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 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 if no specific topics that POs would like to bring to the group for discussions/reviews (?!)
“It would be great if POLs could be filtered by Vendor Acct Number. We have multiple accounts with some vendors, eg. EBSCO & GOBI.”
Lisa Smith, Mich State 12:17 PM It is possible to search by account number, but there's not a filter.
Reason why search does not meet this need?
Less flexibility
Filter can be more reliable - if not typed just right may not come up.
Create a story for this
Michigan State uses search by account number and then filter by order date. Would be nice to have a filter with a list to choose from.
Would this be helpful to have as a multi-select?
Lisa Smith, Mich State 12:20 PM I would like multi-select
Kimberly Smith - Multiple approval plans with GOBI and all have different account number. If trying to look at everything ordered through approval, multi-select would be great.
Post-filter? - If you did search you would only want to see vendor account numbers included in the search results.
Don’t think any of filters in orders behave like a facet where list of possibilities is populated based on the results you got.
Sara Colglazier 12:23 PM Right, not like in Inventory
:24
Implementer’s topics # 118
Create inventory setting - trying to create items but not creating holdings. No way to add item to existing holdings/instance.
Create instance/holdings/item and them from dropdown for the holdings choose existing holdings and then create item on that holdings.
If you choose an existing instance, then orders app will not create a new instance.
Also a matching behavior based on product ID.
Had to turn off matching as a key to turning on API ordering. If ordering a duplicate it wouldn’t go through if that feature was turned on.
~:28 discussion regarding instance matching
If the instance chosen has holdings, will give choice to select holdings. Can also select create new holdings for location.
Part B - adding temporary location
Have system where faculty order an item. Once item is created in system it becomes requestable. Automated system starts sending out notice of book. Would like temporary location of reserves that won’t allow requests to accumulate.
Don’t create a hold request?
Can you put the hold on it before you receive it?
Yes, but called a recall. If it’s on order it has to be a recall.
Can use the UUID in requests or start from inventory UI. (In item record, create request from there.)
First time without barcode will give weird message. Close out go back in and it will work. (Bug in certain releases - Fixed in Poppy).