2022-09-27 Acquisitions Meeting notes



  • Alissa Hafele, Ann Crowley, Carol Sterenberg, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Heather McMillan, Jean Pajerek, Julie Brannon, Julie Stauffer, Kathleen Norton, Kimberly Wiljanen, Kristin Martin, Lisa Maybury, Lisa Smith, Lucinda Williams, Mark Arnold, Masayo Uchiyama, Nancy Pelis, Okay Okonkwo, Peter Sbrzesny, Rob Roose, Sara Colglazier, Scott Perry, Scott Strangroom, Shannon Burke, Steve Selleck, Suzanne Mangrum, Suzette Caneda, Sven Thomsen, Tara Barnett, Victoria Anderson, Winter White


Discussion items

Housekeeping -Dung-Lan
  • meetings during the week of October 17
  • Dennis will be out this week. 
  • Would like to meet to discuss Product Council questions.  We will share the questions before hand so you have time to think about it. 
  • Kristin: The organization has been set up this way for a few years. would like to check in to see what people think. Would like to take feedback and come up with action items. 
  • Dung- Lan - Would like to use another meeting from this week in Oct. to discuss workflows. Heather will present what she presented at WolfCon. Would like to have other present their workflows as well. 
  • Here's a link to that cross-app workflow session from WOLFCon: https://prod-zoom-recordings-openlibraryfoundation-org.s3.amazonaws.com/7422f05c-5b51-4da3-80fc-0196724d8b31%2Fshared_screen_with_speaker_view%28CC%29.mp4
  • Tuesday October will be for presentations from Sara and Heather. Friday will be Kristin's PC questions. 
 :11Discuss "how are topics archived" re: ongoing discussion of improving ACQ SIG's "Implementers Topics" list Dennis
  •  Simplest way will be to have an archive page that has the same table. As we move through them we move the closed topics. 
  • Does anyone come back to this page for information? 
    • Alissa: As a new person, I come to this page a lot. 
    • From Kristin Martin to Everyone 12:13 PM
      On occasion, if I remember that we discussed something.
    • From Ann Crowley to Everyone 12:13 PM
    • From Julie Brannon (she/her) to Everyone 12:13 PM
      Sometimes I come here to grab a JIRA to see what the status is
    • From Scott Perry to Everyone 12:14 PM
      Yes, when I'm adding something or to see what was discussed
    • From Sara Colglazier (MHC/5C) to Everyone 12:14 PM
      +1 to all chatted or said
  • Dennis: Maybe have two pages. One for closed and one for anything not closed. 
    • From Julie Stauffer to Everyone 12:20 PM
      Yes, with link to archive page
      From Kristin Martin to Everyone 12:21 PM
      From Julie Brannon (she/her) to Everyone 12:21 PM
      Works for me too
      From Ann Crowley to Everyone 12:21 PM
      From Scott Perry to Everyone 12:21 PM
      Works for me
      From Steve Selleck to Everyone 12:21 PM
    • Sara: Requested newest items are always on top. 
  • Dennis: An Archived page will be made for topics that are closed. 
:29Implementers Topics # 54 Creating and filtering pieces
  • Implementers Topics # 54 
  • Creating and filtering pieces
  • We would like to have a way of identifying Titles that represent material that will be sent for binding at a given point in the year–for example, in Receiving if there were a check box at the Receiving Title Record level for To be Bound or Bindery that one could then Filter on. We now include information in the Receiving Note that indicates that the title is a Bindery title, but one cannot search on the Receiving Note in the Receiving App. (I suppose we could use a Tag, but ...) It would be better if what indicates that the Title is a Bindery Title could be seen and filtered on from both the POL and Receiving Title record. ... Something more like the Rush or ??

    I have a monthly magazine that I receive and at a certain point of the year when I have all issues for the year they will be sent to the bindery.

    Need to know a little more about how the user finds what needs to be bound and what historical information they need about this activity in receiving.

  • From Lisa Smith - Mich State to Everyone 12:33 PM
    At Mich State we are using temp locations in inventory to track items at the Bindery (or in Conservation for repair, etc)  It would be nice to have the info display in Receiving, too.
  • From Julie Brannon (she/her) to Everyone 12:39 PM
    We might want to capture more information about binding for print serials - how long to retain issues before binding, how many issues to bind in a volume, whether to bind or discard etc.
  • From Sara Colglazier (MHC/5C) to Everyone 12:40 PM
    A note in addition would be great! Definitely info will need to be kept somewhere
  • Dennis: Do you know at the point of order if the title will be bound or not?
    • Sara: Every system will be different.  What is bound or not is tied to collection development. It can change over time. 
  • Dennis: Is it a general consensus that the binding workflow is part of receiving?
    • From Lisa Smith - Mich State to Everyone 12:47 PM
      Mich State has Acq staff receive material, but Bind Prep staff works on getting items bound.
    • From Julie Stauffer to Everyone 12:47 PM
      Or, rather it is more related to receiving than to ordering workflows
    • From Julie Brannon (she/her) to Everyone 12:48 PM
      In our current system (Aleph), we have a separate subscription record that holds information about binding and claiming - an order is linked to the subscription record, so the binding and claiming info isn't stored on the order
    • From Sara Colglazier (MHC/5C) to Everyone 12:48 PM
      Access Services handles it here
    • From Julie Stauffer to Everyone 12:49 PM
      Acq is done, receiving in progress, cat is done, binding for serials happens even further out (need to wait for a volume of issues to arrive)
    • From Peter Sbrzesny to Everyone 12:50 PM
      You need to access received pieces to identify what is ready for binding.
    • From Sara Colglazier (MHC/5C) to Everyone 12:51 PM
      +1 to Peter
    • From Kristin Martin to Everyone 12:52 PM
    • From Lisa Smith - Mich State to Everyone 12:53 PM
      Our Bind Prep staff shelves incoming serials.  They have guidelines to use to pull binding based on physical attributes of the materials.  We never used a pick list.
    • From Peter Sbrzesny to Everyone 12:54 PM
      In our current system, staff is checking whether issues are ready for binding when the first issue of a new volume arrives.
    • From Sara Colglazier (MHC/5C) to Everyone 12:56 PM
      The Note field would only appear if the Bindery box is checked?!
    • Dennis will create a wiki page and get some mock-ups created to discuss at a future date. 

Action items