| Time | Item | Who | Notes |
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| Housekeeping | | - Reminder -Lotus Bugfest runs thru March 25. Please participate if you can!!
- Next meeting - Friday (3/25/22)
- Poll in slack channel about forming a small group to work on identifying a list of short tutorial videos of key acquisitions related functions.
- A few people have responded.
- Need a few more from different types of groups.
- We will be forming a small group to identify which videos are needed.
- Will create a slack channel for those that participate in this group. Will create list, then archive channel.
- Martina: Should we speak with documentation SIG to coordinate efforts?
- Dennis: Yes, this group can get someone to approach the documentation SIG.
- Will discuss in Friday's meeting to see if anyone else wants to participate or has anything to say.
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| 7 minutes after | Allow user to export Fund and budget information for ledger | Dennis: | | Jira Legacy |
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| server | System JiraJIRA |
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| serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc |
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| key | UXPROD-199 |
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- Today, want to review details of what needs to be exported.
- Original purpose was to bulk edit allocations
- Now it's about what is being exported.
- Dennis: Is it clear what these are?
- From Lisa Smith to Everyone 12:10 PM
Michigan State is most interested in exporting invoice & POL information. - From Dung-Lan Chen to Everyone 12:12 PM
I am glad fiscal year rollover came up as that's something coming up soon for our library in less than three months. I'm looking to arrange discussions/revisit of this topic. - From Ann Crowley to Everyone 12:13 PM
+1 Dung-Lan - From Scott Perry (he/him) to Everyone 12:16 PM
Us too. - Yes.
Very valuable. - From Lisa Smith to Everyone 12:18 PM
I think our accounting dept would like exporting of fund info. - From Scott Perry (he/him) to Everyone 12:20 PM
This is also helpful for day to day work with fund balances by Acq staff. Currently if you call up a fund you don’t see the valuable information for those working on orders (available balance for one) on the first display under funds.
- Dennis: If exporting in this way, you are getting group information. If there is a mono group and a serial group, this fund may be a part of multiple groups. If it is, you will get multiple groups. Right now this export doesn't include an export of group summary.
- From Ann Crowley to Everyone 12:21 PM
Our funds are only linked to 1 group - From Scott Perry (he/him) to Everyone 12:21 PM
Our funds are linked to multiple groups. Not exporting the group summary information is fine with me - From Ann Crowley to Everyone 12:22 PM
We could create a pivot table to get the total group information - From Bill Verner to Everyone 12:22 PM
We would not care about exporting the group summary - Dennis: How how a priority is exporting group data? You can easily calculate, but it's not exported as a summary.
- From Ann Crowley to Everyone 12:22 PM
no (it's not) - From Lisa Smith to Everyone 12:22 PM
+1 - From Sara Colglazier (MHC/5C) to Everyone 12:22 PM
Fund + Expense more important - From Scott Perry (he/him) to Everyone 12:24 PM
Group summary here is not important to me. - From Scott Perry (he/him) to Everyone 12:25 PM
I created a group of all funds to get summary for all expense classes.
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| 32 minutes after the hour | - Discuss the exporting of invoice information if time allows
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| | Jira Legacy |
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| server | System JiraJIRA |
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| serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc |
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| key | UXPROD-3435 |
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- Allow user to export invoices - Acquisitions SIG - FOLIO Wiki
- Discussed what data we are talking about.
- There are tiers here.
- Discussed the data points found at the invoice level and the invoice line level.
- Keep in mind: You can filter invoices by fund code or expense class.
- If there were data points that no one thinks need to be exported, that would be helpful. It would be valuable to export some voucher information, si that's been added.
- Is any data information missing that you think is important?
- From Lisa Smith to Everyone 12:41 PM
Invoice exporting with POL details sounds great! We need this! I'm sure we don't need all of these fields, but they are too small for me to see them clearly! - Question: Do we have to export all the data points, or can we choose which ones?
- Dennis: You can select which ones to export.
- From Scott Perry (he/him) to Everyone 12:43 PM
As others have said, there is probably more than I would generally need, but the ability to limit the export fields covers that. - There could be a discrepancy in what appears in inventory and what appears on the invoice.
- Dennis: Please review the link Allow user to export invoices - Acquisitions SIG - FOLIO Wiki for the data points and provide feedback by Friday.
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| 47 minutes | Ability to change the instance connection of a purchase order line |
| - Use case: Order is connected to the wrong instance
- Assume you want to take everything associated with the order and move it.
- Dennis: As an initial approach, want to say if you change the instance connection all related records will be moved.
- Originally having you edit the pol and change the title connection. That is proving to be difficult. Might be better to have an 'action' for 'change instance connection'.
- Need to know how you would like to treat the holdings?
- Will give a list of items that will be moved.
- When it comes to how the holdings is managed, need user input. Three options.
- Move
- Find or create new
- Create New
- Last possibility:
- If the holdings leaving behind no longer have item records, you can delete the holdings while you are doing this.
- From Julie Stauffer to Everyone 12:58 PM
I have to leave for a 1:00 meeting; I'll need to follow-up separately with my question.
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