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The Acquisitions Small Group Meets via Zoom every Tuesday and Thursday from

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.

Find recordings of recent meetings on our Google Folder: 


Recordings


New member Onboarding info/resources -


______________ _______________________________________________________________________________________________________________________________________________________________________

Upcoming: Tuesday, October 1, 2024




Friday, September 27, 2024

(meeting cancelled - people travellig after WOLFCon 2024)



Tuesday, September 24, 2024

(meeting cancelled - conflict to WOLFCon 2024)



Tuesday, September 17, 2024

  • Ramson UAT - Display Credit value runs thru next Friday, September 27th.  Thank you for participating the UAT and for sharing your feedback!!
  • Reminder - No ACQ SIG meetings next week (both 9/24 & 9/27 cancelled) due to WOLFCon 2024
  • WOLFCon 2024 Acquisitions related sessions/links were listed in housekeeping session of September 10th meeting agenda 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 ACQ SIG meeting - Tuesday, October 1st, at 1 pm EST

Business -

  • Discuss topics Product Owners bring to the group
  • (If there is still time left, possibly discuss Implementers Topics)



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 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
    urlhttps://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 -

Business -

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) -

Notes: 2024-05-10 Acquisitions Meeting notes




Tuesday, May 7, 2024

Housekeeping -

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 -

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 ) -

Business -

Notes:  2024-04-26 Acquisitions Meeting notes




Tuesday, April 23, 2024

Housekeeping -

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

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

PC Update (Kristin Martin) -

Business -




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 prioritize the topics

PC Update (Kristin Martin) -

Business -





Tuesday, February 27, 2024

Housekeeping -

  • Reminder - vote for acq-sig-topics (easily accessible thru Implementers Topics wiki link - righthand side of this page) 
  • FYI - Owen Stephens did an overview of Serials app in Implementers SIG meeting on Feb. 13 (see meeting notes link) and also in Product Council meeting on Feb. 22.  Take a look at the recording if you didn't make either meeting
  • Next scheduled meeting - this Friday, March 1, at 9 am Eastern
  • Looking ahead - U.S. Daylight Saving Time starts Sunday, March 10, 2024.  You might need to adjust your FOLIO meeting schedule starting the week of March 10.

Business -

  • Dennis reviewed UXPROD-4368 (shared also in a recent meeting 2/13/24, planned for Ramsons release) - Add interface to allow users to fix specific rollover errors & Q/A




Tuesday, February 20, 2024

Housekeeping -

  • Reminder - take a look at acq-sig-topics and vote whenever you get some free moments to help prioritize for development
  • The fourth serials data alignment group meeting will take place this Friday at 9 am Eastern (Discovery would be the focus)
  • Next meeting - Tuesday, Feb. 27, at 1 pm Eastern

PC Update (Kristin Martin ) -

Business -

  • Björn Muschall presents "Custom Fields progress" (Thank you Björn Muschall !)




Friday, February 16, 2024

(meeting cancelled - both POs are out of the office and no interest expressed by the group to meet)



Tuesday, February 13, 2024

Housekeeping -

  • FYI - Slack channel "folio-atlassian-migration" to get updates or to report issues related to the migration of FOLIO Project Issues (Jira) and Counflunce to Atlassian Cloud which took place February 4th
  • Custom fields progress presentation by Bjorn Muschall planned for Acq. SIG meeting on Tuesday, Feb 20 (1 pm Eatern)
  • Next meeting - Friday, Feb. 16, at 9 am Eastern

Business -



Tuesday, February 6, 2024

Housekeeping -

  • Reminder - Finance - Restrict Fund Use by Location UAT runs Monday, February 5th thru Friday, February 9th. (details see Quesnelia UAT - Finance - Restrict Fund Use by Location), your participation is greatly appreciated!
  • Acquisitions SIG wiki updates - WOLFCon pages & meeting notes/recordings (many thanks to Heather McMillan)
  • FYI - Serials Data Alignment small group is meeting this Friday, Feb. 9th, at 9 am Eastern (past meeting notes and recording links available on wiki here)
  • Next Acq SIG meeting - Tuesday, Feb. 13th, at 1 pm Eastern

Business -

  • Continue to discuss ongoing & one time orders receiving scenarios in relation to PO/POL status and the handling of unreceiable items of one-time orders, etc. (continue from last Friday, Feb. 2, discussions)

Notes: 2024-02-06 Acquisitions Meeting notes: un receivable items



Friday, February 2, 2024

Housekeeping -

  • 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 -

PC Update (Kristin Martin) -

Notes: 2024-02-02 Acquisitions Meeting notes

Recording: acquisitions-sig/2024-02-02



Tuesday, January 30, 2024

Housekeeping -

  • 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 -

Notes: 2024-01-30 Acquisitions Meeting notes: Serial Binding and Claiming UAT results

Recording: acquisitions-sig/2024-01-30



Tuesday, January 23, 2024

Housekeeping -

  • Reminder - UAT for Claiming runs thru Wednesday, January 24.  Your participation of the UAT is much appreciated and needed.  Thank you for your time and help!!
  • Reminder - The second meeting to discuss data alignment re: serials & inventory will take place this Friday (Jan. 26th) at 9 am Eastern.  See wiki for meeting notes and recordings of the Serials Data Alignment Small group if interested.
  • Next Acq. SIG meeting - Tuesday, January 30th, at 1 pm Eastern

PC Update (Kristin Martin ) -

Business -

Notes:  2024-01-23 Acquisitions Meeting notes: Review Donors UAT, Customizable fields, Holdings type, Serials receiving

Recording: recordings acquisitions-sig/2024-01-23



Friday, January 19, 2024

(meeting cancelled, please participate Claiming UAT see information below.  Thank you for participating!!)

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




Tuesday, January 16, 2024

Housekeeping -

  • 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

Business -

  • Clarify the process of creating Jira tickets  (Joe and Aaron)
  • Discuss Implementers' Topics (#113 ... )?! - didn't happen

Notes: 2024-01-16 Acquisitions Meeting notes: Creating Jira tickets

Recording: acquisitions-sig/2024-01-16



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 -

Notes: 2024-01-09 Acquisitions Meeting notes: prioritizing Acq. SIG topics

Recording: recordings folio/acquisitions-sig/2024-01-09



Friday, January 5, 2024

Housekeeping -

  • Happy New Year 2024!
  • A small group consists of POs and folks who are interested in discussing "Data Alignment Through Serials, Receiving, Inventory and Discovery" will be meeting on Fridays (Jan. 12, Jan. 26, Feb. 9 & Feb. 26) at 9 am Eastern (use the Zoom link of Acquisitions SIG Friday meetings).  Please reach out to Dennis if you'd like to join the small group (see Slack thread here - https://folio-project.slack.com/archives/C217N937A/p1704217223865979?thread_ts=1702659859.321679&cid=C217N937A).  More from Dennis about the small group meetings in main agenda.

PC Update (Kristin Martin) -

Business -

  • Dennis will fill in about the small group meetings re: "Data Alignment Through Serials, Receiving, Inventory and Discovery"
  • Discuss upcoming UATs (Joseph Reimers )

Notes: 2024-01-05 Acquisitions Meeting notes

Recording: Acquisitions-sig/2024-01-05



Tuesday, January 2, 2024

(meeting cancelled - holiday break)


Tuesday, December 26, 2023

(meeting cancelled - holiday break)


Friday, December 22, 2023

(meeting cancelled - holiday break)


Tuesday, December 19, 2023

(meeting cancelled - holiday break)



Tuesday, December 12, 2023

Housekeeping -

  • Reminder - Acquisitions UAT Organization - Banking information runs thru this Friday (Dec. 15th), please participate if you can
  • Monthly SIG reports to Product Council will be this Thursday (Dec. 14th), if you have anything specific that you'd like SIG Convener to be included/highlighted in the report to PC, please reach out to the Convener. Also round-robin discussion questions proposed by PC -
    • What's one thing that happened within your SIG that is a particular accomplishment that you want to share with others?
    • What's something that you are wondering about in relation to FOLIO development?
    • What's something that you expect to be working on in the next quarter?
  • Polling re: next scheduled meeting - Tuesday, Dec. 19, at 1 pm Eastern

Business -

  • Discussion of the above questions from Product Council (took almost the entire meeting time)

Notes: 2023-12-12 Acquisitions Meeting notes

Recording: Acquisitions-sig/2023-12-12



Friday, December 8, 2023

Housekeeping -

  • Dennis is out of the office today
  • Next meeting - Tuesday, Dec. 12, at 1 pm Eastern

PC Update (Kristin Martin ) -

Business -

  • Announcement re: upcoming user acceptance test schedules (Joe Reimers)
  • German Acquisitions community feature request presentation (further integration of "e-mail" in the integration details in the Organization app) Björn Muschall
  • If time permits, continue to discuss strategies of involving expertise from various SIGs to address and anticipate all scenarios regarding serials prediction pattern and how to enter piece data (vol. issue. year, month, etc.) in Receiving app that would serve what the majority of FOLIO libraries' needs

Notes: 2023-12-08 Acquisitions Meeting notes

Recording: acquisitions-sig/2023-12-08



Tuesday, December 5, 2023

Housekeeping -

  • 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)

Business -

  • Dennis reviewed new development re: prediction pattern for serials and where to enter data such as vol. issue, year for journals in relation to Serials App deployment in Quesnelia release (Serials Publication Patterns wiki)

Notes: 2023-12-05 Acquisitions Meeting notes

Recording: acquisitions-sig/2023-12-05



Tuesday, November 28, 2023

Housekeeping -

  • Next meeting is next Tuesday, Dec. 5th at 1 pm Eastern
  • Checking in re: upcoming holiday break of scheduled SIG meetings

PC Update (Kristin Martin ) -

  • Upcoming: meeting whether we want an Entity Management SIG (November 30): 2023-11-30 Agenda and Meeting notes
  • Application formalization group (cross council) work has begun
  • Poppy Bugfest has concluded except for ECS (extended consortial support)
  • Invite SIG conveners to meeting on 12/14

Business -

Notes: 2023-11-28 Acquisitions Meeting notes

Recording: acquisitions-sig/2023-11-28



Friday, November 24, 2023

     (meeting cancelled - Day after Thanksgiving)



Tuesday, November 21, 2023

Housekeeping -

  • 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

Notes: 2023-11-21 Acquisitions Meeting notes

Recording: acquisitions-sig/2023-11-21



Tuesday, November 14, 2023

Housekeeping -

  • 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)

Business -

  • Joe will discuss a new feature planned for Quesnelia - restricting funds to specific locations

Notes: 2023-10-31 Acquisitions Meeting notes

Recording: Acquisitions-sig/2023-10-31



Friday, October 27, 2023

Housekeeping -

  • Please fill out App Interaction SIG survey regarding if text fields across apps should be responsive or not if you have a few minutes (survey opens thru Nov. 10)
  • Poppy Bug Fest testing cases thru Friday, Nov. 3 - THANK YOU FOR PARTICIPATING!!!
  • Presentation by Molly Driscoll and Poppy documentation discussions planned for Nov. 14 (Tuesday) at 1 pm Eastern
  • Next meeting - Tuesday, Oct. 31, at 1 pm Eastern
  • Reminder - U.S. Daylight Saving Time ends Sunday, Nov. 5 (you may need to adjust meetings on your calendar if you have a local Daylight Saving Time that is on a different schedule)

PC Update -

  • postponed to the next Friday meeting (Nov. 10) as Kristin M. is out of the office

Business -

  • 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 -

  • Poppy Bug Fest runs Monday, Oct 23 thru Friday, Nov. 3 (more info see - Bug Fest 2023 Poppy wiki)
  • Next meeting, this Friday (10/27), at 9 am Eastern

Business -

Notes: 2023-10-24 Acquisitions Meeting notes

Recording: acquisitions-sig/2023-10-24



Tuesday, October 17, 2023

Housekeeping -

  • Reminder - Poppy Bug Fest claiming test cases thru this Friday (10/20/23) - more info see Kimberly Pamplin Slack message reminder
  • Check out Implementers SIG meeting notes & recording (10/17/23) re: Serials: development progress and plans (A presentation by Owen Stephens)
  • Next meeting - next Tuesday, Oct. 23, at 1 pm Eastern

Business -

  • Discuss EDI ordering - looking to hear successful stories and any issues/roadblocks of unsuccessful efforts to help find solutions and for others who haven't implemented to learn

Notes: 2023-10-17 Acquisitions Meeting notes

Recording:  recording 2023-10-17



Friday, October 13, 2023

Housekeeping -

  • Next meeting, Tuesday, 10/17, at 1 pm (Discuss EDI ordering)
  • Reminder - Poppy Bug Fest runs thru next Friday, 10/20/23.  Please participate if you can.  more info see Puppy Bug Fest wiki
  • An early reminder - U.S. Daylight Saving Time ends Nov. 5 (you may need to adjust meetings on your calendar from Nov. 5 on)
  • Any special requests or specific issues to bring up to Product Council (to be included/submitted in monthly SIG reports to PC)

PC Update (Kristin Martin) -

  • 2023-10-12 Tri-Council Meeting
    • Discussion of updates to FOLIO architecture and work to formalize the definition for application and platform
    • Many implications of this work, still being investigated.
  • PC SIG subgroup refreshing how SIG reports and communication is handled.

Business -

Notes:  2023-10-13 Acquisitions Meeting notes

Recording: recording 2023-10-13



Tuesday, October 10, 2023

Housekeeping -

  • Next meeting, this Friday (10/13) at 1 pm
  • Poppy Bug Fest runs this and the next week from 10/9/23 - 10/20/23, please participate if you can.  More info see Poppy Bug Fest wiki
  • Reminder - Discuss "EDI ordering" planned for next Tuesday, 10/17/23, at 1 pm
  • Dennis can't make the meeting today (child sick/doctor visit)

Business -

  • Discuss how multi-volume sets are handled

Notes: 2023-10-10 Acquisitions Meeting notes

Recording: recording 2023-10-10



Tuesday, October 3, 2023

Housekeeping -

  • Next meeting, Tuesday (10/10) at 1 pm

Business -

  • Review updated Claiming mockups (Dennis)
  • If time permits, Zorian Sasyk will present use cases of Supplementary Properties that we didn't get to from last Friday's meeting (9/29)

Notes: 2023-10-03 Acquisitions Meeting notes

Recording: acquisitions-sig/2023-10-03



Friday, September 29, 2023

Housekeeping -

  • Next meeting, Tuesday (10/3) at 1 pm

PC Update (Kristin Martin) -

Business -

  • Supplementary properties and term filter builder demo (Many thanks to Owen Stephens )
  • Discuss/demo how the above function(s) is/are used by institutions (Many Thanks to Benjamin Jahre and Zorian Sasyk, too! )

Notes: 2023-09-29 Acquisitions Meeting notes

Recording: Acquisitions-sig/2023-09-29



Tuesday, September 26, 2023

Housekeeping -

  • Reminder - next meeting, this Friday (9/29) at 9 am Eastern - Owen Stephens' demo of supplementary properties and term filter builder with folks sharing how they use the functions
  • Mark your calendar - Discuss "EDI ordering" scheduled for Tuesday, 10/17/23, at 1 pm Eastern

Business -

Notes: 

Recording: acquisitions-sig/2023-09-26



Tuesday, September 19, 2023

Housekeeping -

  • Reminder - Next meeting, Tuesday (9/26) at 1 pm Eastern - we'll have Part 2 of Package POLs discussions with Sara Colglazier
  • Reminder - please take App Interaction survey UI for Save button if you haven't done so (open thru Sept. 19). Thank you for participating!!
  • Discuss "EDI ordering" planned October, exact date TBD

Business -

Notes: 2023-09-19 Acquisitions Meeting notes

Recording: acquisitions-sig/2023-09-19



Friday, September 15, 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

PC Update (Kristin Martin ) -

Business -

Notes: 2023-09-15 Acquisitions Meeting notes

Recording: acquisitions-sig/2023-09-15



Tuesday, September 12, 2023

Housekeeping -

  • Next meeting, this Friday (9/15) at 9 am Eastern
  • Part 2 of Package POLs with Sara Colglazier tentatively planned for Tuesday, Sept. 26
  • Please participate App Interaction survey re: UI for Save button (deadline - 9/19/23) if possible.  Thank you!
  • Implementers Topic #96 discussion planned for next Tuesday (9/19)
  • Discussing donors will be on the agenda for this Friday (9/15)

Business -

  • Discuss claiming workflow (Dennis)

Notes:  2023-09-12 Acquisitions Meeting notes

Recording: 2023-09-12



Tuesday, September 5, 2023

Housekeeping -

  • 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?

Business -

  • Reviewed/discussed Dennis' questions regarding Donors in relation to Organizations, Finance, Orders app

Notes: 2023-09-05 Acquisitions Meeting notes

Recording: 2023-09-05



Friday, September 1, 2023

Housekeeping -

  • Next scheduled meeting, Tuesday, 9/5, at 1 pm Eastern
  • A Wiki page created re: discussions in the last meeting (August 29) about Acq SIG meetings & improvement.  See wiki

PC Update (Kristin Martin) -

      (FOLIO wiki wasn't working during meeting time that day)

Business -

Notes: 

Recording:  2023-09-01 Recording Package pol's



Tuesday, August 29, 2023

Housekeeping -

  • 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

Notes:  2023-08-29 Acquisitions Meeting notes

Recording: 2023-08-29



Tuesday, August 22, 2023

       (meeting cancelled - conflict to WOLFCon 2023)



Friday, August 18, 2023

Housekeeping -

  • Reminder - no meeting next week (WOLFCon 2023, 8/22- 8/24, see August 8 meeting agenda for Acquisitions related WOLFCon sessions)
  • Being planned - Discuss Package POLs with Sara Colglazier, tentatively planned for Sept. 1
  • Being planned - Demo of how supplementary properties and term filter builder are used in ERM by Own Stephens & real life application/implementation in an upcoming Friday meeting after WOLFCon (currently looking at Friday, Sept. 15 or Sept. 29)

PC Updates (Kristin Martin )

  • Planning for WOLFcon over past two weeks; no further updates

Business -

  • Dennis has questions and would like to learn more about claiming scenarios your institution might have (ex. claim one thing from a given title vs. multiple things for a given title, etc.) - please invite colleagues who handle claiming but may not attend Acq SIG on regular basis if available
  • If time allows, continue discussing Implementers Topics (#107 Dan Huang, #108 Kimberly Pamplin , #110 Sven Thomsen ) – only got #107

Notes: 2023-08-18 Acquisitions Meeting notes

Recording: 2023-08-18



Tuesday, August 15, 2023

Housekeeping -

  • Reminder - Tuesday, August 22, meeting cancelled due to conflict to WOLFCon 2023
  • Next scheduled meeting - This Friday, August 18, at 9 am Eastern
  • Tentatively planned for Friday, Sept. 1 - Package POLs with Sara Colglazier

Business -

  • Discuss Implementers Topics 
    • #96 Add option to indicate fund on a preset, not pro-rated adjustment (skipped)
    • #103 Invoices: No duplicate warning when set to Approve/Pay
    • #104 Navigating invoice lines
    • #105 Orders → Search for POLs in search and filter pane via instance HRID
    • #106 Orders/Invoices: Automatic Slashes for Dates
    • #107 Add "Reporting Code" field to Invoice and Purchase Orders (didn't get to)

Notes:  2023-08-15 Acquisitions Meeting notes

Recording:  2023-08-15 Recording



Tuesday, August 8, 2023

Housekeeping -

Business -

Notes: 2023-08-08 Acquisitions Meeting notes

Recording: 2023-08-08 Recording



Friday, August 4, 2023

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



Tuesday, August 1, 2023

Housekeeping -

  • Expects a shorter meeting today as PO is only available for the first half of the meeting
  • Seeking topics for this Friday's meeting (August 4)

Business -

PC Update (Kristin Martin ) -

Notes: 2023-08-01 Acquisitions Meeting notes

Recording: 2023-08-01 Recording



Tuesday, July 25, 2023

           (Meeting cancelled - PO can't make it & no interest from the group to meet)


Friday, July 21, 2023

Housekeeping -

  • August 22 (Tuesday) meeting cancelled - conflict to WOLFCon 2023
  • PC Updates postponed (Kristin Martin is on vacation)
  • Next meeting - Tuesday, July 25, at 1 pm Eastern

Business -

Notes: 2023-07-21 Acquisitions Meeting notes

Recording: 2023-07-21



Tuesday, July 18, 2023

Housekeeping -

Business -

Notes: 2023-07-18 Acquisitions Meeting notes

Recording: 2023-07-18 Recording



Tuesday, July 11, 2023

         (Zoom call cancelled)



Friday, July 7, 2023

Housekeeping -

  • Next meeting - July 11 @ 1 pm

PC Update (Kristin Martin ) -

  • 2023-06-29 Product Council Meeting notes
    • Report from the FOLIO Retreat in Chicago
    • Desire to work with SIGs better on prioritization and better understanding of desired features and upcoming features
    • Working with Community Council and Technical Council to define a FOLIO Developer Advocate to help support developers who may be working independently or new to FOLIO development
    • Elections and roles for PC - I'll continue to be the liaison to Acquisitions SIG. Still looking for new co-chair for PC

Business -

Notes: 2023-07-07 Acquisitions Meeting notes

Recording: 2023-07-07 



Tuesday, July 4, 2023

(no meeting - 4th of July holiday)



Tuesday, June 27, 2023

Housekeeping -

  • No meeting next Tuesday, 4th of July holiday
  • Next scheduled meeting - Friday, July 7, at 9 am Eastern

Business -

Notes: 2023-06-27 Acquisitions Meeting notes

Recording: 2023-06-27 Recording



Friday, June 23, 2023

Housekeeping -

  • Next meeting, Tuesday, 6/27, at 1 pm Eastern

PC Update (Kristin Martin ) - No PC meeting June 22

2023-06-15 Product Council Minutes

  • 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: 2023-06-23 Acquisitions Meeting notes

Recording:  2023-06-23 Recording



Tuesday, June 20, 2023

Housekeeping -

Business -

  • Confirm the retrieving of Product IDs for POL is appropriate
    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyMODORDERS-898
  • Review and discuss use cases for displaying piece information in discovery platforms
    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-3525

Notes: 2023-06-20 Acquisitions Meeting notes

Recording: 2023-06-20 Video



Tuesday, June 13, 2023

Housekeeping -

Business -

  • 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
    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyMODORDERS-898
    (didn't get to, postponed to the next meeting)
  • Review and discuss use cases for displaying piece information in discovery platforms (didn't get to, postponed to the next meeting)

Notes: 2023-06-13 Acquisitions Meeting notes

Recording: 2023-06-13 Recording



Friday, June 9, 2023

Housekeeping -

  • WOLFcon 2023 session proposal submission deadline extended thru Monday, June 19 - proposal form link here
  • Early Bird registration deadline - June 18 (more info about WOLFcon 2023 check out this page here)

PC update (Kristin Martin ) -

  • Meeting 2023-06-01
    • Special meeting devoted to discussion of improvements to data import
    • Delay of Poppy until November 20 (previous release deadline for Quesnelia)
  • Meeting 2023-06-08
    • Introduction and demo of new Lists App, for cross-app query solution
    • SIG updates

Business -

  • Continue discussions/conversations regarding FYRO

Notes: 2023-06-09 Acquisitions Meeting notes

Recording: 2023-06-09 Video



Tuesday, June 6, 2023

Housekeeping -

  • Next scheduled meeting, Friday (May 9 at 9 am), since both Dennis & Joe are away this week, we are looking for topics or interest in still meeting this Friday

Business -

  • Test rollover demo/walk thru by Ann Crowley (Thank you, Ann!) plus Q&A
  • What you do in FOLIO in preparation for FYRO - implementers' FYRO experience sharing & Q&A

Notes: 2023-06-06 Acquisitions Meeting notes

Recording: 2023-06-06 video



Tuesday, May 30, 2023

Housekeeping -

Business -

Notes: 2023-05-30 Acquisitions Meeting notes

Recording: 2023-05-30 video



Friday, May 26, 2023

Housekeeping -

Business -

  • WOLFcon 2023 brainstorming

Notes: 2023-05-26 Acquisitions Meeting notes

Recording: 2023-05-26 video



Tuesday, May 23, 2023

Housekeeping -

  • Please read PC Update notes below from Kristin. Thank you!!
  • Mark your calendar - WOLFCon 2023, August 22-24, The University of Chicago
  • WOLFCon 2023 Proposal Form (proposal submission deadline - Monday, June 5, 2023)
  • Next meeting, Friday, May 26, at 9 am Eastern

PC Update (Kristin Martin) -

  • Don't forget to vote! Voting closes on May 29. Ballots sent to all interested community individuals by email. Reach out to Marko Knepper or Boaz Nadav-Manes if you can't find your ballot.
  • Special Meeting on Data Import: June 1. All are invited. There are some background reading documents
  • PC meeting 2023-05-04
    • Revisions to Release Management Stakeholders group to manage the critical service patch
    • Aligning reality with expectations - what can the PC work on, and how could some additional funding help? Some ideas for PO coordinator or development coordinator
  • PC meeting 2023-05-11
    • Review of new consortia functionality
    • Finalization of membership of Release Management Stakeholders

Business -

  • Update from PO Team

Notes: 2023-05-23 Acquisitions Meeting notes

Recording: 2023-05-23 video



Tuesday, May 16, 2023

(Zoom call cancel pending - PO Team busy with consortia related functionalities for Q release & no interest expressed among SIG members to meet)



Friday, May 12, 2023

(Zoom call cancelled - PO Team busy with consortia related functionalities for Q release & no interest expressed among SIG members to meet)



Tuesday, May 9, 2023

(Zoom call cancelled - PO Team tied up with consortia related functionalities for Q release & no interest expressed among SIG members to meet)



Tuesday, May 2, 2023

(Zoom call cancelled - please read PC Update notes from Kristin below. Thank you!)

Housekeeping -

  • Next scheduled meeting, Tuesday, May 9, at 1 pm Eastern
  • A one-pager of Getting Started with Acquisitions was created mostly to help with new Acquisitions SIG members onboarding (courtesy of Molly Driscoll, THANK YOU, MOLLY!!)

PC Update (Kristin Martin) -

  • 2023-04-20 Product Council Meeting
    • New terminology is accepted by PC and should be added to the docs.folio.org website
    • SIG updates! See the notes for what's been happening. A highlight: Dennis has been doing some work with consortia and the User Management SIG.
  • 2023-04-27 Product Council Meeting
    • PC approved a new UI for configuring the number-generator (part of "service configuration" in the area of settings
    • Discussion around workflow support: we are going to form a new SIG to further explore and document features and user stories for development in this area. The development team is led by Texas A&M, and they are offering product owner support, and are interested in recruiting additional developers.
    • Discussion of "expectations vs. reality" to help PC prioritize influencing the product as it does not direct the product or control resources.



Friday, April 28, 2023

(Meeting cancelled)



Tuesday, April 25, 2023

Housekeeping -

Business -

Notes: 2023-04-25 Acquisitions Meeting notes

Recording: 2023-04-25 video 



Tuesday, April 18, 2023

Housekeeping -

  • Next scheduled meeting - Tuesday, April 25, at 1 pm Eastern
  • FOLIO Councils Elections nomination form - deadline has been extended to Monday,  April 24

Business -

Notes: 2023-04-18 Acquisitions Meeting notes

Recording: 2023-04-18 video



Friday, April 14, 2023

Housekeeping -

  • Next meeting, Tuesday, April 18, at 1 pm Eastern

PC update (Kristin Martin ) -

  • 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

Business -

  • Presentation by Amelia Sutton - "Showcase UMass' Batch Voucher Export Workflow" (Thank you Amelia Sutton !!)
  • Review design updates for
    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-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

Notes: 2023-04-14 Acquisitions Meeting notes

Video: recording 2023-04-14



Tuesday, April 11, 2023

Housekeeping -

  • 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

Video: Recording 2023-04-11



Tuesday, April 4, 2023

Housekeeping -

  • 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

Video: 2023-04-04 Recording



Friday, March 31, 2023

Housekeeping -

  • Next meeting, Tuesday, April 4 at 1 pm Eastern

Business -

Notes: 2023-03-31 Acquisitions Meeting notes

Video: 2023-03-31 Recording



Tuesday, March 28, 2023

Housekeeping -

  • Implementers Topic #75 to be discussed this coming Friday (March 31 at 9 am Eastern), also our next meeting
  • Kristin Martin won't be able to attend this Friday's meeting hence PC update moved up to today's agenda

PC update (Kristin Martin ) -

  • Meeting 2023-03-23
    • Update from the Prioritization and Roadmap Group - piloting new prioritization process with RA SIG, review of existing roadmap
    • Prioritization process (from presentation in May)

Business -

Notes: 2023-03-28 Acquisitions Meeting notes

Video: 2023-03-28 Recording



Tuesday, March 21, 2023

Housekeeping/announcement -

  • 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

Business -

  • Review if any questions/thoughts regarding UIIN-2922 that was discussed last Tuesday (March 14) - please talk with your colleagues who are directly involved in the process if they don't attend ACQ SIG regularly.  Thank you!!
  • If time allows, continue discussing Implementers Topics (#84 and continues) – didn't happen

Notes: 2023-03-21 Acquisitions Meeting notes

Video: 2023-03-21



Friday, March 17, 2023

Housekeeping/announcement -

  • U.S. daylight saving time started Sunday, March 12. Please check & adjust FOLIO meetings time on your calendar if applicable
  • Orchid bugfest runs thru March 17, please participate if you can
  • Next meeting - Tuesday, March 21, at 1 pm Eastern
  • Martina Schildt's presentation re: "Claiming levels requirements analysis" postponed until Tuesday, March 28
  • Appinteraction_crossapp group will meet on March 22 from noon - 1 pm Eastern to discuss printing in FOLIO.  The group is collecting printing use cases and requirements here
  • Seeking a volunteer to take notes for today's meeting

PC update (Kristin Martin) -

  • From 2023-03-16 meeting:
    • Revised FOLIO terminology being reviewed by councils, and will be added to wiki, docs if affirmatively approved.
    • Next Tri-Council meeting is on 4/13 - will look at Evaluation Process for New FOLIO Functionality
  • 2023-03-09: SIG updates

Business -

Notes:  2023-03-17 Acquisitions Meeting notes

Video: 2023-03-17 Recording



Tuesday, March 14, 2023

Housekeeping -

  • Next meeting- Friday (3/17) at 9 am Eastern, we will be discussing Implementers Topic #81 plus Martina Schildt's presentation - "Claiming levels requirements analysis"
  • Appinteraction_crossapp group will meet on March 22 from noon - 1 pm Eastern to discuss printing in FOLIO.  The group is collecting printing use cases and requirements here

Business -

  • Joe Reimer will review how to participate Orchid Bugfest & claim test cases (ppt link here)
  • Discuss view acquisitions data permissions in Inventory (ex. the use of Acq Unit in Orders) - comments welcome in UIIN-2292
  • Encourage attendees to claim a test case or two with the remaining time we have

Notes: 2023-03-14 Acquisitions Meeting notes

Video: 2023-03-14 Recording



Tuesday, March 7, 2023

Housekeeping -

  • 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.  

PC Updates (Kristin Martin ) -

  • 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.

Business -

  • Presentation/Q&A - Chicago's Invoicing/Voucher Workflow (Huge thanks to Scott Perry!!)
  • If we have time after Scott's presentation/Q&A, we may continue discussing Implementers Topics

Notes:  2023-03-07 Acquisitions Meeting notes

Video: 2023-03-07 Recording



Friday, March 3, 2023

(cancelled)



Tuesday, February 28, 2023

Housekeeping -

  • FYI - FOLIO Forum presentation (2/22/23), FOLIO Reporting in Practice (highly recommended - a great presentation!!)
  • Friday, March 3 - Dennis is not available (on holiday)
  • Tuesday, March 7 - Scott Perry will present Chicago's invoicing/voucher workflow

Business -

  • 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

Video:  2023-02-28 Recording



Tuesday, February 21, 2023

Housekeeping -

  • Next meeting - Tuesday, Feb 28 at 1 pm Eastern

Business -

Notes: 2023-02-21 Acquisitions Meeting notes

Video: 2023-02-21 Recording



Friday, February 17, 2023

(Cancelled)


Tuesday, February 14, 2023

(Cancelled - Product Owner away this week)



Tuesday, February 7, 2023

Housekeeping -

Business -

Notes: 2023-02-07 Acquisitions Meeting notes

Video: 2023-02-07 Recording



Friday, February 3, 2023

Housekeeping -

  • Next meeting - Tuesday, Feb. 7 at 1 pm Eastern
  • Reminder ACQ SIG survey open thru Feb. 14 - "Thank You" to those who have responded! We welcome any thoughts/feedback to help improve SIG experiences for all (smile)

PC Updates (Kristin Martin ) -

2023-01-26 Meeting notes

  • Onboarding Working Group presentation - submit comments/questions about slides by next week Thursday, Feb. 9
  • Still looking for more Product Owners

No meeting this week: Prioritization Process and Roadmap group underway. Still working on defining key terms in the FOLIO project. Onboarding Working Group continues.

Business -

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

Notes: 2023-02-03 Acquisitions Meeting notes

Video: 2023-02-03 Recording



Tuesday, January 31, 2023

Housekeeping -

  • Reminder:  next meeting, Friday, Feb. 3 at 9 am Eastern, "FYRO presentation" by German networks
  • ACQ SIG conveners survey

Business -

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

Video: 2023-01-31 Recording



Tuesday, January 24, 2023

Housekeeping -

  • Reminder - Order History Functionality UAT opens thru Jan. 26.  We appreciate your participation!!
  • Invoices/vouchers workflow presentation/demo planning
  • Next meeting - Tuesday, Jan. 31 at 1 pm Eastern

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

Notes: 2023-01-24 Acquisitions Meeting notes

Video: 2023-01-24 Recording



Tuesday, January 17, 2023

Housekeeping -

  • 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 )

Business -

Notes: 2023-01-17 Acquisitions Meeting notes

Video: 2023-01-17 Recording



Friday, January 13, 2023

Housekeeping -

  • Confirming Friday meetings schedule change
  • Mark your calendar - FYRO presentation by German networks planned for Friday, Feb. 3, at 9 am Eastern
  • Next scheduled meeting - Tuesday, Jan, 17, at 1 pm Eastern

PC Updates (Kristin Martin) -

  • 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 -

Notes: 2023-01-13 Acquisitions Meeting notes

Video: 2023-01-13 Recording



Tuesday, January 10, 2023

Housekeeping -

  • Next scheduled meeting, Friday, Jan. 13 at 9 am Eastern

Business -

  • Demo order version history progression and Q&A
  • Revisit previously discussed "processing invoices against previous fiscal years" and clarification Q&A
  • Discuss Implementers' Topics #73 and continues

Notes: 2023-01-10 Acquisitions Meeting notes

Video: 2023-01-10 Recording



Tuesday, January 3, 2023

Housekeeping -

  • 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

Video: 2023-01-03 Recording



(No meetings on Dec.20, Dec. 27, & Dec. 30 - holiday break.  The first meeting in 2023 will be Tuesday, Jan. 3, at 1 pm Eastern)



Friday, December 16, 2022

Housekeeping -

  • Today's is the last ACQ SIG meeting of 2022!
  • First meeting in 2023 will be Jan. 3 (Tuesday) at 1 pm Eastern
  • Happy Holidays!

PC Updates (Kristin Martin   ) -

Business -

Notes: 2022-12-16 Acquisitions Meeting notes



Tuesday, December 13, 2022

Housekeeping -

  • Reminder - December holiday break - 12/19/2022 thru 12/30/22
  • Last meeting in December - 12/16/22 at 9 am Eastern
  • First scheduled meeting in 2023 - Tuesday, 1/3/23 at 1 pm Eastern
  • The FOLIO Prioritization and Roadmap Group seeking community members to join the group, more info here (Martina Schildt )

Business -

2022-12-13 Acquisitions Meeting notes



Tuesday, December 6, 2022

Housekeeping -

  • Next meeting, Tuesday, 12/13
  • Holiday break in December - confirmed in the meeting today that we'll cancel meetings scheduled for 12/20, 12/27 & 12/30 due to holidays

Business -

Notes: 2022-12-06 Acquisitions Meeting notes



Friday, December 2, 2022

Housekeeping -

  • Next meeting, Tuesday (12/6/22) at 1 pm Eastern
  • Reminder - looking for owners of Implementers Topics #58 & #70

PC Updates (Kristin Martin )

  • Short update meeting on 2022-12-01
    • BugFest for Nolana is completed
    • Oleksandr Bashtynskyi taking over QA role from Anton Emeliov
    • New Module review process still collecting comments
    • Subgroup is categorizing SIG feedback
    • Roadmap work to get underway, still looking for volunteers

Business -

Notes: 2022-12-02 Acquisitions Meeting notes



Tuesday, November 29, 2022

Housekeeping -

  • Reminder - next scheduled meeting is this Friday, Dec. 2, at 9 am Eastern

Business -

  • Discuss how long after an exporting orders via EDIFACT people would generally need to download that exact EDIFACT file (1 day, 3 days, 1 week, 1 month)?  If you needed to rely on getting the file from FTP after 7 days would you choose not to use the EDIFACT order export?
  • Discuss Implementers' Topics #55 and continues (Julie Brannon (old account) )

Notes: 2022-11-22 Acquisitions Meeting notes



Tuesday, November 22, 2022

Housekeeping -

  • Next scheduled meeting, Tuesday (11/29) at 1 pm
  • Reminder - please respond to Owen's questions related to Serials Management posted in ACQ SIG slack channel on 11/18 when you get a chance if possible
  • Have a Safe & Happy Thanksgiving!

Business -

  • More discussion around the Order history functionality

Notes: 2022-11-22 Acquisitions Meeting notes



Friday, November 18, 2022

Housekeeping -

  • Reminder - next scheduled meeting, Tuesday, Nov. 22
  • Reminder - Nolana Bugfest is still up ... please help out testing if you can

PC Updates (Kristin Martin ) -

  • Call for participants for Roadmap and Prioritization group
  • PC Meeting 2022-11-17
    • Will be reviewing SIG notes and coming up with action items
    • Approved new review process for new modules, will be discussed with TC and CC after Thanksgiving
    • Discussion of TC's thoughts on the recommendations of Data Sync Working Group
  • PC Meeting 2022-11-10
    • SIG updates
  • PC Meeting 2022-11-03
    • New Onboarding Group getting started to help new FOLIO members
    • Call for support for the Documentation Technical Editor
    • Community Council is distilling results of "3 things" survey
  • PC Meeting 2022-10-27
    • Serials Management work (you'll hear more about this!)
    • Updates from other councils

Business -

  • "Serials Management in FOLIO" presentation (link to the slides) & feedback (Owen Stephens)

Notes: 2022-11-18 Acquisitions Meeting notes

Video recording Nov.18, 2022



Tuesday, November 15, 2022

(Meeting cancelled - PO on vacation)



Tuesday, November 8, 2022

Housekeeping -

  • Reminder - Nolana Bugfest started Monday, Nov. 7, and runs thru Friday, Nov. 18
  • Next scheduled meeting - Tuesday, Nov. 15, at 1 pm Eastern
  • Folio Forum Group seeking a volunteer from ACQ SIG to attend Forum group meetings and discuss what's going in the ACQ SIG with the Folio Forum Group (Heather McMillan)

Business -

  • Dennis will do a quick reminder on how to participate in Bugfest & Q&A – meeting will end early to encourage people using the remainder time to register (if needed) and start testing (thank you for participating in Bugfest!!)

Notes: 2022-11-08 Acquisitions Meeting notes

video recording Nov.8,2022



Friday, November 4, 2022

(meeting cancelled - PO schedule conflict with Charleston Conference)



Tuesday, November 1, 2022

Housekeeping -

  • Seeking a volunteer to take notes for today's meeting
  • Next scheduled meeting this Friday, Nov. 4, at 9 am Eastern
  • "Serials Management in FOLIO" presentation in PC meeting (Oct. 29) - presentation slides available thru google doc see link here, courtesy of Owen Stephens.

Business -

  • Demo Morning Glory Release highlights
  • Demo Nolana Release highlights

Notes: 2022-11-01 Acquisitions Meeting notes

Video recording Nov.1, 2022



Tuesday, October 25, 2022

Housekeeping - No meeting this Friday - next meeting is Tuesday, Nov. 1

Business -

Notes: 2022-10-25 Acquisitions Meeting Notes

Video recording Oct.25, 2022



Friday, October 21, 2022

Housekeeping -

  • Reminder - next meeting, Tuesday, Oct. 25, at 1 pm Eastern
  • Collecting "show & tell" presentation topics that would be of interest or be helpful to your library/libraries' workflow

PC Updates (Kristin Martin  ) -

  • Product Council meeting 2022-10-13
    • SIG updates
    • We are revising the Roadmap; conversations have started
    • We are looking at pathways to support documentation going forward - expect to hear more
  • Product Council meeting 2022-10-20
    • Most of time was on a Q&A with the FOLIO China community. You can find links to the original presentation, the Q&A slides, and notes with the PC meeting.

Business -

  • "Sara's Show & Tell: Packages Galore!" and Q&A -- Sara Colglazier

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)

Business -

      Cross App Workflow presentations and Q&A

  • Create an online order POL when there is not an instance existed in the system by Heather McMillan and Therese Corte (2 different processes from two library's on campus)
  • Bring in invoice data from Harrassowitz and process the invoice by Kimberly Pamplin

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) 

Business -

  • 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

PC Updates (Kristin Martin) -

  • 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

Business -

Notes: 2022-10-07 Acquisitions Meeting notes

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

Business -

  • Discuss questions from Product Council for SIGs (Kristin Martin)
    • List of questions -
      1. Can you share the purpose of your SIG: functional area/cross cutting/affinity group, etc?
      2. What areas does your SIG have responsibility for?
      3. What do you feel like your SIGs purpose is currently? Has it changed over time?
      4. Do you have product owners who regularly work with the SIG? Do you feel that your requirements are being successfully developed into FOLIO?
      5. How do you feel about the resources allocated in the development areas that are focused on?
      6. What are some of the challenges facing your SIG/subgroup? Are there ways in which you feel the SIG has been unable to accomplish it's mission?
      7. If you work on areas of development, do you feel like there are areas of development not resourced at all or significantly under-resourced?
      8. What has been successful with the SIG? What things contributed to that success?
      9. What could the Product Council do to help the SIG?
      10. Do you feel like the Roadmap accurately represents the work of your SIG (both desired and already accounted for)?
      11. How can we improve our communications with the SIG? Does the current monthly reporting work? Would have a dedicated PC meeting for your SIG be helpful?
      12. Is the SIG comfortable communicating with the PC and have a sense of when a PC conversation would be helpful?
      13. What functions should the PC be accomplishing and how would the SIGs like to have those need met?

Notes: 2022-10-04 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-10-04T12:55/



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)

Business -

Notes: 2022-09-27 Acquisitions Meeting notes

Video Link: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-27T13:00/



Friday, September 23, 2022

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

PC Updates (Kristin Martin) -

  • 2022-09-15 Product Council Meeting notes
  • 2022-09-22 Product Council Meeting notes
    • Both meetings focused on a debrief of issues raised at WOLFCon.
    • The Scope Criteria Group has concluded it's work and two new groups have been formed, as recommendations from that group. Happy to accept other volunteers to be on the groups.
    • PC Members are performing a SIG review, and we will work with SIG conveners to schedule conversations with each SIG. Would like to make sure the PC is doing what it can to support the needs of the SIGS. Kristin will work with Dennis and Dung-Lan to schedule a time on the agenda for Acquisitions.
    • There will also be a revisit to the Roadmap, more information coming soon, but may be another volunteer opportunity
    • New quarterly cross-council meeting will occur, working with chairs of other councils to figure out process to make this happen
  • Library of Congress plans to migrate to FOLIO

Business -

Notes: 2022-09-23 Acquisitions Meeting notes

Video link https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-23T08:55/



Tuesday, September 20, 2022

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

Business -

Notes: 2022-09-20 Acquisitions Meeting notes

Video link: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-20T12:55/



Tuesday, September 13, 2022

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

Business -

  • 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

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-09T09:00/



Tuesday, September 6, 2022

Housekeeping -

  • Reminder - we have a meeting scheduled for this Friday, 9/9, at 9 am

Business -

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

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-09-06T12:55/



Thursday, September 1, 2022 (9:30 am - 11 am, EST)


Tuesday, August 30, 2022

      (meeting cancelled)



Friday, August 26, 2022

     (meeting cancelled)



Tuesday, August 23, 2022

Housekeeping -

  • Reminder - 8/26 (Friday) & 8/30 (Tuesday) meetings cancelled (preparation & traveling for WOLFCon 2022)
  • WOLFCon Acquisitions session will take place, Sept. 1 (Thursday) from 9:30 am - 11 am Eastern Time.  Zoom link will be shared when available

Business -

Notes: 2022-08-23 Acquisitions Meeting notes

Video : https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-08-23T12:55/



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?    

Business -

Notes: 2022-08-16 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-08-16T13:00/



Friday, August 12, 2022

    (Zoom call cancelled)



Tuesday, August 9, 2022

Housekeeping -

  • Next scheduled meeting - this Friday, 8/12, at 9 am

Business -

Notes: 2022-08-09 Acquisitions Meeting notes

Video: 

Current Agenda: Thursday, March 25, 2021 

  1. Discuss Receive on approval (not approval plans!)  https://wiki.folio.org/display/FOLIJET/Receive+on+approval+of+invoice
  2. Discuss Receive and Create Invoice
  3. Revisit fund reporting

All Meeting Notes https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-08-09T12:55/



Tuesday, August 2, 2022

      (Zoom call cancelled - Bugfest need your help ... please use the time to help test untested cases if you can - Bug Fest R2 2022 Morning Glory Thank you!!)


Friday, July 29, 2022

       (Zoom call cancelled - Dennis is away)



Tuesday, July 26, 2022

Housekeeping -

  • reminder - next meeting this Friday (7/29) at 9 am EST

Business - focusing on Morning Glory Bugfest

  • Dennis will demo how to login to test rails to claim test cases and how to complete one as show and tell
  • Bring any questions you might have regarding bugfest that Dennis will help address
  • If enough time left, the group can sign in (or sign up) test rails and claim a test case or two of your own (smile)

Notes: 2022-07-26 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-07-26T13:00/



Tuesday, July 19, 2022

        (Zoom call cancelled - please use the time to bugfest Morning Glory info and link here - Bugfest Morning Glory)



Friday, July 15, 2022

Housekeeping -

  • Morning Glory Bug Fest starts next Monday (July 18) and will run for two weeks - more info see Bug Fest R2 2022 Morning Glory.  Any question regarding Bug Fest or if you need a TestRail acct, please reach out to Anton Emelianov via Slack
  • WOLFcon 2022 schedule and registration info - see WOLFcon 2022
  • Planning of a FYRO reflection/experience sharing discussion in one of the upcoming ACQ SIG meetings

PC Updates (Kristin Martin ) -

  • 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

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-07-15T08:55/



Tuesday, July 12, 2022

Housekeeping -

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

Business -

Notes: 2022-07-12 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-07-12T13:00/



Tuesday, July 5, 2022

Business -

  • Discuss creating invoice lines from POLs with certain payment statuses
  • Discuss the relationship between POL and invoice line fund distributions

Notes: 2022-07-05 Acquisitions Meeting notes

Video:  https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-07-05T12:55/



Friday, July 1, 2022

(meeting cancelled - July 1, Canada Day)



Tuesday, June 28, 2022

Housekeeping -

  • Propose to cancel this Friday's meeting due to July 1, Canada Day

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

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-06-28T12:55/



Tuesday, June 21, 2022

Housekeeping -

  • reminder - no meeting this Friday (6/24)

Business -

Notes: 2022-06-21 Acquisitions Meeting notes

Video Link: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-06-21T12:55/



Friday, June 17, 2022

Housekeeping -

  • next meeting Tuesday (6/21) at 1 pm

PC Updates (@Kristin Martin) -

Business -

Notes: 2022-06-17 Acquisitions Meeting notes

Video: 2022-06-17 Acquisitions Meeting noteshttps://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-06-17T08:55/



Tuesday, June 14, 2022

Housekeeping -

  • Reminder - WOLFcon 2022 (Wednesday, August 31- Friday, Sept. 2), see list of possible ACQ SIG session topics for WOLFcon 2022

Business -

Notes: 2022-06-14 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-06-14T13:00/



Tuesday, June 7, 2022

Housekeeping -

  • No meeting this Friday, next meeting is Tuesday, June 14
  • Take a look at the power point slide presentation from the FOLIO Scope-Criteria Group that Kristin included in the PC updates below when you get a chance 

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

Business -

Notes: 2022-06-07 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-06-07T13:00/



Friday, June 3, 2022

     (meeting cancelled)



Tuesday, May 31, 2022

Housekeeping -

  • Reminder – next meeting this Friday, June 3 (9 am Eastern)

Business -

Notes: 2022-05-31 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-31T12:55/



Tuesday, May 24, 2022

Housekeeping -

  • Reminder - Let Dennis know the approximate number of pieces (for expected pieces not received or for pieces received) that your library may export from Receiving at one time (post in ACQ SIG slack channel will do)
  • Reminder - Post any Acquisitions related topics you might have for discussion (if it's not already on) to the Implementers Topics list

Business -

Notes: 2022-05-24 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-24T12:55/



Friday, May 20, 2022

Housekeeping -

PC Updates (@ Kristin Martin) -

Business/Implementers' Topics -

2022-05-20 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-20T08:55/



Tuesday, May 17, 2022

Housekeeping -

  • We have a meeting scheduled for this Friday, May 20 (9 am Eastern)

Business -

2022-05-17 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-17T12:55/



Tuesday, May 10, 2022

Housekeeping -

Business -

2022-05-10 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-10T12:55/



Friday, May 6, 2022

Housekeeping -

PC Updates (Kristin Martin) 

Business/Implementers' Topics -

2022-05-06 Acquisitions Meeting notes

Video recording: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-06T08:55/



Tuesday, May 3, 2022

Housekeeping -

  • Please participate UAT for batch voucher and invoice export when it’s ready
  • Next meeting - Friday (5/6/22) at 9 am Eastern

Business -

2022-05-03 Acquisitions Meeting notes

Video recording: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-05-03T13:00/



Tuesday, April 26, 2022

Housekeeping -

  • 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 -

2022-04-26 Acquisitions Meeting notes

Video link: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-04-26T12:55/



Friday, April 22, 2022

Housekeeping -

PC Updates (Kristin Martin )

        (PC had been on spring break for two weeks that nothing new from PC to report since the last updates done two weeks ago)

Business/Implementers' Topics -

2022-04-22 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-04-22T09:00/


Tuesday, April 19, 2022

Housekeeping -

Business -

  • Continue discussing "POL & Inventory matching" (please bring any cases or issues you've experienced to share with PO and Developers for continuous refining or updating the functions)
  • Demo new export (invoices & fund information) functionality

2022-04-19 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-04-19T12:55/



Tuesday, April 12, 2022

Housekeeping -

  • No meeting this coming Friday
  • Seeking speakers to share fiscal year rollover experiences

Business/Implementers Topics -

2022-04-12 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-04-12T12:55/



Friday, April 8, 2022

Housekeeping

  • Topic in the planning – Fiscal Year Rollover (forthcoming)

PC Updates (Kristin Martin ) - written only, away today

  • No PC meeting April 14 or April 21 - Happy Spring Break!
  • SIG Updates 2022-04-07
    • Still looking for members for Support SIG, meet Monday at 10 AM ET. It would be great to get some implemented institutions or Acquisitions experts there
    • need interim convener for MM SIG this summer
    • Discussed the need to support implemented libraries when doing FOLIO upgrades, but ran out of time for larger discussion
    • WOLFCon - what ideas do you have? Looking to get more details than just brainstorming at this point. How can we take advantage of an in-person/hybrid all-hands meeting?
      • Looking for dedicated individuals to help plan. See slack channel: #folio-wolfcon-planning-group
  • 2022-03-31 Product Council Meeting notes
    • Update from the Priorities for FOLIO Development subgroup
    • See the full prioritization process and leave comments here
    • This would replace the system of institutional rankings in Jira

Business/Implementer’s Topics

  • Video working group – updates & plan
  • Quick demo of invoice/fund/budget/voucher export that will be available in Morning Glory, UAT tests for those will be available soon
  • Implementer's Topics - discuss #33 and continues if time permits -- see Implementer's Topics list for more details - Acquisitions/Resource Management implementers

2022-04-08 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-04-08T08:55/



Tuesday, April 5, 2022

(meeting cancelled)



Tuesday, March 29, 2022

Housekeeping - no meeting this Friday (4/1/22)

Business -

  • Discuss Kiwi migration

Implementers Topics -

2022-03-29 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-29T12:55/



Friday, March 25, 2022

Housekeeping -

PC Updates (Kristin Martin)

Business/Implementer’s Topics

  • Video tutorials group – additional participants needed to help identify a list of short tutorial videos of key acquisitions functions. Your time and efforts spent could make a difference to countless many others who will maneuver in Folio Acquisitions later!
  • Continue to discuss "Ability to change the instance connection of a purchase order line" which started in the last meeting on 3/22/22
  • Implementer's Topics - discuss #33 and continues if time permits -- see Implementer's Topics list for more details - Acquisitions/Resource Management implementers

2022-03-25 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-25T08:55/



Tuesday, March 22, 2022

Housekeeping -

Business -

2022-03-22 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-22T12:55/



Tuesday, March 15, 2022

Housekeeping -

Business -

2022-03-15 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-15T13:00/



Friday, March 11, 2022

Housekeeping -

PC Updates (Kristin Martin)

Business/Implementer’s Topics

2022-03-11 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-11T09:00/



Tuesday, March 8, 2022

Housekeeping –

  • Reminder - we’ll meeting this Friday, March 11

Business –

2022-03-08 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-03-08T13:00/



Tuesday, March 1, 2022

(meeting cancelled)



Friday, February 25, 2022

Housekeeping -

  • No meeting next week (Feb. 28 – March 4)
  • Next meeting, Tuesday, March 8 at 1 pm
  • Acquisitions SIG wiki page update

PC Updates (Kristin Martin)

  • Updates from Data Sync Working Group (they presented here too)
  • Considering how to manage meetings and input across the global - new cross-council group investigating (Sharon Wiles-Young, Anya Arnold, Peter Murray, Mike Gorrell)
  • Updates from the other councils
  • documentation updates - now with versioning: https://iris.docs.folio.org/docs/

Business/Implementer’s Topics

2022-02-25 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-25T08:55/



Tuesday, February 22, 2022

Housekeeping –

  • Reminder - we’ll meeting this Friday, February 25
  • Reminder - no meeting next Tuesday, March 1
  • Both Acquisitions SIG Calendar and Community Calendars have been updated with our current Tuesday/Friday meeting schedule

Business –

  • Summarize the discussion re: “exporting adjustment details in voucher summary” from last Tuesday
  • Highlights of the Lotus release (10 minutes)
  • Discuss #25 & #26 (and continue if time allows) both invoice related from Implementer’s topics list (details see the list - Acquisitions/Resource Management implementers)

2022-02-22 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-22T13:00/


Tuesday, February 15, 2022

Housekeeping -

  • Friday meetings schedule update

  • Cancel Tuesday March 1 meeting?! (Dennis is away that week)

Business -

2022-02-15 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-15T12:55/



Tuesday, February 8, 2022

Housekeeping -

  • reminder please respond to the poll regarding changing Friday meetings schedule if you haven't done so already

Business -

  • 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
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-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

2022-02-08 Acquisitions Meeting notes

https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-08T13:00/



Friday, February 4, 2022

PC Update (Kristin Martin)

Business -

  • Continue to discuss Display "Rush" in receiving and on invoice - review UXPROD-3179
    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-3179
     
  • Discuss if current over-encumbered is calculated as expected.
    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyMODFISTO-283
  • Highlights of the Lotus release (Dennis B.)

Implementer's Topics (regular Friday topic)

#23 on the list - Invoices: voucher generation process feedback (see link below for Implementers Topics list)

Video recording: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-04T09:10/



Tuesday, February 1, 2022 

Housekeeping -

  • Please rank UXPROD-3435
    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-3435
    if possible particularly if this is a very important feature for your library 
  • Reminder - we are meeting this Friday, Feb 4, 2022 at 9 am EST

Business -

  • 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
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-3179
     

2022-02-01 Acquisitions Meeting notes

Video: https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/2022-02-01T12:55/



Tuesday, January 25, 2022 

Business -

  •   Continue to discuss review order/invoice export to csv requirements
  •   Discuss UXPROD-3525
    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-3525
    Please rank if possible as it'd be very helpful to know how important     this feature is for your library
  •   Discuss another implementer topic from Acquisitions/Resource Management implementers list if time permits

2022-01-25 Acquisitions Meeting notes

Video recording: https://drive.google.com/drive/folders/1GGYd4-1lki43QtjWRYFyhGZzR2M7G5XY 



Friday, January 21, 2022

PC Update (Kristin Martin)

2022-01-13 Product Council/SIG Conveners Meeting notes

  • Review for SIG Conveners update
  • New prioritization system under development

2022-01-20 Product Council Meeting Notes

  • Action setting with SWOT analysis
  • Finalizing Roadmap presentation and will want further input from SIGs

Business –·        

2022-01-21 Acquisitions Meeting notes

Video: https://drive.google.com/drive/folders/1GGYd4-1lki43QtjWRYFyhGZzR2M7G5XY



Tuesday, January 18, 2022 

Housekeeping

  • Reminder - please participate if you can "EDIFACT order export UAT" (scheduled for 1/18/22 - 1/20/22)

Business

  • EDIFACT (reserves 15 minutes Ann-Marie Breaux (Deactivated)) 
  • CONTINUE to discuss allowing users to edit invoice subscription dates after the invoice is approved or paid

2022-01-18 Acquisitions Meeting notes



Tuesday, January 11, 2022 

Housekeeping 

  • New Convenor! 

Business 

  • EDIFACT order user acceptance testing 
  • Follow up questions from Dennis Bridges regarding the discussion on additional use cases for canceling orders
  • CONTINUE to discuss allowing users to edit invoice subscription dates after the invoice is approved or paid

2022-01-11 Acquisitions Meeting notes


Friday, January 7, 2022

Housekeeping 

  • Still seeking a new Convener in January 2022.  As mentioned, we have a person who is tentatively willing, but would like others to have a chance to volunteer. If you are willing and able to volunteer, please contact susan.martin@mtsu.edu , Heather McMillan , and Dennis Bridges  no later than Friday, January 7, 2022 via direct message in Slack.  If I do not receive any volunteers, I will see if our tentative person is still willing. 

I (Susan) will be stepping down as convener. My last day will be January 25, 2022.  I am seeking a person to be convener work with Heather and Dennis. Duties include (but may not be limited to) agenda wrangling and upkeep, meeting moderation, attending App Interaction SIG, and representing Acq SIG when necessary on the SIG conveners group and with PC.  Heather is fabulous and is the co-convener. She takes care of the notes and provides assistance and back-up, as well as attending the other groups as well.  Dennis is simply lovely to work with, and all and all it's a sweet gig, and a great way to give to the project. 

Updates 

PC Update (Kristin Martin : Just one PC meeting since the last Friday meeting: 2021-12-16 Product Council Meeting notes

  • We are finalizing the Roadmap and need to update the wiki page with the new information
  • Also reviewed the results of an implementer's SWOT Analysis

Implementer's Topics 

#22 on the list "Orders: Inconsistent terminology between filters, detail pane, and .csv export for "Date opened"" Julie Brannon (old account) 

Acquisitions/Resource Management implementers

Business 

  • Follow up questions from Dennis Bridges regarding the discussion on additional use cases for canceling orders
  • CONTINUE to discuss allowing users to edit invoice subscription dates after the invoice is approved or paid
  • Discuss "Release encumbrances" for Ongoing orders

2022-01-07 Acquisitions Meeting notes


Tuesday, January 4, 2022 

Housekeeping 

  • We will meet on Friday, January 7, 2022.
  • Still seeking a new Convener in January 2022.  As mentioned, we have a person who is tentatively willing, but would like others to have a chance to volunteer. If you are willing and able to volunteer, please contact me, Heather, and Dennis no later than Friday, January 7, 2022 via direct message in Slack.  If I do not receive any volunteers, I will see if our tentative person is still willing. 

I (Susan) will be stepping down as convener. My last day will be January 25, 2022.  I am seeking a person to be convener work with Heather and Dennis. Duties include (but may not be limited to) agenda wrangling and upkeep, meeting moderation, attending App Interaction SIG, and representing Acq SIG when necessary on the SIG conveners group and with PC.  Heather is fabulous and is the co-convener. She takes care of the notes and provides assistance and back-up, as well as attending the other groups as well.  Dennis is simply lovely to work with, and all and all it's a sweet gig, and a great way to give to the project. 

Business 

  • Discuss additional use cases for canceling orders
  • Discuss "Release encumbrances" for Ongoing orders
  • Discuss allowing users to edit invoice subscription dates after the invoice is approved or paid

2022-01-04 Acquisitions Meeting notes

Tuesday, December 28, 2021 - Canceled

Friday, December 24, 2021 - Canceled

Tuesday, December 21, 2021 - Canceled

Tuesday, December 14, 2021 

Housekeeping

Seeking a new Convener in January 2022.  I (Susan) will be stepping down as convener. My last day will be January 25, 2022.  I am seeking a person to be convener work with Heather and Dennis. Duties include (but may not be limited to) agenda wrangling and upkeep, meeting moderation, attending App Interaction SIG, and representing Acq SIG when necessary on the SIG conveners group and with PC.  Heather is fabulous and is the co-convener. She takes care of the notes and provides assistance and back-up, as well as attending the other groups as well.  Dennis is simply lovely to work with, and all and all it's a sweet gig, and a great way to give to the project. 

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 

  • EDIFACT invoice discussion - Ann-Marie
  • Usability question regarding managing fund grouping from the group record


Tuesday, November 23, 2021

  • WolfCon 2022 - Acq SIG discussion WolfCon 2022 Acq SIG brainstorming
  • EDIFACT invoice discussion - Ann-Marie
  • Should PO template show hide apply when viewing orders or just editing. Are there use cases for hiding the field during both view and edit?
  • Usability question regarding managing fund grouping from the group record


Tuesday, November 16, 2021 

  • Smoke Testing for Kiwi 
  • WOLFCon 2022 - Acq SIG discussion   (15 minutes) 
  • Presentation of handling of subscriptions using prediction patterns  (Peter Sbrzesny and Martina Schildt)  


Friday, November 12, 2021 

Housekeeping 

  • 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. 

Updates

Topics 

  • EDIFACT invoices and Kiwi (Ann-Marie) (20 minutes hard stop) 
  • Presentation of handling of subscriptions using prediction patterns  (Peter Sbrzesny and Martina Schildt) 30 minutes or to the end of the hour 

Implementers Topic (15 minutes hard stop - if there's time) 

  • Topic #15 packages (submitted by Sara Colglazier). 



Tuesday, November 9, 2021 


Tuesday, November 2, 2021 


Friday, October 29, 2021 

Updates

  • 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 


Friday, October 15, 2021 

  • PC Update 
  • "Workslip" functionality from notes - see Slack conversation from 9/22/2021 10:53 am and continuing  
  • Review receiving enhancement mock-ups
  • Continue display acq information on instance conversation from Tuesday. 
  • Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor


Parking Lot Items 

  • 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

 

2021-03-23 Acquisitions Group Meeting Notes



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.

Find recordings of recent meetings on our Google Folder: 

https://drive.google.com/drive/folders/1QGv745JZlpUrPqrRcooQMNZ44roMPXK6



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

______________________________________________________________________________


Up-Coming: Tuesday, October 19, 2021 

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


CURRENT:  Friday, October 15, 2021 

  • PC Update 
  • "Workslip" functionality from notes - see Slack conversation from 9/22/2021 10:53 am and continuing  
  • Review receiving enhancement mock-ups
  • Continue display acq information on instance conversation from Tuesday. 
  • Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor


Tuesday, October 12, 2021 

  • Display acq information on instance
  • Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor
  • Discuss adding Acquisitions Method for category "free" 

Tuesday, October 5, 2021

  • Continue UAT Receiving results
  • Display acq information on instance
  • Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor
  • Discuss adding Acquisitions Method for category "free" 

Friday, October 1, 2021 

  • PC Update - Kristin Martin 
  • Continue UAT Receiving results
  • Display acq information on instance
  • Discuss adding a field or indicator to identify Consortium purchases separate from Organization/Vendor
  • Discuss adding Acquisitions Method for category "free" 


Tuesday, September 28, 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 


Tuesday, September 21, 2021

  • Discuss displaying invoice line amount on POL instead of invoice amount  (discussed in meeting) 
  • Discuss instance matching (discussed in meeting) 
  • Continue Discussing renewal integration (Ongoing order information)
  • EDI Orders 

Friday, September 17, 2021 

  • PC Update  - 10 minutes Kristin M.  
  • Bulk Edit Presentation  - 20-30 minutes Magda 
  • UAT Receiving Testing 
  • Order renewal integration (see Dennis's poll in the channel) 
  • EDI Orders 

Tuesday, September 14, 2021 - CANCELED 

Tuesday, September 7, 2021 - CANCELED 

Friday, September 3, 2021 

Housekeeping  

  • Tuesday, September 7, 202, 1pm Eastern time meeting is CANCELED

Updates

Business (some old and some new) Dennis (50 minutes) 

  • Upcoming Receiving UAT 
  • Discussion around this question: If we replace the piece "Caption" field with copy number, enumeration and chronology. Which of those new fields should be populated with your current piece Caption field information?
  • EDI Orders  (again) 


Parking Lot Items 

  • 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

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2021-03-23 Acquisitions Group Meeting Notes