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2022-11-18 Acquisitions Meeting notes

2022-11-18 Acquisitions Meeting notes

Nov 18, 2022

Date

Nov 18, 2022

Attendees

  • Alissa Hafele, Andre Hohmann, Ann Crowley, Ben Jahre, Bethany Blankemeyer, Bjorn Muschall, Brooks Travis, Carla Lindenmuth, Carol Sterenberg, Chuck Koontz, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Heather MacFarlane, Heather McMillan, Hedda Kuban, Julia Callahan, Julie Brannon, Julie Stauffer, Kathleen Norton, Kimberly Pamplin, Kimberly Wiljanen, Kristin Martin, Kyle Banjeree, Linh Chang, Lisa Smith, Lucas Moder, Manja Biermann, Martina Karlsson, Martina Schildt, Martina Tumulla, Mary Moran, Nancy Finn, Nancy Pelis, Nina Stellmann, Okay Okonkwo, Owen Stephens, Peter Breternitz, Reinhard Niederer, Renate Pleyer, Robert Heaton, Sabine Dudeck, Sara Colglazier, Scott Perry, Scott Stangroom, Shannon Burke, Susanne Schuster, Sylvia Hamann, Tara Barnett, Victoria Anderson, Winter White, Zorian Sasyk

Agenda

  • Current: Friday, November 18, 2022

    Housekeeping -

    • Reminder - next scheduled meeting, Tuesday, Nov. 22

    • Reminder - Nolana Bugfest is still up ... please help out testing if you can

    PC Updates (@Kristin Martin ) -

    • Call for participants for Roadmap and Prioritization group

    • PC Meeting 2022-11-17

      • Will be reviewing SIG notes and coming up with action items

      • Approved new review process for new modules, will be discussed with TC and CC after Thanksgiving

      • Discussion of TC's thoughts on the recommendations of Data Sync Working Group

    • PC Meeting 2022-11-10

      • SIG updates

    • PC Meeting 2022-11-03

      • New Onboarding Group getting started to help new FOLIO members

      • Call for support for the Documentation Technical Editor

      • Community Council is distilling results of "3 things" survey

    • PC Meeting 2022-10-27

      • Serials Management work (you'll hear more about this!)

      • Updates from other councils

     

    Business -

    • "Serials Management in FOLIO" presentation & feedback (Owen Stephens)

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

  • Housekeeping -

    • Reminder - next scheduled meeting, Tuesday, Nov. 22

      • Several people indicated they will be off and not attending

    • Reminder - Nolana Bugfest is still up ... please help out testing if you can

 :03

 

 

 

:09

 

 

https://docs.google.com/presentation/d/1ZvJ1B6BL5L-j-wGTf3B0P5gpxcsHVp0YApk-bQwQ2Fk/edit#slide=id.p

  • Funded by GBV and Duke

  • Terminology: 

    • "Serials are print or non-print publications issued in parts, usually bearing issue numbers and/or dates. A serial is expected to continue indefinitely. Serials include magazines, newspapers, annuals (such as reports, yearbooks, and directories), journals, memoirs, proceedings, transactions of societies, and monographic series." (https://www.loc.gov/issn/issnbro.html)

      From a Folio perspective we might consider anything that has an order with type "Ongoing" a 'serial'

  • Serials Management: 

    • Orders and Invoices for serials

    • Prediction of expected pieces

    • Receipt (aka check in) of expected pieces (including creation/update of related holdings and/or items)

    • Claims for pieces that were expected but not received

    • Tracking / Reminders for standing order and monographic series publication schedules

    • Transfer / Binding / Disposal of received pieces

  • Following diagram was drawn up early in the process. Things colored in already exist in folio. 

Action items