| :07 | Donors | Joe Reimers | - Adding donor information to Organization records.
- Core framework will come out in Quesnalia. (Not necessarily everything, but a lot of it).
- Previously discussed need to track privileged contact persons:
- Is there a need to track privileged contact information for organizations that are not donors?
- Currently thinking that clicking donor field will activate privileged contact information.
- Anyone who can access organizations can create a donor, but must have privileged contact permission in order to access this information.
- Lisa Smith - Mich State 12:13 PM
We would not key in any private information, even if it could be 'hidden.' We would only use the info needed for a book plate. - Scott Perry (UChicago) 12:13 PM
Nor would we. - Juleah Swanson 12:14 PM
Same with at CU Boulder. I would not want to have donor contact information in FOLIO. - Information usually maintained by institution's development group.
- In-kind use case. Private acknowledgements.
- Doesn't sound like this will impact non-donor organizations at all.
- For existing donor field in POL, how would you like this to be handled?
- Not big fans of making things more complicated than necessary. Plan to deprecate the field so that is not repetitive information.
- A couple of approaches:
- Disable entry, but leave visible, so that libraries can create organization records based off of existing donor information. Create pop-up saying that the field will be deprecated (maybe 2025?).
- Leave in its current state, but add alert. Increases risk that people will add new content to donor field.
- Look for ways to migrate from donor field to organizations - will continue to talk about possibility, but would be technically difficult. Have to account for deduplications, typos, etc.
- Do you want field to be read-only? Read-only with delete? Fully editable?
- Scott Perry (UChicago) 12:19 PM
I think if you deprecate a field that has data a script should be supplied as part of the upgrade to move it into the new field. I would, for example, create the organizations in advance since I already have this information elsewhere outside of FOLIO now.- Challenge with the way organizations are handled. Moving from basically a single field to something that requires a name and a code presents challenges. Also have to account for deduplication and typos.
- Kristin Martin 12:19 PM
I think leaving it but having be no longer editable would be good. - Kimberly.Smith@mtsu.edu 12:19 PM
IF the field is going away eventually, stopping data entry sounds like it would be for the best.
- Do you want contents of donor field to be deletable? Or purely read-only?
- Kimberly.Smith@mtsu.edu 12:23 PM
I think read only. Except, could it be deleted once addressed?
- Will deactive donor field, leave in place, and add an alert. Will be deletable, but not editable or enterable.
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