2025-12-19 Acquisitions Meeting notes

Ann Crowley

Kristin Martin

Dennis Bridges

Lauren Seney

Dung-Lan Chen

Lisa Maybury

Dwayne Swigert

Lisa Smith

Heather McMillan

Masayo Uchiyama

Jackie Magagnosc

Michael Hobson

Jean Pajerek

Okay Okonkwo

Joe Reimers

Peter Breternitz

Kathleen Norton

Susanne Gill

Kimberly Wiljanen

Victoria Anderson

FOLIO Community Calendar planning

https://folio-org.atlassian.net/wiki/spaces/PC/pages/1466762192

Dennis and Kristin

The meeting started with Dennis suggesting reducing meeting frequency from once a week to twice a month (one Tuesday and one Friday per month) due to cancellations.

Kristin provided extensive context about a Product Council initiative to reduce meeting frequency across SIGs. She explained that:

• FOLIO is no longer in a high-pressure development phase

• Many institutions are facing staffing challenges

• The Data Import SIG is implementing a model with full meetings every other week and informal "lab" sessions on off weeks

• The Product Council has identified weeks for potential cancellations, many coinciding with holidays

• This coordination helps free up time for staff while addressing scheduling challenges across time zones

The group agreed to let Susan follow up on this discussion when she starts in the new year.

batch tools for budgets.

Joe

Joe Reimers then presented work on batch tools for budgets. He proposed adding a "Manage Previous Budgets" tool under allocation tools for handling historical budgets. Key features include:

• Working only with historical fiscal years (not current)

• Ability to batch close all budgets or reset them

• Edit fund statuses, budget statuses, encumbrances, and expenditures

• Simplified interface similar to existing batch allocation tool

Lauren provided feedback about a potential use case for recalculating budgets after canceling large invoices affecting multiple funds, though Joe clarified the recalculate function works differently than she expected.

Bulk Edit for Purchase Order Lines

Joe presented a detailed proposal for column display order in bulk editing PO lines, trying to mirror the existing PO line interface. Key defaults proposed include POL number, creation date, title, order format, receiving workflow, vendor name/code, price information, fund ID, and expense class. There was discussion about whether to display vendor name or code by default, with the decision leaning toward code as default while keeping both available.