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:00 | Housekeeping | Dung-Lan | Housekeeping - WOLFCon 2024 (September 24th-26th), register for general admission thru Friday, Sept. 13th, for virtual attendance thru Sept. 23rd.
FYI - some Acquisitions focused or related sessions - Financial Reporting in FOLIO (Tuesday, Sept. 24th, 11:00 am - 11:50 am BST) → 6 am EST start time Demystifying FOLIO Financial Tracking (Tuesday, Sept. 24th, 1:00 pm - 1:50 pm BST) → 8 am EST start time ERM Experience Exchange (Tuesday, Sept. 24th, 1:00 pm - 1:50 pm BST) → 8 am EST start time Enhanced Consortia Support: Meeting the Needs of Complex Systems (Wednesday, Sept. 25th, 10:30 am - 11:50 am BST) → 5:30 am EST start time Workflows and Electronic Resource Management (Wednesday, Sept. 25th, 10:30 am - 11:50 am BST) → 5:30 am EST start time Acquisitions Automation Review (Wednesday, Sept. 25th, 4:30 pm - 5:20 pm BST) → 11:30 am EST start time Serials and Binding: Development Update, Functional Scope and Community Funding Process (Thursday, Sept. 26th, 1:30 pm - 3:20 pm BST) → 8:30 am EST start time ACQ SIG meetings scheduled during WOLFCon 2024 week - both cancelled, Tuesday, Sept. 24th & Friday, Sept. 27th, ACQ SIG will not meet Received a request for devoting an upcoming ACQ SIG meeting focusing on GOBI integration with FOLIO and what the workflows look like, etc. Looking for volunteers who have this setup to either showcase/demo your process or share experiences/tips/tricks you learned with others who are looking to get this setup for their own libraries, Welcome any thoughts/ideas on what you'd be able/willing to share or what you'd like see in this meeting Molly Driscoll 12:07 PM
I think it'd be really beneficial to hear from real libraries on this, but I'd also be happy to walk through a proposed workflow with the GOBI API, updating Inventory records, and importing a corresponding EDIFACT INVOICE. Kimberly Smith (MTSU) will look into getting a demo from their Acq unit Sara Colglazier 12:10 PM
We at the 5C also use Order GOBI Integration. Sara Colglazier 12:12 PM
Aaron N as our 5C FOLIO Coordinator could give a different angle perspective about it--set up etc
Next scheduled meeting, Friday, Sept. 13th, at 9 am EST
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| Review the latest mocks for claiming (Joseph Reimers) The best course of action is too create a new claiming app. Be in place with sunflower release. General idea, claiming app will differ from receiving app in that it will be receiving pieces rather than receiving titles. When you open the claiming app it will already be searching for receiving pieces that are late, and that have claim active. Filter on location, ship too, also have custom fields. By default, ordered by expected date with oldest at the top. You highlight what you want to claim, or select all, then have the option of sending claim, marking pieces as unreceiveable. Molly Driscoll 12:22 PM
Beginning in Quesnelia and moving forward, is it required to select 'Claim active' on the POL in order to undertake claiming functions (e.g. send claim, delay claim) or is it only required to check that if you wish to update the default claiming interval? Joe: Need to ask Dennis about this. Theoretically, you can take action without claim being active because it’s changing a piece status. It’s a filter as opposed to a requirement.. So if claim active, you are paying attention to the title for claiming. But you can find it without the claim being active and you can change the status without claim being active. Joe, not taking anything away from receiving. This is a bulk claiming interface as opposed to individual claiming. Lisa Smith, Mich State 12:28 PM
How can you tell if something has been claimed, but not yet received. Trying to avoid needing to separate recently claimed items from never claimed items. If a piece is late but not claimed, it’s status is Late. If it has been claimed, the status is claimed. Resets the claim timer, and once that runs out will be set to late again. Working on functionality to differentiate 1st, 2nd and 3rd claim. This is slated for Sunflower release. Anne Campbell 12:30 PM
Can the claim job for EDIFACT Claims be scheduled to run by organization. For example run the job every two weeks. Kristin: How will one time order end up on claim list?
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:35 | | | Review duplicate invoice UAT (Joseph Reimers) Everyone was able to complete the tests. Everything was pretty straightforward. Need a means of identifying the new copy, can be hard to know which is which. No showstoppers Suggested enhancement Upcoming UAT
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:41 | Review central ordering UAT | Dennis Bridges | |
:52 | Demo of ordering in central tenant | Dennis Bridges | Creating po in the central tenant, in a multi tenant setting Can see all three orders if you have permissions.
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