2022-05-04 Meeting notes

Date

04 May 2022

Housekeeping

• Next topics
  1. Permissions
     1. field based → walk through where needed?
     2. SIG reps and PO
        1. example: specific perms to edit the barcode field
        2. view and edit vs. only view e.g. source record (quickmarc) - there seems to be a JIRA
        3. would be UI-based permissions
        4. Brooks: better-focused on managed customized UIs?
        5. Owen: would be good to undertsand the use cases
  2. searching in FOLIO
     1. ERM SIG started to collect areas of improvement - of Interest for all apps? - consistency when filtering ...
     2. save searches/filters and apply them in one click
     3. look-up for users: add filter for tags
     4. in Organizations: keep search/filter after editing a record
        1. users applies filters and has 5 results that all need to be edited
        2. when one record is edited, the search/filter is deleted and the user needs t start searching/filtering again
  3. ACQ units in ERM

Discussion items

• Planning for Wolfcon sessions

Minutes

Workflow sessions

• Libraries walk through workflows from beginning to end, e.g. Purchase a resource for a patron (incl. Orders, Receiving, Requests, Invoices, Check-in, Check-out, Inventory)

  Incl. gap analysis

  • SUBMITTED
• pain points related to record interactions
  • when migrating 
  • moving items, holdings 
  • right use cases and right library person needs to be there
  • SUBMITTED
• Managing upgrades so that implemented libraries to take advantage of new functionality
  • Example: new connection between order lines and holdings records with Kiwi, but existing orders migrating over will not have this information populated. There should be a way to support existing data in FOLIO to take advantage of the new feature.
  • May be related to earlier issue of reference data getting overwritten when upgrading. Tech Council recommended a series of test scripts as part of definition of done. Maybe we need to also address assisting libraries who are upgrading.
  • There will be a conversation with the Acquisitions SIG - can also go to Implementer's SIG.
• talking through use cases
• Inventory is a central app; how can we make interactions easier
• define business processes involved
• thinking about process rather than data points
• SWOT related to design decisions: showing advantages of FOLIOs approach vs. disadvantages (we do not want to build a monolithic system)
  • devs needed

Chat

Attendees

Action items