Bug fixes are in focus of developement recently but analysis looks at the enhancement regarding "contact app"
wiki: "vendor module entities"
enhance managment of contact details, like emails, phone numbers
Vendors = organizations (content provider, platform or access provider): can we match the entries from ERM orgs and vendors?
Vendors will have this requirement regarding organizations to be used in other apps like ERM / eHoldings - shift for the module
Vendor organizations with different roles
Option: a vendor is not necessarily an institution sending invoices (paying / non-paying vendors) - needs to be indentified by a key (checkbox)
Validation check of vendor names before loading data
Reporting needs: show me open orders of exactly THIS vendor
Authority control for vendors?
But: vendor file shouldn't be the area for contact management - vendor will remain as is (no merging)
Contact app as second option
Contacts: information is technically not merely stored but referenced to
Store all contact data in one place with option to control the data (authority control / normalization) and assign the data in the apps (like vendors in acq) where they are needed in th role that is assigned to the type of contact = reference to contacts apps from different other apps
Orders:
What will be able to delete in an open order?
bugfixes, developement goes on
PO number: prefixes, suffixes:
systems offers an ascending number by default that can be editied by adding a prefix or suffix or a total own number
POL will inherit this PO number added by '1 / '2 and so on
PO number is a whole string after saving (incl. pre- / suffix)
Receiving:
creation of backend stories is nearly finished
Development in focus
Invoicing:
Review mockup for invoicing next week in small group
Next step: backend stories
Finances:
Enhancements from UAT need to be implemented
Not in focus recently
Open for Q2 - partly ???
After Chalmers (not necessary for them)
No recommendation to do beta testing in libraries at the moment - just general checks (Chicago is interested)
Subscriptions:
defiend as ongoing orders with checkin instead of receiving
be part of orders
renewals information is available
no extra module
standing orders with no defined intervall? Workflow for finances management? Publication pattern) Have a review later (Ann-Marie) - next week!
Chat:
Von Ian Ibbotson an alle: 03:01 PM
Thanks dennis - is that included in the search by name?
- it's more about that function than the data I think - maybe I just didn't normalise the name or something?
Von Ann-Marie Breaux an alle: 03:04 PM
Hi Ian: aliases are included in the seach by "all" and search by "alias" but not (currently) search by "name". For a good example, try searching by ybp, which is an alias for GOBI Library Solutions
Von Ian Ibbotson an alle: 03:07 PM
Ok - we can definitely try the name search first and if that fails to match, an alias search second - do you think that would work?
actually that might be better for us as we then know we have a non-preferred term if we match on an alias