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2023-09-15 Acquisitions Meeting notes

2023-09-15 Acquisitions Meeting notes

Sep 15, 2023

Date

Attendees

  • Ann CrowleyJohn BanionisNancy Pelis
    Bob ScheierKathleen NortonNina Stellmann
    Catherine TuohyKimberly PamplinOkay Okonkwo
    Dung-Lan ChenKimberly SmithOwen Stephens
    Dwayne SwigertKimie KesterRobert Heaton
    Emily RobertsonKristin MartinScott Perry
    Heather McMillanLisa SmithSusanne Gill
    Jackie MagagnoscLucinda WilliamsSylvia Hamann
    Jean PajerekMartina SchildtTimothy Nelson
    Joe ReimersMary MoranVictoria Anderson


Agenda

Discussion items

TimeItemWhoNotes
HousekeepingDung-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
:05PC UpdateKristin 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
:10Save ButtonMartina 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. 
:16Joe ReimersDiscuss 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. 
    •  
    • Will allow donors to be associated with funds. The idea behind this is to support endowments.  Any orders associated 
    • Current Donor box in order records will be going away. 
    • 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. 

Action items

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