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Serials Management development work

• Presentation slides

Duke and GBV are partnering to support serials management development. Libraries are not in a post-print world; in fact, there are parts of the world where print publishing is still the primary method of distribution.

In the early development of the FOLIO apps, the management of print serials was not prioritized. For some libraries, the management of print serials is a critical workflow: ordering, receiving/check-in, claiming, binding (or withdrawal). These are important as FOLIO is the system-of-record for the receipt of print serials.

The main focus at the moment is on predictive patterns and claiming. From a FOLIO perspective, we might consider anything that has an order type of "ongoing" to be a serial publication.

The initial effort for development is on subscription-based serials (where predictable patterns apply and where invoicing/payment are separate from receipt of a piece); see the "Scope of current work" presentation slide for details.

The next steps include engagement with the Acquisitions and other appropriate SIGs as well as the wider community. From PC, feedback is needed on the plan and whether this work should be incorporated into future flower releases.

Could this functionality (e.g. additional fields in Orders) be hidden if it is not being used? The Orders app already has fields related to subscriptions, but they are not really functional at the moment. Should this development effort take "ownership" of these fields (to tidy up) or introduce something new?

Timeline for development? The initial work is expected to be relatively short (about the same size as the work for the Open Access app). Perhaps a 6-month timescale.

Discussion with the serials vendors? They seem willing to participate in discussions (e.g., to supply prediction patterns). This discussion about integration has not happened yet and isn't probably in the scope of the immediate work.

Does the initial work include roll-over? Not at this time.

Where is initial development happening? With some confidence, there will be a new user interface that interacts with serials records. Serials records will need to be attached to orders (including "gift orders") and have prediction patterns attached to them. The receipt interface is under discussion (book versus serial, predicted versus unpredicted); the question of how much of the existing app interfaces need to change is unresolved. Discussions are happening with Dennis and the Acquisitions SIG.

Khalilah Gambrell 

Community Council
CC has met twice since the last update. See details to the left.

Technical Council
Having someone from TC on the project's onboarding committee would be helpful. In its internal conversations, TC talked about who and how content is coming up-to-date, and where will the information be located?

The TC's attention has been on reviewing modules for inclusion in the flower release. There were some teams that were surprised that some develop was not included in the flower release because it hadn't been especially clear about what needs review and what doesn't.  The non-acceptacnce of the Open Access work, for instance. A topic of conversation about how strick the project will be in accepting modules; it has been hard to reconcile a strict stance with the reality of what has happened.

The TC is also reviewing its charter; it is many years old and doesn't reflect the current project governance model. New processes are coming because some of the ways we've been working haven't scaled well as the community has gotten bigger. For instance, the change in the tools that are used in the technical part of the system that respects the needs of those that host FOLIO.

Product Owners
See the updates to the left.

Release Planning
There was a meeting on October 17 with a plan for the Orchid (R1 2023) release. There were discussions for a Lotus hotfix but that has been put off with the expected soon release of Nolana (R3 2022). Harry provided a review of the Nolana Jira dashboard and the REL area of the wiki for looking at release planning and release notes.

SIG conversation updates and next steps

• https://docs.google.com/spreadsheets/d/1hr7Vx-swyCGfQ3571AK8nYx2MMWb1VFoaqrCYOPE8mM/edit#gid=0

topics for upcoming meetings

• Roadmap charge and charter