The Acquisitions Group Meets via Zoom every Tuesday 1-2pm Eastern U.S. time and every other Friday 9-10am Eastern U.S. time.
TUESDAY MEETING ZOOM LINK
Join from PC, Mac, Linux, iOS or Android: https://zoom.us/j/353648867 Meeting ID: 353 648 867.
One tap mobile: +16468769923,,353648867# US (New York) +16699006833,,353648867# US (San Jose)
Dial by your location : +1 646 876 9923 US (New York) +1 669 900 6833 US (San Jose) or Find your local number: https://zoom.us/u/adpH5ITcgX
FRIDAY MEETING ZOOM LINK
Join from PC, Mac, Linux, iOS or Android: https://zoom.us/j/675766727
See FOLIO meetings with Zoom for more information on how to connect.
Or mobile phone one-tap (US Toll): +16465588656,675766727# or +14086380968,675766727#
Or Telephone:
Dial: +1 646 558 8656 (US Toll) or +1 408 638 0968 (US Toll)
Meeting ID: 675 766 727
International numbers available: https://zoom.us/zoomconference?m=Uz8gOxV-yqHRNcWlZKa4trK_0dP7WPfp
See FOLIO meetings with Zoom for more information on how to connect.
Recordings
- From February 8, 2022 to current are located https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/ (use the same FOLIO Zoom calls password to access recordings)
- Recordings of older meetings (prior to February 8, 2022) -- see Google Folder: https://drive.google.com/drive/folders/1QGv745JZlpUrPqrRcooQMNZ44roMPXK6
New member Onboarding info/resources -
- Getting Started with Acquisitions (courtesy of Molly Driscoll)
______________ ____________________________________________________________________________________________________
The Acquisitions Group Meets via Zoom every Tuesday 1-2pm Eastern U.S. time and every other Friday 9-10am Eastern U.S. time.
TUESDAY MEETING ZOOM LINK
Join from PC, Mac, Linux, iOS or Android: https://zoom.us/j/353648867 Meeting ID: 353 648 867.
One tap mobile: +16468769923,,353648867# US (New York) +16699006833,,353648867# US (San Jose)
Dial by your location : +1 646 876 9923 US (New York) +1 669 900 6833 US (San Jose) or Find your local number: https://zoom.us/u/adpH5ITcgX
FRIDAY MEETING ZOOM LINK
Join from PC, Mac, Linux, iOS or Android: https://zoom.us/j/675766727
See FOLIO meetings with Zoom for more information on how to connect.
Or mobile phone one-tap (US Toll): +16465588656,675766727# or +14086380968,675766727#
Or Telephone:
Dial: +1 646 558 8656 (US Toll) or +1 408 638 0968 (US Toll)
Meeting ID: 675 766 727
International numbers available: https://zoom.us/zoomconference?m=Uz8gOxV-yqHRNcWlZKa4trK_0dP7WPfp
See FOLIO meetings with Zoom for more information on how to connect.
Recordings
- From February 8, 2022 to current are located https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/ (use the same FOLIO Zoom calls password to access recordings)
- Recordings of older meetings (prior to February 8, 2022) -- see Google Folder: https://drive.google.com/drive/folders/1QGv745JZlpUrPqrRcooQMNZ44roMPXK6
New member Onboarding info/resources -
- Getting Started with Acquisitions (courtesy of Molly Driscoll)
- Welcome to FOLIO! Start here
- FOLIO Communication Spaces
______________ _____________________________________________________________
Upcoming: Tuesday, March 5, 2024
...
______________________________________________________________________________________________________________________________________________
Upcoming: Tuesday, July 30, 2024
Current: Tuesday, July 23, 2024
Housekeeping -
- FYI - Early bird registration deadline (for in-person attendees) for WOLFCon 2024 is July 31st (more info see WOLFCon 2024 website here)
- Next meeting - Tuesday, July 30th, at 1 pm Eastern
Business -
- Discuss "Ability to clone duplicate invoices" (UXPROD-2223) - Dennis
- Feedback re: Display a history of edits for the invoice and invoice line records (UXPROD-3456) - Dennis
- Feedback re: Display a history of edits for Organization records (UXPROD-3457) - Dennis
Friday, July 19, 2024
Housekeeping -
- Next meeting, Tuesday, July 23rd, at 1 pm Eastern
Business -
- Discuss EDI Claiming (Joe Reimer)
- Discuss Order line status NOT updated when paying against previous Fiscal Year (Dennis Bridges)
PC Update (Kristin Martin) -
- Kristin is on vacation thru August 4th, she suggested to read PC meeting notes - 2024-07-11 Product Council Agenda and Meeting Notes
Tuesday, July 16, 2024
Housekeeping -
- Reminder - see all acq-sig-topics at Prioritizing Acq SIG Topics wiki to vote (thank you Kimberly Pamplin for creating this page and thank you for voting!!)
- Next scheduled meeting, Friday, July 19th at 9 am Eastern
Business -
- Receive invoice in foreign currency requirements presentation (Martina Schildt Sabrina Bayer) & discussion
- Continue to discuss questions Dennis has re: calculation of over encumbered and over expended and how we could clarify those values in the UI
- If time allows, discuss EDIFACT Claiming (Joseph Reimers)
Tuesday, July 9, 2024
Housekeeping -
- Bindery UAT is delayed - Joe will announce in Slack when it's ready to go
- Next meeting, Tuesday, July 16th at 1 pm Eastern
Business -
- Briefing acq-sig-topics voting results so far and discuss what worked and/or didn't work & collect your thoughts/feedback
- Discuss EDIFACT claiming (Joseph Reimers)
- Discuss the calculation of over encumbered and over expended and how we could clarify those values in the UI (Dennis Bridges)
Friday, July 5, 2024
(meeting cancelled - due to extended 4th of July holiday)
Tuesday, July 2, 2024
Housekeeping -
- Reminder - this Friday's meeting (July 5th) is cancelled due to extended 4th of July holiday
- Next meeting - Tuesday, July 9th, at 1 pm Eastern
PC Update (Kristin Martin) - Holiday hiatus! No major updates.
Congrats to new PC elected members:
- Jeremy Huff,Texas A&M University
- Martin Scholz,FAU University Library Nuremberg-Erlangen
- Lisa McColl, Lehigh University
- Alexis Manheim,Stanford University Libraries
- Caitlin Stewart,Library of Congress
Business -
- Continue to discuss/prioritize feature backlog jiras (Joseph Reimers)
- If time allows, FYRO update from anyone in the group who would like to share
Tuesday, June 25, 2024
Housekeeping -
- WOLFCon 2024 (September 24-26, Senate House, Univ. of London) preliminary agenda link (more info about WOLFCon 2024 see here)
- Next meeting - Tuesday, July 2, at 1 pm Eastern
- Friday, July 5th meeting - on or off?!
Business -
- Discuss "Paying an invoice reopens the order" MODORDERS-1143 (Dennis started with this one)
- Discuss "Order line status NOT updated when paying against previous Fiscal Year" MODORDERS-1142 (Dennis Bridges)
- If time permits, continue to discuss/prioritize feature backlog jiras (Joseph Reimers)
Friday, June 21, 2024
(meeting cancelled)
Tuesday, June 18, 2024
Housekeeping -
- Next meeting, this Friday, June 21st, at 9 am Eastern
- Discuss regarding this Friday after the first two items on main agenda today
Business -
- Review "The abitity to import fund updates via csv file in order to bulk edit funds" UXPROD-199 (Joseph Reimers)
- Review Routing lists UAT (Joseph Reimers)
- If there is still time left, discuss FYRO related questions that haven't been addressed or any FYRO update people would like to share
Tuesday, June 11, 2024
Housekeeping -
- Reminder - Routing lists UAT is currently running thru this Friday, June 14th. Thank you for participating in the UAT!!
- Next meeting, Tuesday, June 18th, at 1 pm Eastern
Business -
- Second session on FYRO (first one was held on Friday, May 24th)
Friday, June 7, 2024
Housekeeping -
- Next meeting, Tuesday, June 11th, at 1 pm Eastern - second FYRO session (please post your FYRO related questions ahead of time if possible)
- UAT for routing lists will start on Monday, June 10th and opens thru Friday, June 14th, please participate if you can
- FYI - Production Libraries - How to Report Bugs (from Support SIG)
Business -
- Continue to discuss/prioritize feature backlog jiras (Jos Reimers) until POs have to leave the meeting
- Use the remaining time to discuss FYRO after Kristin's PC Update
PC Update (Kristin Martin) - 2024-05-30 Product Council Agenda and Meeting Notes
- We are reviewing topics from "Things that could be better about FOLIO" to reflect on action taken and areas that are still priorities for work
Tuesday, June 4, 2024
Housekeeping -
- Next FYRO session is scheduled for Tuesday, June 11th, at 1 pm Eastern (please post your FYRO related questions ahead of time if possible)
- Next scheduled meeting, Friday, June 7th, at 9 am Eastern
Business -
- Ramsons UAT update (Joe Reimers)
- Discuss topic(s) POs would like to review/get feedback on, if applicable
- Continue to discuss/prioritize feature backlog jiras (Jos Reimers) – didn't get to this one
Tuesday, May 28, 2024
Housekeeping -
- We're looking to plan another FYRO session, any preference on Tuesday or Friday (POs only available the first half of meeting)?
- Next meeting, Tuesday, June 4, at 1 pm Eastern
PC Update (Kristin Martin) -
- 2024-05-16 Product Council Agenda and Meeting Notes
- 2024-05-23 Product Council Agenda and Meeting Notes
Business -
- Continue to prioritize/discuss feature backlog tickets & acq-sig-topics (Joseph Reimers)
- Dennis presented Finance hierarchical funds/groups overview mockups and sought feedback
Friday, May 24, 2024
Housekeeping -
- FYI - Owen Stephens (Serials PO) is looking for input on serials publication patterns for the Serials documentation (both common and complext patterns are welcomed) -
Lref gdrive file url https://docs.google.com/spreadsheets/d/11MOvSdFMzXmsJlAHdydbjwi-L2LbCMdd7irE16o2KOE/edit#gid=0 - Next scheduled meeting- Tuesday, May 28, at 1 pm Eastern
- Seeking a volunteer to help take meeting notes for today
PC Update (Kristin Martin) -
- Postponed to next Tuesday, May 28th (Kristin is not available today)
Business -
- Discuss FYRO
- Recent/past FYRO experience sharing
- Preparation/cleanup work you do prior to running FYRO
- Rollover encumbrances
- Q&A (questions raised in Slack or from attendees)
Tuesday, May 21, 2024
Housekeeping -
- FYRO discussions currently planned for this Friday, May 24, at 9 am Eastern
- Possible aspects to consider/include in FYRO discussions
- Preparation/cleanup work you do prior to running FYRO
- Discuss encumbrances for "Ongoing Orders" (how it's handled in your library, pros & cons, etc.)
- How long does it take for FYRO to complete (number of ledgers you have, the size/amount of orders to be rolled over, etc.)
- Other questions regarding FYRO
- We can continue with a second meeting to discuss FYRO in June if needed
Business -
- Clean and prioritize feature backlog & more information - the first of a series of meetings on this (Acquisitions POs)
Notes: 2024-05-21 Acquisitions Meeting notes
Tuesday, May 14, 2024
Housekeeping -
- Log for more specifics needed for on-screen messages/text seen in Acquisitions apps wiki page has been updated based on feedback rec'd in Friday (5/10) meeting. Take a look & add entries to it if appliable
- Next scheduled meeting - Tuesday, May 21, at 1 pm Eastern
Business -
- Review Ramson UAT schedule (Joseph Reimers)
- Discuss "Inventory, Item record, make Material Type optional" (Martina Schildt)
- Discuss/review any other topic(s) POs may have for the group
- Feedback re: FYRO discussions planning
- Continue discussing Implementers Topics if time allows
Notes: 2024-05-14 Acquisitions Meeting notes
Friday, May 10, 2024
Housekeeping -
- Reminder - vote for acq-sig-topics (more info see agenda of Jan. 16 under Housekeeping if you haven't done it before)
- Take a look at "Inventory, Item record. Make item material type optional" before next Acq SIG meeting (May 14) if possible as it'll be on the agenda for next Tuesday
- Planning for FYRO discussions - feedback
- Next scheduled meeting, Tuesday, May 14, at 1 pm Eastern
Business -
- Discuss/review any topic(s) POs may have for the group
- Discuss Implementers Topics (going back to #125 & then #130 & continues)
PC Update (Kristin Martin) -
- May 9 meeting canceled
- 2024-05-2 Product Council Meeting Notes
- Support for the FOLIO China community, waiting for them to determine their potential to upgrade
- review of document from Community Council: State of FOLIO
- Action item to revisit 2023 Things that could be Better about FOLIO
Notes: 2024-05-10 Acquisitions Meeting notes
Tuesday, May 7, 2024
Housekeeping -
- Planning of FYRO discussions
- Tentatively planned - Kristin Martin and Martina Schildt will discuss with the group if any implication re: "Inventory. Item record. Make item material type optional" next Tuesday, May 14.
- Next scheduled meeting, Friday, May 10, at 9 am Eastern
Business -
- Any specific topic POs want to discuss
- Other topics we can discuss
- Initial conversations about what you'd like to see included in planning FYRO discussions
- Continue to discuss Implementers' Topics (#125, ...)
2024-05-07 Acquisitions Meeting notes
Tuesday, April 30, 2024
Housekeeping -
- Reminder -
- Reminder - voting to prioritize acq-sig-topics (see also Jan. 16 meeting agenda for instructions if needed)
- Log for more specifics needed for on-screen messages/text seen in Acuisitions Apps 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
Business -
- Quesnealia Relelase Highlights (Dennis)
- If time allows, possibly discuss Implementers Topics if POs don't have anything else specific they'd like to discuss with the group (discussed topic #124)
Notes: 2024-04-30 Acquisitions Meeting notes - Quesnalia Release Highlights
Friday, April 26, 2024
Housekeeping -
- Reminder - voting to prioritize acq-sig-topics
- Next meeting - Tuesday, April 30, at 1 pm that Dennis plans to show Quesnelia release highlights
PC Update (Kristin Martin ) -
- 2024-04-25 Product Council Agenda and Meeting Notes
- Discussion of new Eureka platform and relationship to application formalization
- Recommend seeing the TC meeting: 2024-04-24 - Architectural PoC
- Plans to address some questions from FOLIO China community
- 2024-04-18 Product Council Agenda and Meeting Notes
- Elections to councils - happy to discuss process and openings
- Wolfcon planning and review of sessions - looking good!
Business -
- Conversations/discussions about toasts and inconsistency in Acq modules (one example)
- Discuss Implementers Topics (#124 & continues) if time allows
Notes: 2024-04-26 Acquisitions Meeting notes
Tuesday, April 23, 2024
Housekeeping -
- FYI - FOLIO Release Digest survey (opens thru April 30) - https://forms.office.com/pages/responsepage.aspx?id=0HIbtJ9OJkyKaflJ82fJHQrus_eiKf5Ptaj_jqXm-HlUNjA0NlVWTjhZMkpWQTNENlhRUVlSSU02Ty4u&origin=lprLink
- Next scheduled meeting, this Friday, April 26, at 9 am Eastern
Business -
- If Dennis didn't have specific topics that he'd like to discuss, discuss Implementers Topics could be an alternative (Topic # 120 & continues)
Notes: 2024-04-23 Acquisitions Meeting notes
Tuesday, April 16, 2024
Housekeeping -
- POs can't make the meeting today - have release related tasks to catch up after being out last week
- Brief recap of last Tuesday (April 9) Acq SIG meeting discussions about what the group can discuss/do when both Acquisitions POs can't make the meeting
- Next scheduled meeting - Tuesday, April 23, at 1 pm Eastern
PC Update (Kristin Martin) -
- Special meeting at Asia/Pacific friendly time: 2024-03-21 Product Council Meeting Notes (8pm ET, quarterly Asia Pacific Friendly time)
- Discussion of the Application Formalization overview
- This work has been a tricouncil working group
- Proof of concept will be discussed via Technical Council: Vince Bareau and Craig McNally have confirmed a discussion of the POC at the TC discussion session time on April 24 at 11 AM ET
- There is a spreadsheet that provides more details about the Proof of Concept and people can ask questions
- Initial work may not change the user experience with FOLIO much, but designed to make FOLIO more modular and easier to install
- 2024-04-04 Meeting notes
- Preview of Linked Data App (presentation linked in notes)
- If you are interested in following/participating in the development, there is a Linked Open Data in FOLIO Subgroup under Metadata Management and a Slack channel, #linked_data
- Overview of APIs in FOLIO - informational about types of APIs and what they do
- Preview of Linked Data App (presentation linked in notes)
Business -
- Presentation - Number generators in Organizations and Receiving plus Q&A (Thank you @Martina Tumulla!)
Notes: 2024-04-16 Acquisitions Meeting notes
Friday, April 12, 2024
(meeting cancelled - both POs away at conference)
Tuesday, April 9, 2024
Housekeeping -
- Quesnalia bugfest continues thru this Friday, April 12
- Michigan State E-resource cataloging workflow survey post in Acq SIG Slack channel on April 3. Appreciates you or your colleagues' participation in the survey (runs thru April 19)
- Next scheduled meeting, this Friday, April 12, at 9 am Eastern
Business -
- Open discussions on any topics/questions you may want to ask/raise/check with Acquisitions SIG fellow members
Notes: 2024-04-09 Acquisitions Meeting notes
Tuesday, April 2, 2024
Housekeeping -
- Quesnalia Bugfest started Monday April 1 and will run thru Friday, April 12. Join bug-fest Slack channel for all bugfest related communication.
- Reminder - if you haven't already, please review potential WOLFCon 2024 sessions that Dennis posted in Acq SIG Slack channel last Tuesday (March 26) and give to the ones you'd be interested in participating if offered. Thank you for helping figure out what people would most likely to see focused in WOLFCon 2024!!
- Next scheduled meeting, Tuesday, April 9, at 1 pm
Business -
- Discuss WOLFCon 2024 sessions description poll Dennis posted in Slack on March 26
- Discussed Implementers Topics (#117-#119)
Friday, March 29, 2024
(meeting cancelled - POs are not available & Good Friday holiday)
Tuesday, March 26, 2024
Housekeeping -
- Reminder - still time to particiate UATs on Organizations and POL functionality of the Lists app thru the end of Tuesday (March 26). Details seehttps://folio-org.atlassian.net/wiki/x/AYCtB and https://folio-org.atlassian.net/wiki/x/A4CsB
- FYI - Test case claiming for Bugfest Quesnalia started Monday, March 25, and will continue thru Friday, March 29. Actual Bugfest Quesnalia will begin on Monday, April 1 and runs thru Friday, April 12. You can request a testrail account thru Oleksandr Bashtynskyi in Slack. Join bug-fest Slack channel would be recommended to get more info or help with bugfesting or reach out to Kimberly Pamplin directly.
- Next scheduled meeting - this Friday, March 29, at 9 am Eastern
Business -
- Continue discussing WOLFCon 2024 survey results and session proposals
Tuesday, March 19, 2024
Housekeeping -
- Reminder - WOLFCon 2024 survey is still open (thru March 22) if you'd like to fill out
- Next meeting - Tuesday, March 26, at 1 pm Eastern
Business -
- Thunderjet developer, Damien Guillaume, will join the meeting & provide more detailed explanation of updates being made to the “All or nothing” logic in the finance application.
Friday, March 15, 2024
Housekeeping -
- WOLFCon 2024 -
- Proposals submission deadline will be extended (original deadline - March 31st)
- Registration is open, preconference (Monday, Sept. 23rd) is not included in virtual attendance registration which costs $50 this year
- Proposals submission deadline will be extended (original deadline - March 31st)
- Next scheduled meeting - Tuesday, March 19, at 1 pm
PC Update (Kristin Martin) -
- 2024-03-07 Tri-Council Meeting notes
- Interest in encouraging more participation in FOLIO
- 2024-03-14 Product Council Agenda and Meeting Notes
- SIG updates: discussion of Roadmap and WOLFCon planning
- Next PC meeting will be at 8 PM ET for the Asia-Pacific friendly time. Focus will be on the application formalization process
Business -
- Discuss WOLFCon 2024 survey results
Tuesday, March 12, 2024
(meeting cancelled - please use the meeting time to complete Acquistions FOLIO 2024 survey here before Friay if possible).
You can also use the meeting time to participate the following important tasks -
- Serials Management UAT runs thru Wednesday, March 13th! It doesn't take much time to participate and you'll get a preview of how the functions work by doing the UAT.
- Please continue acq-sig-topics voting, reach out if any question. Prioritizing is one of the agenda of this Thursday's Product Council meeting at 10 am Eastern
Tuesday, March 5, 2024
Housekeeping -
- Serials Management UAT currently running thru March 13th, your participation & feedback would be very helpful to the development team and is greatly appreciated!
- FYI - WOLFCon 2024 info is availanle on Open Library Foundation website here
- Reminder - U.S. Daylight Saving Time starts this coming Sunday, March 10. You may want need to adjust FOLIO meeting time on your calendar starting March 10th if applicable.
- Next scheduled meeting - Tuesday, March 12, at 1 pm Eastern
Business -
- Discuss WOLFCon 2024 proposals
- Discuss Implementers Topics #115 & continues (didn't get to this)
Friday, March 1, 2024
Housekeeping -
- WOLFCon 2024 proposals deadline - March 31st (please think about what you'd like to see presented or if you'd like to present ahead of meeting discussions, date TBD)
- Next meeting - Tuesday, March 5, at 1 pm Eastern
- Reminder - please review acq-sig-topics and vote to help prioritization of prioritize the topics
PC Update (Kristin Martin) -
- 2024-02-29 Product Council Agenda and Meeting Notes
- Acquisition Prioritization process was featured!
- 2024-02-22 Product Council Agenda and Meeting Notes
- Serials app demo - approved for inclusion in FOLIO
- Roadmap and prioritization process discussion started
Business -
- Serial app demo & UAT (Owen Stephens)
Tuesday, February 27, 2024
...
- Overview of discovery survey: 2024-02-15
- Review of evaluation process for new functionality: 2024-02-28
- SIG Updates: March
Business -
- Björn Muschall presents "Custom Fields progress" (Thank you Björn Muschall !)
...
- Dennis & Joe have conflict with Thunderjet team sprint planning meeting that they can only attend the first 30 mins
- Next meeting - Tuesday, Nov. 6, at 1 pm Eastern
- Reminder - if you have any item/topic you'd like to suggest for Acquisitions SIG meeting agenda, please feel free to reach out via Slack or bring up in our meetings
Business -
- Location-restricted funds UAT will be ready soon (Joseph Reimers)
- Review options of handling POLs with unreceivable items (Dennis Bridges)
...
- Next scheduled meeting, Friday, Feb. 2nd, at 9 am Eastern
- In the process of planning a demo/Q&A with Bjorn Muschall re: custom fields functionality and how it's implemented (related to Implementers' Topics #113)
- FYI - From Oleksii Petrenko - Poppy R2 2023 Release Digest is available - Poppy (R2 2023)#FOLIO-PoppyR22023Releasedigest
Business -
- Review forthcoming approach to serial binding (Joseph Reimers )
- Review Claiming UAT results (Dennis Bridges )
...
Please use the time to participate User Acceptance Testing for Claiming currently running thru January 24 (next Wednesday). Instructions and details please see - Quesnelia UAT - Receiving - Claiming
...
- Reminder - Today is the last day to participate UAT for donor functionality (details see Quesnelia UAT - Organizations - Donor Information. You can also join #acquisitions-uat Slack channel if you'd like. Contact Joseph Reimers if you have any question regarding this UAT)
- Prioritize acq-sig-topics
- Go to Acquisitions Implementers' Topics wiki - Acquisitions/Resource Management implementers
- Create an account here if you haven't done it before
- On the right hand side of Acquisitions Implementers Topics page where a bunch of UXPROD-xxx are listed, go to the bottom of this section click on the total number (currently 49 issues but this number will change as more UXPROD are created) and you'll be seeing all UXPRODs with acq-sig-topics as one of the labels.
- Open any one from the list, as long as you created an account, you'll be able to cast your vote by choosing "Vote for this issue" (clicking on it to "un-vote" if necessary) to indicate this issue is important to your institution. You can also choose to "Start watching this issue" if you just wanted to keep abreast with the development of this issue but it's not critically important to your institution)
- If any question, please reach out via Slack or during Acq. SIG meetings
- Go to Acquisitions Implementers' Topics wiki - Acquisitions/Resource Management implementers
- A question regarding creating Jira tickets was raised last week. Will get clarification from our POs
- FYI - Serials Data Alignment Small Group wiki page (can be found on the left menu bar from Acq SIG wiki page, Thank you Heather McMillan!!)
- Next scheduled meeting - this Friday (Jan. 19) at 9 am Eastern
...
Tuesday, January 9, 2024
Housekeeping -
- Reminder - User Acceptance Testing for donor functionality will run January 10-16, details see Quesnelia UAT - Organizations - Donor Information. Updates regarding this UAT will be posted in #acquisitions-uat Slack channel, feel free to reach out to Joseph Reimers if you have any question
- Reminder - The first small group meeting to discuss "Data Alignment Through Serials, Receiving, Inventory and Discovery" will take place this Friday at 9 am Eastern (use the Zoom link for Acq. SIG Friday meetings)
- Poppy Release Notes for those who are migrating to Poppy soon (or already)
- Next meeting, Tuesday, Jan. 16th, at 1 pm Eastern
...
- 2023-12-14 Product Council Agenda and Meeting Notes
- Poppy is released and live as of December 21
- First quarterly Tricouncil meeting on January 18, at 10 AM ET
- 2024-01-18 Tri-Council Meeting
- Visitors are welcome
- Will be discussion-based with three questions
Business -
- Dennis will fill in about the small group meetings re: "Data Alignment Through Serials, Receiving, Inventory and Discovery"
- Discuss upcoming UATs (Joseph Reimers )
...
- Next meeting, Friday (Dec. 8) at 9 am Eastern - German Acquisitions community's will present a feature request about further integration "e-mail" in the integration details in the Organization app
- Confirm Acq. SIG meetings during holiday break - meetings scheduled for Dec. 22, Dec. 26 and January 2 are cancelled. First Acq. SIG meeting in 2024 will be Friday, January 5 (9 am Eastern)
...
- No meeting this coming Friday (11/24)
- Next meeting - Tuesday, 11/28, at 1 pm Eastern
- Currently planned for Dec. 8 (Friday) at 9 am Eastern - Bjorn Muschall on behalf of German Acquisitions community's will present a feature request about further integration "e-mail" in the integration details in the Organization app for sending orders via email
Business -
- Kim Wilianen will present Michigan State Univ. Library's workflow using Data Import to create orders with MARC records for various types of orders (Thank you Kim Wiljanen!!)
- Link to the video Ann-Marie created that Kim shared during her presentation today
...
- Reminder - Next meeting, Tuesday (11/21) at 1 pm Eastern, Kim Wiljanen will demo Michigan State University Libraries' workflow using Data Import to create orders with MARC records for different type of orders
- Looking for a volunteer to take meeting notes today
- We will not meet on Friday (11/24), Day after Thanksgiving
Business -
- FOLIO Acquisitions documentation discussions with Molly Driscoll - gather recommendations for post-Poppy enhancements and clarifications & some ideas Molly had to present to the group (Thank you, Molly!!)
Recording: acquisitions-sig/2023-11-14
...
- Reminder - Poppy Bug Fest continues thru this Friday (Nov. 3)
- If interested, join Product Council meeting this Thursday at 10 am Eastern to provide feedback re: User Acceptance Testing discussions or leave feedback via Slack to Kristin Martin
- Presentation by Molly Driscoll and Poppy documentation discussions scheduled for Nov. 14 (Tuesday at 1 pm Eastern)
- Tentatively planned for Nov. 21 (Tuesday at 1 pm Eastern) meeting - Kim Wiljanen will demo Michigan State University Libraries' workflow using Data Import to create orders with MARC records for different type of orders
- Next meeting - Tuesday, Nov. 7 at 1 pm Eastern (please note US. Daylight Saving Time ends this coming Sunday, Nov. 5)
...
- Dennis plans to review new Acquisitions related features planned for Quesnelia Release (spring 2024)
Notes: 2023-10-27 Acquisitions Meeting notes
...
- Reminder - on Friday, Sept. 29, at 9 am, Owen Stephens will demo supplementary properties and term filter builder functions used in Agreements with folks who are using the functions sharing how they use them, etc.
- Reminder - App Interaction survey UI for Save button open thru 9/19/23 - your input appreciated!
- Next scheduled meeting - next Tuesday (9/19) at 1 pm Eastern
...
- Next scheduled meeting - Tues. 9/12, at 1 pm Eastern
- Reminder - Owen Stephens will demo supplementary properties & term filter builder functions in Agreements" functions and how implementers' use those functions - planned Friday, 9/29, at 9 am Eastern
- FYI - The next App Interaction SIG meeting (9/6/23 at 12 pm Eastern) will have Sara and Dennis joining to review container records. See agenda link here. Feel free to join if you are available. Zoom link
- Any interest among the group to have a Part 2 of Package POLs discussions with Sara and the group?
...
- Next meeting, Friday, Sept. 1 at 9 am Eastern - Package POLs with Sara Colglazier
- Friday, Sept. 29, at 9 am Eastern - Owen Stephens will demo supplementary properties & term filter builder functions used in Agreements & real life application of the function shared by some institutions
Business -
- Feedback re: WOLFCon 2023 from in person and virtual attendees
- WOLFcon presentation by Dennis and Ann-Marie: Order and Invoices: Import? Export? What to do? EDI presentation.pptx
- Discussed structure of Acquisitions SIG meetings & ways to improve
- Answered questions Dennis had regarding managing donor information in FOLIO
- If time permits, discuss Implementers Topics (continue discussing #108 Kimberly Pamplin which started in the last meeting?!, #110 Sven Thomsen) – didn't happen
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- PC Approved Browser support statement: clarifies that while testing is done in Chrome, bugs in other browsers will be investigated
- Call for members: Workflow SIG charge(Martina Schildt to introduce)
Business -
- Discuss Implementers Topics, (Topic #92 & #94 were discussed)
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- Confirm the retrieving of Product IDs for POL is appropriate
Jira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key MODORDERS-898 - Review and discuss use cases for displaying piece information in discovery platforms
Jira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key UXPROD-3525
Notes: 2023-06-20 Acquisitions Meeting notes
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- FYRO update to share with group (if any)
- Discuss Acq SIG WOLFcon 2023 session(s) proposal submission (see brainstorming wiki for ideas we discussed earlier - WOLFcon 2023 Acq SIG brainstorming)
- Quick poll on WOLFcon 2023 - who will attend in person or virtually
- Confirm the retrieving of Product IDs for POL is appropriate
(didn't get to, postponed to the next meeting)Jira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key MODORDERS-898 - Review and discuss use cases for displaying piece information in discovery platforms (didn't get to, postponed to the next meeting)
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- Elections for all councils!
- Nominations are due by April 19, 2023 using this nomination form.
- Criteria: be from a member institution. Each member institution may have only one person elected in a seat per Council.
- Terms are two years. Individuals can serve for up to four consecutive terms
- WOLFCon in Chicago, August 22-24
- Heather volunteered to serve on FOLIO liaison group, but other individuals interested in planning WOLFCon? Contact me!
- Tri-Council Meeting
- Reviewed FOLIO Terminology document and Evaluation Process for New FOLIO Features
- 2023-04-06 Product Council Meeting
- More discussion around Product Owner recruitment and support
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- Presentation by Amelia Sutton - "Showcase UMass' Batch Voucher Export Workflow" (Thank you Amelia Sutton !!)
- Review design updates for
Jira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key UXPROD-3256 - If there is still enough time left, we may continue discussing Implementers Topics (more on #90, or move on to #91, ... ) – didn't happen
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- Reminder - Amelia Sutton will showcase UMass' Batch Voucher Export Workflow - scheduled for ou next meeting, Friday, March 14, at 9 am Eastern
Business -
- Discuss/review Implementers Topics #88 & continues (Sara Colglazier Molly Driscoll )
Notes: 2023-04-11 Acquisitions Meeting notes
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- Next meeting, Tuesday, April 11, at 1 pm Eastern
Business -
- Status of the acq-sig-topic stories and a quick update Dennis made to the implementers page
- Discuss/review Implementers Topics (#84 & #85 @John Banionis , #86 Sara Colglazier )
Notes: 2023-04-04 Acquisitions Meeting notes
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- Discuss Implementers Topics (#75 Björn Muschall Martina Tumulla , #30 Julie Brannon (old account) & continue with #84 @John Banionis)
Notes: 2023-03-31 Acquisitions Meeting notes
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- Martina Schildt presents "Requirements for claiming - claiming levels" | Claiming levels requirements analysis + proposal
- If time allows, Joe will lead discussion re: Implementers Topics #30 (Julie Brannon (old account) ) – didn't get to this postponed to this Friday (3/31)
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- Martina Schildt's presentation re: "Claiming levels requirements analysis" planned for Tuesday, March 28 at 1 pm Eastern
- Amelia Sutton will showcase UMass' Batch Voucher Export Workflow (planned for Friday, April 14 at 9 am Eastern)
- Appinteraction_crossapp will meet on March 22 from noon - 1 pm Eastern to discuss printing use cases, requirements and related UX/UI questions. The group is collecting printing use cases and requirements here.
- Next meeting - Tuesday, March 28, at 1 pm Eastern
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- Discuss Implementers Topics - starting with Topic #81 ( André Hohmann) and then #83 (@John Banionis) and continues
Notes: 2023-03-17 Acquisitions Meeting notes
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- Next meeting - Tuesday, 3/14/23 at 1 pm Eastern
- Orchid bugfest started March 6 and will run thru Friday, March 17, please participate if you can (reach out to Oleksandr Bashtynskyi via Slack if you encounter any issue bugfest Orchid)
- FYI - Friday, March 17 (9 am Eastern) - Discuss Implementers Topics #81; Topic #75 discussion is planned for Friday, March 31.
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- ACQ SIG survey feedback & discussion
- Special thanks to Molly Driscoll who is working on "Getting Started"/Tips & Tricks FOLIO wiki Guide (will be shared when available)
Notes: 2023-02-28 Acquisitions Meeting notes
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Business -
- Presentation – "Lehigh's Patron Driven Acquisitions JIRA workflow" (Big thanks to Dan Huang & Maccabee Levine )
- slides -
Widget Connector url https://docs.google.com/presentation/d/19KZsX-olukC82UN-PKM62N4uLDH3-mewERQYHx9Bb1Q/edit#slide=id.g157f8e01937_0_48
Lehigh's Purchase Request platform - http://go.lehigh.edu/purchaserequest
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- Reminder - order history functionality UAT opens Jan. 18 and will run thru Jan. 26 (details see Dennis' post of Friday, Jan. 13 in Slack)
- Mark your calendar for next Tuesday, Jan. 24, at 1 pm - "Lehigh's Patron Driven Acquisitions JIRA workflow" presentation by Dan Huang and Maccabee Levine of Lehigh University (Dan Huang Maccabee Levine )
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- First Tri-Council meeting held 2022-01-13
- Trying to define FOLIO terms
- Demo of translations app created by Knowledgeware on 2022-01-05
- Need to reconsider work for functional requirements for new FOLIO modules
- Roadmap/Prioritization group still getting underway - want to take SIG conversations take-aways to that group
- Onboarding Task Group will have update at the end of the month
Business -
- Order history functionality demo & discuss UAT (UAT will open from 1/18/23 thru 1/20/23)
- Discuss Implementers' Topics #74 and continues (Aaron Neslin & Julie Brannon (old account) Topic #77 after #74)
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- Happy New Year 2023!
- Next meeting, Tuesday, Jan. 10 at 1 pm Eastern
- Mark your calendar, Jan. 27 (Friday, 9 am Eastern) German networks will present - Findings of their testing of FYRO functionality
Business -
- Desired Order Integrations page - Desired Order Integrations
- Discuss Implementers' Topics #71 and continues (Scott PerrySven ThomsenJulie Brannon (old account))
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- Reminder - next meeting this Friday, Oct. 21, at 9 am EST (learning about Package orders from Sara)
- FOLIO Documentation seeking volunteers for new roles - contact Alexis Manheim or Kirstin Kemner-Heek for details if interested
- Seeking volunteers to join a small group to work on requirements re: item state, see
andJira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key UXPROD-1590
((OLD ACCOUNT) Erin Nettifee)Jira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key UXPROD-1530
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- Continue the discussion regarding claiming phase 1 from Oct. 4 meeting (Björn Muschall Sven Thomsen )
- Review “Order history/change log” feature that was defined a while back
Notes: 2022-10-11 Acquisitions Meeting notes
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- 2022-10-06 Meeting notes
- Conversation around need for documentation coordinator. Contract for Marcia Borensztajn to end. Looking for support to take on role locally (CC will work on position description) or to extend contact
- 2022-09-29 Product Council Meeting notes
- Updates from other councils, including work from Technical Council on the Architectural Blueprint, release information, and Treasurer's report at Community Council
- SIG conversations are underway
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- Continue the discussion re: improving "Implementers Topics" list
- Discuss Implementers' Topics, starting with #48 twliu - see Acquisitions/Resource Management Implementers
Notes: 2022-09-23 Acquisitions Meeting notes
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- Continue the discussion from last Tuesday re: improving "Implementers Topics" list
- Continue to discuss Implementers' Topics - see Acquisitions/Resource Management Implementers
Notes: 2022-09-20 Acquisitions Meeting notes
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- Discuss workflow of noting Implementers Topics status
- Discuss the display of EDIFACT export detail on PO and POL. The export history of a purchase order.
- Continue to discuss Implementers' Topics - see Acquisitions/Resource Management Implementers
Notes: 2022-09-13 Acquisitions Meeting notes
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PC Updates (Kristin Martin) -
Business -
- Continue to discuss Implementers' Topics - see Acquisitions/Resource Management Implementers - We will start with topic #50 (Björn Muschall )
Notes: 2022-09-09 Acquisitions Meeting notes
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- Review WOLFCon Acquisitions session
- Continue to discuss Implementers Topics - see Acquisitions/Resource Management Implement
Implementer topics discussed:
no.50 - Invoice approve/pay with pending Order and no.54 Creating and filtering pieces
Notes: 2022-09-06 Acquisitions Meeting notes
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- WOLFCon 2022: Acquisitions in FOLIO session (Zoom link will be shared when it's available)
- Password for recordings is wolfcon-22
- Recording of Cross App meeting. Heather started off the discussion with a workflow example for when we (TAMU) adds a new title to FOLIO for Serials Acquisitions. https://recordings.openlibraryfoundation.org/olf/wcon-2022-medium-3-wednesday/2022-08-31T08:40/
- List of all recordings available right now. https://docs.google.com/document/d/1deqICFxlOvMHDftxPRifDMfPdgYMYgY3CLJlOnt_WVo/edit
...
Business -
- Continue to discuss Implementers Topics - see Acquisitions/Resource Management Implementers
Notes: 2022-08-23 Acquisitions Meeting notes
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- Review the summary and description of the WOLFCon Acquisitions session (Thank you, Dennis!!)
- Discuss Implementers Topics - list link here Acquisitions/Resource Management Implementers
Notes: 2022-08-16 Acquisitions Meeting notes
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- Discuss update order bib data from instance
- Discuss Implementers Topics - list link here Acquisitions/Resource Management Implementers
Notes: 2022-08-09 Acquisitions Meeting notes
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- 2022-07-07 Meeting notes
- 2022-07-14 Product Council/SIG UpdatesMeeting notes
- Conversations around PC role for the FOLIO product/project and using WOLFCon to clarify role and set strategic goals for next year
- New officers: Jesse Koennecke stepping down from co-chair, Alexis Manheim coming on as co-chair; Kristin Martin continuing as co-chair and Peter Murray as secretary
- Interest from Implementers SIG as well for implemented institutions to share rollover experiences
Business -
- Discuss Implementers' Topics - see Acquisitions/Resource Management Implementers
Notes: 2022-07-15 Acquisitions Meeting notes
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- Reminder - next meeting, Friday, July 15 (9 am Eastern)
Business -
- Review the "Rollover preview" design workflow
- Discuss Implementers' Topics - see Acquisitions/Resources Management Implementers
Notes: 2022-07-12 Acquisitions Meeting notes
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Business -
Review key features re:
- The ability to change instance connection of POL
- The ability to create Orders from Instance
- The ability to create invoices from Orders
Discuss Implementers' Topics - see Acquisitions/Resource Management Implementers
Notes: 2022-06-28 Acquisitions Meeting notes
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- Feedback regarding question from App Interaction SIG - "Is there any desire or need to have field-based permissions?" (posted in ACQ SIG slack channel on 4/25/22)
Business -
- Share fiscal year rollover experiences (Big thanks to Greg Hutton!!)
- If time permits, continue the discussion around "process invoices against previous fiscal years"
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Business/Implementers' Topics -
- Implementers Topics – continue to discuss #38 if needed or move on to #39 -- see Implementers Topics list for more details - Acquisitions/Resource Management implementers
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- Summary of MODFISTO-283 discussed last Friday
- Data sync questions re: the acceptable delay for data to be in sync across apps Martina Schildt
Jira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key UXPROD-3342 - Discuss the display of Item status in receiving - https://folio-org.atlassian.net/browse/UIREC-214
- Highlights of the Lotus release
- If time permits, discuss Implementer's Topics #23 (carried over from last Friday’s meeting) see Implementers topic list link here - Acquisitions/Resource Management implementers
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- Continue to discuss Display "Rush" in receiving and on invoice - review UXPROD-3179
Jira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key UXPROD-3179 - Discuss if current over-encumbered is calculated as expected.
Jira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key MODFISTO-283 - Highlights of the Lotus release (Dennis B.)
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- Please rank UXPROD-3435
if possible particularly if this is a very important feature for your libraryJira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key UXPROD-3435 - Reminder - we are meeting this Friday, Feb 4, 2022 at 9 am EST
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- Update on the EDIFACT order UAT (Dennis B.)
- Discuss use cases for deleting receiving records
- Display "Rush" in receiving and on invoice - review UXPROD-3179
Jira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key UXPROD-3179
2022-02-01 Acquisitions Meeting notes
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- Continue to discuss review order/invoice export to csv requirements
- Discuss UXPROD-3525
Please rank if possible as it'd be very helpful to know how important this feature is for your libraryJira Legacy server FOLIO Issue TrackerSystem Jira serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key UXPROD-3525 - Discuss another implementer topic from Acquisitions/Resource Management implementers list if time permits
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If anyone is interested, please reach out to us. We also welcome questions about the position.
Topics
- Updated mocks or Display a history of edits for the order record
- Discussion around canceling orders. Are their use cases for "unc-canceling: an order or order line
Friday, December 10, 2021
Housekeeping
Meeting schedule for the rest of 2021 - Last meeting of 2021 will be Tuesday, December 14th. We will resume our meetings on Tuesday, January 4, 2022.
Updates
- PC Updates: SIG update from 2021-12-09 meeting.
- New process for reviewing modules: PC review from a functional standpoint and then passes on to TC for review from technical side
Need new Product Owners for the following areas
- Loans, Check-in, Check-out, Loan information on Item Details (interim - Cheryl Malmborg)
- Requests (interim - Brooks Travis)
- Item State (interim - Charlotte Whitt)
- Courses (interim - Charlotte Whitt)
- Support SIG is looking for more members! Check with Anya.
Implementers Topics (regular Friday topic)
We are going to go back and start covering the topic beginning with #14 and onward. We are allocating 30 minutes with a hard stop on these.
Regular topics
- Updated mocks or Display a history of edits for the order record
- Discussion around canceling orders. Are their use cases for "unc-canceling: an order or order line?
Tuesday, December 7, 2021
- Navigating Invoices discussion
- Updated mocks or Display a history of edits for the order record
- Discussion around canceling orders. Are their use cases for "unc-canceling: an order or order line?
Tuesday, November 30, 2021
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- Friday, November 26th meeting will be canceled due to the US Thanksgiving holiday.
- Survey on Acquisitions SIG management: please take some time to complete this survey regarding the Acquisitions SIG. Dennis, Heather, and Susan are interested in knowing your thoughts in order to improve. It should take about 15 minutes of time. The survey is set to close on 11/20/2021, so please do it this up-coming week! Thanks.
- The survey is available here: https://mtsu.ca1.qualtrics.com/jfe/form/SV_7VUuSkW7SL51w90 and was posted on the Slack channel as well.
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Tuesday, November 9, 2021
- Review and confirm the details of displaying acquisition information on Item records. UXPROD-1995 - Item: Display of POL number, Order status, Order date and Price in the Acquisition accordion IN REFINEMENT
- Continue to review receiving enhancement mock-ups https://docs.google.com/presentation/d/1uMGr1_HJ2yVzcJq_fTgUlibOmf8O7_SZiQCyyx4MdVc/edit#slide=id.gf8b007a9f0_0_10
- Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=5506630
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Tuesday, November 2, 2021
- Review and confirm the details of displaying acquisition information on Item records.
FOLIO Issue TrackerJira Legacy server
6ccf3fe4System Jira serverId
330101505d01-
368ab853-
983e3c2e-
20c466b11a4990f1- ee9b165564fc key UXPROD-1995 - Continue to review receiving enhancement mock-ups https://docs.google.com/presentation/d/1uMGr1_HJ2yVzcJq_fTgUlibOmf8O7_SZiQCyyx4MdVc/edit#slide=id.gf8b007a9f0_0_10
- Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=5506630
...
- PC Update - 5 miuntues
- Bulk Edit Update - 5 minutes
- EDIFACT invoices and Kiwi (Ann-Marie) - 20 minutes
Implementers Topics
We are going to go back and start covering the topic beginning with #14 and onward. We are allocating 15 minutes with a hard stop on these.
Regular business
- Continue to review receiving enhancement mock-ups https://docs.google.com/presentation/d/1uMGr1_HJ2yVzcJq_fTgUlibOmf8O7_SZiQCyyx4MdVc/edit#slide=id.gf8b007a9f0_0_10
...
Tuesday, October 26, 2021
- EDIFACT related questions from the dev team
- Continue to review receiving enhancement mock-ups https://docs.google.com/presentation/d/1uMGr1_HJ2yVzcJq_fTgUlibOmf8O7_SZiQCyyx4MdVc/edit#slide=id.gf8b007a9f0_0_10
- Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=5506630
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Tuesday, October 19, 2021
- Continue to review receiving enhancement mock-ups https://docs.google.com/presentation/d/1uMGr1_HJ2yVzcJq_fTgUlibOmf8O7_SZiQCyyx4MdVc/edit#slide=id.gf8b007a9f0_0_10
- Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=5506630
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- Review and discuss "Date ordered" behavior when user unopen and reopen orders. Dennis will work on a story for the approval date that we can approve as a group. 8/24
- Discuss the ability to export country as name rather then code in the voucher export. Defer topic till December.
- Vouchers batch export question: I've noticed that Invoice Date is not included in the invoice voucher file generated by the batch export process. That data element is expected by Duke's AP system. A voucher date is included on the file, but the voucher date and invoice date will not likely be the same. https://folio-org.atlassian.net/wiki/x/bBgb
- Discussion on the note app functionality in Acq
All Meeting Notes
Content Report Table labels Acquisitions-meeting-notes
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Up-Coming: Tuesday, October 19, 2021
- EDIFACT invoices and Kiwi (Ann-Marie) - 20 minutes (hard stop)
CURRENT: Friday, October 15, 2021
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- UAT Receiving results
- "Workslip" functionality from notes - see Slack conversation from 9/22/2021 10:53am and continuing - NOT COVERED
- Question: Does it make to remove case sensitivity for acquisition units? Ie. should law, LAW or Law always be considered the same name?
- Continue Discussing renewal integration (Ongoing order information) - NOT COVERED
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- EDI Orders
- Review and discuss "Date ordered" behavior when user unopen and reopen orders. Dennis will work on a story for the approval date that we can approve as a group. 8/24
- Discuss the ability to export country as name rather then code in the voucher export. Defer topic till December.
- Vouchers batch export question: I've noticed that Invoice Date is not included in the invoice voucher file generated by the batch export process. That data element is expected by Duke's AP system. A voucher date is included on the file, but the voucher date and invoice date will not likely be the same. https://folio-org.atlassian.net/wiki/x/bBgb
- Discussion on the note app functionality in Acq
All Meeting Notes
Content Report Table labels Acquisitions-meeting-notes
...