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Here are some planning notes for July 2011 (especially given some vacations and absences).

Goals: General

  • Do some training or orientation for Leslie and Michael so they can do some customization work -- minimally changing field names, hiding fields, reordering fields; hopefully adding simple fields; hopefully adding field groups; hopefully adding repeating fields and field groups.
  • Set up development environments on Leslie's (new) Mac and Michael's laptop so they can do some work on PAHMA.
  • Place authority: John and Jan work on the default schema for Place authority records and the schema extensions for Art and Natural History (unless they can all live happily together).
  • Chris: Look for or create Jiras -- complete Media Handling "Link to external image"; complete other relationships (e.g., synonyms); pan and zoom; update display name on related records.
  • Patrick: Complex relationships between objects -- evaluate whether same design and approach as in wireframes for vocabulary terms would work (hierarchical plus other relationship types in drop down).
  • Patrick and Richard: Best model for where code lives, on branches or trunk, in UCB svn or CSpace svn.
  • Patrick: Some additional tasks for Leslie.

Goals: HAVRC

  • Have a next version of the HAVRC CollectionSpace prototype ready for initial testing (by Lynn and Jason) when Lynn returns, week of July 11.
  • Assumptions: Based on CSpace v1.8, running on havrccspace; with person, organization and cataloging (work) records in the 1.7 instance; with minimally same customizations to UI and schema as in 1.7 version though with all fields saving to database.
  • Questions: Should this be on core tenant or a new tenant?  Should code be in UCB svn?
  • Chris: Clean up 1.7 jiras and set up v1.8-based project and initial tasks
  • Jan: Based on review of UI and schema and comparison to SMK approach, update schema; work (with Leslie?) on new wireframes.
  • Jan or Leslie: If needed, create some new high level Jiras (e.g., "Media Handling screen: add new fields and make some revisions per the wireframes at http://...." -- the wireframes can contain the details).
  • Rick or Glen? Make customizations.
  • Jan: Testing, coordination, and liaison to HAVRC and CEDVRC.
  • Jan or Chris: Develop specifications for batch process that creates Media Handling records from information on Intake (Order) screen
  • Data: Susan has passed her Talend and Kettle files to Chris.  Jan is documenting some of the high level assumptions in current data (e.g., only one Creator Role in each Person record).  Probably get Lam involved in next steps for HAVRC data, though for this round, the goal is to have something to do next round of acceptance testing.  Minimal data needed and mainly for authorities.

Goals: UCJEPS

  • Leslie: Wireframes for next version of 1.8-UCJEPS with minor changes
  • Rick or Glen? Make customizations
  • Leslie and Rick: Test 1.8-UCJEPS with Andrew (with camera, specimen sheet), week of July 5 or July 11?
  • Chris: Request UCB VM for UCJEPS CSpace (but what do we call it?! ucjeps-cspace.berkeley.edu?)
  • Rick, Aron, Glen: Should code live in UCB svn?
  • Data: Chris and Lam to work on next steps for UCJEPS data though for this round, the goal is to have something to do next round of acceptance testing.  Minimal data needed and mainly for authorities.
  • Question for Patrick: Is there anyway to create a "Save this record and create a new empty one, maybe with the scientific name from the last one" in the Media Handling screen?
  • Leslie?: Develop specs for batch process that creates initial catalog record from Media Handling record.

Goals: PAHMA

  • Have a solid 1.8-based prototype or pilot system by the end of July
  • Wireframes: Michael
  • Controlled lists: Michael
  • Persons, Organization authorities: Susan has give Michael and Chris her Kettle and Talend files.  We probably have CSV files for Org and Person somewhere (and they are in 1.6-based CSpace I think already and could be extracted and updated as needed)
  • Keep on Slicehost or request new IST VM?  As a core or other tenant? Where should code live?
  • Data: Probably get Lam and Chris involved in next steps though for this round, the goal is to have something to do next round of acceptance testing.  Minimal data needed and mainly for authorities.
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