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Chat
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Discussion items
| Time | Item | Who | Notes |
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| :02 | Housekeeping | Dung-Lan | - No meeting this Friday (6/24)
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| :03 | Creation of Orders via MARC Bibs: Key topics/decisions for Nolana, 1 of 6 | Ann-Marie Breaux | - Will import support creating and updating orders or just creating?
- For Nolana, just creation.
- Expect that the majority will be one-time orders ordered on vendor site or just showing up (approvals).
- No uses cases for updating identified.
- In create scenarios, might match be needed in orders app?
- For Nolana, no match.
- No use cases for match identified.
- (~:14 after), returned to this point in discussion with Sara Colglazier:
- Trustworthy matches: product IDs or vendor reference numbers
- Standing order, but also get something coming in for one of the titles on the standing order. No good match for that.
- Will import support one-time orders and ongoing orders?
- Main use case is one-time orders.
- Also no Package POs/POLs
- No use cases for ongoing identified.
- Should field mapping profiles show all PO/POL fields?
- In PO/POL, some fields only show for ongoing vs. one-time, electronic vs. physical vs. both, etc.
- If only supporting one-time orders to start with, is it better to get rid of all the ongoing stuff?
- Per response would make sense to keep those out.
- From Scott Perry to Everyone 12:23 PM
I think it would be more confusing to leave them in. - Some field mapping profiles where information is defaulted so that you cannot change it (e.g. invoice defaulted to "open").
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| :25 | Creation of Orders via MARC Bibs: Key topics/decisions for Nolana, 2 of 6 | Ann-Marie Breaux | - Should orders be created as pending or open?
- Would include required field at top that allows user to set status.
- POL limits: follow the existing setting or override? (~:32 after)
- If override, might they vary from one import profile to another? Yes
- Probably will use a field at the top of the profile (e.g. do you want to follow the standard purchase order line limit?)
- (~:38 after) Returned to this point with Sara:
- Would it be possible to make a difference between it's an approval vs. MARC records based on firm orders?
- Would be two different job profiles.
- How does FOLIO recognize which one is which?
- There's nothing in FOLIO right now that automates the pick-up or push through. Human who is doing importing will hopefully know.
- Either picking up from a different subdirectory or something in the file name that is a clue.
- Scheduling profile:
- Not in place yet
- Need to know which vendor, what type of records (E/P, AP/DDA/FO)
- Subfolder, element in file name, ftp address, account number?
- Will it create separate POs per Invoice? (~:36 after )
- No, only can create separate POs based on POL limit, not on data in records
- If needed, ask vendor to separate MARC files by invoice. Set POL limit higher than maximum lines expected on that vendor's invoice.
- Should field mapping profiles use order templates? (~:44 after)
- No. The field mapping profile and its mapped default data already acts as a template. Once set up, does not need to be re-created.
- From Julie Brannon (she/her) to Everyone 12:46 PM
That makes sense to me!
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| :46 | Creation of Orders via MARC Bibs: Key topics/decisions for Nolana, 3 of 6 | Ann-Marie Breaux | - Include an option to auto-receive or not? (~:46 after)
- Easiest if order is created as Open, not when order is created as Pending
- Would it be possible to create as pending? e.g. Approvals, review the pending PO, then open and auto-receive at that point (maybe do that post-Nolana?)
- Discussion regarding auto-receiving.
- Probably yes. Can include as check-box at top of the field-mapping profile.
- Created as pending, but immediately opened.
- Will receiving pieces be created? (~:56 after)
- Not separately by Data Import; depends on the Orders app opening the PO.
- Should acq unit settings be honored? (~:56 after)
- Yes. Whoever is doing the import needs to be a part of the acq unit or it needs to allow non-users to do it.
- (~1:00 after)
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| :57 | Creation of Orders via MARC Bibs: Key topics/decisions for Nolana, 4 of 6 | Ann-Marie Breaux | - What if the order is for multiple copies and multiple locations? (~:57 after)
- May be able to create multiple locations. Maybe can put the right quantities.
- Need to talk through with developers.
- If you are bringing in records to update, you cannot do that right now with data import.
- Does the order app open the orders and trigger Inventory creation, or does DI trigger Inventory creation? (~:59 after)
- If opening the order creates the Inventory records, include an option to ignore instance matching and always create a new instance? (~1:00 after)
- Yes, like the Order setting
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| 1:00 | Creation of Orders via MARC Bibs: Key topics/decisions for Nolana, 5 of 6 | Ann-Marie Breaux | - In a job profile that creates orders, but also creates/updates Inventory and SRS records, do the actions need to be in a specific sequence? (~1:00 after)
- Still TBD, needs discussion with devs
- Does this replace the Lehigh app and its various permutations? (~1:01 after)
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| 1:01 | Creation of Orders via MARC Bibs: Key topics/decisions for Nolana, 6 of 6 | Ann-Marie Breaux | - Can it create invoices from the MARC data? (~1:01 after)
- Can it create/assign order notes?
- Can it create/assign tags?
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