Versions Compared

Old Version 1541

changes.mady.by.user Dung-Lan Chen

Saved on

compared with

New Version 1689

changes.mady.by.user Dung-Lan Chen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


The Acquisitions Group Meets via Zoom every Tuesday 1-2pm Eastern U.S. time and every other Friday 9-10am Eastern U.S. time. 

...

______________ _______________________________________________________________________________________________________________________________________________________________________

Upcoming: Tuesday, June 4, 2024

Current: Tuesday,

...

Housekeeping -

September 17, 2024

  • Ramson UAT - Display Credit value runs thru this Friday, September 20th.  Please participate if possible
  • Reminder - No ACQ SIG meetings (both 9/24/ & 9/27 cancelled) next week due to conflict to WOLFCon 2024
  • WOLFCon 2024 Acquisitions related sessions titles/links were listed in agenda housekeeping session for September 10th below
  • FYI - Critical Service Patch (CSP) process will be reviewed in Product Council meeting this Thursday (9/19) at 10 am EST Zoom link https://zoom.us/j/867230970 if interested in joining
  • Next meeting - Tuesday, October 1st, at 1 pm EST

Business -




Friday, September 13, 2024

Housekeeping -

  • Reminder - Dennis & Joe have Sprint meeting conflicts that they are only available for the first half hour of our Friday meeting.  Aaron has conflicts today that he can't attend. 
  • Special thanks to Kimberly Pamplin for taking meeting notes today!!  Heather has a conflict that she is not able to attend
  • One meeting next week, Tuesday, Sept. 17th, at 1 pm EST
  • No meetings the week of Sept. 23rd due to WOLDFCon 2024

Business -

  • More claiming details to discuss with the group (Joseph Reimers)
  • Update on Acquisitions Integration small group meetings & progress (Dennis Bridges)
  • open meeting if anyone attending the meeting has something specific they'd like to discuss after Kristin's Product Council Update

PC Update (Kristin Martin) -

  • Product Council discussed new functionality planned for FOLIO Ramsoms:




Tuesday, September 10, 2024

Housekeeping -

  • WOLFCon 2024 (September 24th-26th), register for general admission thru Friday, Sept. 13th, for virtual attendance thru Sept. 23rd. 

FYI - some Acquisitions focused or related sessions -

Financial Reporting in FOLIO (Tuesday, Sept. 24th, 11:00 am - 11:50 am BST) → 6 am EST start time

Demystifying FOLIO Financial Tracking (Tuesday, Sept. 24th, 1:00 pm - 1:50 pm BST) → 8 am EST start time

ERM Experience Exchange (Tuesday, Sept. 24th, 1:00 pm - 1:50 pm BST) → 8 am EST start time

Enhanced Consortia Support: Meeting the Needs of Complex Systems (Wednesday, Sept. 25th, 10:30 am - 11:50 am BST) → 5:30 am EST start time

Workflows and Electronic Resource Management (Wednesday, Sept. 25th, 10:30 am - 11:50 am BST) → 5:30 am EST start time

Acquisitions Automation Review (Wednesday, Sept. 25th, 4:30 pm - 5:20 pm BST) → 11:30 am EST start time

Serials and Binding: Development Update, Functional Scope and Community Funding Process (Thursday, Sept. 26th, 1:30 pm - 3:20 pm BST) → 8:30 am EST start time

  • ACQ SIG meetings scheduled during WOLFCon 2024 week - both cancelled, Tuesday, Sept. 24th & Friday, Sept. 27th, ACQ SIG will not meet
  • Received a request for devoting an upcoming ACQ SIG meeting focusing on GOBI integration with FOLIO and what the workflows look like, etc.  Looking for volunteers who have this setup to either showcase/demo your process or share experiences/tips/tricks you learned with others who are looking to get this setup for their own libraries,  Welcome any thoughts/ideas on what you'd be able/willing to share or what you'd like see in this meeting
  • Next scheduled meeting, Friday, Sept. 13th, at 9 am EST

Business -



Tuesday, September 3, 2024

(meeting CANCELLED - please use the time to participate Duplicate Invoice UAT & skim notes below)

Reminders -

  • Implementers Topic #133 will be discussed in App Interaction meeting on Sept. 4th at 12 pm Eastern.  Zoom link here to join the meeting if interested (password is the same one used in all FOLIO meetings)
  • Reminder - WolfCon 2024 will take place Sept. 24th - Sept. 26th,  Registration opens thru Friday, Sept.13th (don't forget to check out the program and register if interested. See meeting agenda of August 20th for direct links)
  • Sign up to join Acquisitions Integrations Discussion Group if interested (see Dennis Slack post of August 29th regarding this)
  • "Ramson UAT Duplicate Invoice" runs Spet. 3rd thru Sept. 9th.  Please participate and provide feedback if you can.  Follow link for details.




Friday, August 30, 2024

      (meeting cancelled)




Tuesday, August 27, 2024

Housekeeping -

  • Next scheduled meeting - Friday, August 30th, at 9 am Eastern

Business -




Tuesday, August 20, 2024

Housekeeping -

  • FYI - Coming up soon WOLFCon 2024 (Sept. 24th-26th) program available here. To register here.
  • Next meeting - Tuesday, August 27, at 1 pm Eastern
  • Announcement (Dennis Bridges)

Business -

  • Discuss Bindery UAT (Joseph Reimers)
  • Upcoming central ordering UAT & documentation (Dennis Bridges)
  • If any time left, possibly continue discussing Implementers Topics (started Topic #138 and may continue this topic the next time if needed)



Friday, August 16, 2024

Housekeeping -

  • Reminder - prioritizing acq-sig-topics voting (details here)
  • Next meeting - Tuesday, August 20th, 1 pm Eastern

Business -

PC Update (Kristin Martin) -



Tuesday, August 13, 2024

Housekeeping -

  • Reminder - today (August 13th) is the last day to participate in Bindery support UAT
  • Next meeting - this Fridady, August 16th, at 9 am Eastern

Business -



Tuesday, August 6, 2024

Housekeeping -

  • Bindery support UAT will run starting August 7 (Wednesday) thru August  13 (Tuesday) - we appreciate your participation and any feedback you might have!
  • Reminder - prioritizing acq-sig-topics voting (details here) 
  • Next meetinig - Tuesday, August 13th, at 1 pm Eastern

Business -

  • Discuss topics POs have
  • If POs don't have anything specific or have time left after the agenda item above, we can perhaps discuss Implementers Topics (#125 & continues)



Friday, August 2, 2024

  (meeting cancelled)




Tuesday, July 30, 2024

Housekeeping -

  • Next meeting - this Friday, August 2, at 9 am Eastern

Business -

  • Question about updating exchange rate during FYRO (Dennis)
  • Discuss the use of parentheses in Finance views (Dennis)



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 -

PC Update (Kristin Martin) -



Tuesday, July 16, 2024

Housekeeping -

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) -

Business -

  • Continue to prioritize/discuss feature log backlog tickets & acq-sig-topics (Joseph Reimers)
  • Dennis presented Finance hierarchical funds/groups overview mockups and sought feedback



Friday, May 24, 2024

Housekeeping -

...

  • 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

Business -

  • Presentation - Number generators in Organizations and Receiving plus Q&A (Thank you @Martina Tumulla!)

...

            (meeting cancelled - both POs away at conference)

     



Tuesday, April 9, 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

...

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
  • Next scheduled meeting - Tuesday, March 19, at 1 pm

...

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 -

...

  • 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 -

...

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
  • 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

...

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!!)
  • 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



Friday, November 10, 2023

      (meeting cancelled)


Tuesday, November 7, 2023

      (meeting cancelled)



Tuesday, October 31, 2023

Housekeeping -

  • 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)

...

Recording: Acquisitions-sig/2023-10-31



Friday, October 27, 2023

Housekeeping -

...

  • Dennis plans to review new Acquisitions related features planned for Quesnelia Release (spring 2024)

Notes: 2023-10-27 Acquisitions Meeting notes

Recording: acquisitions-sig/2023-10-27



Tuesday, October 24, 2023

Housekeeping -

...

Recording: acquisitions-sig/2023-10-24



Tuesday, October 17, 2023

Housekeeping -

...

Recording:  recording 2023-10-17



Friday, October 13, 2023

Housekeeping -

...

  • 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

...

...

Friday, August 4, 2023

       (meeting cancelled - PO not available & no specific topics was suggested before meeting was cancelled)

...

  • 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 -

...

Notes: 2023-04-25 Acquisitions Meeting notes

...

  • 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

...

  • Reminder - Amelia Sutton will showcase UMass' Batch Voucher Export Workflow - scheduled for ou next meeting, Friday, March 14, at 9 am Eastern

Business -

Notes: 2023-04-11 Acquisitions Meeting notes

...

  • 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

...

Notes: 2023-03-31 Acquisitions Meeting notes

...

...

  • 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

...

Notes:  2023-03-17 Acquisitions Meeting notes

...

  • 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.  

...

  • Notes for meetings prior to March 23, 2021 are available here.

    • Bugfest for Orchid is underway. You can find further Bugfest information here and the whole release timeline here.
    • Oleksii is looking for assistance in preparing the Release Digest for Orchid and moving forward (see the release digest for Morning Glory here)
    • Some brainstorming on WOLFCon, at preliminary stages - but interested in any SIG thoughts.
    • Onboarding Group continuing to refine presentation and piloting it with small group; Khalilah Gambrell providing onboarding for new development team from the National Library of Australia.
    • Interesting in recruiting more assistant POs or full POs from the FOLIO community, like the work Aaron Neslin is doing with Dennis.
    • Prioritization and Roadmap Group plans to share some preliminary work around the end of this month. Still looking for a good pilot project for new prioritization tool.

...

  • 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

...

Friday, February 17, 2023

(Cancelled)


Tuesday, February 14, 2023

...

  • Presentation - FYRO requirements analysis of the German networks and their libraries (see wiki) (by Martina Schildt )

Notes: 2023-02-03 Acquisitions Meeting notes

...

Notes from meeting: 2023-01-31 Acquisitions Meeting notes

...

Business -

  • Presentation – "Lehigh's Patron Driven Acquisitions JIRA workflow" (Big thanks to Dan Huang & Maccabee Levine )
  • slides -
    Widget Connector
    urlhttps://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

...

  • 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 )

...

Notes: 2023-01-17 Acquisitions Meeting notes

...

  • 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 -

...

  • 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 -

Notes: 2023-01-03 Acquisitions Meeting notes

...

Notes: 2022-12-16 Acquisitions Meeting notes

...

2022-12-13 Acquisitions Meeting notes

...

Notes: 2022-12-06 Acquisitions Meeting notes

...

Notes: 2022-12-02 Acquisitions Meeting notes

...

  • More discussion around the Order history functionality

Notes: 2022-11-22 Acquisitions Meeting notes

...

Video recording Oct.21, 2022



Tuesday, October 18, 2022

Housekeeping -

  • 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
    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-1590
    and
    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-1530
    ((OLD ACCOUNT) Erin Nettifee)

...

Video Recording Oct. 18, 2022



Tuesday, October 11, 2022

Housekeeping -

  • reminder - next week Zoom calls (presentations & show & tell planned) - 10/18 (Tuesday) & 10/21 (Friday) 

...

  • 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

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-10-11T12:55/



Friday, October 7, 2022

Housekeeping -

  • reminder - next meeting Tuesday, October 11
  • collecting discussion topics/show & tell/presentation ideas for Friday, Oct. 21 meeting

...

  • 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

...

Video link: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-10-07T08:55/



Tuesday, October 4, 2022

Housekeeping -

  • Reminder next meeting Friday, 10/7
  • October 18 (Tuesday) meeting will be demo/show and tell package orders by Sara Colglazier and WOLFCon 2022 presentation "Cross-app workflow" by Heather McMillan

...

Tuesday, September 27, 2022

Housekeeping -

  • meetings during the week of October 17 (how best to use the meeting time scheduled for 10/18 and 10/21 as Dennis has project meetings conflict that week that he can't join us)

...

Friday, September 23, 2022

Housekeeping - reminder next meeting - Tuesday, 9/27/22, at 1 pm Eastern Time

...

Notes: 2022-09-23 Acquisitions Meeting notes

...

Tuesday, September 20, 2022

Housekeeping - reminder next meeting scheduled for this Friday (9/23/22) at 9 am

...

Notes: 2022-09-20 Acquisitions Meeting notes

...

Tuesday, September 13, 2022

Housekeeping - No meeting this Friday. Next meeting is 9/20 (next Tuesday) 

...

  • 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

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-13T12:55/



Friday, September 9, 2022

Housekeeping -

  • next meeting, Tuesday (9/13) at 1 pm
  • If planning a conversation regarding FYRO experience/reflection/info sharing is still of interest within the group

PC Updates (Kristin Martin) -

Business -

Notes: 2022-09-09 Acquisitions Meeting notes

...

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

...

...

Business -

Notes: 2022-08-23 Acquisitions Meeting notes

...

Tuesday, August 16, 2022

Housekeeping - 

  • WOLFCon Acquisitions session will be held at 9:30 am - 11 am (EST) on Sept. 1 (Thursday).  Zoom call link will be shared when it's available
  • Reminder August 30 (Tuesday) meeting is cancelled to accommodate traveling for WOLFCon.  How about August 26 (Friday) meeting?! Should we keep it?    

...

Notes: 2022-08-16 Acquisitions Meeting notes

...

Notes: 2022-08-09 Acquisitions Meeting notes

...

  • 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 -

Notes: 2022-07-15 Acquisitions Meeting notes

...

  • Reminder - next meeting, Friday, July 15 (9 am Eastern)

Business -

Notes: 2022-07-12 Acquisitions Meeting notes

...

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

...

PC Updates (@Kristin Martin) - postponed from previous cancelled meeting (written updates, as Kristin can't make it)

...

  • 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 -

...

Business/Implementers' Topics -

...

If anyone is interested, please reach out to us. We also welcome questions about the position. 

Topics


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 


Tuesday, December 7, 2021 


Tuesday, November 30, 2021 

...

  • 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. 

...

Tuesday, November 9, 2021 

...

Tuesday, November 2, 2021 

...

  • 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 

...

Tuesday, October 26, 2021

...

Tuesday, October 19, 2021 

...

  • 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
labelsAcquisitions-meeting-notes

...

Up-Coming: Tuesday, October 19, 2021 

  • EDIFACT invoices and Kiwi (Ann-Marie) - 20 minutes  (hard stop) 


CURRENT:  Friday, October 15, 2021 

...

  • 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 

...

  • 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
labelsAcquisitions-meeting-notes

...