2023-09-15 Acquisitions Meeting notes

Housekeeping

Dung-Lan

• Housekeeping -

  • Reminder - on Friday, Sept. 29, at 9 am, Owen Stephens will demo supplementary properties and term filter builder functions used in Agreements with folks who are using the functions sharing how they use them, etc.

  • Reminder - App Interaction survey UI for Save button open thru 9/19/23 - your input appreciated!

  • Next scheduled meeting - next Tuesday (9/19) at 1 pm Eastern

:05

PC Update

Kristin Martin

• The PC is Looking for more meaningful ways to communicate with the SIG's other than just monthly meetings. Started a sub group to look at this. Also a a group to look at how meetings are structured. A 3rd group working across councils on proposed architural changes for folio. 

• The Community Council is doing another survey about what are three things that can be better about folio. The responses will be compared to last years responses. 

• 2023-09-14 Product Council Agenda and Meeting Notes

:10

Save Button

Martina Schildt

• A brief review of App Interaction UI for Save button survey & Q&A (Martina Schildt )

• Mock ups have been designed that are being reviewed. There are three options that are in the survey.

  • Please answer survey by the end of next Tuesday. (Sept.19th)

  • Survey link. 

:16

Joe Reimers

Discuss donors

• Working on a more comprehensive framework for donors. 

• General idea is adding the ability to define an organization as a donor. 

• Adding a donor checkbox that is similar to a vendor checkbox. 

  • This will allow additional functionality. 

  •  

    Open

    

  • Will allow donors to be associated with funds. The idea behind this is to support endowments.  Any orders associated 

  • Open

    

  • Current Donor box in order records will be going away. 

  • Open

    

  • Another component to highlight, a lot existing information in organization information that can be leveraged. 

  •  Scott: Has concerns about using organizations for donor information. Likes the controlled vocabulary. Likes the links that will be there. Need some kind of link for donor validation to inventory records. 

  • Joe: One of the reasons we are going with the Organization record is because the National Library of New Zealand is already starting the development. 

  • This will be implemented within the next few months. 

  • Scott Perry (UChicago) 8:29 AM
    I would likely not include any donor contact information (unless that information for donors would be highly restricted).

  • Kristin Martin (UChicago she/her) 8:31 AM
    I think right now, you can't edit the Donor field if the POL is open.

  • Scott Perry (UChicago) 8:32 AM
    Does this imply a formal “donor” field in Instance/Holding/Item?

    • Joe: I'd like to get there. That is partly a MM question and for the po's that manage Inventory. 

  • Kimie (Keemee) Kester 8:32 AM
    Is the only Donor info that appears on the Organization record, the checkbox that designates the record as a Donor?

  • Scott Perry (UChicago) 8:33 AM
    A way to migrate the existing data to the new field would be great

    • Joe - it would be great. Not sure how to do that though. That is a technical challenge and a reason we are not going to purge that data.. 

  • Scott Perry (UChicago) 8:35 AM
    It belongs at all three levels (in response to discussion on where information belongs in Inventory)
    We have a separate server  with the images that VuFind calls. (in response to discussion on electronic book plates)

  • Kristin Martin (UChicago she/her) 8:42 AM
    It's a different relationship with donors than with vendors and who should be contacting them.

  • Joe: Does donor information get retained by the library, or by a donor department?

    • Dung-Lan - all we get is the name to put on a book plate. 

    • Lisa Smith - Mich State 8:46 AM
      We would not use any sensitive info in our orders or vendor records.  We have endowment funds named a certain way.

    • Scott Perry (UChicago) 8:46 AM
      AS I said, I don’t think we would even enter this information.  There are separate university systems that contain that information.

    • Paivi Rentz 8:47 AM
      Our Acquisitions department does not collect donor information any more. We used to when we had more staff.

    • Scott Perry (UChicago) 8:47 AM
      The library has the contact information, but not broadly distributed as a FOLIO record would be.

    • Joe: Is there a desire to even put it in folio?

      • It depends on if the gift is money, a book, a collection....  If it's financial, it would go through the university foundation.