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Attendees

Aaron NeslinKimberly PamplinRhonda Fuhrmann
Alissa HafeleKimberly SmithSabrina Bayer
Ann CrowleyKimberly WiljanenSara Colglazier
Daniel HuangKristin MartinScott Perry
Dennis BridgesLinh ChangSteve Selleck
Dung-Lan ChenLisa MayburySusanne Gill
Dwayne SwigertLisa SmithSusie Skowronek
Jackie MagagnoscMasayo UchiyamaSven Thomsen
Joe ReimersOkay OkonkwoSylvia Hamann
Julie StaufferPeter BreternitzTimothy Nelson
Kathleen NortonPeter SbrzesnyWinter White

Agenda

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

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Discussion items

Time

Item

Who

Notes

:02HousekeepingDung-Lan Chen
  • 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
  • Joe Reimers (EBSCO) 12:07 PM
    I neglected to mention, the Restrict Fund by Location UAT is being delayed a week. More details to come.
:09Product Council UpdateKristin Martin
:15Review of Donors UATJoe Reimers
  • Wrapped up UAT last week for donors
  • ~ :16 - Demo of donors functionality 
    • Can designate Organization as donor
    • Can associate donor with a fund
    • Can add donor to an order line and search on it
  • ~ :19 - Beginning of review
  • Feedback Summary
    • Nice to have dedicated donor records
    • What about Inventory? 
    • What about Discovery?
    • Where do links get stored?
    • Unsure how useful the link between fund and PO is - but don't take it away!  
  • No showstopper defects
  • Suggested enhancements
    • Expand donor functionality to inventory (UXPROD-4666)
    • Save as you go (contact persons, donors...) - add "Save & Continue" button (UIORGS-420)
  • Next Steps:
    • Create feature to link donor records to other areas:
      • Inventory
      • E-content (ERM)
    • Create "Save & continue" button
    • End user documentation
  • UAT Schedule
    • Location-restricted funds (Jan 31 - Feb 6)
    • Serials prediction patterns (Feb 26 - Mar 1 - tentative) 
:25 Implementer's Topics # 113

Dennis Bridges,

Kimberly Pamplin

  • Customizable fields
  • Years ago wrote a feature about introducing custom fields for purchase orders. Leipzig development team has picked up that feature and it is currently in development.
  • Starting to materialize in snapshot under Orders settings
    • Custom fields for POs and POLs
  • Will see about getting a demo from Leipzig.

:36Implementer's Topics # 114

Dennis Bridges

  • Interfaces currently can only have a certain number of types - hardcoded values
  • Desire for "Holdings" type
  • Have other institutions found the types limiting? 
  • What does Interface type do? - Way to filter through interfaces
  • Interfaces also in Agreements - if you add Organization, interface will appear
  • Are there others who would find this valuable? Inquire with ERM SIG?
  • No other types or concerns presented in meeting. May need more information about what "Holdings" type would be used for in this case.
  • scolglaz 12:53 PM
    So I just found the Interface types one can choose in Organizations: Admin, End user, Reports, Orders, Invoices, Other ….     Often when one is in a Publisher's admin portal/interface there is also a tab/sections for Holdings, maybe that is what they were after.
:51Implementer's Topics # 115

Dennis Bridges,

Kristin Martin

  • Serials receiving
  • Print title in Vufind has list of unbound issues. As bound get item records.
  • In FOLIO Holdings, when you go to edit, can see the receiving history.
  • Currently receive straight into inventory. 
  • Can set Public display check box when manually added, but if received using receiving app, there is no way to control the public display box. 
  • Also worth noting, cannot tell unless in the edit menu whether public display box is checked or not. 
  • https://issuesfolio-org.folioatlassian.orgnet/browse/UXPROD-3525
    • This feature will cover the visibility of the checkbox in inventory 
  • Maybe worth bringing up with Serials Data Alignment Small Group.

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