Acquisitions SIG Home

Charge: The Acquisitions SIG is assembled to refine requirements and acquisitions mockups, as well as final review and comment.

Key Contacts

Name	Affiliation	Area of concern	Role
Heather McMillan	Texas A&M University	Group membership and meeting notes	Convener
Dennis Bridges	EBSCO	Acquisitions applications	Product Owner
Joseph Reimers	EBSCO	Acquisitions applications	Co-Product Owner
Kimberly Pamplin	Texas A&M University	Group membership and meeting notes	Co-convener

Description

The Acquisitions SIG was formerly a subgroup of the Resource Management SIG. Acq SIG is charged with working with developers to refine the acquisitions functionality and look and feel. The Acquisitions SIG regularly meets every Tuesday and every other Friday to provide input on development efforts. Members not only commit to regular attendance at these meetings, but also to working on projects and tasks outside of meeting times that contribute to the definition as well as presentation of the requirements. New members will understandably need time to ramp up and get acquainted with the applications and issues at hand. It is the responsibility of each member to stay current with pertinent topics in order to keep discussions moving forward. New members can be paired with more experienced members, please just ask a Convener. Meeting notes are available on the wiki, as is a link to the meeting recordings.

Membership:

Acquisitions SIG members consists primarily of acquisitions specialists from early adopters and implementing libraries, led by Dennis Bridges and Ann-Marie Breaux, as co-product owners. This group is open. However, we wish to keep the group focused and agile, and strive to have all areas of acquisitions covered by the position responsibilities of the institutional members.

Members or other members of the FOLIO community are encouraged to approach the Acquisitions SIG Product-Owners or Conveners with questions or discussion topics.

New member onboarding info/resources:

Getting Started with Acquisitions (courtesy of Molly Driscoll)

Current discussions

Key Summary T Assignee P Updated Status cap plan rank

UXPROD-5156 Move related records from edit pane to third pane Unassigned 10/Feb/25 6:22 PM Draft

UXPROD-5155 Enhance "Save and keep editing" functionality to acquisitions interfaces Joseph Reimers 10/Feb/25 11:57 PM Draft

UXPROD-5113 Consolidate exchange rate to a single field in POLs and Invoice lines Joseph Reimers 06/Jan/25 6:45 PM Draft

UXPROD-4920 Support claim alerts and reports Joseph Reimers 02/Mar/25 4:51 PM Draft

UXPROD-4543 Ability to adopt user settings temporarily from another user account for the purpose of trouble shooting Dennis Bridges 18/Nov/24 6:17 PM Draft

UXPROD-4232 Protect certain settings from centralized batch management within a consortium Joseph Reimers 16/Dec/24 6:02 PM Draft

UXPROD-4168 Build custom templates for printing a claim Dennis Bridges 17/Jan/25 8:48 PM Draft

UXPROD-4167 Integrate with third-party purchase request system for "Create order" Dennis Bridges 21/Nov/24 8:58 PM Draft

UXPROD-4157 Display Acquisitions data on consortia instance records Joseph Reimers 16/Dec/24 5:55 PM Draft

UXPROD-4041 Record deletion workflow management - Orders Dennis Bridges 18/Nov/24 6:01 PM Draft

UXPROD-4040 Capture log of deleted records Dennis Bridges 18/Nov/24 6:12 PM Draft

UXPROD-1581 Receiving material without an Order record Dennis Bridges 06/Mar/25 3:56 PM Draft

UXPROD-712 Ability to test EDI connection Unassigned 08/Aug/24 2:10 PM Draft

UXPROD-680 Import EDIFACT compatible purchase orders for renewals Dennis Bridges 13/Jan/25 5:09 PM Draft

UXPROD-4491 Allow library to exclude user info when tracking record history (GDPR) Joseph Reimers 19/Feb/25 3:08 PM Draft

UXPROD-4490 Allow user to process invoices against upcoming fiscal years Joseph Reimers 16/Dec/24 5:53 PM Draft

UXPROD-4169 Update voucher information from accounts payable system Joseph Reimers 17/Jan/25 8:48 PM Draft

UXPROD-4155 Organizations - Display a history of edits for Contact records Joseph Reimers 24/Apr/24 4:06 PM Draft

UXPROD-3552 Update voucher data and Invoice status via external systems Dennis Bridges 17/Jan/25 8:47 PM Draft

UXPROD-5195 Allow batch allocation of funds to groups Unassigned 04/Mar/25 4:32 PM Draft

Showing 20 out of 43 issues
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Acquisitions Development work covers:

Orders (one-time and ongoing, building, sending, receiving from vendors)
Fund and budget management
Vendor management
Contacts (basics)
EDIFACT orders and invoices
Receiving
Payment and invoice management
Subscription renewals
Subscription check-in

See full list of Acquisitions Interface Fields in Google spreadsheet

Architecture Documents

About Us

The Acquisitions SIG works with developers to define essential functions for acquiring and managing all types of materials: fund structures, orders, receiving, payment, claims, maintenance, usage and other statistics, other possible evaluation tools, and reporting. The SIG will consider options to show relationships between resources, and mechanisms and workflows needed to support these functions. The SIG will also need to evaluate the potential for applications supporting selection, decision-making, and analysis with the aim of ensuring that current work does not limit future innovation. The Acquisitions SIG advises developers on the coordination needed between its operations and other functions, such as metadata management and electronic resource management. It coordinates closely with Metadata Management and ERM SIGs. It also advises developers on the interactions needed between libraries, vendors, and other parties necessary for successful resource management.

Communication Channels

Discuss.folio.org Category
Slack channel #folio-acquisitions-sig
Wiki space (this page)
Google Drive

See FOLIO Communication Spaces for more details about the project's communication channels.

Meetings

The Acquisitions Group Meets via Zoom every Tuesday 1-2pm Eastern U.S. time (see time in your timezone) and every other Friday 9-10am Eastern U.S. time (see time in your timezone). For more details, see the Acq SIG Meetings and Notes.

SIG Convener

For more information about the Acquisitions SIG, contact the ACQ-SIG convener Dung-Lan Chen or co-convener Heather McMillan

Need to Rank

Key Summary T Created Updated Due Assignee Reporter P Status Resolution

UXPROD-4838 Implement Custom Fields for Purchase Orders - Phase 2 17/May/24 6:02 AM 23/Jan/25 1:04 PM Björn Muschall Dennis Bridges In Progress Unresolved

UXPROD-2893 Print/Save order and order lines as PDF 05/Feb/21 4:43 PM 28/Dec/21 3:29 PM Dennis Bridges Dennis Bridges Closed Done

UXPROD-2865 Implement Custom Fields for Purchase Orders 11/Jan/21 11:14 PM 27/Nov/24 10:35 AM Björn Muschall Dennis Bridges Closed Done

UXPROD-2665 Export records from search results in acquisitions apps 17/Sep/20 8:53 PM 09/Feb/24 11:59 AM Dennis Bridges Dennis Bridges Closed Done

UXPROD-2565 Create requests for newly ordered items automatically from the POL 25/Sep/19 1:23 AM 28/Jan/25 4:23 PM Dennis Bridges Ann-Marie Breaux Analysis Complete Unresolved

UXPROD-2563 Check subscription overlap when approving invoice 03/Jul/20 3:31 PM 16/Dec/24 6:01 PM Dennis Bridges Dennis Bridges Analysis Complete Unresolved

UXPROD-2456 Execute order duplicate check when opening POL 09/Jun/20 10:52 PM 20/Jun/24 6:48 PM Dennis Bridges Dennis Bridges Closed Duplicate

UXPROD-2455 Add a configurable, independent 'order material type' field to POL 09/Jun/20 9:24 PM 16/Apr/24 8:17 PM Dennis Bridges Dennis Bridges Closed Won't Do

UXPROD-2421 Finance record view sorting updates and Tech-debt 06/May/20 7:37 PM 28/May/24 6:16 PM Dennis Bridges Dennis Bridges Draft Unresolved

UXPROD-2420 Display "Net transfer" amount on Budgets 06/May/20 7:17 PM 16/Sep/21 4:52 PM Dennis Bridges Dennis Bridges Closed Done

UXPROD-2419 Add/Edit exchange rate and apply to Encumbrance/payments 06/May/20 6:04 PM 16/Sep/21 4:50 PM Dennis Bridges Dennis Bridges Closed Done

UXPROD-2416 Add related invoice(s) as hotlinks to Encumbrance transaction 01/May/20 4:07 PM 11/Jul/24 6:08 PM Dennis Bridges Dennis Bridges Open Unresolved

UXPROD-2415 Add 'Pending' status for invoice and Commit money on transition to 'Open" 01/May/20 4:04 PM 13/Aug/24 10:35 PM Dennis Bridges Dennis Bridges Open Unresolved

UXPROD-2414 Customizable search preferences 28/Apr/20 6:11 PM 17/Oct/24 2:07 PM Dennis Bridges Dennis Bridges Blocked Unresolved

UXPROD-2409 Limit percentage of spend by expense classes 27/Apr/20 3:44 PM 05/Mar/25 1:12 PM Dennis Bridges Dennis Bridges Analysis Complete Unresolved

UXPROD-2243 Pre-order searching to identify what is owned and what must be purchased 27/Jan/20 10:06 PM 23/May/24 2:25 PM Dennis Bridges Dennis Bridges Closed Won't Do

UXPROD-1129 Manage communication of individual Purchase Order information with vendor via email 20/Sep/18 9:03 PM 02/Dec/24 8:59 PM Dennis Bridges Dennis Bridges Analysis Complete Unresolved

17 issues
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Need to review with RM SIG

Key	Summary	Updated	Status
UXPROD-4840	Allow user to "Browse" financial structure in more hierarchical format	Tuesday 4:01 PM	Open
UXPROD-3620	The ability to EXPORT fund detail via csv file	11/Aug/22 2:46 PM	Closed
UXPROD-3256	Allow user to process invoices against previous fiscal years	05/Nov/24 4:43 PM	Closed
UXPROD-2899	Ability to generate a fiscal year rollover "preview"	28/Nov/22 9:19 PM	Closed
UXPROD-2840	Export and send orders in bulk via delimited file format (Automated process)	16/Apr/24 7:18 PM	Blocked
UXPROD-2713	Allow user to create order and encumber money against upcoming fiscal year	05/Feb/25 8:45 PM	Draft
UXPROD-2665	Export records from search results in acquisitions apps	09/Feb/24 11:59 AM	Closed
UXPROD-2565	Create requests for newly ordered items automatically from the POL	28/Jan/25 4:23 PM	Analysis Complete
UXPROD-2562	Allow user to categorize Group records in the Finance application	17/Sep/24 6:46 PM	Draft
UXPROD-2456	Execute order duplicate check when opening POL	20/Jun/24 6:48 PM	Closed

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