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2023-01-13 Acquisitions Meeting notes

2023-01-13 Acquisitions Meeting notes

Owned by Heather McMillan
Jan 13, 2023

Date

Attendees

Alissa Hafele, Ann Crowley, Carol Sterenberg, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Heather McMillan, Jackie Magagnosc, Jean Pajerek, Julie Stauffer, Kathleen Norton, Kimberly Pamplin, Kimberly Wiljanen, Kristin Martin, Lisa Maybury, Lisa Smith, Martina Karlsson, Martina Schildt, Nancy Pelis, Okay Okonkwo, Owen Stephens, Paivi Rentz, Peter Breternitz, Peter Sbrzesny, Scott Perry, Sven Thomsen, Sylvia Hamann, Valerie Cervantes, Winter White

Agenda

  • Current: Friday, January 13, 2023

    Housekeeping -

    • Confirming Friday meetings schedule change
    • Mark your calendar - FYRO presentation by German networks planned for Friday, Feb. 3, at 9 am Eastern
    • Next scheduled meeting - Tuesday, Jan, 17, at 1 pm Eastern

    PC Updates (Kristin Martin) -

    • First Tri-Council meeting held 2022-01-13
      • Trying to define FOLIO terms
    • Demo of translations app created by Knowledgeware on 2022-01-05
    • Need to reconsider work for functional requirements for new FOLIO modules
    • Roadmap/Prioritization group still getting underway - want to take SIG conversations take-aways to that group
    • Onboarding Task Group will have update at the end of the month


    Business -

Discussion items

TimeItemWhoNotes
:04  PC Updates Kristin PC Updates (Kristin Martin) -
    • First Tri-Council meeting held 2022-01-13
      • Trying to define FOLIO terms (Product, platform......) 
    • Demo of translations app created by Knowledgeware on 2022-01-05
    • Need to reconsider work for functional requirements for new FOLIO modules
    • Roadmap/Prioritization group still getting underway - want to take SIG conversations take-aways to that group
    • Onboarding Task Group will have update at the end of the month
  • Also discussed a new module MoD setting that provides more granularity. Concerns about having two modules with duplicated functionality.  At this moment there is enough votes on the PC endorsing this. 
:13Order version historyDennis
  • UXPROD-3215
  • Show order version history
  • UAT Order version history UX Prod 3215
  • Tests next week. starts on the 18th. Will post on the Acq channel.
:21ability to edit fund distribution after an invoice has been paid. Dennis
  • Demo's ability to edit fund distribution after an invoice has been paid. 
  • From Owen Stephens to Everyone 08:20 AM
    I’m not in a position to comment on the functionality as far as meeting requirements but I do like this UI and interaction
  • From Julie Stauffer to Everyone 08:27 AM
    It would be nice to distinguish updates that are system generated versus a user edit
    • Dennis: We didn't have time to get that in this release, but it is planned 
    • From Owen Stephens to Everyone 08:31 AM
      That would seem really helpful
      Like “Open Order” is going to be one as well.
    • What you’ve presented here is a big step forward though I think!
      I’m really interested to see what the UAT turns out (and whether we need to start looking at similar functionality in other modules…)
       
      •  
:44 Implementers' Topics no.77
  • no.77 Orders: Spelling inconsistency in UI
  • Orders app: The hover text for a cancelled purchase order or order line displays "Canceled"; however, the Reason for closure field uses the spelling "Cancelled."  Please change the hover text for consistency with other field labels and values which use double "l" (Examples: "Cancellation restriction", "Cancellation description").
  • Dennis: Will update spelling to have two 'l'. Spelled 'cancelled' instead of 'canceled'. 
  • From Owen Stephens to Everyone 08:49 AM
    Still recovering from “license” vs “license” where in the UK we spell the noun one way and the verb the other
    From Dung-Lan Chen to Everyone 08:49 AM
    Yes, being consistent is important!
    From Owen Stephens to Everyone 08:49 AM
    Licence!
:49Implementers' Topics no.78
  • no.78 Orders: Keyword search orders  by instance HRID
  • Staff at Duke are accustomed to searching for orders based on a bibliographic record system ID.  The equivalent in FOLIO is the instance HRID; however, the Orders app doesn't currently offer instance HRID as a search keyword.  We're curious to know whether other institutions would find that useful as well.  
  • Will wait for Julie to join us.

Implementers' Topics no.79
  • Receiving and Invoices: clicking on "receive" from a POL can bring up more than one POL
  • At Chicago, many POs were migrated from earlier systems, so some have very long PO numbers. When clicking on "Receive" from the drop down menu from the POL, a search is initiated by the POL number to bring up the Receiving record. But the search is a keyword string, as opposed to an exact match. As a result, if the string of one POL number is contained in another POL number, this results in multiple results, which is confusing. It would be better to have an exact search to avoid confusion when trying to receive. Example video here: https://drive.google.com/file/d/1YOw9OH1FMFy6aEfzU2Fn6bbVYBewpdnL/view?usp=sharing. The number "54338" bring ups that POL for receiving but also the POL for "454338."   The search for a POL to add to an invoice line has the same issues.
  • Lisa Smith - also see this at Michigan State. It also does this with Voucher numbers. 
  • From Scott Perry (UChicago) to Everyone 08:58 AM
    This problem also impacts adding POLs to invoices
  • Dennis: Are there uses cases for not wanting an exact match?
    • From Scott Perry (UChicago) to Everyone 09:00 AM
      If you're entering a PO number I would normally expect the result to be exact.
    • From Pamplin, Kimberly B to Everyone 09:00 AM
      +1 to Scott
    • From Martina Schildt | VZG to Everyone 09:01 AM
      +1
  • Dennis: will create a story for this. 

Action items

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