2022-05-03 Acquisitions Meeting notes



  • Alissa Hafele, Ann Crowley, Ann-Marie Breaux, Bethany Blankemeyer, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Heather McMillan, Janet Ewing, Julie Brannon, Julie Stauffer, Kathleen Norton, Kimberly Pamplin, Kristin Martin, Linh Chang, Lloyd, Lucinda Williams, Mark Arnold, Martina Schildt, Michael Phillips, Nancy Pelis, Peter Sbrzesny, Sara Colglazier, Sarah Dennis, Scott Perry, Scott Stangroom, Shannon Burke, smithli4, Steve Selleck, Tara Barnett, Victoria Anderson, Winter White




Closed Caption


Discussion items

  • Please participate UAT for batch voucher and invoice export when it’s ready
  • Next meeting - Friday (5/6/22) at 9 am Eastern

UAT Testing

UX PROD-3405


;10WolfConDung Lan
  • https://www.eventbrite.com/e/wolfcon-2022-registration-298014518447 
  • Does anyone know if they will be attending in person?
    • Martina Schildt - Is part of the planning group for WolfCon
    • Peter Sbrzesny
  • WolfCon 2022 Session Gathering
  • Acq Brainstorming ideas
    • WolfCon 2022 Acq SIG brainstorming 
    • We need to know how many meetings we want to offer. 
    • Martina - needs to say we will be doing a working meeting or presentation.... topic can change if need be. But need to reserve the time spot/place. 
    • Martina: Submit as many proposals as you want, once we see how many proposals come in will adjust as needed. 
    • Martina: Covid restrictions: At the moment will need to wear a mask when ini rooms. Will keep in touch as we get closer to let you know what it the current information. 
    • From Sara Colglazier (MHC/5C) to Everyone 12:17 PM
      Until when on Friday (German time) does the conference go?
      • 5:00 German time
    • From Ann-Marie Breaux to Everyone 12:17 PM
      Do we have any idea how many of the Acq SIG members will be there in person? (sorry if it was already said. I was a few mins late)
      • There are three confirmed. A few others are waiting on permission from institution. 
      • Ebsco may be allowing PO's to go. 
    • https://openlibraryfoundation.org/about/wolfcon/upcoming/ 
    • Dennis: What type of format sessions is the committee hoping to have? Working meetings vrs presentations... 
    • Martina: We are hoping for a good mix. Most already planned are more working business meetings. Workshops, community sharing, how things went for those that are live. There will be large rooms and small rooms. 
    • Dung-Lan: Does anyone want to volunteer to do a presentation?
    • Martina: With App Interaction: Would like to have demonstrations from implementers for workflows that cross apps. 
    • Martina: There might be some vendors, might look at vendor data import. 
    • From Ann-Marie Breaux to Everyone 12:28 PM
      Might be good to talk EDI orders and invoices if vendors present, and other workflow type QandA
    • Dennis: Lets do a poll in slack. Take some of the ideas from the page we worked on and put a poll in slack. Maybe propose two working meetings at most. And maybe someone will present on your experiences with Acquisitions as a separate session. 
    • Sara: Would like to see a presentation on the start to finish process from ordering, receiving, invoicing, closing the order... something that crosses all the apps. Other interesting thing: short lightening talks for a variety of issues like, coming from the ILS I had, here is what I can now do in folio that I couldn't do before... As a way to give others new ideas of how to do things in folio. 
    • From Heather to Everyone 12:31 PM
      Online registration….. I didn't see anything about that on the Woflcon page. What is online participation going to look like?
      • From Martina Schildt | VZG to Everyone 12:33 PM
        There will be live streams of plenary sessions and a reduced fee for online participation. The information is still to come.
    • Dennis will take a poll to see how many are interested in a lightening round. See if we get enough people interested in participating. 
      • If someone will not be there is person, they can submit a short recording of their experience 

Continue the discussion around "process invoices against previous fiscal years"

  • There are still a few requirements we haven't fully discussed as a group. 
  • If you are creating an invoice on a previous fiscal year, you are creating payments or credit transactions against those budgets. 
  • Questions: Allowable expenditures, you can only expend as much as you allocated. Should these limits be honored when processing invoicing against previous fiscal years?
    • From Ann Crowley to Everyone 12:44 PM Yes
  • After discussion: Dennis  - What I am hearing is that restrictions need to apply. 
  • From Scott Perry (he/him) to Everyone 12:59 PM
    We are allowed to carry forward open orders to the next fiscal year.  I wonder if that might be the distinction.
  • From smithli4 to Everyone 01:00 PM
    Our University has a "first June close" on 6/30 and a "final June close" later in July.  But I think we would want to keep our existing budget restrictions the same.

Action items