2024-05-28 Acquisitions Meeting notes

Owned by
Kimberly Pamplin
Last updated: May 28, 2024 by
Martina Schildt

 Date

May 28, 2024

 Participants

  • @Dung-Lan Chen ,@Kimberly Smith , @Kristin Martin, @Dennis Bridges , @Joseph Reimers , @Aaron Neslin, @Susanne Gill, @Martina Schildt, Mary Moran, @Sven Thomsen , @Dwayne Swigert , Daniel Huang, @Kimberly Pamplin , @Sabrina Bayer , @Peter Breternitz , Victoria Anderson, @Sylvia Hamann , @Susie Skowronek , @Alissa Hafele , Kimberly Wiljanen, @Jackie Magagnosc , rfuhrmann, @Heiko Schorde @Lisa Smith @Tim Nelson @Sara Colglazier @Linh Chang @Lisa Maybury @Scott Perry @Ann Crowley @Steven Selleck, Okay Okonkwo, Sara Luttrell, @Masayo Uchiyama @Joanna Cerro, Heidi Vix, @Julie R. Stauffer @Rachel Sneed

 

 Agenda

Housekeeping -

  • FYRO discussions currently planned for Jun 11, 2024 , 1pm ET

PC update

Business -

  • Joe has a list of features (both acq-sig-topics and other community contributed topics) they’d like to continue discussing. Clean and prioritize feature backlog & more information - continuation of a series of meetings on this (Acquisitions POs)

  • Dennis has some mock-ups on hierarchical lists in Finance app that he would like to get feedback on

 Discussion topics

Time

Item

Presenter

Notes

 

Time

Item

Presenter

Notes

 

:01

Housekeeping

Dung-Lan Chen

 

:10

PC update

Kristin Martin

 

:14

Feature backlog discussion

Joe Reimers

  • 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:

  • 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 Like keep the history of it, but show it as no longer active.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

 

  • 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

 

  • 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

  •  

 Action items

 Decisions