Forming a new group made up of a few people interested in the renewal process, talking about workflow innovation for the process. Currently only have one integration, with EbscoNet. Talk about things folio can do do streamline renewals. Review suggested items, outline your own workflows, and your own pain points.
Dung-Lan, will this group focus on renewal with other vendors besides Ebsco?
Dennis: My pov would be to drive innovation with EbscoNet, but that is not a constraint of what we would be talking about.
Sara: Are you thinking of renewal in a broader sense of including payment?
Dennis: Yes, the whole process.
:08
New participant in folio acq sig
sswindlehurst: New participant from Smith college, acquisitions and cataloging specialist.
Only relevant to a system that is leveraging the enhanced consortium support functionality.
But in a system where you have multiple tenants connected together, it’s now possible to have central ordering.
This is a feature that needs to be enabled.
Possible to create orders centrally creating Inventory , holdings, and items in the tenant it belongs too.
UAT primarily happening with library of congress because they will be running in an environment like this, but is open to others.
Let Dennis know if you are interested in participating in the user testing.
Dennis: Potentially testing with a national library model, then another with a consortia type model. Keep an eye out in Slack for information.
:34
Slack Question from Molly Driscol regarding expected behavior for receiving and a closed record.
Molly
Slack Question from Molly Driscoll  7:31 AM Hi, everyone! Can someone tell me the practical impact of updating a serial record's status to 'Closed'?
We have the Serials, app and the 1st step in that workflow is to create a serial record that ties to the corresponding purchase order line, and on the serial record there is a status dropdown where and it's a required field where you're specifying. If it's an active status or a closed status. I had made an assumption that closed would maybe maintain a record of the serial and past predicted pieces and things like that, but not allow you to generate new predicted pieces or new pieces for receiving. However, in Q. Bug fast, I was able to do both of those things on a serial that had a closed status. So I was just trying to g:ain a little bit of insight into what the impact of that status field actually is
Peter: I think Closed should mean that it is no longer active, so to generate pieces would have to create a new predicted pieces
We've needed to pull invoice information for reporting for our Special Collections, which uses multiple fund codes. We had to do this fund by fund. It would have been more efficient if we had the option to select multiple funds for filtering. Also, the results limit to 1000 records. Can this amount be raised? It's not enough for larger reports, which we need to do from time to time. Our workaround is to break up the exports by month (or sometime biweekly) instead of fiscal year.
Dennis: If choosing multiple funds, would you want ‘and’ or ‘or’.
Lisa: ‘or’, want any invoice with one of these funds.
Dennis: Re results limit, Is it way more than a 1000, or only a little?
Dennis: Does anyone have an idea of how many invoices are in their system? How many open invoices, how many approved?
Peter Sbrzesny | VZG 12:52 PM About 30,000 per year
Scott Perry (UChicago) 12:53 PM ~ 24,000
Dennis: I think we recently changed this limit, trying to find the story.
Lisa: I have noticed in orders, if I have to many results, I get no results.
Dennis: In the Q release, limits have been changed. I think in previous releases, the limit was 40K, then doubled to 80K, and more recently to a 100 or 200,000. The indexes are being refactored because filtering is taking longer with that many orders.
Lisa: If I remember right we can search multiple funds in orders, but not in invoices.