2019-07-12 Meeting notes

Martina Schildt

Features targeted for Q3 release: https://docs.google.com/spreadsheets/d/1KVq1Tev9Y0q7YXLLI8vJFDXmEbL2YYpzqrg4ItDsBvU/edit#gid=0

Overview in JIRA: 

"group" is added as a record to the finance app: allows to relate funds together and to see summary info for groupings of funds

KW: what is the difference to tags?

DW: group is searchable and filterable; becomes part of the actual fund structure

groups group funds within and across ledgers; it is a means of organising funds; groups are not required, libraries can choose whether they want to use them; tags exist in addition; you can search by tag

they moved away from a finance dashboard; group is to address the visibility challenge

KM: can you do calculations on groups - DB: you can pull information in from multiple records in the interface itself

The other feature that is ranked low so far: "Increase Order permissions granularity" - do libraries need this?; there were discussions in Washington about permissions where people asked for granularity

permissions in ACQ: users can assign one of the CRUD actions or specific ones

VM: view needs to be separate

A-M: but if you edit you have to be able to view etc.

Delete has more implications than create and update; can we i.e. put create and update together?; maybe that's what we could do for now and more granularity will be possible later

DB will update the feature and libraries are supposed to rank it; DB gave it a high rank because it is agreed on to be needed

example: I am on law team - there I can do everything connected to law; depending on what medical and main have set as permissions is deciding what law can do on their records

right now: if I want to view and edit, I need to assign view and edit; this will be reworked

Create container in inventory: it has fallen down the list because it has dependencies; for technical reasons there has to be implemented a container in Inventory first

VM: wherecan I see this information on such updates and their reasons? - A-M: we could add a comment in JIRA; this will help as far as context is concerned; A-M puts a note in the PO channel to check with Cate

"Search result summary widget": has not been ranked by many yet; the feature was shown at the Washington meeting briefly; it will be possible to show the calculated totals for the search results and there will be an export function selectable; if this will not get done until go-live libraries have the possibilty to export csv files; the feature would be great to have, i.e. for selectors; but if the data is available via reporting this might be sufficient as a first step; relying on reports will not be real-time; so the feature is needed for fiscal year rollover

feature will most probably fall out of Q3, depending on the rankings of the libraries - that's why libraries have to rank

alternatively, it would help to create a group at any time in the course of a FY and thereby replace this functionality (as long as users do not need to create the group at the same time as the fund)

Is there another way to get real time information on a library's fund? - Yes, if I look at the fund and/or the group; but being able to have a quick snapshot i.e. on all encumbrances or any other type of category would be high priority for some libraries

"Claiming unreceived or unreceivable items" - needs ranking by libraries

Kristen Wilson Dennis Bridges