 

Subject Authority Schema

 

 

 

 

 

 

 

Field Collection Event

MH


 

 

MH

 

 

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