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2024-04-30 Acquisitions Meeting notes - Quesnalia Release Highlights

2024-04-30 Acquisitions Meeting notes - Quesnalia Release Highlights

 Date

Apr 26, 2024

 Participants

 

Aaron Neslin

Joanna Cerro

Lisa Smith

Robert Heaton

Ann Crowley

Joe Reimers

Lucinda Williams

Sara Colglazier

Anne Campbell

John Banionis

Martina Schildt

Scott Perry

Daniel Welch

Julie Stauffer

Mary Moran

Stephanie Larrison

Dennis Bridges

Kathleen Norton

Masayo Uchiyama

Susanne Gill

Dung-Lan Chen

Kimberly Pamplin

Molly Driscoll

Susie Skowronek

Dwayne Swigert

Kimberly Smith

Nancy Pelis

Suzette Caneda

Heiko Schorde

Kimberly Wiljanen

Okay Okonkwo

Sven Thomsen

Jackie Magagnosc

Kristin Martin

Rachel Sneed

Sylvia Hamann

Jean Pajerek

Linh Chang

Rhonda Fuhrmann

Timothy Nelson

 Agenda

Housekeeping -

Business -

  • Quesnealia Relelase Highlights (Dennis)

  • If time allows, possibly discuss Implementers Topics if POs don't have anything else specific they'd like to discuss with the group

 Discussion topics

Time

Item

Presenter

Notes

Time

Item

Presenter

Notes

:01

Housekeeping

Dung-Lan

:09

Quesnalia Documentation Preview

Molly Driscoll

  • Quesnalia Documentation Preview - will go live in documentation once Quesnalia is released.

  • Acquisitions - Additional topics - Orders Status

    • What is workflow status and why is it significant?

    • Which fields are editable when an order is open?

    • How does FOLIO know when to close an order as ‘Complete’?

  • Sara Colglazier 12:12 PM
    Or, maybe could you also pin the link to the slack channel?

    • Can share it through Slack and share once published.

  • May be delaying Quesnalia by about a week or two.

  • The calendar hasn't been updated yet, but the GA should have been yesterday: https://folio-org.atlassian.net/wiki/spaces/REL/pages/5210714/Quesnelia+R1+2024

:14

Quesnalia Release Highlights

Dennis Bridges / Joe Reimers

:

Quesnalia Release Highlights - Discussion/Questions

Dennis Bridges / Joe Reimers

  • ~:42 - Would like to see integration of claiming with dashboard

  • Scott Perry (UChicago) 12:39 PM
    Is there a release for integration of donor with inventory?

    • Handed off to inventory POs - they are aware of it; will happen when they are able to work on it

  • Kristin Martin 12:43 PM
    What does "unreceivable" mean?

    • Dennis Bridges 12:44 PM
      Essentially this is a way to indicate that you never expect to receive this piece. Maybe out of print etc.

  • Molly Driscoll 12:43 PM
    Would also be great to see claiming integrate with Bulk edit to update piece status in bulk across receiving titles.

  • Big release for acquisitions

  • ~:47 - Ability to manually unrelease encumbrances

  • Permissions for view only for a few different areas of settings (e.g. Invoice settings, Finance settings)

  • Quality of life and performance updates

:51

Implementer’s Topics 124

Dung-Lan Chen

  • Acquisitions/Resource Management implementers

  • Multiple POLs for POs, a lot to update

  • Should be able to get a story created with this detail.

  • FOLIO could just ask - do you want to update the material supplier in related POLs?

  • Molly Driscoll 12:54 PM
    Access provider for e-materials

  • Aaron Neslin - in theory you could have an access provider and a material supplier on the same PO

  • Select options from drop-down in a modal.

  • Kristin Martin - Sounds like they are using Material Supplier as a workaround for not seeing vendor in POL. Maybe solution is to see vendor in Header or somewhere else.

    • Sara Colglazier 12:59 PM
      I would love to have it at the top!

 Action items

 Decisions

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