Agenda and Meeting Notes
The Acquisitions Group Meets via Zoom every week, alternating Tuesdays and Fridays. (Please note this is a change starting in February 2025. Previously it was every Tuesday.) Tuesday meetings are 1-2pm Eastern U.S. time and Friday meetings are 9-10am Eastern U.S. time.
TUESDAY MEETING ZOOM LINK
Join from PC, Mac, Linux, iOS or Android: https://zoom.us/j/353648867 Meeting ID: 353 648 867.
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Dial by your location : +1 646 876 9923 US (New York) +1 669 900 6833 US (San Jose) or Find your local number: https://zoom.us/u/adpH5ITcgX
FRIDAY MEETING ZOOM LINK
Join from PC, Mac, Linux, iOS or Android: https://zoom.us/j/675766727
See FOLIO meetings with Zoom for more information on how to connect.
Or mobile phone one-tap (US Toll): +16465588656,675766727# or +14086380968,675766727#
Or Telephone:
Dial: +1 646 558 8656 (US Toll) or +1 408 638 0968 (US Toll)
Meeting ID: 675 766 727
International numbers available: https://zoom.us/zoomconference?m=Uz8gOxV-yqHRNcWlZKa4trK_0dP7WPfp
See FOLIO meetings with Zoom for more information on how to connect.
Recordings
- From February 8, 2022 to current are located https://recordings.openlibraryfoundation.org/folio/acquisitions-sig/ (use the same FOLIO Zoom calls password to access recordings)
- Recordings of older meetings (prior to February 8, 2022) -- see Google Folder: https://drive.google.com/drive/folders/1QGv745JZlpUrPqrRcooQMNZ44roMPXK6
New member Onboarding info/resources -
- Getting Started with Acquisitions (courtesy of Molly Driscoll)
- Welcome to FOLIO! Start here
- FOLIO Communication Spaces
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Upcoming: Friday , February 14th, 2025
Business-
- Implementers Topics: Martina Schildt and Christina Prell
- 162: Invoices: Ability to enter the final price later or update the cost data after receiving the account statement (MBS)
- 163: Invoices and OA: Link from invoice app to OA app via invoice number
- 164: Invoices and OA: Link OA invoice from the publisher with an in-house invoice to the corresponding author
Tuesday, February 4 , 2025
Housekeeping -
- If everyone agrees, will move to meeting once a week, alternating Tuesday's and Friday's.
Business
- Product Council Update
- If po's don't have anything, will start with Implementers Topic # 160
PC Updates (Kristin Martin)
- 2025-01-23 Product Council Agenda and Meeting Notes
- Richard Mann gave a presentation on the new ILL App under development. The goal is for this to be in the general Trillium release
- 2025-01-30 Product Council Agenda and Meeting Notes
- Main topic was the creation of a new Jira project to track the PC review of new functionality. We hope this will reduce the burden of collecting and keeping track of information, and increase transparency and invovlement in the process.
- The PC also discussed the Eureka platform change over and timeline: Report on the timeline for adoption of the Eureka platform
- All three councils have endorsed the Eureka transition, with the cavaet that all requirements need to be meet for Eureka to be released with Sunflower
- Next SIG Conveners meeting is on Thursday, Feb. 13, at 10 AM: https://zoom.us/j/867230970
- All are welcome to attend.
- We plan to discuss the prioritization process and how it is going.
- Please reach out to Kristin Martin on any additional topics you'd like to see the SIG convener meetings cover.
Friday, January 31st, 2025
Housekeeping -
- Dung-Lan stepping down as convener after three years
- Announcing new Co-convener, Kimerly Pamplin, to join Heather McMillan
- Next scheduled meeting - Tuesday, Febrary 4th, at 1 pm EST
Business -
- Review Claiming App UAT (Joseph Reimers)
- If there is still time left, open discussions for any topics/questions you'd like to discuss with the SIG
PC Update (postponed to a later meeting as Kristin M. is not available today)
Tuesday, January 28th, 2025
Housekeeping -
- Reminder - still time to participate Claiming App UAT (opens thru 1/28/2025)
- Looking ahead - Acq SIG meeting on Friday, Feb. 14th, at 9 am EST, OA SIG demo requirements re: needing to be able to add a final expenditure amount to FOLIO after invoices have been approved and paid (Martina Schildt and colleagues)
- Next scheduled meeting - this Friday, Jan. 31 at 9 am EST
Business -
- Discuss meeting frequency change during Trillium planning (2025) - Dennis B.
- If time allows, continue to discuss Implementers Topics (discussed Topic # 158 & 159)
Tuesday, January 21st, 2025
Housekeeping -
- Claiming App UAT - we appreciate if you'd participate when UAT is open and available & provide feedback
- Next meeting - Tuesday, Jan. 28th, at 1 pm EST
Business -
- Demo workflow related to Implementers Topics #152 & more discussions (Martina Schildt + Peter Sbrzesny)
Friday, January 17th, 2025
Housekeeping -
- FYI - planned for Tuesday, Jan. 21st, workflow demo & more discussions re: Implementers Topic #152 (Martina Schildt)
- FYI - planned for Friday, Feb. 14th, OA SIG demo requirements re: needing to be able to add a final expenditure amount to FOLIO after invoices have been approved and paid (Martina Schildt and colleagues)
PC Update (Kristin Martin) -
- Happy New Year from the PC!
- Be on the lookout for a Save the Date for WOLFCon 2025: week of September 22 in Kansas City
- Note that there is a release date for Ramsoms: Feb. 3
- 2025-01-09 Product Council Agenda & Meeting Notes
- Looking to adjust the review process for new functionality for FOLIO, to better mirror the TC process
- Received input from the POs and want to make process more useful and transparent
- Looking to track via Jira, where documentation can be attached, make it feel less duplicative of work already occuring within the SIGs
- 2025-01-16 Product Council Agenda & Meeting Notes
- Discussion of Eureka timeline: Report on the timeline for adoption of the Eureka platform
- SIG work will be around the application formalization (Dennis mentioned - UXPROD-4997Getting issue details... STATUS )
- Early adopters and hosting providers are testing to make sure Eureka will work for their customers
- early reports have indicated that changes in permissions require some work
Business -
- Quick demo of upcoming UAT of Claiming App (planned for next week) & addressed questions people raised (Joe Remier)
Tuesday, January 14th, 2025
Housekeeping -
- PO Joe has a conflict & will not be able to join the whole meeting
- Next scheduled meeting, this Friday, Jan. 17th, at 9 am EST
Business -
- Discuss Implementer's Topic #140 first if Katrina Mutirua from the Library of Namibia University of Science and Technology is able to join the call
- A recap of what's coming with Sunflower release (Dennis Bridges)
- Continue to discuss Implementers Topics
Tuesday, January 7th, 2025
Housekeeping -
- Reminder - seeking someone to join Heather McMillan as co-conveners for Acq SIG when Dung-Lan steps down as Convener the end of January (Jan. 31st)
- Next meeting - Tuesday, Jan. 14th, at 1 pm EST
Business -
- Discuss Implementers Topics
Holiday Break -
No meeting on Tuesdays, Dec. 24th and Dec. 31st, & Friday, Jan. 3rd
Current: Friday, December 20, 2024
Housekeeping -
- Holiday break - no meeting the next two weeks, meeting resumes Tuesday, Jan. 7th, 2025 at 1 pm EST
- Happy Holidays, everyone!!
Business -
- Ramsons release highlights - Acquisitions related features (Dennis Bridges)
PC Update (Kristin Martin) -
- PC Meetings
- 2024-12-12 Product Council Agenda & Meeting Notes
- Linked Data App
- 2024-12-19 Product Council Agenda & Meeting Notes
- Discussion of Jira and using it for priorities
- 2024-12-12 Product Council Agenda & Meeting Notes
- Working on updates to the Evauation of new functionality and gathering feedback from POs
Tuesday, December 17, 2024
Housekeeping -
- Looking for a volunteer to take meeting notes today (Heather is out)
- Holiday break update - Dec. 24th (Tuesday), Dec. 31st (Tuesday) and Jan. 3rd (Friday) meetings cancelled
- Tentatively planned - discuss Implementers Topic #140 (Katriena Mutirua of Namibia University of Science and Technology planned to join our 1 pm EST Zoom call at her local time 8 pm) on Tuesday, January 14th
- In the work - Time TBD discussing Implementers Topic #153 (coordinating with Scott Strangroom & Owen Stevens)
- Seeking a person to join Heather McMillan as co-conveners for Acq SIG when Dung-Lan steps down as Convener at the end of January (Jan. 31st)
- Next scheduled meeting - this Friday, Dec. 20th, at 9 am EST
Business -
- Dennis raised some general questions that he needs input from the group
- If there is still time left after finishing discussing topics POs have, discuss Implementers Topics could be a possibility
Tuesday, December 10, 2024
Housekeeping -
- Reminder - Sunflower UATs - Invoice version history and Organization version history run thru Friday, Dec. 13th
- Ramsons bugfest has been extended - please continue finishing test cases if you can
- Two Tuesdays, Dec. 24th & Dec. 31st, meetings cancelled - due to holidays
- Next scheduled meeting, Tuesday, Dec. 17th, at 1 pm EST
- Announcements or updates
Business -
- Discuss topic(s) Dennis may have
- Discuss not yet discussed Implementers Topics is another possibility if we have time (didn't happen & ended meeting early to encourage participation in Sunflower UATs and Ramsons Bugfest)
Friday, December 6, 2024
Housekeeping -
- POs sprint planning meetings conflicts to our Friday meetings will no longer exist starting 2025
- PO Joe Reimer is out today
- Reminder - Upcoming Sunflower UATs - Invoice version history and Organization version history to begin Dec. 9th and run thru Dec 13th
- Reminder - Ramsons bugfest extended thru Friday, Dec. 6th - still time to test & thank you for your time and help in bugfesting!
- Next scheduled meeting - Tuesday, Dec. 10th, at 1 pm EST
Business -
- Continue to discuss Organizations records shared in consortia or multi-instutions environment and local data needs/use cases (Dennis B.)
PC Update (Kristin Martin) - 2024-12-05 Product Council Agenda and Meeting Notes
- Setting priorities for 2025
- Review of the functionality review process
Tuesday, December 3, 2024
Housekeeping -
- Ramsons bugfest extended thru Friday, Dec. 6th - still time to continue/complete testing cases
- Upcoming Sunflower UATs - Invoice version history and Organization version history to begin Dec. 9th and run thru Dec 13th
- Next scheduled meeting - this Friday (Dec. 6th) at 9 am EST
Business -
- Discuss alternate exchange rate sources (Joseph Reimers)
- Discuss Organizations records shared in consortia or multi-instutions environment and local data needs/use cases (Dennis B.)
- If there's still time, discuss Implementers Topics of skipped ones - didn't happen
Tuesday, November 26, 2024
Housekeeping -
- Reminder - Ramsons bugfest runs thru Friday, Nov. 29th
- Looking for a volunteer to take meeting notes for today
- Happy Thanksgiving to those who are celebrating the holiday later this week!
- Next meeting - Tuesday, December 3rd, at 1 pm EST
Business -
- Questions re: Order history patterns (Dennis Bridges)
Friday, November 22, 2024
Housekeeping -
- Reminder - POs have conflicts that they are available for the first half hour of Friday meetings
- Please have a look at the invoice adjustments doc that Molly Driscoll drafted for Ramsons documentation & provide feedback by Dec. 2nd if possible (see her original post in Acq. SIG Slack channel on Nov. 21st)
- Next meeting - Tuesday, Nov. 26th, at 1 pm EST
Business -
- Discuss topics POs may have
- Possibly discuss Implementers Topics #153 if POs didn't have something specific they'd like to discuss
- Open discussions after PC Update if anyone has topics/questions to discuss with the group
PC Update (Kristin Martin) - The PC has been reviewing new functionality plans for FOLIO
- We approved the new functionality for the Claiming App.
- November 21: review and discussion of Reading Room Circulation functionality (not to be confused with Reading Room patron access)
- November 14: discussion around the Linked Open Data SIG, which was a subgroup of Metadata Management, and is now its own SIG.
- Homeage: Linked Data
Tuesday, November 19, 2024
(meeting cancelled - Dennis/Aaron has conflicts - please use the time for more bugfesting if possible)
Tuesday, November 12, 2024
(meeting cancelled - SIG members are encouraged to use the meeting time to participate Ramsons Bugfest)
Friday, November 8, 2024
Housekeeping -
- Reminder - voting/prioritizing acq-sig-topics
- Reminder - we always welcome topic suggestions for Acq SIG meetings (reach out via Slack or during meetings)
- Next scheduled meeting - Tuesday, Nov. 12, at 1 pm EST
Business -
- Discuss topics POs have or discuss one or two Implementers Topics before POs gave to leave for a sprint meeting
- BugFest Overview (special thanks to Kimberly Pamplin)
- Testing should begin Monday, 11/11
- BugFest Slack Channel: #bug-fest - Great place for questions, requesting TestRail account, etc.
- Bug Fest R2 2024 Ramsons - non-ECS - Kickoff page with dates; includes links to recording, slides, Test Rail, etc. Also has known issues.
- BugFest Kickoff Recording - Begins around 8:43 minute mark and ends around 35:30.
- Kickoff Presentation Slides Download
- Community Membership Page - Add your name for emails, etc.
- Directory of Product Owners - For knowing who to contact / assign failed test cases to
- TestRail - Should say "Regression - ECS Disabled" and "Bugfest:R2 2024 Ramsons" - Smoke, Critical Path, and Extended (Critical and High Priority) to be claimed/completed first
- Main contacts for TestRail account etc.: Oleg Kurdyayev (oleg_kurdyayev@epam.com) or Yogesh Kumar (ykumar@ebsco.com)
PC Update (Kristin Martin) -
- 2024-10-31 Product Council Meeting Notes
- Joe provided a presentation on new claiming functionality for Sunflower
- 2024-11-07 Product Council Agenda and Meeting Notes
- SIG discussion around collecting priorities from other SIGs
- Acquisitions Implementers pages remains important model
- We will be figuring out how to expand model and pull in a cross-functional SIG priorities dashboard
Tuesday, November 5, 2024
Housekeeping -
- Reminder - Ramsons Bugfest coming up - Monday, Nov. 11th thru Friday, Nov. 29th. More info here
- FYI - The Lists App is looking for use cases for Finance and Acquisitions see Use Cases for More Complex Lists for the Lists App wiki page
- Please also review Topics 3-5 on Resource Management Implementation Topics here
- Next scheduled meeting - This Friday, Nov. 8th, at 9 am EST
Business -
Part Two - "GOBI Integration" presentations/show & tell/Q & A
- University of Chicago (Scott Perry) - postponed to a later meeting, date TBD
- FIve Colleges (Sara Colglazier of Mount Holyoke)
- Q & A with all the presenters
(Special thanks to Kimberly Smith, Clay Oldham, & Suzanne Mangrum at MTSU, Kristin Martin, Scott Perry & colleagues at University of Chicago and Sara Colglazier of Mount Holyoke College for sharing their experiences with the SIG!!!)
Tuesday, October 29, 2024
Housekeeping -
- Reminder - US Daylight Saving Time ends this coming Sunday, Nov. 3rd, clock moves backward for one hour
- Reminder - Continue to prioritizing/voting acq-sig-topics here
- Next meeting - Tuesday, Nov. 5th, at 1 pm EST
Business -
Part One - "GOBI Integration" presentations/show & tell -
- Middle Tennessee State University (Clay Oldham, Kimberly Smith & Suzanne Mangrum) - MTSU Presentation slides
- University of Chicago (Kristin Martin and Scott Perry) - didn't get to Scott's part, ran out of time (moved to the next meeting)
- If time allows, Sara Colglazier of Mount Holyoke will talk about unusual comprises Five Colleges had to agree on to make it work with five institutions in one FOLIO tenant - didn't get to this, moved to the next meeting
(Special thanks to Kimberly Smith, Clay Oldham, & Suzanne Mangrum at MTSU, Kristin Martin, Scott Perry & colleagues at University of Chicago and Sara Colglazier of Mount Holyoke College for sharing their experiences with the SIG!!!)
Recording: Acq meeting Oct.29 2024. GOBI integration with FOLIO presentation
Friday, October 25, 2024
Housekeeping -
- Reminder - "GOBI integration" related demo/show & tell is schedule for next Tuesday, Oct. 29th, at 1 pm EST
- Reminder - US Daylight Saving Time ends Sunday, Nov. 3rd, clock moves backward for one hour
- Both POs bot only available for the first half hour due to Sprint meeting conflict
Business -
- Dennis provided updates on the small acquisitions integration group' meetings & discussion progresses
- Discussed Implementers Topics #152 & Martina planned to supplement with more use cases later
PC Update (Kristin Martin) -
(postponed for later as Kristin was not available)
Tuesday, October 22, 2024
Housekeeping -
- FYI (for those who recently upgraded to Quesneslia) - in case someone in your library encounters error messages "Error: server down" or "server not found" - clear browser's cache & cookies (see jira ticket STCOR-896)
- Reminder - "GOBI integration" related demo/show & tell is schedule for next Tuesday, Oct. 29th, at 1 pm EST
- Reminder - Feel free to reach out to suggest topics you'd like to have discussions about in Acquisitions SIG
- Next meeting - Friday, Oct. 25th, at 9 am EST
Business -
- Seek feedback on the want/need for functionality like "Save & keep editing" or similar (Joseph Reimers)
- If time allows, continue to discuss Implementers Topics or discuss specific question(s) SIG members want to seek input about
Tuesday, October 15, 2024
Housekeeping -
- FYI - A WOLFCon 2024 session titled "FOLIO Reporting" (Univ. of Missouri) recording is available here (recording starts at 15:30, Thank you Kimberly Smith for sharing the link to the presentation in last Friday's meeting!!)
- Reminder - we welcome any topics or ideas you have that you'd like to suggest for Acq SIG meetings
- Next meeting - Tuesday, Oct. 22nd, at 1 pm EST
Business -
- Discuss the functionality of “Included in” invoice adjustments (Dennis Bridges)
- If time allows, discuss Implementers Topics skipped earlier
Friday, October 11, 2024
Housekeeping -
- Both Dennis and Joe only available for the first half of Friday meetings due to on-going sprint meeting conflicts
- FYI - Quesnelia Release Digest & Release Notes for those who will be getting Quesnelia upgrade soon
- Next meeting - Tuesday, Oct. 15th, at 1 pm EST
Business -
- Review a question related to EDIFACT claiming (Joseph Reimers)
- Discuss/Review topics Dennis or Aaron may have
PC Update (Kristin Martin) -
- PC spent time at WOLFCon considering priorities for next year. This conversation continued this week and can be seen in the notes :2024-10-10 Product Council Agenda and Meeting Notes and 2024-9-27 WOLFCon 2024 Product Council Meeting Notes
- Developing a calendar and better system of tracking rotating activities
- Expanding the prioritization process to other SIG groups - would like to schedule next SIG update to be about this on November 7
- Want to help bring up important community-identified needs into the roadmap
- Continued engagement with the rollout of Eureka
- Checklist for new functionality
Tuesday, October 8, 2024
Housekeeping -
- FYI - The second meeting of Acquisitions Integration Discussion Group has been scheduled for Wednesday, Oct. 9th, from 12 pm - 1 pm EST. If interested in joining the meeting, please reach out to Dennis B. directly for a meeting invite. The first meeting recording is available here but will most likely expire by Oct. 18th due to EBSCO company policy
- Mark your calendar - GOBI integration presenations/talks currently planned for Tuesday, Oct. 29th meeting at 1 pm EST
- Next Acq SIG meeting, Friday, Oct. 11th, at 9 am EST
Business -
- Discuss/review topics POs may have
- Any additional thoughts/feedback regarding WOLFCon 2024?
- (Back up - Discuss skipped Implementers Topics if time allows and if Martina S. is joining the meeting)
Tuesday, October 1, 2024
Housekeeping -
- Joe is out of the office this week. Dennis doesn't have something specific for today but he plans to attend
- Heather is not available today. Looking for a volunteer to take notes if anyone is willing?
- FYI - Link to WOLFCon 2024 Video Recordings Google doc
- (In progress) How libraries set up GOBI integration presentations & discussions has been tentatively planned for Oct. 29th (Tuesday) at 1 pm Eastern. If you'd like to share your library's experiences or present, please let Dung-Lan know. We can continue the discussions in another Acq. SIG meeting after Oct. 29th if needed
- Reminder, please reach out to Dennis directly if you are interested in joining the second and the third meeting of Acquisitions Integrations Discussion Group (Meeting date/time TBD). First meeting recording is available here but may expires Oct. 18th per EBSCO company policy
- Next Acq. SIG meeting - Tuesday, October 8th, 2024 at 1 pm Eastern
Business -
- Thoughts/reflection after attending WOLFCon 2024 in person or virtual last week
- Dennis talked about and shared the link to Acquisitions Road Map wiki
- (Go back to skipped Implementers Topics if Martina S. is present in the meeting)- didn't happen
Friday, September 27, 2024
(meeting cancelled - WOLFCon 2024 attendees traveling after the confernece)
Tuesday, September 24, 2024
(meeting cancelled - Conflict to WOLFCon 2024)
Tuesday, September 17, 2024
- Ramson UAT - Display Credit value runs thru next Friday, September 27th. Thank you for participating the UAT and for sharing your feedback!!
- Reminder - No ACQ SIG meetings next week (both 9/24 & 9/27 cancelled) due to WOLFCon 2024
- WOLFCon 2024 Acquisitions related sessions/links were listed in housekeeping session of September 10th meeting agenda below
- FYI - Critical Service Patch (CSP) process will be reviewed in Product Council meeting this Thursday (9/19) at 10 am EST Zoom link https://zoom.us/j/867230970 if interested in joining
- Next ACQ SIG meeting - Tuesday, October 1st, at 1 pm EST
Business -
- Discuss topics Product Owners bring to the group
- (If there is still time left, possibly discuss Implementers Topics)
Friday, September 13, 2024
Housekeeping -
- Reminder - Dennis & Joe have Sprint meeting conflicts that they are only available for the first half hour of our Friday meeting. Aaron has conflicts today that he can't attend.
- Special thanks to Kimberly Pamplin for taking meeting notes today!! Heather has a conflict that she is not able to attend
- One meeting next week, Tuesday, Sept. 17th, at 1 pm EST
- No meetings the week of Sept. 23rd due to WOLDFCon 2024
Business -
- More claiming details to discuss with the group (Joseph Reimers)
- Update on Acquisitions Integration small group meetings & progress (Dennis Bridges)
- open meeting if anyone attending the meeting has something specific they'd like to discuss after Kristin's Product Council Update
PC Update (Kristin Martin) -
- Product Council discussed new functionality planned for FOLIO Ramsoms:
- 2024-09-05 Product Council Agenda and Meeting Notes
- MARC migration and record validation
- Will allow updates to the MARC to instance mapping for existing records
- Will provide a validation framework within QuickMarc
- Already approved by PC
- 2024-09-12 Product Council Agenda and Meeting Notes
- (Reading) room access
- Ability to scan patrons to determine eligibility to use restricted spaces
- In discussion period
- Next week: SIG Update meeting
- Oleksii to present on the Critical Service Patch process
- All invited for discussion
- 2024-09-05 Product Council Agenda and Meeting Notes
Tuesday, September 10, 2024
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
- Next scheduled meeting, Friday, Sept. 13th, at 9 am EST
Business -
- Review the latest mocks for claiming (Joseph Reimers)
- Review duplicate invoice UAT (Joseph Reimers)
- Review central ordering UAT (Dennis Bridges)
- (If time allows, discuss Implementers Topics) – didn't happen
Tuesday, September 3, 2024
(meeting CANCELLED - please use the time to participate Duplicate Invoice UAT & skim notes below)
Reminders -
- Implementers Topic #133 will be discussed in App Interaction meeting on Sept. 4th at 12 pm Eastern. Zoom link here to join the meeting if interested (password is the same one used in all FOLIO meetings)
- Reminder - WolfCon 2024 will take place Sept. 24th - Sept. 26th, Registration opens thru Friday, Sept.13th (don't forget to check out the program and register if interested. See meeting agenda of August 20th for direct links)
- Sign up to join Acquisitions Integrations Discussion Group if interested (see Dennis Slack post of August 29th regarding this)
- "Ramson UAT Duplicate Invoice" runs Spet. 3rd thru Sept. 9th. Please participate and provide feedback if you can. Follow link for details.
Friday, August 30, 2024
(meeting cancelled)
Tuesday, August 27, 2024
Housekeeping -
- Next scheduled meeting - Friday, August 30th, at 9 am Eastern
Business -
- Reminder - Central ordering UAT opens today, August 27th, and runs thru Friday, August 30th. Details see Ramsons UAT - Order on behalf of member tenant Any questions? (Dennis Bridges)
- Discuss Implementer Topics (resume discussing #138 and continue not yet discussed topics, #136?! ... )
Tuesday, August 20, 2024
Housekeeping -
- FYI - Coming up soon WOLFCon 2024 (Sept. 24th-26th) program available here. To register here.
- Next meeting - Tuesday, August 27, at 1 pm Eastern
- Announcement (Dennis Bridges)
Business -
- Discuss Bindery UAT (Joseph Reimers)
- Upcoming central ordering UAT & documentation (Dennis Bridges)
- If any time left, possibly continue discussing Implementers Topics (started Topic #138 and may continue this topic the next time if needed)
Friday, August 16, 2024
Housekeeping -
- Reminder - prioritizing acq-sig-topics voting (details here)
- Next meeting - Tuesday, August 20th, 1 pm Eastern
Business -
- Discuss EDIFACT claims (Joseph Reimers)
- It time permits, continue to discuss Implementers Topics (not yet discussed #133 - #136, #138 ...)
PC Update (Kristin Martin) -
- Looking at PC activities over the past month,
- 2024-07-18 Product Council Agenda and Meeting Notes (Quarterly Asia Pacific Friendly Time Zone meeting)
- Review of the Roadmap: FOLIO Roadmap
- The Roadmap group will end as a separate subgroup and ongoing updates will continue to be handled by PC
- Further conversation with FOLIO China about addressing their issues through a major upgrade
- 2024-07-25 Product Council Meeting Agenda and Notes
- Caitlin Steward of LC new co-chair; Alexis Manheim continuing
- SIG liaisons have been updated to reflect new PC members
- A lot of WOLFCon planning
- 2024-08-08 Product Council Agenda & Meeting Notes
- Updates from Patrick Pace, Community Developer Advocate
- Discussion of ideas for tracking PC work, such as a shared calendar and Jira dashboards
- 2024-08-15 Product Council Agenda and Meeting Notes
- Continued discussion around organizing PC work
- Preliminary discussions of new Reading Room App, with full presentation to be scheduled later.
- 2024-07-18 Product Council Agenda and Meeting Notes (Quarterly Asia Pacific Friendly Time Zone meeting)
Tuesday, August 13, 2024
Housekeeping -
- Reminder - today (August 13th) is the last day to participate in Bindery support UAT
- Next meeting - this Fridady, August 16th, at 9 am Eastern
Business -
- Discuss Implementers Topics - #130, #131, #132 & #137 discussed
Tuesday, August 6, 2024
Housekeeping -
- Bindery support UAT will run starting August 7 (Wednesday) thru August 13 (Tuesday) - we appreciate your participation and any feedback you might have!
- Reminder - prioritizing acq-sig-topics voting (details here)
- Next meetinig - Tuesday, August 13th, at 1 pm Eastern
Business -
- Discuss topics POs have
- If POs don't have anything specific or have time left after the agenda item above, we can perhaps discuss Implementers Topics (#125 & continues)
Friday, August 2, 2024
(meeting cancelled)
Tuesday, July 30, 2024
Housekeeping -
- Next meeting - this Friday, August 2, at 9 am Eastern
Business -
- Question about updating exchange rate during FYRO (Dennis)
- Discuss the use of parentheses in Finance views (Dennis)
Tuesday, July 23, 2024
Housekeeping -
- FYI - Early bird registration deadline (for in-person attendees) for WOLFCon 2024 is July 31st (more info see WOLFCon 2024 website here)
- Next meeting - Tuesday, July 30th, at 1 pm Eastern
Business -
- Discuss "Ability to clone duplicate invoices" (UXPROD-2223) - Dennis
- Feedback re: Display a history of edits for the invoice and invoice line records (UXPROD-3456) - Dennis
- Feedback re: Display a history of edits for Organization records (UXPROD-3457) - Dennis
Friday, July 19, 2024
Housekeeping -
- Next meeting, Tuesday, July 23rd, at 1 pm Eastern
Business -
- Discuss EDI Claiming (Joe Reimer)
- Discuss Order line status NOT updated when paying against previous Fiscal Year (Dennis Bridges)
PC Update (Kristin Martin) -
- Kristin is on vacation thru August 4th, she suggested to read PC meeting notes - 2024-07-11 Product Council Agenda and Meeting Notes
Tuesday, July 16, 2024
Housekeeping -
- Reminder - see all acq-sig-topics at Prioritizing Acq SIG Topics wiki to vote (thank you Kimberly Pamplin for creating this page and thank you for voting!!)
- Next scheduled meeting, Friday, July 19th at 9 am Eastern
Business -
- Receive invoice in foreign currency requirements presentation (Martina Schildt Sabrina Bayer) & discussion
- Continue to discuss questions Dennis has re: calculation of over encumbered and over expended and how we could clarify those values in the UI
- If time allows, discuss EDIFACT Claiming (Joseph Reimers)
Tuesday, July 9, 2024
Housekeeping -
- Bindery UAT is delayed - Joe will announce in Slack when it's ready to go
- Next meeting, Tuesday, July 16th at 1 pm Eastern
Business -
- Briefing acq-sig-topics voting results so far and discuss what worked and/or didn't work & collect your thoughts/feedback
- Discuss EDIFACT claiming (Joseph Reimers)
- Discuss the calculation of over encumbered and over expended and how we could clarify those v