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Agenda and Meeting Notes

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.  

One tap mobile:  +16468769923,,353648867# US (New York)   +16699006833,,353648867# US (San Jose)

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



New member Onboarding info/resources -



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Next meeting: Tuesday, November 11

Agenda:

  • Housekeeping

    • Data Import SIG looking for feedback on priorities with EDIFACT invoices and orders. Will share that survey once it is out.

      • They meet every Wednesday from 1:00 - 2:00 PM EST.

  • Business:

Friday, November 7

Meeting cancelled

Tuesday, October 28

Meeting cancelled

Friday, October 24

  • Housekeeping:

    • We have a 2026 Convenor!

  • Business:

  • Please let us know if you have anything you want to discuss. Otherwise, will review older Implementers Topics.

 

Tuesday, October 14

  • Housekeeping

  • Implementers Topic 187 - Added by Kimberly Pamplin regarding Invoice line edits

  • Two topics from Dennis regarding POL statuses and the other is about order inventory relationship management.

Friday, October 10

MEETING CANCELLED

Tuesday, September 30th

  • Discussion based on topics discussed at WOLFcon

Friday, September 26th

Cancelled.

Tuesday, September 16th

 

  • No topics received yet from POs, may continue with any remaining questions from Implementers list

 

Friday August 29th

MEETING CANCELLED - Next meeting will be Tuesday, Sept. 2nd

 

Tuesday, August 19th

Dennis to discuss MODINVOICE-608

https://folio-org.atlassian.net/browse/MODINVOICE-608

Joe Reimers will discuss bulk edit of orders and order lines

Potential Topics:

  • Prioritization

  • Older Implementers Topics with “Open Status”

    Implementers Topics

    • Implementers Topic 129, posted by Martina Schildt on Oct.20, 2023

      • Organizations: add a multi-select option for languages

      • Discussed May 7, 2024 and Sept.17, 2024

      • From notes on Sept.17 Dennis said “Let’s wait and talk to Martina and capture a use case.”

      • Status?

    • Implementers Topic’s 146; posted by Martina Schildt on July 4, 2024

    • Implementers Topic 149, added oct.3, 2024 by Molly Driscoll

      • Reporting on serials

    • 162, 163, 164, 179, 184

Friday, August 15 - CANCELLED

Tuesday, August 5

Housekeeping:

Business:

Potential Topics: Older Implementers Topics with “Open Status”

Implementers Topics

  • Implementers Topic 125, added Oct.10, 2023 by Sara Colglazier

    • Problems in handling Multi-Volume Sets

    • Status is open, just needs to be changed to in progress?

  • Implementers Topic 153

 

Friday, August 1

Housekeeping:

Business: Martina Tumulla will demo and explain the functionality Number generators for Code in Organizations and Item Barcode, Call number and Accession number in Receiving in the ACQ SIG.

  • Implementers Topic:

  • Implementers Topic 185, added July 25, 2025 by Lisa Smith

    • Group Financial Summary

  • Implementers Topic 186, added by Marie Meyer on August 1, 2025.

    • Zero dollar amount encumbrances

Tuesday, July 22

Housekeeping:

Business:

  • Sara Colglazier: Discuss unexpected behavior in Ramsons during UAT where modifying a Piece overwrites Item-level data in Inventory regardless of status, but removed data in the Piece doesn't clear corresponding Item fields—potentially requiring a Receiving workflow change.

  • If time: The following Implementers Topics have an 'Open Status”

    • Implementers Topic 102, was placed by Sara in Feb. 2023, discussed in July 21 and Aug. 8 Still has ‘open status’,

      • I checked the notes from Aug. 8th, Dennis said “After we investigated this, I think we decided we needed to look at your logs. This is on pause until we look at that.”

      • Question: Can this be closed? Yes, this was closed

    • Implementers Topic 107, Lehigh request, no date but discussed on Aug.15 2023 and Aug.18 2023,

      • Add "Reporting Code" field to Invoice and Purchase Orders

      • Actions needed:

        • 1) Ask Owen to provide review of supplementary properties and confirm whether any of that work could be reused to address this issue. Could be an alternative to using custom fields or enhancing tags.

        • 2 Dennis to start wiki page that explores pros and cons of multiple approaches. 1 use custom fields, 2 enhance tags, 3 add specific controlled vocabulary to order and invoice.

        • Change status on Implementers page to 'In Progress”? Yes, was changed to 'In Progress”

    • Implementers Topic 123, posted by Sabrina Bayer, note to hold off on discussing until Quesnelia.

      • Receiving App: Fields from Holdings/Item level in piece Information.

      • Ready to discuss soon? Should be handled by UIOR-1157, probably discussion should happen in Serials sub-group

 

Friday, July 18th

https://folio-org.atlassian.net/wiki/spaces/PC/pages/1115488257

Tuesday, July 8th

Friday, July 4th meeting is cancelled.

Tuesday June 24

  • Joe Reimers will review the Lists app UAT

  • Discussed Implementers Topic 180: Display non-expense class activity with expense class totals

 

Friday, June 20, 2025

This meeting is cancelled. Next meeting will be Tuesday, June 24th.

 

Tuesday, June 10, 2025

Housekeeping -

  • Reminder - Data Import Subgroup is planning MARC orders discussions in their meeting of June 11th from 1 pm - 2 pm (EST). Meeting details see Data Import Subgroup wiki home. Also please answer Christie Thomas’ Data Import Orders from MARC survey results will be shared in the June 11th meeting.

  • Please review wiki page financial operations (encumbrances and expenditures) against future fiscal years that Joe created and add use any additional cases, comments, requirements or feedback you may have … Thank you!

Business -

  • UAT - Unlink titles from package POLs currently running thru Sunday (June 15) - Dennis

  • Open discussions if anyone has something specific to discuss with the group

 

 

 

Friday, June 6, 2025

Housekeeping -

Product Council

Notes: 2025-06-06 Acquisitions Meeting notes

Recording: acquisitions-sig/2025-06-06

 

 

Tuesday, May 27, 2025

Housekeeping -

  • Data Import Subgroup is planning MARC orders discussions in their meeting of June 11th from 1 pm - 2 pm (EST). Meeting details see Data Import Subgroup wiki home

Business -

  • Joe will show some of the functionality related to the upcoming UAT

  • Joe would like to discuss the use of categories in order templates

 

 

Friday May 23

Housekeeping

  • Data Import SIG would like to have a couple of meetings dedicated to MARC orders in collaboration with our SIG. 

    • They are thinking of starting at their June 11th meeting which is 1-2 PM EST. 

    • Would members of our SIG who are interested be able to join at that time? We could also post links to the recording and invite Jennifer and Christie to a future meeting.

  • Dennis will be attending for the first half and will talk about Implementers Topic 177 Export to CSV & 178 Add searching field in Organizations

  • Joe Reimers will be out and not attending the meeting.

  • Product Council Update

    • https://folio-org.atlassian.net/wiki/spaces/CC/pages/939393089

      • Discussion around the Eureka timeframe and ability for all community members to be able to migrate to Eureka.

      • Proposal to extend support for Ramsons to allow all FOLIO customers the time to migrate to a Eureka platorm.

        • short-term about providing financial support for bug fixes

        • Longer term formation of a “Community-Driven Development” task force to support larger participation in FOLIO development. CDD Working Group Kickoff meeting is May 28.

    • https://folio-org.atlassian.net/wiki/spaces/PC/pages/1006895205

      • Better Sample Data Update: anonymized full data set for BugFest to support better testing and better data in Snapshot

      • Open Access update: new development work to begin. Recommended that OA SIG reach out to Acq SIG for conversation around tracking APCs and integration with acquisitions apps.

Tuesday May 13

  • Dennis will moderate the session and Molly Driscoll will take notes.

Friday, May 9

  • Housekeeping

    • Kimberly and I will not be available Tuesday (May 13th) for the Acq Sig meeting. 

    • Heather will be out May 18-June 13. 

      • Friday May 23rd - Ann Crowley will moderate

      • Tuesday May 28th - Dung Lan will moderate

      • Friday June 6th - Ann Crowley will moderate

      • Tuesday June 10th - Dung Lan will moderate

  • Product Council notes:

    • 2025-05-08 Product Council Agenda and Meeting Notes

      • Discussion about the upcoming Sunflower release and concerns around the Eureka platform not being available to all members of the community

      • Desire to be able to provide longer support for Ransoms Okapi as the Eureka migration timeframe is likely going to take longer

      • Conversation to be continued at next week's TriCouncil meeting, with a feasibility analysis for the costs of extended support for Ransoms

  • Owen Stephens will provide an update on the Serials Management App. Specifically covering new features coming in Sunflower.

Tuesday April 29th

  • Jennifer Eustis will attend : Data Import is discussing whether to be a working group under App Interaction, a SIG, or continue being a working group under MM SIG. The question for Acq sig is whether you all have a preference. The question from DI specifically is: are there folks from Acq SIG who would want to join DI if it was a SIG especially to cover areas like edifact and marc order creation.

  • Joe Reimers: Currently, in the Receiving app, we suppress bound pieces by default. We've received a request not to suppress bound pieces by default. We'd like community feedback on that.

Friday April 25th

Product Council update

  • WOLFCon submission deadline is today! Submit proposals here

  • 2025-04-17 Product Council Agenda and Meeting Notes

  • 2025-04-24 Product Council Agenda and Meeting Notes

    • Privacy SIG to be revived after being on hiatus

      • If you are interested in being involved, reach out to @Jenn Colt

    • SIG/Community Prioritization

      • Caitlin Stewart is working on a prototype: Community Priorities Dashboard Development

      • Initial list from Acq SIG is pulled from highest vote-getters in the Acq-sig-topics lists on Jira

      • Recommendation that UXPROD is the right level for sharing, but not sure this will work out for acq-sig-topics

      • PC will need to determine some mechanism for comparing and ranking across SIGs to come up with the top 5

      • Still unclear about how to support community developers who may want to pick up work



Tuesday April 14th

Business





Friday, April 11: Cancelled: Please work on testing. 



Tuesday April 1

Business: 

  • Implementers Topics #170 "Include Link in Voucher"

    • Aaron Neslin  

    • Amherst College current workflow for invoice includes sending a PDF of the invoice to the business office.  Currently they include the invoice as a Document on the invoice.  They would like to move to using Voucher Export to send a pdf of the vendor invoice to the business office.  An acceptable solution would be to include Links from the invoice in the voucher.  This would allow them to deposit the vouchers in a Google Drive and include a link to the vendor invoice with the FOLIO Voucher export

  • Implementers Topics # 171 "Mutually exclusive invoice adjustments"

    • Dennis Bridges

    • Currently invoice adjustments are mutually exclusive in that they have an impact on the sub total amount, based on relation to total, rather than the sub-total + any other adjustments. However, now that "Included in" is posible from the invoice level and it updates the sub-total amount this logic needs to be reviewed. Should adjustments now "stack" on each other regardless of relation to total or are they more manageable in their current state?





Friday March 28

Housekeeping: 

  • WOLFcon '25 acquisitions related presentations? 

  • Bugfest

Business

  • Implementers Topics: Martin Bauschmann and Christina Prell (Continued from Feb.14th meeting) 

    • 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, March 18th. 

  • Joe will review Batch allocation

  • WOLFcon 2025 - Acquisitions topics? Proposals need to be in by April 11. 

    • WOLFcon 2025 will take place from September 23–25 at The Westin Kansas City at Crown Center in Kansas City, Missouri, USA.

    • Pre-conference workshops are scheduled for Monday, September 22.

    • Past Topics: 

      • 2024

        • Discussed FOLIO Financial tracking

        • Consortia Support

        • Acquisitions automation review

        • AI workflows with FOLIO (Jeremy Nelson)

        • Serials and Binding

      • 2023

        • Orders and Invoices

        • Fiscal Year rollover

        • Serials development and progress

        • Several ERM sessions

  • Implementers Topics 169

Friday, March 14th. 

Housekeeping: 

  • There is now a new Discovery SIG (formally the Discovery Integration Sub-Group) with Nicole Trujillo - University of Colorado Boulder as the convener. This group discusses all things discovery, and is not limited to a specific discovery platform. 

    •  

      • Discovery SIG

      • Membership open to all members of the FOLIO community.

      • Meetings occur every other Tuesday at 10am Eastern.

  • Product Council Update: