| |
Priority* |
Mode*** |
Enhancement |
Source** |
Status/Notes |
Date Done |
| E-1 |
1 |
B |
All critical request information on one
screen |
P |
|
|
| E-2 |
1 |
L |
Local call numbers provided on New Requests
to Lenders |
M,P |
|
|
| E-3 |
1 |
P |
Patron validation via local catalog;
automatic transfer of patron data to RSS requests |
P |
Scheduled for completion: August 1998 |
|
| E-4 |
1 |
P |
Direct, unmediated ordering by patron
to other CSU's. Requests for items held and available in local collection
should be refused by RSS |
P |
Loan requesting due November 1998. No
date on direct unmediated photocopy ordering |
|
| E-8 |
1 |
S |
Global, unique transaction number (same
for Borrowing, Lending and patron) assigned at time of request. Should
appear in very prominent place on all screens |
J5,J17,
J18 |
|
|
| E-5 |
1 |
S |
Limit ability to delete requests from
RSS to borrowing library |
P |
|
|
| E-6 |
1 |
S |
Ability to limit requests per patron,
customizable by campus |
P |
|
|
| E-7 |
1 |
S |
Ability for each campus to choose which
databases to include the ILL request option |
P |
|
June 1, 1998 |
| E-9 |
1 |
S |
CSU Union Catalog searching with holdings
and availability status provided |
P |
Scheduled for completion: (date unknown) |
|
| E-10 |
1 |
S |
Full statistical reports comparable to
CLIO and incorporating data from OCLC requests |
P |
|
|
| E-11 |
1 |
S |
Ability to batch update RSS and OCLC
records in a single data entry session (See OCLC ILL ME as possible "linking"
software) |
P |
|
|
| E-15 |
2 |
B |
Notes section for messaging between borrowing
and lending libraries |
J14 |
|
|
| E-12 |
2 |
B |
Auto-selection of lenders in mediated
ILL requests based on pre-defined profile (customizable by campus) and
"available" status |
M4,J11 |
|
|
| E-13 |
2 |
B |
Ability to indicate whether Loan or Copy
actually received |
P |
|
|
| E-14 |
2 |
B |
Larger screen for Search function; ability
to maximize |
P |
|
|
| E-24 |
2 |
B |
Ability to correct CCL/CCG when updating
copies to "received". |
P |
|
|
| E-16 |
2 |
L |
Ability to specify item being supplied
is copy or loan |
P |
|
|
| E-17 |
2 |
P |
Cache dumping and automatic timeout of
confidential patron information on screen (for PC's in public areas) |
P |
|
|
| E-18/E-54 |
2 |
P |
Patron's WebPAC fill-in-the-blank ILL
forms completely customizable by campus including required fields |
P |
|
|
| E-19 |
2 |
P |
Ability to incorporate use of PIN verification
for patron validation |
P |
|
|
| E-23 |
2 |
S |
Ability to re-print a pick sheet, wrapper
or notice |
J15 |
|
|
| E-22/E-59 |
2 |
S |
Override capability to change the status
even when a step is not taken by the system (printer fails or other interruption) |
J6 |
|
|
| E-20 |
2 |
S |
Request aging to limit length of time
a request held in the Lender's system. |
M2 |
|
|
| E-21 |
2 |
S |
Record locking - only one person can
work on request at a time |
M5 |
|
|
| E-48 |
3 |
B |
For broadcast search results: Separate
libraries by a line. Give meaningful error descriptions, i.e., "server
not responding". Auto-sort results: 1)Hits 2)Errors 3)No hits |
J3 |
|
|
| E-26 |
3 |
B |
Ability to do multiple searches and continue
to add/rearrange lenders |
P |
|
|
| E-27 |
3 |
B |
Due date as required field when updating
loans to "received". |
P |
|
|
| E-25 |
3 |
L |
Ability to create an ALA approved ILL
request form for printing, emailing, faxing, or Arieling to a potential
supplier. |
A |
|
|
| E-28 |
3 |
L |
Default settings for shipping information
(ship via, insured for,etc.) customizable by campus |
J2,M |
|
|
| E-30 |
3 |
S |
"Search All Requests" button on all screens
(Borrowing & Lending) |
J19 |
|
|
| E-31 |
3 |
S |
Ability to customize/rearrange field
elements and size of columns on browse screens |
J5 |
|
|
| E-32 |
3 |
S |
Complete support for "could not supply"
processing |
M16 |
|
|
| E-29 |
3 |
S |
Ability to customize and edit all notices/wrappers,
etc. by campus. Patron information should be pulled from patron database. |
P |
|
|
| E-42 |
4 |
S |
Task bar and Tool Bar configuration
and reorganization of RSS (Suggestions follow labelled as M24a, b, c…) |
M24 |
|
|
| E-33 |
4 |
B |
Ability to Approve & Send requests
to suppliers with one command/button. |
M24a,
P |
|
|
| E-34 |
4 |
B |
Choosing lenders should be a button,
not a right-click. "Apply Lending Sequence" button is unclear. |
M24b,
J11 |
|
|
| E-35 |
4 |
B |
"Approved" but not yet "Pending" should
appear in Task Navigator |
M24c,
P |
|
|
| E-36 |
4 |
B |
"Pending Shipped" needs separate Task
bar from "Pending" |
M24d,
P |
|
|
| E-37 |
4 |
B |
"Print Notices Manually" should be in
Task Navigator not Status Navigator |
M24e,
P |
|
|
| E-38 |
4 |
B |
"Unfilled" requests should be in Task
Navigator not Status Navigator |
M24f,
P |
|
|
| E-39 |
4 |
B |
Streamline "Receive" "Wrapper" and "Notify"
processes into one step. |
M24g,
P |
|
|
| E-40 |
4 |
L |
Updating to Picked should be included
in Task Navigator |
M24h,
P |
|
|
| E-41 |
4 |
L |
Use a button for Picked/Shipped updating
as for other functions |
M24i,
P |
|
|
| E-56 |
4 |
P |
Patron initiated request cancellation
via the web. |
M8a |
|
|
| E-43 |
4 |
S |
Arrange Task Navigator by workflow, not
alphabetically. |
M24j,
J7,J21 |
|
|
| E-44 |
4 |
S |
Use more common ILL terminology. Example:
Change "picked" to "paged". Clarify statuses such as received-received,
shipped-sent, etc. |
M24k,
J1 |
|
|
| E-57 |
4 |
S |
Integration with Ariel to allow scanning
and transmission of documents within RSS |
M25, J10 |
|
|
| E-46 |
5 |
B |
Default search pre-definable with text
from corresponding field from patron's request displayed in query box. |
J |
|
|
| E-47 |
5 |
B |
Query type (ISBN, title, etc.) should
automatically display text from corresponding field in patron's request. |
J |
|
|
| E-50 |
5 |
B |
Inclusion of patron's E-mail address
doesn't always notify patron automatically that material is ready. Email
transmission failures should appear in Task Navigator. |
J20 |
|
|
| E-51 |
5 |
B |
Ability to search OCLC PrismILL from
RSS module via Z39.50. Ability to access any database requiring authorization
numbers and/or passwords. |
M13 |
|
|
| E-49 |
5 |
B |
Inclusion of search target in WebPac-initiated
requests (source of patron's citation: ERIC, PsycLit, etc.) |
M14 |
|
|
| E-45 |
5 |
B |
Ability to toggle from original request
data back to Marc overlay |
P |
|
|
| E-52 |
5 |
B |
Returned date entered automatically (but
editable) when updating to "returned". |
P |
|
|
| E-53 |
5 |
L |
Consider CSULink pick sheet design which
combines the pick sheet/packing sheet (top half of page) with a patron
notification sheet for use by the requesting library (bottom half of page). |
J9 |
|
|
| E-55 |
5 |
P |
When patrons complete fill-in-the blank
requests, it is not evident that you must scroll down for the "Submit"
button. |
J13 |
|
|
| E-66 |
5 |
S |
Local circulation desk can verify patron
eligibility and input an RSS request for "mutual use" patron |
A3 |
distant learning programs |
|
| E-58 |
5 |
S |
Local library system inter-operability
(circulation features) Example: Automatic check out of loans on local system
when changing status to "shipped" in RSS. |
M1 |
|
|
| E-60 |
5 |
S |
Archiving function to allow completed
requests to be moved out of the active data files. |
M11 |
|
|
| E-62 |
6 |
B |
Automatic follow-up prompting for items
not received within set time (displayed in Borrowing Task Bar) |
P |
|
|
| E-63 |
6 |
B |
Ability to resend requests to Lender's
New Requests file |
P |
|
|
| E-64 |
6 |
S |
Automatic overdue reminder notices either
printed, emailed, or Arieled (both Borrowing and Lending) |
P |
|
|
| E-65 |
7 |
P |
Ability to customize screen displays
for different patron types. |
A |
|
|
| E-75 |
7 |
S |
Accounting and financial features (billings
and invoices) |
M21 |
|
|
| E-67 |
8 |
P |
Patron initiated request renewal via
the web. Option to turn on/off customizable by campus. Ability to set individual
loans to "renewal denied". |
M8b |
|
|
| E-61 |
8 |
S |
Post-discovery Z39.50 tuning |
M18 |
|
|
| E-68 |
8 |
S |
Support for renewal processing between
RSS partners. |
M3 |
|
|
| E-69 |
8 |
S |
Enhance messaging and transaction specific
notes (list dialogue to assist systems in troubleshooting) |
M6 |
|
|
| E-70 |
9 |
B |
Support for intermediary suppliers |
A1 |
|
|
| E-71 |
9 |
B |
ARTTel support for borrowing from the
British Library |
A2 |
|
|
| E-72 |
9 |
L |
Staff user "ownership" of requests (assign
to individual staff/branch automatically for processing) |
M19 |
|
|
| E-73 |
9 |
S |
Enhance system logging and log display
and provide ability to delete system log entries as requests are archived. |
M10 |
|
|
| E-79 |
9 |
S |
Inter-operating with non-ISO-compliant
partners |
M12 |
|
|
| E-80 |
9 |
S |
Support for multiple Service Types |
M15 |
|
|
| E-81 |
9 |
S |
Support of Estimate and locations service
types |
M17 |
|
|
| E-74 |
9 |
S |
International support (multi-lingual,
extended character set, and currency conversion support) |
M20 |
|
|
| E-76 |
9 |
S |
Support of Lending Sequences by Local
Library Unit |
M22 |
|
|
| E-77 |
9 |
S |
Advanced Sort capabilities of request
lists |
M23 |
|
|
| E-78 |
9 |
S |
Auto-partnering to allow incoming requests
from libraries for whom a partner record is not yet established. |
M9 |
|
|
