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

TUESDAY MEETING ZOOM LINK

Join from PC, Mac, Linux, iOS or Android:  https://zoom.us/j/353648867  Meeting ID: 353 648 867.  

One tap mobile:  +16468769923,,353648867# US (New York)   +16699006833,,353648867# US (San Jose)

Dial by your location : +1 646 876 9923 US (New York)    +1 669 900 6833 US (San Jose)  or  Find your local number: https://zoom.us/u/adpH5ITcgX

FRIDAY MEETING ZOOM LINK 

Join from PC, Mac, Linux, iOS or Android: https://zoom.us/j/675766727

See FOLIO meetings with Zoom for more information on how to connect.

Or mobile phone one-tap (US Toll):  +16465588656,675766727# or +14086380968,675766727#

Or Telephone:

Dial: +1 646 558 8656 (US Toll) or +1 408 638 0968 (US Toll)
Meeting ID: 675 766 727
International numbers available: https://zoom.us/zoomconference?m=Uz8gOxV-yqHRNcWlZKa4trK_0dP7WPfp

See FOLIO meetings with Zoom for more information on how to connect.

Recordings

New member Onboarding info/resources -

______________ ____________________________________________________________________________________________________________________

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

TUESDAY MEETING ZOOM LINK

Join from PC, Mac, Linux, iOS or Android:  https://zoom.us/j/353648867  Meeting ID: 353 648 867.  

One tap mobile:  +16468769923,,353648867# US (New York)   +16699006833,,353648867# US (San Jose)

Dial by your location : +1 646 876 9923 US (New York)    +1 669 900 6833 US (San Jose)  or  Find your local number: https://zoom.us/u/adpH5ITcgX

FRIDAY MEETING ZOOM LINK 

Join from PC, Mac, Linux, iOS or Android: https://zoom.us/j/675766727

See FOLIO meetings with Zoom for more information on how to connect.

Or mobile phone one-tap (US Toll):  +16465588656,675766727# or +14086380968,675766727#

Or Telephone:

Dial: +1 646 558 8656 (US Toll) or +1 408 638 0968 (US Toll)
Meeting ID: 675 766 727
International numbers available: https://zoom.us/zoomconference?m=Uz8gOxV-yqHRNcWlZKa4trK_0dP7WPfp


See FOLIO meetings with Zoom for more information on how to connect.


Recordings


New member Onboarding info/resources -


______________ _____________________________________

Upcoming: Tuesday, March 5, 2024

...

___________________________________________________________________________________________________________________________________________________________________

Upcoming: Friday, May 10, 2024


Current: Tuesday, May 7, 2024

Housekeeping -

  • Planning of FYRO discussions
  • Next scheduled meeting, Friday, May 10, at 9 am Eastern

Business -





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





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 prioritization of prioritize the topics

PC Update (Kristin Martin) -

Business -





Tuesday, February 27, 2024

...

Business -

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

...

  • Dennis & Joe have conflict with Thunderjet team sprint planning meeting that they can only attend the first 30 mins
  • Next meeting - Tuesday, Nov. 6, at 1 pm Eastern
  • Reminder - if you have any item/topic you'd like to suggest for Acquisitions SIG meeting agenda, please feel free to reach out via Slack or bring up in our meetings

Business -

...

  • Next scheduled meeting, Friday, Feb. 2nd, at 9 am Eastern
  • In the process of planning a demo/Q&A with Bjorn Muschall re: custom fields functionality and how it's implemented (related to Implementers' Topics #113)
  • FYI - From Oleksii Petrenko - Poppy R2 2023 Release Digest is available - Poppy (R2 2023)#FOLIO-PoppyR22023Releasedigest 

Business -

...

Please use the time to participate User Acceptance Testing for Claiming currently running thru January 24 (next Wednesday).  Instructions and details please see - Quesnelia UAT - Receiving - Claiming

...

  • Reminder - Today is the last day to participate UAT for donor functionality (details see Quesnelia UAT - Organizations - Donor Information.  You can also join #acquisitions-uat Slack channel if you'd like.  Contact Joseph Reimers if you have any question regarding this UAT)
  • Prioritize acq-sig-topics
    • Go to Acquisitions Implementers' Topics wiki - Acquisitions/Resource Management implementers
    • Create an account here if you haven't done it before
    • On the right hand side of Acquisitions Implementers Topics page where a bunch of UXPROD-xxx are listed, go to the bottom of this section click on the total number (currently 49 issues but this number will change as more UXPROD are created) and you'll be seeing all UXPRODs with acq-sig-topics as one of the labels. 
    • Open any one from the list, as long as you created an account, you'll be able to cast your vote by choosing "Vote for this issue" (clicking on it to "un-vote" if necessary) to indicate this issue is important to your institution.  You can also choose to "Start watching this issue" if you just wanted to keep abreast with the development of this issue but it's not critically important to your institution)
    • If any question, please reach out via Slack or during Acq. SIG meetings
  • A question regarding creating Jira tickets was raised last week. Will get clarification from our POs
  • FYI - Serials Data Alignment Small Group wiki page (can be found on the left menu bar from Acq SIG wiki page, Thank you Heather McMillan!!)
  • Next scheduled meeting - this Friday (Jan. 19) at 9 am Eastern

...

Tuesday, January 9, 2024

Housekeeping -

  • Reminder - User Acceptance Testing for donor functionality will run January 10-16, details see Quesnelia UAT - Organizations - Donor Information.  Updates regarding this UAT will be posted in #acquisitions-uat Slack channel, feel free to reach out to Joseph Reimers if you have any question
  • Reminder - The first small group meeting to discuss "Data Alignment Through Serials, Receiving, Inventory and Discovery" will take place this Friday at 9 am Eastern (use the Zoom link for Acq. SIG Friday meetings)
  • Poppy Release Notes for those who are migrating to Poppy soon (or already)
  • Next meeting, Tuesday, Jan. 16th, at 1 pm Eastern

...

Business -

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

...

  • Next meeting, Friday (Dec. 8) at 9 am Eastern - German Acquisitions community's will present a feature request about further integration "e-mail" in the integration details in the Organization app
  • Confirm Acq. SIG meetings during holiday break - meetings scheduled for Dec. 22, Dec. 26 and January 2 are cancelled.  First Acq. SIG meeting in 2024 will be Friday, January 5 (9 am Eastern)

...

  • No meeting this coming Friday (11/24)
  • Next meeting - Tuesday, 11/28, at 1 pm Eastern
  • Currently planned for Dec. 8 (Friday) at 9 am Eastern - Bjorn Muschall on behalf of German Acquisitions community's will present a feature request about further integration "e-mail" in the integration details in the Organization app for sending orders via email 

Business -

  • Kim Wilianen will present Michigan State Univ. Library's workflow using Data Import to create orders with MARC records for various types of orders (Thank you Kim!!)
  • Link to the video Ann-Marie created that Kim shared during her presentation today

...

  • Reminder - Next meeting, Tuesday (11/21) at 1 pm Eastern, Kim Wiljanen will demo Michigan State University Libraries' workflow using Data Import to create orders with MARC records for different type of orders
  • Looking for a volunteer to take meeting notes today
  • We will not meet on Friday (11/24), Day after Thanksgiving

Business -

  • FOLIO Acquisitions documentation discussions with Molly Driscoll - gather recommendations for post-Poppy enhancements and clarifications & some ideas Molly had to present to the group (Thank you, Molly!!)

Recording: acquisitions-sig/2023-11-14

...

  • Reminder - Poppy Bug Fest continues thru this Friday (Nov. 3)
  • If interested, join Product Council meeting this Thursday at 10 am Eastern to provide feedback re: User Acceptance Testing discussions or leave feedback via Slack to Kristin Martin
  • Presentation by Molly Driscoll and Poppy documentation discussions scheduled for Nov. 14 (Tuesday at 1 pm Eastern)
  • Tentatively planned for Nov. 21 (Tuesday at 1 pm Eastern) meeting - Kim Wiljanen will demo Michigan State University Libraries' workflow using Data Import to create orders with MARC records for different type of orders
  • Next meeting - Tuesday, Nov. 7 at 1 pm Eastern (please note US. Daylight Saving Time ends this coming Sunday, Nov. 5)

...

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

Notes: 2023-10-27 Acquisitions Meeting notes

...

  • Reminder - on Friday, Sept. 29, at 9 am, Owen Stephens will demo supplementary properties and term filter builder functions used in Agreements with folks who are using the functions sharing how they use them, etc.
  • Reminder - App Interaction survey UI for Save button open thru 9/19/23 - your input appreciated!
  • Next scheduled meeting - next Tuesday (9/19) at 1 pm Eastern

...

  • Next scheduled meeting - Tues. 9/12, at 1 pm Eastern
  • Reminder - Owen Stephens will demo supplementary properties & term filter builder functions in Agreements" functions and how implementers' use those functions - planned Friday, 9/29, at 9 am Eastern
  • FYI - The next App Interaction SIG meeting (9/6/23 at 12 pm Eastern) will have Sara and Dennis joining to review container records. See agenda link here.  Feel free to join if you are available.  Zoom link
  • Any interest among the group to have a Part 2 of Package POLs discussions with Sara and the group?

...

  • Next meeting, Friday, Sept. 1 at 9 am Eastern - Package POLs with Sara Colglazier
  • Friday, Sept. 29, at 9 am Eastern - Owen Stephens will demo supplementary properties & term filter builder functions used in Agreements & real life application of the function shared by some institutions

Business -

  • Feedback re: WOLFCon 2023 from in person and virtual attendees
    • WOLFcon presentation by Dennis and Ann-Marie:  Order and Invoices: Import? Export? What to do?  EDI presentation.pptx
  • Discussed structure of Acquisitions SIG meetings & ways to improve
  • Answered questions Dennis had regarding managing donor information in FOLIO
  • If time permits, discuss Implementers Topics (continue discussing #108 Kimberly Pamplin which started in the last meeting?!,  #110 Sven Thomsen) –  didn't happen

...

  • 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 -

...

  • Confirm the retrieving of Product IDs for POL is appropriate
    Jira Legacy
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    keyMODORDERS-898
  • Review and discuss use cases for displaying piece information in discovery platforms
    Jira Legacy
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    keyUXPROD-3525

Notes: 2023-06-20 Acquisitions Meeting notes

...

  • 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
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    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)

...

  • 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

...

  • Presentation by Amelia Sutton - "Showcase UMass' Batch Voucher Export Workflow" (Thank you Amelia Sutton !!)
  • Review design updates for
    Jira Legacy
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    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

...

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

Business -

Notes: 2023-04-11 Acquisitions Meeting notes

...

  • Next meeting, Tuesday, April 11, at 1 pm Eastern

Business -

  • Status of the acq-sig-topic stories and a quick update Dennis made to the implementers page
  • Discuss/review Implementers Topics (#84 & #85 @John Banionis , #86 Sara Colglazier )

Notes: 2023-04-04 Acquisitions Meeting notes

...

Notes: 2023-03-31 Acquisitions Meeting notes

...

...

  • Martina Schildt's presentation re: "Claiming levels requirements analysis" planned for Tuesday, March 28 at 1 pm Eastern
  • Amelia Sutton will showcase UMass' Batch Voucher Export Workflow (planned for Friday, April 14 at 9 am Eastern)
  • Appinteraction_crossapp will meet on March 22 from noon - 1 pm Eastern to discuss printing use cases, requirements and related UX/UI questions.  The group is collecting printing use cases and requirements here.
  • Next meeting - Tuesday, March 28, at 1 pm Eastern

...

Notes:  2023-03-17 Acquisitions Meeting notes

...

  • Next meeting - Tuesday, 3/14/23 at 1 pm Eastern
  • Orchid bugfest started March 6 and will run thru Friday, March 17, please participate if you can (reach out to Oleksandr Bashtynskyi via Slack if you encounter any issue bugfest Orchid)
  • FYI - Friday, March 17 (9 am Eastern) - Discuss Implementers Topics #81; Topic #75 discussion is planned for Friday, March 31.  

...

  • 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

...

Business -

  • Presentation – "Lehigh's Patron Driven Acquisitions JIRA workflow" (Big thanks to Dan Huang & Maccabee Levine )
  • slides -
    Widget Connector
    urlhttps://docs.google.com/presentation/d/19KZsX-olukC82UN-PKM62N4uLDH3-mewERQYHx9Bb1Q/edit#slide=id.g157f8e01937_0_48

    Lehigh's Purchase Request platform - http://go.lehigh.edu/purchaserequest

...

  • Reminder - order history functionality UAT opens Jan. 18 and will run thru Jan. 26 (details see Dennis' post of Friday, Jan. 13 in Slack)
  • Mark your calendar for next Tuesday, Jan. 24, at 1 pm - "Lehigh's Patron Driven Acquisitions JIRA workflow" presentation by Dan Huang and Maccabee Levine of Lehigh University (Dan Huang Maccabee Levine )

...

  • First Tri-Council meeting held 2022-01-13
    • Trying to define FOLIO terms
  • Demo of translations app created by Knowledgeware on 2022-01-05
  • Need to reconsider work for functional requirements for new FOLIO modules
  • Roadmap/Prioritization group still getting underway - want to take SIG conversations take-aways to that group
  • Onboarding Task Group will have update at the end of the month

Business -

...

  • Happy New Year 2023!
  • Next meeting, Tuesday, Jan. 10 at 1 pm Eastern
  • Mark your calendar, Jan. 27 (Friday, 9 am Eastern) German networks will present - Findings of their testing of FYRO functionality 

Business -

...

  • 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
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    keyUXPROD-1590
    and
    Jira Legacy
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    keyUXPROD-1530
    ((OLD ACCOUNT) Erin Nettifee)

...

  • 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

...

  • 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

...

Notes: 2022-09-23 Acquisitions Meeting notes

...

Notes: 2022-09-20 Acquisitions Meeting notes

...

  • 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

...

PC Updates (Kristin Martin) -

Business -

Notes: 2022-09-09 Acquisitions Meeting notes

...

Implementer topics discussed: 

no.50 - Invoice approve/pay with pending Order and no.54 Creating and filtering pieces

Notes:  2022-09-06 Acquisitions Meeting notes

...

...

Business -

Notes: 2022-08-23 Acquisitions Meeting notes

...

Notes: 2022-08-16 Acquisitions Meeting notes

...

Notes: 2022-08-09 Acquisitions Meeting notes

...

  • 2022-07-07 Meeting notes
  • 2022-07-14 Product Council/SIG UpdatesMeeting notes
    • Conversations around PC role for the FOLIO product/project and using WOLFCon to clarify role and set strategic goals for next year
    • New officers: Jesse Koennecke stepping down from co-chair, Alexis Manheim coming on as co-chair; Kristin Martin continuing as co-chair and Peter Murray as secretary
    • Interest from Implementers SIG as well for implemented institutions to share rollover experiences

Business -

Notes: 2022-07-15 Acquisitions Meeting notes

...

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

Business -

Notes: 2022-07-12 Acquisitions Meeting notes

...

Business -

Review key features re:

  • The ability to change instance connection of POL
  • The ability to create Orders from Instance
  • The ability to create invoices from Orders

Discuss Implementers' Topics - see Acquisitions/Resource Management Implementers

Notes: 2022-06-28 Acquisitions Meeting notes

...

  • Feedback regarding question from App Interaction SIG - "Is there any desire or need to have field-based permissions?" (posted in ACQ SIG slack channel on 4/25/22)

Business -

...

Business/Implementers' Topics -

...

  • 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
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    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

...

  • Continue to discuss Display "Rush" in receiving and on invoice - review UXPROD-3179
    Jira Legacy
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    keyUXPROD-3179
     
  • Discuss if current over-encumbered is calculated as expected.
    Jira Legacy
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    keyMODFISTO-283
  • Highlights of the Lotus release (Dennis B.)

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  • Please rank UXPROD-3435
    Jira Legacy
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    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

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  • Update on the EDIFACT order UAT (Dennis B.)
  • Discuss use cases for deleting receiving records
  • Display "Rush" in receiving and on invoice - review UXPROD-3179
    Jira Legacy
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    keyUXPROD-3179
     

2022-02-01 Acquisitions Meeting notes

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  •   Continue to discuss review order/invoice export to csv requirements
  •   Discuss UXPROD-3525
    Jira Legacy
    serverFOLIO Issue TrackerSystem Jira
    serverId6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc
    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

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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 

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  • Friday, November 26th meeting will be canceled due to the US Thanksgiving holiday.  
  • Survey on Acquisitions SIG management: please take some time to complete this survey regarding the Acquisitions SIG.  Dennis, Heather, and Susan are interested in knowing your thoughts in order to improve.  It should take about 15 minutes of time.  The survey is set to close on 11/20/2021, so please do it this up-coming week! Thanks. 
  • The survey is available here: https://mtsu.ca1.qualtrics.com/jfe/form/SV_7VUuSkW7SL51w90 and was posted on the Slack channel as well. 

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Tuesday, November 9, 2021 

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Tuesday, November 2, 2021 

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  • 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 

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Tuesday, October 26, 2021

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Tuesday, October 19, 2021 

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  • Review and discuss "Date ordered" behavior when user unopen and reopen orders. Dennis will work on a story for the approval date that we can approve as a group. 8/24
  • Discuss the ability to export country as name rather then code in the voucher export. Defer topic till December.
  • Vouchers batch export question:  I've noticed that Invoice Date is not included in the invoice voucher file generated by the batch export process. That data element is expected by Duke's AP system. A voucher date is included on the file, but the voucher date and invoice date will not likely be the same.  https://folio-org.atlassian.net/wiki/x/bBgb
  • Discussion on the note app functionality in Acq 

All Meeting Notes

Content Report Table
labelsAcquisitions-meeting-notes

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Up-Coming: Tuesday, October 19, 2021 

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


CURRENT:  Friday, October 15, 2021 

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  • UAT Receiving results
  • "Workslip" functionality from notes - see Slack conversation from 9/22/2021 10:53am and continuing  - NOT COVERED 
  • Question:  Does it make to remove case sensitivity for acquisition units? Ie. should law, LAW or Law always be considered the same name?
  • Continue Discussing renewal integration (Ongoing order information)  - NOT COVERED 

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  • EDI Orders 
  • Review and discuss "Date ordered" behavior when user unopen and reopen orders. Dennis will work on a story for the approval date that we can approve as a group. 8/24
  • Discuss the ability to export country as name rather then code in the voucher export. Defer topic till December.
  • Vouchers batch export question:  I've noticed that Invoice Date is not included in the invoice voucher file generated by the batch export process. That data element is expected by Duke's AP system. A voucher date is included on the file, but the voucher date and invoice date will not likely be the same.  https://folio-org.atlassian.net/wiki/x/bBgb
  • Discussion on the note app functionality in Acq 

All Meeting Notes

Content Report Table
labelsAcquisitions-meeting-notes

...