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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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