2023-09-26 Acquisitions Meeting notes

Housekeeping

Dung-Lan

• Housekeeping -

  • Reminder - next meeting, this Friday (9/29) at 9 am Eastern - Owen Stephens' demo of supplementary properties and term filter builder with folks sharing how they use the functions

  • Mark your calendar - Discuss "EDI ordering" scheduled for Tuesday, 10/17, at 1 pm Eastern

 :05

 Part 2 of "Package POLs"

 Sara Colglazier

•  Sara now creates all ongoing orders as package orders

• AppInt/Package+POLs+Container+records+additional+requirements

• Add 0359 line in Inventory record to manage different package information. 

• Kristin Martin (UChicago she/her) 12:14 PM
  So you use a container PO for all Kanopy titles?
  pardon, package PO

  • Sara: For Kanopy ones, yes, but a little differently.  Some are perpetual access, some are from pda program. Created two pol's, one for each type.

• Kristin Martin (UChicago she/her) 12:20 PM
  So all of your Kanopy titles are paid on the same fund?

  • Sara: Yes

• Joanna Cerro (she/her) 12:17 PM
  Sara - you probably already covered this (maybe in the first session). What's the reasoning behind creating all ongoing orders as "packages" rather than single POL's. Or maybe I'm misunderstanding. Thanks!

• :24 in recording:  I can do so much more with it when it's set up as a pol. I can add all the other titles I am getting under that order. So many ongoing things morph over time. example recently had a print subscription that now occasionally send out a mono title.  If the original title had been set up as a package, could just add that occasional title to the po. I have found no drawback to doing it. Only benefits. 

• Kimberly: Package titles are not searchable in orders, only in receiving.  The connection is happening in receiving. 

• Kristin Martin (UChicago she/her) 12:26 PM
  FYI, Joanna, for streaming, we use individual POs for each Kanopy title, and bring them together as an agreement.

• Kristin Martin (UChicago she/her) 12:37 PM
  So, you add the administrative note with the POL when you load the records?

  • Sara: Yes - for certain approval plans. Not all of them.

• Joanna Cerro (she/her) 12:41 PM
  If you're creating a package PO with only one title for a single subscription, what do you add for the the "Package name"? I see that it's a free text field that isn't connected to a particular instance record.

  • Sara: The package pol, as soon as you open it, it locks out any changes to the pol title. 

  • Martina Schildt | VZG 12:43 PM
    +1 to Sara
    it would be good to be able to track changes in a Change log

• Kimberly Pamplin 12:44 PM
  An alias name field might also be nice. Sometimes invoices come with a different name than the actual resource.