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 -



______________ _______________________________________________________________________________________________________________________________________________________________________

Upcoming: 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

    • 2025-05-15 Tri-Council Meeting notes

      • 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.

    • 2025-05-22 Product Council Agenda and Meeting Notes

      • 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:

    • 2025-03-06 Product Council Meeting Notes

    • 2025-03-13 Product Council Agenda & Meeting Notes

      • LDLite has new developers from University of Massachusetts. They are working with the Reporting SIG.

      • WOLFCon call for proposals are open! Proposals can be submitted here: https://cfp.sched.com/speaker/6WCTz8koYs/event. Deadline is April 11.

      • We are having regular weekly updates on Eureka early adopters. We have some concerns about the process being slow, as time is tight, but early implementers are continuing to press forward. Differences in the environment between U.S. FOLIO installations and German installations are slowing things down.

      • We spent some time discussing PC goals, and want to do more to bring forward community priorities and helping to shape the vision of FOLIO as a product for the future

      • We also reviewed revisions to bylaws, which were mostly edits for clarification and language without substantive changes, but we did have a long conversation around decision-making and voting that isn't finalized.

      • Next week, the Community Council and council chairs will be meeting in Washington, D.C.

Business:

Tuesday March 4th

Housekeeping: 

  • Discuss meeting scheduled for Friday, March 14th. How many of our universities will be closed for spring break that day? 

  • Dennis will be about 30 minutes late for today's meeting

Business:

  • Molly Driscoll - Implementer's topic 166: Enhancement request - Automatically expand the notes accordion when notes are present

  • Joe Reimers: Follow up on types of reports? 





Friday, February 28th

Housekeeping: 

  • Molly Driscoll is still looking for a volunteer to take on the documentation for the Claiming app, beginning in Sunflower. 

    • Susanne Gill has already volunteered.

  • Dennis is out today and will not make the meeting, 

PC Update

Business:

  • Joe Reimers will update the SIG on work they have done for batch fund allocations. 

  • Joe would like to ask about what types of data and reports the SIG would like to see in the Lists app. 

    • After the meeting Joe posted a poll in the folio acq slack channel "What is the top report you'd like to see added to FOLIO?"  Choices to vote on are: 

      • Projections/unbilled ongoing orders

      • Expense class reports

      • Inventory item cost

      • Canceled PO(L)s

Tuesday, February 18th

Business: 

  • Product Council Update:

  • Lucas Moder discussed Implementers Topic 160 Finance - add additional column at budget summary overview. 

  • Kimberly Pamplin discussed Implementers Topic 165 - "Bug? - Reopened order status in Holdings retains reason for closure."

  • Luca Moder discussed Implementers Topic 167 - In the invoices app, for Approve and Pay, would like to see the decision made in the actions menu of each invoice instead of being defined in the settings app.



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) -

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 -





Holiday Break -

          No meeting on Tuesdays, Dec. 24th and Dec. 31st, & Friday, Jan. 3rd





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) -





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.





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) -





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