KCLS Requirement Status

Below is a list of requirements/features/enhancements that are KCLS published when they began their road down Evergreen. Some requirements are in active development. Some have been deferred. Still others are already part of Evergreen (this was a list of requirements, not a gap analysis). As time permits, the KCLS team will be updating each requirement with its status so the rest of the community knows what they've got actively on their plate.

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ID Functional Area Short name Description Contributor KCLS Statussort icon
2159 ACQ - Acquisitions - Selection and Ordering year-end fiscal turnover process

Year-end fiscal turnover process that closes out funds and transfers encumbered amounts into new fiscal year.

KCLS
3004 ACQ - Acquisitions - Selection and Ordering selection list attributes

Selection lists are collections of bibliographic records (short or full) that temporarily store titles being considered for purchase. Selection lists can be shared between acquisitions staff and can be made visible to other staff members for collaborative input. Selection list privileges can be granted to individuals or groups. Selection lists can be queried by selector, list, format, etc. Ability to create order records from selected items on selection list. Additional (desireable but not mandatory) attributes: add notes to selection list; link items on selection list to appropriate fund(s), if assigned, and view fund(s) balances from selection list; ability to show similar and related titles from ILS and/or vendor catalogs; ability to create new selection lists from selected items on existing selection list. Note that a single selection list and even a single item may be linked to several funds.

KCLS
2122 ACQ - Acquisitions - Selection and Ordering automatic distribution formulas

Ability to create an unlimited number of distribution formulas and create distribution formula templates based on different library and collection criteria. Ability to apply a distribution formula to an order record. Ability to track use of distribution formulas.

KCLS
3101 ACQ - Acquisitions - Selection and Ordering patron purchase requests

Patron requests are collected through website (or, less preferably, through a separate webform); patron information is authenticated against ILS; requested items are checked for existence in the collection; owned items are flagged for communication to patron; unowned items directly populate a selection list (see REQ-3004) in the ILS so that retyping is unnecessary. Additionally, information on which vendors have the requested titles would be helpful at the review stage. Ability to manage patron requests throughout the selection and ordering process and generate patron notifications (see REQ-3102).

KCLS
3102 ACQ - Acquisitions - Selection and Ordering patron request processing

Patron request status is tracked in patron account; patrons receive notices (by email and by account messages) when item is ordered or rejected, and when item is received.

KCLS