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https://docs.google.com/document/d/1giN0Eb5045GhRI0bC1bdR9vd4Trj4D7r6JaXe1c5K7A/edit#Date

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ItemWhoNotes
Minute taker?Jesse Lambertson


 Announcements/Updates

Kristin Martin

Meeting next week (May 28): Yes

  • info about the new community council
  • nominate through june 4
  • updates from app interaction SIG
    • working to make apps work better together
Upcoming receiving testing that will need to be done to validate UXPROD-1925Dennis Bridges
  • working on UXProd-1925
    • calls for a link btween POL and Holdings record in Inventory
    • will have an impact on how locations are added to or in orders
    • will affect receiving piece locations
    • will more connect orders and Inventory records 
    • question from chat (Could there be any potential impact on the POL / Agreement integration that I should be aware of?  / I guess if there is a change to the POL interface )
    • wanting more steps to link the various records that folks use
    • date of starting? May 31
    • one-time or ongoing? (really, should not affect serials, but this scenario is mostly for one-time)
    • any situation in which the manual add pieces box is checked
    • would we want to edit and then receive?
    • this change will allow a more robust search
    • the location can be changed at any point (since the  connection will be made to the holdings)
    • wolfCon is coming up (but might conflict with testing) https://wolfcon2021.sched.com/
    • #
    • Looking at columns (

      Here's the page Dennis is viewing: https://wikifolio-org.folioatlassian.orgnet/wiki/display/RM/Refining+available+columns+in+order+search+result+list)

    • from chat (Is ability to Sort by each column in the display implied, or are some sortable and some not? ) not all would be sortable, but dependent on what data is there (comment from Dennis)
    • Juniper release is coming soon
      • improvements 
      • implementation of keyboard of shortcuts in all acquisitions apps
      • there is a keyboard-shortcut list now
      • hoping for keyboard-shortcut comments (for Juniper)
      • #
      • Also working on the ability to print orders (can save to PDF or print)
      • #
      • Display of linked instances in POLs
        • it would be helpful in a case of a package order to see what titles are included
        • there is an accordion now - down at the bottom
        • same data points in the inventory search area
Implementer's topicsAll
  • 9 Order Material Type
    • required
    • custom fields
    • would be super if custom fields were able to be filtered
    • searchability and filterability for custom fields are being investigated by the UM SIG right now 
  • 8 Ongoing Orders
    • how do you know which orders are subscriptions?
      • can't tell by the default view
      • if you check subscription, the renewal date, etc will not be required
      • from chat (I think the two fields that are currently required in Honeysuckle/Iris are renewal interval and renewal date. So, hoping those two will no longer be required. )
      • for subscription, 1 sub to 1 POL (recommended by Martina)
      • review data is NOT required for non-subscription
  • 7 Update on plans Acquisition Unit restrictions
    • Some action items are inactive, but the options are not invisible
    • These are controlled by permissions
    • line description (question by KM)
      • not new
      • description of the POL



Action items

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