2025-08-05 Acquisitions Meeting notes - Open Implementers Topics # 125 & 153

2025-08-05 Acquisitions Meeting notes - Open Implementers Topics # 125 & 153

 Date

Aug 5, 2025

Recording

2025-08-05T13:00

 Participants

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Agenda

Housekeeping:

Business:

  • Potential Topics:

    • Older Implementers Topics with “Open Status”

      Implementers Topics

    • Implementers Topic 125, added Oct.10, 2023 by Sara Colglazier

      • Problems in handling Multi-Volume Sets

      • Status is open, just needs to be changed to in progress?

    • Implementers Topic 153

 Discussion topics

Time

Item

Presenter

Notes

Time

Item

Presenter

Notes

:01

Housekeeping

Kimberly Pamplin

:03

Implementers Topic #125

Sara Colglaizer

  • Notes in the Action Required cell for the PO to create a JIRA - is this in progress?

  • Discussion of status meanings. Per Aaron:

    • Open - hasn’t been discussed or looking for more information

    • Pending - discussed and prepared to get a ticket

    • Closed - fully written up & has a JIRA, but not necessarily discussed by Thunderjet yet

  • Trying to decide how many tickets it needs

  • Need to be able to receive multiple pieces on something after the fact without realizing previously that it had been a multi-volume set

  • Would it be possible to do it all from the POL?

  • Doing everything in receiving is fine too, as long as it is possible to say don’t change the price

  • Would like to be able to do everything in one place

  • Maybe a checkbox on the receiving record?

    • Could work, might be a little onerous

  • Maybe when adding a piece to a synchronized order in receiving, it doesn’t impact the price and if you want to change the price of the POL then you have to edit it.

  • Depends on each library’s workflow how sets are handled - institution specific

    • Separate Acquisitions/Cataloging where adding barcodes to pieces is strictly handled by cataloging

    • Some just receive and pay for one PO - won’t see PO on all items, but can access from holdings or inventory

  • Independent order and receipt quantity still feels like the right fit for this

  • :33 - Do you really want the order line quantity to increase or are you just happy to have that happen because that means the order will automatically close when done?

    • Interest in items being associated with POLs they are purchased on.

    • Do not care about quantity increasing, number can remain 1 on the POL.

  • Issue with independent workflow is no automated closure of the order at the end.

    • Have to remember to go back to the POL and manually change it to fully received.

    • Seems like more trickiness than updating the price

  • Another approach:

    • Being able to set it as independent from the receiving title and then able to add pieces

    • Have a receive and complete order button or something like that (would change POL to fully received)

  • ~:43 - The options for ongoing orders are very limited (ongoing for receipt and payment in the POL)

:44

Other Open Implementers Topics

Kimberly Pamplin

Topics # 129, 146, 162, 163, 164

  • Martina not present. Topics not discussed.

Topic # 149

  • Molly not present. Topic not discussed.

Topic # 153

  • Previously discussed. Decision: Topic can be closed.

Topic # 179

  • Senado not present. Topic not discussed.

Topic # 184

  • Already in progress.