2021-05-11 Acquisitions Group Meeting Notes

Link to board https://folio-org.atlassian.net/secure/RapidBoard.jspa?rapidView=44 

Discussed status: 

UXPROD 2373 = Allow for the display – not implementing yet. Still part of R2, but have to finish 1925 first before can start on this one. Need the connection from the pol to the holdings.  This link has to be there before we can create orders based on Marc data.

1925, have started implementing.  Allows order info in inventory. This opens the door for 2373

2372 – piece information displaying in the holdings record. Having this link in holdings allows for more data import.

2364 – Order searching, and sorting broken down into more detail the enhancement features.

2846 – R2 Tech Debt – description of work done.

2991 Implement baseline shortcut Keys for acquisitions apps

3059 – Add translations for permissions that do not translate

2364 Order searching enhancement – additional filters have been added.

                Subscription or not

                Expense class

Bulk of the work is in making searching faster.  Cross index queries

2847 – Support for import invoice in Edifact invoicing, - There are a few more stories to work on. Relinking and a few other things.  

2893 – print/save orders

Dennis: Do you think it’s valuable to do this review in this group at the outset of the release? The development team starts working on the next release quite a few weeks before the public release.

Linking pol’s to holding record.

Update to order record location

What is your expectation for orders creating order records.

Baseline – in the pol, selecting where we intend to receive that. In new workflow, it is possible to select a specific holding record from the instance that is commented. As a user is it possible for wanting to have a second holding for the same location?

If I am the user, and I know there is a holding for the main library, would I possibly want to create another holdings with the permanent location of main library?  Dung-Lan Chen – There are cases where we might need to be able to do this.  

                At Duke, holdings is not created at point of order.

                Ann-Marie Two workflows’s possible

Temp holding created at point of order that needs to be updated during receiving or cataloging.

Or

Not creating holdings at point of order, will do either manually or by importing when received.

Dennis: The workflow that we have talked about so far are, the changes discussed here shouldn’t impact them. Question here is very specific for clicking on ‘Create new holdings for location’

Example, In inventory, we have for two copies in the main library. Do I want the possibility of creating a second holdings record the same location?

For ongoing orders, you would want two copies in the same location but on separate holdings…..

Dennis: Do want to be able to say, I know we have a holdings here, but I want a new holdings in the same location.

 Chat: From Jean Pajerek to Everyone:  12:34 PM We would want this ability at our library - two holdings for the same library,

Chat: From Martina Schildt to Everyone:  12:34 PM same in our libraries

Dennis: so at point of order, this is the expectation.

Chat From Jackie Magagnosc to Everyone:  12:36 PM Thinking especially of a situation where you hold a copy and decide to add a second in the same location

From Jean Pajerek to Everyone:  12:37 PM - Especially important for multi-volume titles.

From Susan Martin to Everyone:  12:38 PM That's different. We would have a holding which would correspond with a location. Then items would hang off of that

Different libraries do it differently. Some have one holdings for multiple copies, others each copy will have it’s own holdings record.

If a library has 4 copies of an item with 4 holding records, do they transfer from your ILS as 4 records or as 1? 

Chat: From Jean Pajerek to Everyone:  12:40 PM That would become very complex and confusing in a situation where there are multiple copies, each with multiple volumes, if they are all on the same holdings.

Dennis: If you are selecting from the drop down list, you are selecting an existing holdings record.

If you click create new holdings from location, you pick a location. You can pick main library, but it will create a new holdings.  It will not show a call number, just ‘main library’. How you chose to run your system is up to you, but this gives you both options.

Shyama: There is not a downside to having both options.

Dennis: If you select the holdings you are not creating a new location. If you create a new one, maybe it’s not obvious enough what is going on. The fear of having the two possibilities is that it’s easier for errors to happen. Based on today’s discussion, we need both possibilities. We needed to confirm that.