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Recordings are posted Here (2022+) and Here (pre-2022)                   Slack channel for Q&A, discussion between meetings

Requirements details Here                                                                    Additional discussion topics in Subgroup parking lot

Attendees: Ann-Marie Breaux (Deactivated) Monica Arnold Jennifer Eustis Lynne Fors Lisa Smith Kim Raegan Wiechert Taylor Smith Julia Kim Jenn Colt Christie Thomas Jeanette Kalchik leeda.adkins@duke.edu

Current development (Nolana and Orchid)

• Orchid planning dashboard
• Nolana Folijet planning dashboard
• Folijet Current Development Board

Agenda:

• • Nolana Bugfest and Bugfixes
    • Nolana bug fixes will be done tomorrow
    • Some bugfixes deferred to Orchid
    • Successful import of 10K, 50K, 100K to create instances, holdings, items
    • Image Added
  • Priorities
    • Would be helpful to have MARC invoices sooner rather than later, since some vendors cannot supply EDIFACT invoices, e.g. Chicago, Duke
    • Most of the large vendors supply EDIFACT
    • For approval plan purchases, without MARC invoices, need to coordinate 2 imports: MARC Bibs first to create orders with vendor reference number in the POL, then EDIFACT invoice second, matching to the newly-created POLs via the vendor ref number 
    • A-M Check on 001/003/035 handling - has the HRID being put into 035 been corrected? Anything outstanding? Library preference is not to run the cleanup script until the extraneous HRID/035s stop being created
  • Importing to create POs/POLs
    • Looked at the info icons that are being added to the required fields when holdings/items are being created via Data Import - can see currently on Snapshot; will be released in Orchid
    • Order field mapping profile mostly done; can see it on Snapshot and Snapshot-2
      • You CANNOT import yet, but you can create/edit save Order field mapping profiles
      • Quickly reviewed all of the fields, including the ones that are always required (asterisk) and sometimes required (info icon)
      • Create inventory will be controlled by the actions in the job profile, not POL data element
    • Homework:
      • Before next week, review and test filling in the field mapping profile (NOT importing); any questions or comments about it?
      • Remember that order creation will only work properly for 1 copy POLs for now (until multi support is implemented in Poppy)
      • Mapping of multiple funds for the same POL
      • true/false defaults or MARC values for some of the check boxes
    • Misc
      • A-M to double-check if fund MARC mapping is like location (fund name, fund code, fund name (code); or is only fund code) 
      • A-M to check: create orders only, and do not save SRS MARC? create orders/instance/holdings/item and do not save SRS MARC?
      • A-M to check: confirm the sequence of actions in job profile, and how the job profile actions and the POL Inventory fields will interact; possibly edit the info icon for the POL Inventory fields
      • Still to be cleaned up on the field mapping profile
        • Display of PO line limit default value
        • Limit the values allowed for Product ID type, to match the ones displayed in the Orders app
      • Document
        • PO status logic (pending/open/approved)
        • PO line limit override
    • Still working on backend and connecting the whole workflow 
    • UAT will be in early 2023
  • DEFERRED Question: posted to DI Slack channel as well
    • Is anyone using MARC 005 or other matchpoint/data element to determine whether or not an existing SRS/Inventory record has been changed, and thus whether an incoming record should update it or not?
      • ETL records vs Records from external sources
      • MARC vs Inventory records
      • Source = MARC Instances vs Source = FOLIO Holdings and Items
    • Leeda/Duke using something to prevent update of the weekly authority bib processing if the records were updated after the extract, and by a user other than the authority vendor; this would be a good example to document/talk through

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From Jennifer Eustis (she/her) to Everyone 01:21 PM
Orchid: https://issuesfolio-org.folioatlassian.orgnet/secure/Dashboard.jspa?selectPageId=12404
Nolana dashboard: https://issuesfolio-org.folioatlassian.orgnet/secure/Dashboard.jspa?selectPageId=12218

From Taylor Smith to Everyone 01:21 PM
I believe so for UA, but I'd wanna doublecheck

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From Ann-Marie to Everyone 01:25 PM
https://wikifolio-org.folioatlassian.orgnet/wiki/display/FOLIOtips/0-Recommended+Maximum+File+Sizes+and+Configuration

From Taylor Smith to Everyone 01:25 PM
Excellent, thank you!

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From Christie Thomas (she/her) to Everyone 02:02 PM
Will we have to create an srs record?
If we are creating orders with stubby order records, we would not want an srs record.