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Areas that need development, better coordination between modules, etc.
If there are things that need to be brought back to a broader group, can also do that.
Would serials print holdings display in Discovery or Library Catalog be part of the discussions realm of the Serials subgroup?
Yes - if it turns out that it would be more suitable for discussion elsewhere, can move that over.
At least initially, anything that relates to print serials is fair game for discussion
:15
Implementers' Topic 181
Martina Schildt
Looking at order line, can see related invoice lines
Three invoice lines linked
Sort by invoice date is not working
Looks like a bug - if you have an option to sort and it doesn’t do anything that sounds like a bug.
:18
Lists App - Order – Invoice Analysis
Joe Reimers
UAT on orders / invoice analysis with lists - Based on feedback from testers, have made a couple of changes.
Record Type: Order – Invoice Analysis
Looking for orders where you have an invoice from last year and no invoice this year:
PO – Order Type = Ongoing
PO – Related fiscal years contains all
Have also added Inventory information
This will be in Trillium
Joe will show off exactly what this looks like in a future meeting.
Implementers' Topic 184 / Lists App Capabilities
Aaron Neslin
School had IPs changed and had to contact every vendor (about 60 total)
No easy way to get large groups of contacts out of Organizations if that is something you need
Subset of Organizations - contacts, emails and phone numbers
Joe Reimers (EBSCO) 8:27 AM I think this is potentially another something for Lists
Kristin Martin 8:28 AM Are there ways to pull those out through a reporting tool?
Yes, with enough time and effort - not necessarily friendly to everyone.
Kimberly Smith 8:29 AM I would say any kind of change that needs to be communicated to vendors would be another use case
Organizations + Contacts entity type in Lists might allow for this
Organizations with a specific contact person or list of contacts of a particular type
Working on do-it-yourself ad hoc entity - not sure this will be done for Trillium
:31 - Interesting intersection between Lists and Acquisitions because of export functionality
Lists integrating with dashboards?
What do you think of leveraging Lists for things like this?
E.g. - could implement export for Organizations records (Export Contacts to CSV)
Could also create Lists for those results
Aaron Neslin 8:33 AM I'd rather have as much through Lists as possible so that things are as universal as possible across apps
Good thing about CSV directly is that you can tell it to get everything - all fields
Easier to manipulate which columns are not desired in Lists
Could see use of Lists being a plus as long as there is no loss of the ability to get at certain data
Don’t want to move to Lists and then realize it doesn’t include certain fields
Paivi Rentz 8:38 AM (Edited) Regarding Export vs. List - if one of these allowed saving the selected export fields, I would probably lean toward using that application. Otherwise, I prefer using the Export functionality. I use that currently to export data for reconciling against our campus financial system.
Paivi Rentz 8:42 AM Yes, I have recurring exports and would like to be able to save the export parameters
Joe Reimers (EBSCO) 8:44 AM I've also been told that the infrastructure exists for canned reports. We haven't done anything with it yet, but it's something we could explore
Jessica - pull out weekly orders lists from App - option to save parameters is a very attractive time saver
If there’s a way to toggle dates in this, that would make it work
Sara - Save query and then it is quick and easy to edit. To change date range just click, edit, and run. Everything else is saved.
Lists is starting to be able to cross app information.
New infrastructure - FQM - FOLIO Query Machine
How things get named in Lists has to truly match up with the Apps. Has not always happened.
Owen Stephens 8:49 AM There is an overlapping feature with Dashboard that is perhaps worth mentioning is to combine Lists (or the underlying FQM) with Dashboards https://folio-org.atlassian.net/browse/UXPROD-4808
Joe Reimers (EBSCO) 8:51 AM The challenge I'm wrestling with regarding FQM is how we want to handle aggregation (e.g. total expenditures, fund balances, etc.). Lists can look at transactions, but handling the math is still a question mark.
Sara - don’t think we should expect Lists to do math for us.
I think we can do math, but should we? Should we explore canned reports? Can we rely on Excel to math transactional outputs?
Dung-Lan Chen 8:56 AM Canned reports was one of the basic functions provided in our previous ILS.
Daniel Huang, Lehigh University 8:56 AM Personally I prefer math outside of the ILS?
Kimberly Smith 8:57 AM I like to math outside of the ILS as a check on the math happening in the ILS (like Finance app totals)
Discussions about Lists cross app capabilities
Sunflower Highlights
Dennis Bridges
Will soon have highlights slide deck for Sunflower functionality - will plan to discuss soon.
