2022-11-01 Acquisitions Meeting notes

Morning Glory Highlights

@Dennis Bridges 

• Lots of work going into bugfixes and enhancements

• Ramping up automated testing and leveraging manual QA testers

• User experience

  • Voucher export has been pulled out of Settings and can now be initiated from the Invoices app; associated with different permissions now to separate configuration and operations

  • Ability to change the instance connection on a POL; also deal with how the associated holdings/items should be treated or moved

    • If there is only a holdings record, you can opt to delete it.

  • Ability to create a new order from an instance record

    • Major workflow upgrade, especially for those using single record import

    • Can create a new PO or add the instance as a new POL to an existing order

    • Usage of order templates will further streamline this process

    • Instance-related fields will be locked for editing on the POL (prevents disconnection from the instance record where the workflow started)

  • Integrations

    • Additional mappings available for the GOBI integration

      • More data points from the FOLIO PO/POL that can receive data values from GOBI

      • Acquisitions units are included – can leverage the sub-account number or map from a local field

    • Ability to cancel orders through EBSCONET

      • Configures EBSCONET to send non-renewal info to the POL and cancel the POL as a result

      • Created a ‘Cancel’ action in the UI and new permissions as well

      • Cancel available on the PO and PO level

      • Releases encumbrance

    • New features

      • Cancelling POs and POLs (see above)

      • Export invoice data to CSV

        • Contains data points from the invoice, vouchers, orders

        • Selectable fields

      • Export fund/budget data to CSV

        • Initiated from the ledger

        • Choose the FY

        • Choose which expense classes (if any)

        • Contains data from ledger, group, fund, budget, expense classes

      • Export piece data to CSV

        • Receiving result list

        • Selectable fields

        • Contains data from receiving title, orders, and piece

      • Questions

        • Molly asked about the new cancellation feature

          • Cancel PO will update the item status to “Order closed”

          • Cancel POL will not do this – Molly to file a Jira with information for Dennis and Thunderjets

        • Dung-Lan asked about updating the workflow for placing requests on new acquisitions

          • The introduction of TLR may help with this

          • Also a feature in the backlog for creating a request from an order

        • Kristin asked about whether these things were included in the release notes

          • Features all associated with the release, but only actionable changes outlined in the table

          • New feature list here: https://folio-org.atlassian.net/wiki/display/REL/Morning+Glory+%28R2+2022%29+Release+Notes#MorningGlory(R22022)ReleaseNotes-NewFeatures

          • Dennis thinks it would be good to continue this conversation

          • Starting with Morning Glory releases, POs are also linking their presentation to release notes: https://folio-org.atlassian.net/wiki/display/REL/Morning+Glory+%28R2+2022%29+Release+Notes#MorningGlory(R22022)ReleaseNotes-POReleasePresentations

        • Sara asked for a way to make it more obvious when a instance connection was being broken by an edit on the POL

          • Supported by Lisa

Dennis to make a story for further discussion

Nolana Highlights

@Dennis Bridges 

• Manual QA testing has helped proactively uncover bugs much earlier in the process

• Allow user to download or resend EDIFACT order exports

  • Initiated from Export manager

  • It is the exact file that was originally created

  • Resend sends it to the FTP site again

  • Requires the storage of the records

  • Includes export history for each POL

• FYRO preview

  • Allows testing of fiscal year rollover

  • Initiated from each ledger; can be run multiple times

  • Does not impact live data

  • Identifies unpaid invoices to export

  • Significant performance improvements to FYRO

  • Email notification when the email is done

  • Rollover logs available from ledger – includes both test and actual rollovers – stored for at least one FY

• GOBI integration user interface

  • Affords greater transparency into GOBI mappings for order integration

  • Allows library staff to add/edit FOLIO side mappings

  • Allows for resetting to defaults if needed

• Create invoice automatically from purchase order

  • New action from PO to create an invoice

  • Inherits vendor information from PO

  • Adds POLs on the PO as invoice lines

  • Multi-line POs allow for reordering of invoice lines

• Non-functional requirements

  • Dennis explained the functional automated testing the team has been working on

  • Emphasized the importance of Bugfest participation, but FOLIO has additional help in this regard

• Questions

  • Dung-Lan clarified that FYRO preview is still by individual ledger, not all at once

  • Dung-Lan asked about how to create an invoice when multiple POs are referenced

    • Dennis said the first PO could be initiated from Orders, then continue in the Invoices app as before

  • Dennis reiterated that the earlier the feedback, the better in terms of resolution for Nolana or planned enhancements for a future release

  • Bugfest starts on Monday, 11/7 – Dung-Lan proposed dedicating a meeting to Bugfest testing as in the past