Ann Crowley, Beverly Geckle, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Heather McMillan, Jackie Magagnosc, Janet Ewing, Jean Pajerek, Joanna Cerro, Julie Stauffer, Kathleen Norton, Kimberly Pamplin, Kimberly Wiljanen, Kristin Martin, Lauren Seney, Linh Chang, Lisa Smith, Lloyd, Mark Arnold, Martina Schildt, , Masayo Uchiyama, Michael Phillips, Nancy Finn, Peter Sbrzesny, Sara Colglazier, Sarah Dennis, Scott Perry, Scott Strangroom, Shannon Burke, Steve Selleck, Suzanne Mangrum, Suzette Caneda, Victoria Anderson, Virginia Martin, Winter White
Identify key functions that it would be useful to have a short video on.
Maybe people from this group could work on that list of videos or we could put aside a portion of meetings to talk through this as a larger group.
Have their been any videos regarding acquisitions functions?
Dennis has a few larger demo videos.
Different apps have changed more recently.
2-5 min. videos
e.g. how to open an order, approve an invoice, etc.
~9 min. after - Discussion about libraries that have already made videos.
How Cornell Law Library has made videos.
Comments from many that videos previously made are already out of date.
From Julie Stauffer to Everyone 12:11 PM I think it would be important to distinguish between performing a task in FOLIO rather than an entire workflow which could be different from library to library
From Dung-Lan Chen to Everyone 12:12 PM It's important to indicate on the title of video which release of the video was made for
Shorter videos would be easier to update / exchange with new videos.
Production value doesn't have to be perfect to be useful.
Two ways to come up with original list:
Option 1: Get a group together
Option 2: Put aside time in meetings together
Will be put to a vote in Slack.
From Virginia Martin to Everyone 12:20 PM should this be coordinated with the group working on documentation?
Yes. Should not be siloed.
24 min. after
Demo of Univ. of Chicago request/notification workflow
Kristin Martin
Demo in test system for FOLIO Juniper
Chose open order > POL > Inventory link from title
In Inventory record > select item (doesn't have a barcode) > new request
Requester look-up - looks up user
Pickup service point
Request is in place.
Back in POL > Actions > Receiving
*If they know about request at time of creating order would also add a receiving note. The way FOLIO works this may be a bit redundant now.
In receiving says "Yes" under request column.
Once received, indicates that there is a request. Does not say who made the request.
In item record there is a link to the request. Not easy to see.
Have a hot pink streamer where they put that it is a hold, etc.
Once it goes over to circ that is where they print the official hold slip.
~ 32 min. after. Discussion about field in POL: "requester."
Requester field is just a text field.
Have talked about integrating with requests app.
What you see in receiving is base on actual requests in the request app.
From Scott Perry (he/him) to Everyone 12:34 PM Aren’t there privacy issues if you enter the patron’s name in a data element that is retained?
From Lisa Smith to Everyone 12:34 PM Mich State is using the POL requestor field for the Acq person(s) who has searched and/or placed the order.
From Dennis Bridges to Everyone 12:35 PM This is the feature that covers creating requests based on POL information
UXPROD-2565
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