Page Comparison

:01

Housekeeping

Dung-Lan

• Reminder - voting to prioritize acq-sig-topics (see also Jan. 16 meeting agenda for instructions if needed)

• https://folio-org.atlassian.net/wiki/x/EIBUCg page (discussed briefly in Friday, Apr. 26, meeting) - take a look and share any feedback you may have

• Next meeting - Tuesday, May 7 at 1 pm Eastern

:09

Quesnalia Documentation Preview

Molly Driscoll

• Quesnalia Documentation Preview - will go live in documentation once Quesnalia is released.

• Acquisitions - Additional topics - Orders Status

  • What is workflow status and why is it significant?

  • Which fields are editable when an order is open?

  • How does FOLIO know when to close an order as ‘Complete’?

• Sara Colglazier 12:12 PM
  Or, maybe could you also pin the link to the slack channel?

  • Can share it through Slack and share once published.

• May be delaying Quesnalia by about a week or two.

• The calendar hasn't been updated yet, but the GA should have been yesterday: https://folio-org.atlassian.net/wiki/spaces/REL/pages/5210714/Quesnelia+R1+2024

:14

Quesnalia Release Highlights

Dennis Bridges / Joe Reimers

• Update to structure of release notes in FOLIO wiki.

  • For Quesnalia release - series of wiki pages focused on different aspects of the release.

• UXPROD-4321 - Replace AllOrNothing mechanism to update all transactions for order/invoice in single operation

  • Way transactions are processed in Quesnalia is different

  • Refactored logic used to create transactions against budgets in FOLIO

  • No longer possible to partially approve an invoice or partially open an order - no longer possible to have a failure in the operations that results in a transaction being created anyways.

  • Approval will be much faster and reliability will be much better

  • Impacts APIs - endpoints will be deprecated and replaced by a single endpoint

• ~:20 - UXPROD-4626 - Update new field in inventory Item with Piece “Display Summary” field data

  • Added field labeled “Display summary” - repurposed field in receiving. New field added to enumeration data accordion on item record.

  • Contents of display summary from piece are added to contents of display summary in item record

  • More meaningful integration with serials management

  • Molly Driscoll 12:23 PM
    If display summary is included on an item record, is it incorporated into the effective call number for the item like enumeration and chronology are?

    • Dennis Bridges 12:35 PM
      Yes indeed it is
      It is also exported via data export or RtAC

  • Sara Colglazier 12:24 PM
    Sorry if I missed it, but what does "on the spin" mean?

    • Should be “on the spine”

• ~:24 - Allow independent acquisitions unit for ordering and receiving

  • Allow user to set unique acquisition unit for receiving record

  • Don’t have to have same acquisition units that manage ordering and receiving

• ~:26 - UXPROD-1845 - Claiming unreceived or unreceivable items workflow

  • Initial iteration. - No automated receiving associated with this yet.

  • Provided additional statuses for piece record that indicate that a piece is late.

  • Transition of status is managed by system.

  • One piece has exceeded expected receipt date by interval determined by title that piece is associated with - set to status of late. (12 PM according to system time zone setting).

  • Can delay a claim and set a new interval.

  • Can send a claim and indicate an interval associated with claim sent.

  • Within a piece record there is a status log.

  • Allows you to keep track of what is happening with a given piece.

  • Ultimate status will be received or unreceivable (separate accordion).

  • Can filter by statuses and export all of the data to CSV if desired.

  • Susanne Gill (BVB) 12:30 PM
    Claim is sent via?

    • ~:40 - Can get claiming information from export. Currently no automated claiming. EDIFACT and email as future possibilities.

• ~:30 - UXPROD-4510 - Restrict fund use by location

  • Enabled multi-select location modal

  • e.g. - rare books fund

  • Allows you to pair funds and locations - only locations available to that fund or only valid funds based on location in POL

• ~:33 - Manage donor information within FOLIO

  • Added donor as an organization type

  • Privileged donor information accordion - separately privileged allows you to keep track of more sensitive donor information

  • Once an organization has been defined as a donor have also updated funds and POLs to assign donors within records

  • Deprecated donor box in POLs.

    • Molly Driscoll 12:36 PM
      Will values from the free-text field being deprecated need to be moved to the new accordion or will that field be preserved/searchable, just no longer editable?

    • Will be deleted some time in 2025. Currently no longer editable. Can’t easily transfer one to the other because it is a free-text field.

• ~:36 - UXPROD-4406 - Ability to login via SSO with ECS enabled

:

Quesnalia Release Highlights - Discussion/Questions

Dennis Bridges / Joe Reimers

• ~:42 - Would like to see integration of claiming with dashboard

• Scott Perry (UChicago) 12:39 PM
  Is there a release for integration of donor with inventory?

  • Handed off to inventory POs - they are aware of it; will happen when they are able to work on it

• Kristin Martin 12:43 PM
  What does "unreceivable" mean?

  • Dennis Bridges 12:44 PM
    Essentially this is a way to indicate that you never expect to receive this piece. Maybe out of print etc.

• Molly Driscoll 12:43 PM
  Would also be great to see claiming integrate with Bulk edit to update piece status in bulk across receiving titles.

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