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2022-03-11 Acquisitions Meeting notes

2022-03-11 Acquisitions Meeting notes

Mar 11, 2022

Date

Mar 11, 2022

Attendees

Ann Crowley, Dennis Bridges, Dung-Lan Chen, Emily Robertson, Eric Hartnett, Jackie Magagnosc, Jean Pajerek, Julie Bickle, Julie Brannon, Julie Stauffer, Kimberly Pamplin, Kimberly Wiljanen, Kristin Martin, Linh Chang, Lloyd, Martina Tumulla, Owen Stephens, Okay Okonkwo, Peter Sbrzesny, Sabrina Bayer, Sara Colglazier, Sarah Dennis, Scott Perry, Victoria Anderson, Winter White 

Agenda

Housekeeping -

PC Updates (Kristin Martin)

Business/Implementer’s Topics

Chat:

Transcript:

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

1 min. after

Housekeeping

Dung-Lan

3 min. after

Product Council Updates

Kristin

  • Only one meeting between last time.

  • FOLIO Roadmap

    • Linked all of the themes to specific JIRA issues and development.

    • Meeting coming up with POs to see how accurate things are and that development work is represented. Also to adjust timeframes if needed.

    • Can start at high level in table and drill down to specific issues.

  • BugFest for Lotus

9 min. after

Staff Slips

Julie Bickle

  • Julie Bickle, PO of Patron Notice and Staff Slips

  • Explanation of Staff Slips (~11 min. after)

    • So far associated with Circulation

    • Four staff slips that are hardcoded

  • Three staff slips generated at check in:

    • Transit Slip demo (~13 min. after)

      • Done when item is checked in

      • Returned item to a service point and item needs to be transited back to its original home.

      • All slips include tokens (fields in FOLIO); will not all necessarily get populated

    • Hold Slip (~ 17 min. after)

      • Happens when an item is checked out and another patron wants it reserved when the item is checked back in.

      • Same as transit slip, happens when the item is checked in.

    • Request Delivery Slip (~19 min after)

      • Very simlilar to hold slip; in addition patron has made request that it be delivered to a particular location (one of the addresses listed in the user profile)

      • Also occurs when item is checked in.

    • Questions (~21 min. after)

      • This is just generating the paper part, how do we create what needs to happen so this is set up?

        • Two things to think about:

          • What triggers the generation of this slip? (In Circulation it's the check in; an event)

          • Which fields would you populate?

        • How do I cause the trigger?

        • Hold Slip Demonstration (~26 min. after)

          • Check out an item

          • Request > New

            • FOLIO knows item is checked out. Gives options to Hold item or Recall depending on Circulation rules.

            • Set Hold.

            • Place request for a particular person ("Requester Information")

          • Now if item is checked in, FOLIO will create hold request

          • Only get hold slip if there was a request on the item. (Predefined criteria for generating each of the slips.)

      • Can't add, remove, change slips at present.

      • Editing hold slip (~31 min. after) 

      • Generate a printable "Workslip" from order details

      • For acq: Might have tokens from PO or Piece 

  • One staff slip genereated in request app: 

    • Pick Slip (~ 34 min. after)

      • Not created in check in, but in the request app.

Action items