2024-05-28 Acquisitions Meeting notes

:01

Housekeeping

Dung-Lan Chen

• next FYRO discussion on Tuesday, Jun 11, 2024

  • Dennis, Aaron amd Joe can make that meeting

• UAT on printing routing slips starting next Monday Jun 3, 2024

  • https://folio-org.atlassian.net/wiki/x/AoDtD

  • Dates: June 3, 2024 to June 7, 2024

:10

PC update

Kristin Martin

• Council elections upcoming

  • if your own institution is member of FOLIO - one member per institution can be on each council

  • please contact @Kristin Martin if interested in more information

• the new developer advocate @Patrick Pace (Unlicensed) has introduced himself

• PC started talking about survey results: things that could be better about FOLIO

• PC discussed https://docs.google.com/document/d/1PDD5Lfpdax9sn142MgYtMyaPteUQE4iO3wVD2dsDzJM/edit#heading=h.rdkc3dki9ih

• asynchronous SIG Report 2024-05-23

:14

Feature backlog discussion

Joe Reimers

UXPROD-2418: Support for Editing and deleting package ordersOpen

• handling transitions from package POL to individual POL and vice versa

• Sara: we need the ability to more extensively edit package POLs when they are open - without unopening the POL

• Lisa in chat: We do need to edit titles that are connected to a package.  I can't think of a reason we would delete a title.  We would move or cancel titles.

• Sara: user needs ability to remove package titles; sometimes titles are added by mistake, e.g. if added twice

• related tickets:

  • UIOR-1262: Retro fit a POL as a Package to handle Name Change Open

  • UXPROD-3877: Unlink package titles from Package POLDraft

  • UXPROD-3802: Display related POLs on a Package POL viewDraft

• Kimberly in chat: It'd be kind of nice if you could archive a title listed in the package as well. Like keep the history of it, but show it as no longer active.

• Dennis: if you move a package title, would user expect to update the things that have been received?

  • Sara would not want that

  • Lisa in chat: Titles moves from one package to another all the time. Sara agrees.

  • Items need to stay associated with correct payment

  • Lisa: if there were a title change, she would not expect the receiving titles to move

    • but if it is move just because of a publisher change, receiving should follow

• Joe has moved the issue to PO analysis, Dennis will link the other related ticket to UXPROD-2418

  • all related tickets are moved to PO analysis as well

UXPROD-2421: Finance record view sorting updates and Tech-debtDraft

• updates to how users are able to sort ledgers and funds in different ways

• Kimberly would find it useful

• the ticket is about the current transactions view

• user can go to funds > click on ACTIONS > and view current transactions > the column that is displayed has several columns

• requirements

  • sort by amount field in transactions view

  • sort by to and from fields in transaction view

• the ticket is as well about sorting columns in the 3rd pane of e.g. a ledger: sort columns that display funds and groups

• Lisa asks in chat: Can't we already sort by amount in the transaction view?

• Scott in chat: It doesn’t sort as numbers. So 2 appears after 10; Lisa and Dung-Lan agree

• Dennis: this ticket is too broad, needs breaking down into more specific tickets

• Sara adds: some columns are sortable, others are not

  • in addition to filtering which is already possible, sorting would be useful for all columns

UXPROD-2456: Execute order duplicate check when opening POLClosed

• is there a practical need to perform a duplicate check when opening a POL, when it alrady occurs in POL creation

• Sara: this check is already happening

• Dennis: this check can be enabled or disabled in settings

• duplicate check happens when saving a POL (not when opening it)

  • sometimes save and open happens at the same time

• one check should be sufficient: Susanne, Sara and Martina agree

• Scott in chat: What is it searching?

• ticket is moved to NOT NEEDED, as one check seems sufficient

:45

Hierarchical lists in acquisitions

Dennis Bridges

• Dennis shows mock-ups and design possibilities

• users have metioned challenges of navigating the finance app

• Dennis shows mock-ups on browse functionality for finance app

• user would first select a fiscal year > then in second pane the user would be shown a hierarchical representation of fund structure (instead of results list)

• funds would be clickable

• display gives good opportunity to see that e.g. all group assignments are correct

  • groups can span multiple ledgers

• Sara in chat: How would this work/look if you have many groups assigned to each Funds?

  • Susanne in chat: probably in the same way as the funds - i mean the ledgers

  • Dennis: we would display all groups and within the groups user can see the funds

• Kimberly in Chat: The expense Classes would be a lot of detail

  • Dennis agrees, that’s why expense classes will most probably be collapsed

• Actions menu can contain CREATE actions if needed

• user can click on ledger, group or fund and the related details pane will open with the existing and well known ACTIONS

• to see the different elements, user would need the necessary acquisitions units

  • users could see the name, but the hyperlink would not be active

• Lisa in chat: I like this.  Could the fund code be used, instead of the full fund name?  Or could there be a choice?

• Sara in chat: Or at least also include the Fund Code

  • Dennis agrees

  • Scott in chat: Codes are definitely better

  • Users would like to see code vs. name or both at the same time

• Heiko in chat: like it too. i think it can be a good way to visualize the fund structure of an Institution 👍

• Susanne in chat: I really like it. Our libraries tend to change their funds and Ledgers. with this they can have a wonderful overview

• Martina in chat: Agreed, this would be a very useful overview.

• Sara in chat: What is the 21 results found counting?

  • Dennis needs to check with Kimie; maybe is not valuable here because it may count all results, even if listed multiple times

• Kimberly in chat: I do like being able to visualize the "fund map"

• Dennis proposes to only display active funds and to add a filter to reveal inactive fund

• there could be a toggle to allow inactive funds to display

• would be helpful to customize what is expanded by default.

• some structures have more groups and some have more expense classes etc.

• Susanne in chat: Maybe with (inactive) behind the Name?

• Sara in chat: I have 1 Ledger but close to 30 Groups, and all my Funds are assigned many groups, so could the settings control what display open and what closed, so for me, I would want all the Groups to display with the carrot down, and then I can click open what ones I want to view in detail, along with Expense Classes

  • Lisa, Susanne and Heiko agree